Help CenterLearn
Development / Fundraising track

Lesson 22 of 24

Gift certificates and account credit — donor perspective

Venue AdminSuper Admin

A gift certificate is account credit a patron can apply toward a future order. Development staff most often meet this as a service-recovery tool — a no-charge credit instead of a cash refund — rather than a certificate someone bought as a gift.

Before you start

Venue Admin or Super Admin to issue complimentary credit; box office staff can sell certificates for cash or check but cannot issue a no-charge one.

Issuing complimentary credit

  1. Go to AdminVenuesGift Certificates and click Issue certificate / credit.

  2. Choose the comp tender — this is the no-charge option (card payment isn't available from this admin dialog; that's only on the public purchase page).

  3. Enter an Amount greater than $0, and a Reason — required for comp credit, since it's booked as an expense.

  4. Click Issue certificate. The plaintext code is shown exactly once — give it to the recipient right away, since afterward the admin only ever shows the last four characters.

From a ticket refund dialog, choosing Venue credit (gift certificate) issues the same kind of certificate automatically, for the refunded amount.

How a patron uses their credit

A patron applies a certificate code at checkout under Gift Certificate / Account Credit, or checks a balance anytime at the public balance-lookup page by entering the code.

Coming soon: there's no gift-certificate view on a patron's own profile page yet — today, checking a balance means using the public balance-lookup page with the code in hand, not logging in.

The admin ledger

Every certificate's detail page shows a ledger of Issued, Redeemed, Redemption released, Refund credit, Adjustment, Voided, and Expired entries, each with who did it and why. Use Adjust or Void from there if a balance needs correcting.

Watch out

"Comp" credit isn't literally a $0 certificate — it's real, spendable balance at whatever amount you enter, issued without collecting payment. The system will reject an amount of $0.

Try it yourself
  • Open the demo venue's Gift Certificates page and issue a comp credit with a reason.
  • Note the plaintext code shown once, then reopen the certificate and confirm the admin only shows the last four characters.
  • Look up that code's balance on the public balance page.

Open this topic in the help center

Try it

Open one gift certificate's admin record and read its ledger — issue, redemptions and adjustments with actor and reason. Then look at the patron-facing credit view on a profile to see how the balance reads to the donor.

Checkpoint

Answer all 3 questions correctly to mark this lesson complete.

  1. 1. What does the Refund to venue credit option issue?

  2. 2. What does the gift certificate ledger record?

  3. 3. Where does a patron see their own venue credit?