How to Sell and Redeem a Gift Card and Pay Aheads

There are a couple of ways to sell and redeem a gift card in MaidCentral, depending on your credit card processor.

If you are using Paystri:

Gift cards can be sold and redeemed directly in MaidCentral. You can go to Company > Settings > General > Features > CreditCard Processor: Paystri, and enable the Gift Cards option. You can click Settings to set the Amount Range, Suggested Amounts, and QuickBooks Item.

You can also control these settings by going to Company > Other > Quoting and Scopes > Gift Cards.

You can add the gift card form to your website by copying and pasting the Gift Card iFrame URL. Anyone can purchase a gift card, not just customers. You can click Preview to see what the form looks like.

Once the form is filled out, the recipient will receive a code that they can use to redeem in the future.

You can edit gift card communications by going to Company > Settings > Templates and selecting one of the templates below. Both templates have a text and email form.

• Gift Card Activated - Gift Card Activated

• Gift Card Delivery - Gift Card Delivery

Redeeming a Gift Card

You can redeem a gift card for a customer by going into the Customer Profile > Payments > Overview > Redeem Gift Card. You will need to enter the code associated with the gift card.

Customers can also purchase and redeem gift cards through the Customer Portal. Once logged in, go to Billing > Gift Cards and choose either Purchase Gift Card or Redeem.

Gift Card Management

You can manage all gift cards through the Gift Cards report. Go to Company > Invoicing and Payroll > All Invoicing and Payroll Reports > Gift Cards to access this report.

If you are using a different credit card processor:

You can record and redeem gift cards through QuickBooks. Here’s their step-by-step guide.

Another Option you have for Gift Certificates and pay aheads or other forms of Gift Cards is QBO Credit

1) You will need to decide if you want the Credits to Auto-apply or not.

2) You can create an invoice inside of QBO and charge the customer via your CC processor

3) You can then Apply Credit Memo's to customers through QBO

4) Depending on your Credit settings inside QBO (step 1) it will automatically apply those credits to the customer’s job, or you will manually apply them when the time comes