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Managing Your Gift Cards

Aaron Levy avatar
Written by Aaron Levy
Updated over a week ago

Gift Cards feature allows you to create, manage, and sell gift cards for your store. You can assign them to customers, track their value, and keep a full log of edits and transactions.
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Create a New Gift Card

To create new gift card follow the steps below:

  1. From Dashboard, click Gift Cards tab.
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  2. In the top-right corner, click New Giftcard.
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  3. Enter the following details to create a gift card:

    • Gift Card Number.

      Number used to apply the card during a sale.

    • Description.

      Add notes or details about the gift card.

    • Value.

      Amount or balance of the gift card.

    • Customer Name.

      Type the customer’s name and select it from the dropdown. If they don’t exist yet, create their record first.

    • Inactive.

      Check this box to make the gift card unavailable for use.

    • Gift Card Log.

      Shows all edits and transactions, including date, time, and employee name.
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    Once done, click Save in the bottom-right corner.
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Note: If you want to link a gift card to a specific customer, make sure their customer record is created first.

Edit a Gift Card

To update information on an existing gift card, follow the steps below:

  1. From Dashboard, click Gift Cards tab.
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  2. Locate the gift card you want to modify and click Edit.
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  3. Update any necessary details on the Gift Card Information page.
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    Once done, click Save in the bottom-right corner to apply your changes.
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Note: Any updates you make will automatically appear in the Gift Card Log for reference.

Delete a Gift Card

If a gift card is no longer needed, you can remove it from your active list. Follow the steps below to delete one or more gift cards:

  1. From Dashboard, click Gift Cards tab.
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  2. Locate the gift card you want to delete and check the box beside each one.
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  3. Click Delete in the menu above the list.
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    When prompted, click OK to confirm.
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  4. To permanently delete a gift card, click the three-dots and select Cleanup Deleted Gift Card.
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    When prompted, click OK to confirm.
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Note:

  • Deleted gift cards are stored in the system until they’re permanently erased.

  • If you accidentally delete a gift card, you can recover it from Manage Deleted Gift Cards

  • When you use Cleanup Deleted Gift Cards, All deleted gift cards will be erased permanently, and individual recovery will no longer be possible.

Manage Deleted Gift Cards

If a gift card was deleted by mistake, you can restore it unless the deleted records have already been cleaned up. Follow the steps below to undelete gift cards:

  1. From Dashboard, click Gift Cards tab.
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  2. Click the three-dots in the top-right corner.
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    Select Manage Deleted Gift Cards.

  3. Check the box next to the gift card(s) you want to restore.
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    From the menu above the list, click Undelete.
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  4. When finished, click Done to return to the main Gift Cards page.
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Customer Purchasing a Gift Card

Follow the steps below to create and assign a gift card to a customer’s account:

  1. From Dashboard tab, click Sales tab.
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  2. Select the (⋯) menu, then choose “Sell Gift Card.”

  3. Enter the Gift Card Number and Value.

Note:

  • The gift card will be added to the customer account selected in the Sales Screen.

  • If a customer is purchasing a gift card for someone else, the recipient will still be the selected customer.

  • To clarify, add a note in the comments section.
    for example:

    • Purchased by Jane Doe for Johnny Appleseed.

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