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This report includes essential details such as:
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The certificate number
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The client who purchased the certificate
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The date of purchase
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The original value of the certificate
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The date of the last redemption
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The remaining balance
Additionally, the report calculates the total outstanding value for all gift certificates, helping businesses track financial liabilities associated with unredeemed certificates.
Report Fields Explained
1. Gift Certificate Tracking Number
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Each gift certificate has a unique identification number used for tracking purposes.
2. Sold To
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The name of the client who purchased the gift certificate.
3. Date Sold
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The date on which the gift certificate was originally sold.
4. Original Amount
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The initial amount loaded onto the gift certificate at the time of purchase.
5. Outstanding Balance
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The current remaining amount available on the gift certificate.
6. Last Redeemed Date
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The most recent date when the gift certificate was used for a purchase.
7. Total Summary
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Displays the total original value and the total outstanding value of all gift certificates listed in the report.
Business Benefits
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Monitor Liabilities: Helps track the total value of outstanding gift certificates.
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Financial Planning: Assists in understanding the financial impact of unredeemed certificates.
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Customer Engagement: Identifies clients who may need reminders to use their certificates.
Accessing the Report
To generate the Outstanding Gift Certificates Report, follow these steps:
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Navigate to Tools > Reports > Business > Outstanding Gift Certificates.
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Review the list of outstanding gift certificates and their details.
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Use this information to manage financial liabilities and customer engagement effectively.
