Manage sold gift cards

Every gift card you sell appears in one overview. There you see each card's balance and end date, and what happened to it. You can also move the end date or void a card there.

The gift card overview

1. Go to Checkout in the menu and click Gift cards.
2. Find a card with Search by code or customer.
3. For each card you see the code, the balance, until when it is valid, whose it is under Of (or Not in a name) and when it was sold.
4. Click a card to open its details.

The details show the Balance, the Value, Valid until and Of. With more than one location you also see where the card was sold. Under Activity you see everything that happened to the card, newest first, with the sale number where it belongs to a sale: sold, emailed to the customer, paid with, put back onto the card and voided.

Change the end date

1. Open the card in the overview.
2. Click Change end date.
3. Under Valid through, choose the last day the card may be used. Or tick Never expires to remove the end date.
4. Click Save.

This is also how you make an expired card usable again, or give a client more time.

Void a card

1. Open the card in the overview.
2. Click Void.
3. In Void gift card, check the code and the balance still on it, and click Void.

After that, nobody can pay with the card. A voided card can no longer be changed.

Who may do what

• You see the overview under Checkout › Gift cards with the permission Can view all sales transactions.
• Changing the end date and voiding a card take Can void a sale.
• In a client's profile, under Items › Gift cards, you see the cards in the client's name and the cards they gave away. For this you need Can view client profile.

You set permissions under Settings › Team members › Permission roles.

Frequently asked questions