The best way to track any gift cards sold prior to using ClinicSense is to add them into ClinicSense as follows:
Note: If you have many gift certificates, please email support@clinicsense.com and we can look into importing your gift certificates into your account for you.
- Go to Sell > Gift Certificates
- Click on the New Gift Certificates button at the top right
- Input the To, From and Message information that was used in the original gift certificate (each field is optional)
- If the gift certificate you sold before using ClinicSense has a certificate # make sure you enter that same number when creating the gift certificate in ClinicSense
- Input the amount or select the service associated with the gift certificate
- Choose the same payment method that was used when the gift certificate was originally purchased
- Select the original payment date (not today's date)
- Click Save & Pay