First, you have to sell a static quantity item called 'Gift Voucher' to your customer on Account.

1. Go to the Information menu and choose Stock.
2. Create a new stock item called Gift Voucher.
3. Select the Static Quantity option.
4. Click Commit.
5. Go to the Transaction menu and choose Sales.
6. Enter your Staff number and the Customer number.
7. Enter the Gift Voucher item into the barcode field.
8. Enter the price of each gift voucher into the Sell field and the quantity being purchased into the Quantity field.
9. Select the Account payment type.
10. Click Commit. Your customer can now pay off these Gift Vouchers at a later date. See our example below.
    

Now you must create the actual Gift Voucher so that they can be redeemed for stock in the future. Committing these sales actually creates the Gift Vouchers against the customer records.

1. Go to the Transaction menu and choose Sales.
2. Enter your Staff number and the Customer number.
3. Enter the Gift Voucher item into the Code field.
4. Enter the price of the gift voucher into the Sell field. In this example we are selling the $20 Gift Voucher.
5. Enter a quantity of -1 (negative one) into the Quantity field.
6. Select the Gift Voucher payment type.
7. In the Paying field enter the amount of the Gift Voucher (-$20).
8. Click Commit.

How do I check if I processed the above transactions correctly?

1. Go to the Information menu and choose Customers.
2. Enter the customer number then click the Credit tab. All Gift Vouchers sold to this customer will appear in this window.

Redeeming a gift voucher is dealt with in the same way as a normal Gift Voucher purchase. Please refer to the RetailManager user guide for more information.

1. Go to the Information menu and choose Customers.
2. Press F5 to create a new customer.
3. In the surname field, type 'Gift Voucher Customer'.
4. Press F10 on the keyboard or click Commit.
5. Go to the Transaction menu and choose Sales.
6. Enter your Staff number and in the Customer field, enter the Gift Voucher Customer.
7. Tab through to the Payment Details field without entering a stock item.
8. Select the method of payment the customer is using to pay for the gift voucher, in other words Cash, then enter the amount of the gift voucher in the Paying field and click Add.
9. While still in the Payment Details field, select the Gift Voucher payment type. Automatically, a negative amount will appear in the Paying field. Click Add.
10. Click Commit. See our example below.
    

1. Go to the Transaction menu and choose Sales.
2. Enter your Staff number and in the Customer field, enter the Gift Voucher Customer.
3. Type or scan the barcode of the item the customer is purchasing into the Code field.
4. In the Payment Details field, select the Gift Voucher payment type and click Add. A window will appear listing all of the outstanding Gift Vouchers that have been issued.
5. Select the appropriate Gift Voucher then click Commit. See our example below.
   
6. If the Gift Voucher amount is less than the value of the item being purchased, you can enter the remaining amount against any other payment type.
7. Click Commit.

The first way is to cancel the gift voucher and reimburse the customer with cash/eftpos etc.

1. Go to the Transactions menu and choose Sales.
2. Enter your Staff number and Customer number.
3. Skip the Code field and tab down to the Payment Details section.
4. Choose the method of payment originally used to create the Gift Voucher, and enter in a negative amount in the Paying field, in other words -$100, then click Add.
5. Choose the Gift Voucher payment type. $100 should automatically appear in the Paying field. Click Add.
6. A window will appear asking you to select the outstanding Gift Vouchers. Select the appropriate gift voucher and click Commit. See our example below.
   
7. A message will appear asking you if you want to commit the transaction. Click Yes or press Enter.

If you use the Accounting Export feature to link RetailManager to MYOB accounting software, the relevant journal entries will be created to reverse the transaction.

The second way is to cancel the gift voucher and retain the money that was originally paid. This situation may arise where the customer has not returned to redeem their gift voucher for a given amount of time and the business has decided to retain their money.

1. Go to the Setup menu and choose Options then click Payment Type.
2. Create a new payment type called XL Gift Voucher (Cancelled Gift Voucher). For further information on creating payment types, please refer to your RetailManager user guide.
3. If you use the Accounting Export, go to the Setup menu and choose Options then click Accounting. Click the Banking Export tab. Create an Export Group to link XL Gift Voucher payment type to a miscellaneous income account. For further information on creating Banking Export Groups, please refer to your RetailManager user guide. Note: If you do not have a miscellaneous income account set up in your accounting software, we recommend consulting your accountant or book keeper before creating this account.
4. Go to the Transactions menu and choose Sales.
5. Enter your Staff number and Customer number.
6. Skip the Code field and tab down to the Payment Details section.
7. Choose the XL Gift Voucher payment type and enter in a negative amount in the Paying field, in other words -$100.
8. Click Add.
9. Choose the Gift Voucher payment type. $100 should automatically appear in the Paying field.
10. Click Add. A window will appear asking you to select the outstanding Gift Vouchers.
11. Select the appropriate gift voucher and click Commit. See our example below.
    
12. A message will appear asking you if you want to commit the transaction. Click Yes or press Enter.
13. If you use the Accounting Export feature to link RetailManager to MYOB Accounting, Accounting Plus, Premier, AccountEdge, or AccountRight, the relevant journal entries will be created to reverse the transaction.

By following the above steps, the Gift Voucher will be cancelled and the appropriate adjustment will be sent via the accounting export to all the relevant accounts in your MYOB accounting software.

The amount of the Credit Note has been debited from the Credit Notes Liability account and credited to the Miscellaneous Income account.