Assign Business Unit to Gift Cards
Caution
This article is currently under revision to include the latest updates and product changes. The finalized version will be published shortly.
This article explains how Zenoti helps prevent cross-business unit (BU) billing errors and ensures accurate invoice processing for gift card transactions.
Overview
Zenoti allows organizations to assign a gift card to a specific business unit (BU) when multiple merchant IDs are configured. This ensures that gift card transactions are billed under the correct BU, avoiding invoice mismatches and maintaining clean financial records. Business owners gain centralized control over gift card billing, while center managers retain the flexibility to override the default setting if needed.
Key Terms
Business Unit (BU): A subdivision of an organization used to separate operational functions and financial data.
Merchant ID: A unique identifier assigned to each BU for payment processing.
Cross-BU Billing: An error where items are incorrectly billed across different business units, leading to invoice mismatches.
Prerequisites
Have multiple merchant IDs configured in Zenoti.
Have admin or organization-level access to update gift card settings.
Limitations
This feature is available only when multiple merchant IDs are configured.
The Select a Business Unit for gift cards setting is hidden if only a single merchant ID is configured.
Configure Business Unit for Gift Cards
To configure the BU setting for gift card, follow these steps:
At the organization level, click Configuration.
Click Gift Cards > Gift Card Settings.
In the Select a Business Unit for gift cards drop-down, choose the appropriate BU.
Click Save.
Note
Center managers can override this setting for center-specific requirements.