To learn about selling, applying, or refunding gift cards, checkout Gift Cards: Selling, Applying and Refunding.
Adjusting Gift Card Balances
You can manually redeem or add value to a gift card balance from both the Sales tab and the client’s profile.
From the Sales Tab
Navigate to the Sales tab and click the Gift Cards section.
Find the gift card and click the balance.
Click the green edit button, enter the new balance, and a reason (optional), and click Update Balance.
All balance adjustments are visible from the Gift Card History.
A new order is created to indicate when the balance has been adjusted.
IMPORTANT: The maximum gift card balance is $500. Once a card reaches this limit, no additional value can be added. Contact the Support team if you have questions about these limits.
From the Client Profile
Open the client’s profile, select the Wallet tab, and scroll down to the Gift Cards section.
Locate the Gift Card you want to update, click the three-dot menu next to it and select Modify Balance.
In the Modify Balance window, enter the new Updated Balance amount and a reason for the change. Click Save when complete.
All balance adjustments are visible from the Gift Card History from the Sales tab.
A new order is created to indicate when the balance has been adjusted.
IMPORTANT: The maximum gift card balance is $500. Once a card reaches this limit, no additional value can be added. Contact the Support team if you have questions about these limits.
Permissions
Control who can adjust gift card balances with the “Edit Gift Card Balance” permission. Edit permissions in your Manage Business Settings > Permission Groups, then click Edit Group next to the group you want to update. From there, enable the desired permissions under the Point of Sale section.
Deactivating Gift Cards to Recycle Them
When a client has used up most of their balance, you don’t want to waste your branded gift card or throw it away. Now, you can recycle physical gift cards by deactivating and wiping the balance from both the Sales tab and the client’s profile.
From the Sales Tab
Navigate to the Sales tab and click the Gift Cards section.
Find the gift card, click the menu dropdown, and select Deactivate.
Confirm that you are sure you want to deactivate the card. The new balance is $0 and this action cannot be undone. Click Deactivate to confirm.
The deactivation is now visible from the Gift Card History.
From the Client Profile
Open the client’s profile, select the Wallet tab, and scroll down to the Gift Cards section.
Locate the Gift Card you want to update, click the three-dot menu next to it and select Deactivate.
Confirm that you are sure you want to deactivate the card. This action cannot be undone.
Permissions
Control who can deactivate a gift card with the “Deactivate Gift Card” permission. Edit permissions in your Manage Business Settings > Permission Groups, then click Edit Group next to the group you want to update. From there, enable the desired permissions under the Point of Sale section
The deactivation is now visible from the Gift Card History section in the Sales tab.
Reporting
Gift Card Redemptions Report - The “Active Filter” is set to “True” by default to only see redemptions of active gift cards. Select “False” within the “Active” filter to view any redemptions of deactivated gift cards.
Product Sales Report - All gift card adjustments can be found in the Product Sales report. By default, the “Gift Card” filter is disabled to only show product sales. Enable that filter to view any gift card adjustments.
