Manager Forum

Please find the following information as an option or work around for handling rewards cards in the system:

1) Setup a Contact Card and Payable Account for the Reward Card Program (i.e., ABC Rewards)

2) When creating a reward card, do a GL Adjustment to the AP Account and any expense account for zero dollars

• a) In the description field...record the name of the customer and the amount of the reward card.

• b) In the AP Account you will have a record of all customers you have given rewards cards to, including the amounts.

3) When redeeming the card at the work order level you have two choices:

• a) Create a method of payment called Reward Cards and pay the card value with that method of payment.
  On a weekly or monthly basis do a GL Adjustment from the Cash Drawer | Rewards Cards to an expense account
  to record the cost to the business

or

• b) Split bill the invoice to an AR account called Reward Cards and then on a weekly or monthly basis do a credit adjustment to the
  AR account and to the appropriate expense account.

The shop will need to decide which option will work best for their needs.