The **Gift Certificates Module** allows for the sale, management, and redemption of gift certificates within the Canvas system. These certificates can be purchased through the storefront, automatically delivered to recipients, and managed through the admin backend. --- ### **Key Features** 1. **Purchasing Gift Certificates**: - Customers can purchase gift certificates directly from the storefront. - Certificates are automatically delivered via email to the recipient specified during checkout. 2. **Managing Gift Certificates**: - Admins can view, resend, cancel, or print gift certificates through the admin backend. - Redemption and balance tracking are integrated within the system. 3. **Redemption**: - Recipients can redeem gift certificates for eligible items or services during checkout. - Partial redemptions are tracked, and balances are updated automatically. --- ### **Purchasing Gift Certificates** 1. **Storefront Purchase Process**: - Customers select a gift certificate value and provide the recipient's email address and a personalized message during checkout. - The certificate is automatically emailed to the recipient upon completion of the purchase. 2. **Recipient Email**: - Includes a unique gift certificate code for redemption. - Displays the personalized message entered by the buyer. --- ### **Managing Gift Certificates** 1. **Accessing the Module**: - Navigate to **Admin > Finance Setup & Functions > Gift Certificates**. 2. **Filter and Search**: - Use the **Filter by Purchaser** dropdown to search for certificates by buyer. - Related transactions are listed, showing details such as date, transaction number, and purchaser information. 3. **Gift Certificate Table Overview**: |**Column**|**Description**| |---|---| |**Code**|Unique gift certificate code for tracking and redemption.| |**Date Issued**|The date the certificate was created.| |**Amount**|Original value of the certificate.| |**Redeemed**|Total amount redeemed so far.| |**Balance**|Remaining balance available for redemption.| |**Message**|Personalized message sent with the certificate.| |**Recipient**|Name of the recipient.| |**Buyer**|Name of the purchaser.| |**Gift Email**|Email address to which the certificate was delivered.| |**Send**|Resend the gift certificate to the recipient's email address.| |**Cancel**|Cancel the gift certificate (making it invalid for redemption).| |**Print**|Generate a printable version of the gift certificate.| |**Fulfilled**|Indicates if the certificate has been sent successfully.| |**View Transactions**|View all related transactions, including redemption details.| --- ### **Resending Gift Certificates** 1. Locate the certificate in the **Gift Certificates Issued** table. 2. Click the **Send** icon (paper plane icon) to resend the certificate to the recipient's email address. 3. Confirm the resend action if prompted. --- ### **Canceling Gift Certificates** 1. Locate the certificate in the **Gift Certificates Issued** table. 2. Click the **Cancel** button. 3. Confirm the cancellation. The certificate will be marked as invalid and cannot be redeemed. --- ### **Printing Gift Certificates** 1. Locate the certificate in the **Gift Certificates Issued** table. 2. Click the **Print** icon (printer icon) to generate a printable version. 3. Use the print dialog to complete the process. --- ### **Viewing Transactions** 1. Click **View Transactions** in the **Fulfilled** column to see a detailed list of related transactions. - Includes redemption dates, amounts, and associated orders. --- ### **Redemption Process** 1. Recipients enter their unique gift certificate code during checkout on the storefront. 2. The system verifies the code and deducts the applicable amount from the gift certificate balance. 3. If the purchase exceeds the balance, the recipient will be prompted to pay the remaining amount using another payment method.