Office Resources
Gift Cards Sales
π Where to Purchase
Gift cards can be purchased in two ways:
- By the customer directly via our website:
π https://bahousecleaning.com/house-cleaning-gift-certificates/ - By internal staff over the phone using the same link.
π Tracking Gift Card Purchases
All gift card sales are automatically logged in the following Google Sheet:
π Gift Card Tracker Sheet
This ensures all purchases are tracked and accounted for.
β οΈ Important Steps for Processing
- Change Customerβs Pay Method
In MaidCentral, update the Pay Method to βOtherβ. - If a Discount Code Was Used
Slack @accounting in the #accounting channel.
Let them know the gift card was purchased with a discount code, so they can manually adjust the credit amount in QuickBooks. - Create the Invoice in MaidCentral
- Do not charge the credit card yet.
- Wait until Accounting applies the gift card credit to the invoice.
- Only proceed with charging once the balance reflects the correct amount.