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This report helps businesses track outstanding gift certificates, notify clients about impending expirations, and manage business liabilities.
Report Details
The report includes the following key information:
- Expiry Date – The date when the gift certificate becomes invalid.
- Certificate ID – The tracking number assigned to the gift certificate.
- Client Name – The name of the customer who purchased the gift certificate.
- Phone Number – The client's contact number.
- Outstanding Amount – The remaining balance available on the gift certificate.
- Total Outstanding Amount – The total sum of all unredeemed gift certificates listed in the report.
Benefits of This Report
- Proactive Client Engagement – Enables businesses to contact clients and remind them to use their gift certificates before expiration.
- Financial Oversight – Helps track and manage outstanding liabilities associated with unredeemed gift certificates.
- Enhanced Customer Experience – Increases customer satisfaction by ensuring they make full use of their purchases.
How to Access the Report
To generate the Expiring Gift Certificates Report, follow these steps:
- Navigate to Tools > Reports > Business > Expiring Gift Certificates.
- Select the desired date range to view expiring gift certificates.
- Review the report and take necessary actions, such as contacting customers with soon-to-expire certificates.
