Offer Gift Cards to Your Clients!

Offer Gift Cards to Your Clients!

October 25, 2023
By Simon Lacasse, founder · Updated on

Offer Gift Cards to Your Clients!

Tips and Advice

What better way to showcase your services and thank your clients than with a gift card? With AssisTime, you can create gift cards in just a few clicks, and your clients can use them to pay their invoices.

Creating a gift card

Open the main menu (the three-line icon at the top left), then go to Accounting, Gift Cards. The list shows your cards, with their amount and balance. Click Add:

New gift card in AssisTime: number, amount and client

  • Number: a random number is generated. You can keep it or change it; it's what identifies the card. AssisTime warns you if the number is already in use.
  • Amount ($): the card's value.
  • Client: the person receiving the card, whom you can find with the contact search tool.

Click Save. Two buttons then appear at the top of the card: one to open it as a PDF, ready to print, and the other to email it to your client.

Paying an invoice with a gift card

When you complete an invoice, click Other payment options. Choose Gift card as the payment type, enter the card number and click Check gift card:

Adding a gift card payment in AssisTime: card number and balance check

AssisTime displays the card's balance and enters the payment amount. Click Complete.

The payment is added to the invoice, and the remaining balance can be paid another way, for example by credit card or in cash:

Invoice partly paid by gift card in AssisTime: $100 payment and remaining balance

The card's balance is updated automatically. When you open the card from your list, you see its balance and the list of invoices it was used on.

A gift card is a great way to attract new clients and thank your loyal ones!

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