Account/Gift Card

There are two options to select an existing Customer account in this screen.

• Swipe Card Here – select this field and swipe a Gift Card or Loyalty card to select the desired Customer account.
  
• Manual Lookup – select this to search for the desired Customer account using the lookup fields and selecting Pick This Customer. 
  

Add Money to Existing Account – Select this option to deposit money onto an existing customer account.

• Swipe the customer card. 
  
• Enter in a dollar amount to be put on the card in the Deposit Amount field. If you would like to give the customer a free drink or credit to the account, enter the amount in the Extra Credit or Extra Free Drinks field.
  

Activate New Gift Card/Account – Select this option to create a new account or activate a new Gift Card.

• Swipe the card and enter any name information that you would like to be attached to the card. 
  
• Enter in a dollar amount to be put on the card in the Deposit Amount field. If you would like to give the customer a free drink or credit to the account, enter the amount in the Extra Credit or Extra Free Drinks field. 
  

Create Multiple Gift Cards – Select this option to create multiple cards on one transaction.

• Enter in the amount to go onto the card in the Default Amount field. 
  
• Swipe the number of cards to receive the designated amount. 
  
• When ready to complete the transaction, select Order Cards. 
  

Note: Select a Membership Type from the drop-down list to group the cards together for reporting purposes. For example if the cards are all part of a donation, select Donation as the Membership Type. See section Customers | Customer Info Introduction for more information.





Combine Two Accounts – Select this option to combine two different gift cards onto one customer account.

• Swipe the card that you would like to have all of the money combined onto in the left hand column Account to Combine. 
  
• Swipe the card with the account that you would like to close and remove the moneys from in the right hand column Account to Close.