- Go to Sell, then Gift Certificates
- Click New Gift Certificate, at top right
- Enter the original certificate's To, From, and (optionally) Message to Recipient
- Under Certificate number, delete the pre-populated number, then type in the number from the original certificate's number
- Select Is certificate for an amount or service?, then enter an Amount or Service
- Enter the original original certificate's How is the client paying? and Payment date options
- When done, click Save & Pay
Notes
- Always enter the original certificate's information, including for the payment date and source
- To enter a partially-spent certificate, set Is certificate for an amount or service? to Amount, and then enter the amount remaining instead of the entire original amount
- If you'd like to import a bulk batch of certificates, please visit the How to import clients and other data into ClinicSense guide
Video guide
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