Gift Certificates

Gift certificates may be purchased to give loved ones the flexibility to choose their own services and experiences. There is a way to manage gift certificates in Noterro. It may or may not be suitable.


You could run a Product Report on gift certificates to see the total amount of gift certificates sold in a set period. You could then run a Payment Method report for that same period to see what was redeemed.

I will explain how you would handle this in two separate cases.

Case One: Non-Client Purchase for Non-Client

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the base set up click products.

2. Give them a paper copy of your gift certificate

Case Two: Non-Client Purchase for Existing Clients

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the billing settings click products.

2. Give them a paper copy of your gift certificate

3. When the Client redeems the gift certificate, apply the amount of the gift certificate to credit on the Client's account. To put credit on the account, click on the Client's name, click on the billing tab, click on the Add Payment button, select Gift Certificate and follow the steps (add gift certificate number as a note if you wish).

Billing for No Shows

Issuing a Duplicate Receipt

Partially Paying Invoices

Paying an Invoice from Account Credit

Paying a Single Invoice

Pay Multiple Invoices

Quick Paying an Invoice

Selling Products to Someone Who is not a Patient

Writing-Off an Unpaid Balance on an Invoice

Gift certificates may be purchased to give loved ones the flexibility to choose their own services and experiences. There is a way to manage gift certificates in Noterro. It may or may not be suitable.


You could run a Product Report on gift certificates to see the total amount of gift certificates sold in a set period. You could then run a Payment Method report for that same period to see what was redeemed.

I will explain how you would handle this in two separate cases.

Case One: Non-Client Purchase for Non-Client

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the base set up click products.

2. Give them a paper copy of your gift certificate

Case Two: Non-Client Purchase for Existing Clients

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the billing settings click products.

2. Give them a paper copy of your gift certificate

3. When the Client redeems the gift certificate, apply the amount of the gift certificate to credit on the Client's account. To put credit on the account, click on the Client's name, click on the billing tab, click on the Add Payment button, select Gift Certificate and follow the steps (add gift certificate number as a note if you wish).

Gift certificates may be purchased to give loved ones the flexibility to choose their own services and experiences. There is a way to manage gift certificates in Noterro. It may or may not be suitable.


You could run a Product Report on gift certificates to see the total amount of gift certificates sold in a set period. You could then run a Payment Method report for that same period to see what was redeemed.

I will explain how you would handle this in two separate cases.

Case One: Non-Client Purchase for Non-Client

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the base set up click products.

2. Give them a paper copy of your gift certificate

Case Two: Non-Client Purchase for Existing Clients

1. Create a new Client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the billing settings click products.

2. Give them a paper copy of your gift certificate

3. When the Client redeems the gift certificate, apply the amount of the gift certificate to credit on the Client's account. To put credit on the account, click on the Client's name, click on the billing tab, click on the Add Payment button, select Gift Certificate and follow the steps (add gift certificate number as a note if you wish).

Billing for No Shows

Issuing a Duplicate Receipt

Partially Paying Invoices

Paying an Invoice from Account Credit

Paying a Single Invoice

Pay Multiple Invoices

Quick Paying an Invoice

Selling Products to Someone Who is not a Patient

Writing-Off an Unpaid Balance on an Invoice

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice