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Set up gift card payments

This guide explains how to set up gift card payments for POS365.

This guide explains how to set up gift card payments for POS365. 

Step 1:

set up gift card payments

1) Go to 'Setup'

2) Open 'Modules'

3) Toggle 'Gift Cards' on 

Step 2:

set up gift card payments

1) Go to 'Setup'

2) Open 'Companies'

3) Select the company

4) Open the 'Menu' dropdown

5) Select 'Settings'

Step 3:

set up gift card payments

1) Set a posting group for gift cards

2) Choose whether you want gift cards to be taxed or not

3) Click 'OK' to save the settings

Step 4:

set up gift card payments

Create a new item in Business Central called 'Giftcard'

Step 5:

set up gift card payments

Scroll down to the bottom of the item card and set 'Is Giftcard' to true

Step 6:

set up gift card payments

1) Go to 'Store'

2) Open 'Gift Cards Types'

Ensure that the item has been synchronized

Step 7:

Create the gift card payment method. To do so, follow this guide.

To create and use gift cards in POS365, please see attached guides:

Create gift cards

Use gift cards