Checking out and using a Gift Card in Prospyr

Step 1: Navigate to the Invoices section.

Step 2: Click on New Invoice.

Step 3: Fill out the client's details.

Step 4: Enter the client's location.

Step 5: Select the provider.

Step 6: Click on Gift Card for a line item.

Step 7: Enter the gift card amount.

Step 8: Proceed to payment.

Step 9: Choose to pay with cash. This is just an example.

Step 10: Once the invoice status shows as paid in full, go to the Benefits tab. Here, you'll see the purchased gift card.

Step 11: If you have a different gift card code than the auto-generated one, click on edit.

Step 12: Enter your gift card code.

Step 13: Now, let's redeem the gift card for a client.

Step 14: Click on the client's wallet.

Step 15: Click on Add Gift Card.

Step 16: Enter the gift card code and click on redeem.

Step 17: The client now has a $200 gift card balance.

Step 18: To use the balance, create a new invoice.

Step 19: You'll see the new gift card balance available as a payment method.

And that's it! You've successfully purchased and redeemed a gift card in Prospyr.