How to sell gift certificates in Wintix 5

(Last updated on: October 22, 2018)

  • When selling a gift certificate, take the order under the person’s name who is paying for it.
  • On the Finish the sale tab, type in the name of the person in the remarks field that the gift certificate will be sent to.

  • This information will appear on the General information tab of the sales record.

  • Enter the name, address, etc. of the person receiving the certificate into your mailing list as a new customer.
  • In the notes/remarks section of the new customer, enter the sale number of the gift certificate purchase.
  • You will already have their information in your system when you’re ready for it.

Learn how to add gift certificates in Wintix to be sold online through Webtix.

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