Sell a gift card, redeem part and reconcile the balance

Procedure

1. Open CRM and marketing > Gift card kinds and configure the actual supported kind, currency, nominal amount, validity and code pattern. Review company/cash-flow fields requested by the current mode.
2. Register or scan a certificate and inspect its not-activated state. Sell it through the validated Point of sale or incoming-payment flow and verify activation and receipt/payment link.
3. Apply the card to an eligible sale by the supported payment wizard and limit use to the actual remaining balance and amount due.
4. Reconcile a simple example: nominal value 100, payment 30, remaining balance 70. Inspect card status and the customer settlement card before a second use.
5. For non-POS sales, find the card in the gift-card list in Sales. Open the payment-allocation workflow for the sales document and select the available card balance under unused prepayments.
6. Process an authorized return/cancellation separately and compare cash/bank effects, card balance and availability after posting.

See also: Issue loyalty cards and reconcile bonus-point use.