Reckon Accounts: Setting Up Gift Vouchers

Legacy KB ID: 164

Question

How can I setup gift vouchers in Reckon Accounts?

Answer

This information may be inaccurate. Expect this article to update.
  1. Set up a customer called "Gift Vouchers". All you need to enter is the Customer:Job as Gift Voucher, leave everything else blank.
  2. When a gift voucher is sold receive a payment for the gift voucher amount against the customer, "Gift Voucher". This amount will go into Unapplied Amounts. So that you can recognise which gift voucher is for which customer, enter the gift voucher recipient and the purchaser in the Memo field. (ie. Gift for Joe Bloggs from Gina Smith)
  3. When the voucher is redeemed, make an invoice to the "Gift Vouchers" customer. Enter in the name and address, (if required) of the person who is presenting the gift voucher in the appropiate place and fill in the rest of the details as per normal.
  4. If the amount of the sale is more than the gift voucher, you will need to get more money from the customer.
  5. To apply the payment of the gift voucher to the sale, receive a payment against the customer, "Gift Vouchers" and apply the existing credit amount from the initial payment.

How did we do?

QBQIF2OFX - Run-time error

When I use Reckon Accounts Premier Timer it says my Reckon Accounts File is from an incorrect Version.

Related Articles

Setting up and using classes in Reckon Accounts
Setting up bank feeds in Reckon Accounts Hosted
Setting up a BankData account on Reckon One
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)