START HERE
     Welcome
     Agency contact info
     Setting up your email
     Using the Drive   
     The Master List
     Organization tips   
     Privacy requirements
     Monthly services fees
     

INSURANCE
     General info
     Training
     Quoting
     Provincial requirements
     Errors & omissions


TRAINING & SUPPLIERS
     General training info
     Team documents 
     Ensemble

     Packages
     Flights
     Hotels/Resorts
     Cruises
     Tours
     Rentals & transportation
     Industry certification
     Events and brochures

  
BOOKING & INVOICING 
     Booking process
     Qualifying clients
     Quoting
     Sales tips
     Charging fees
     Payment methods
     Groups
     Invoicing
     Gift certificates


COMMISSIONS
     Commission pay-outs
     Missing commissions
     Commission levels


MARKETING
     Business cards
     Social media
     Marketing ideas
     Personal websites
     Videos


OTHER USEFUL INFO
     Industry news
     Glossary
     Other resources
     Tips for success
     

MEMBERSHIPS & PERKS
     ACTA, CLIA, and IATA
     FAMs & perks

 
Go Travel Logo February 2020.png

gift certificates

Gift certificates are a great way to secure future bookings from people looking for a gift for someone or a prize for something.

Many clients may want to purchase a travel gift certificate for friends, family, or colleagues. Other clients may want to do lotteries for charities and other organizations.

Gift certificates can be purchased by sending an electronic funds transfer (EFT) or by mailing a cheque to head office. Once funds are received, you need to create an invoice.

It is not recommend for gift certificates to be purchased using PayPal or Square (credit card processing) as the fees they incur would need to be passed on to the client.

Gift certificates never expire.
 

Purchasing travel from a gift certificate can be done using the company credit card.
 

All monies are held in trust with Go Travel and are available at any time. Just let us know you need them and we will tell you what to do. We keep a list of all available monies and invoices to match.

How to invoice a gift certificate
 

1. Create a new invoice

The travel dates won’t exist, but you can use the booking dates. Fill in the client name that is receiving the gift certificate. You can note the purchaser of the gift certificate in the notes (if it is different from the person(s) travelling).

 

2. Choose Gift Certificate as your product

Use the client name for the reference, add any other information that you feel pertinent, and do not list an amount in the price.

3. Save your product

 

4. Add a payment for the amount of the EFT or cheque
Once you do this and save it, there will be a negative balance on your invoice. This shows that we owe them a specific amount of travel in a $ amount.


 

Once the gift certificate is redeemed, you can create a new invoice from the existing gift certificate one. Add your products that were purchased, add a payment to match as you normally would, and then clear out the payment on the original gift certificate invoice so we no longer owe them the gift certificate and the file is at $0 (or whatever amount was left that they did not yet use).

If you have any questions, get in touch with Michelle Service.