Part 1: Enable Gift Cards
To enable gift cards, go to Dashboard > Settings > Features and toggle on Gift Cards. Click Save to apply changes. Once enabled, customers can use gift cards for purchases in your store.
Set Expiration Date: Enable this to apply an expiry date to gift cards. This helps control how long a gift card remains valid and supports business policies or promotions.
Terms and Conditions: Use this field to add any terms and conditions that apply to gift cards, such as usage restrictions, expiry rules, or refund policies. These terms can be printed on the gift card receipt for customer reference.
Part 2: How to Add Gift Cards
There are two methods for adding gift cards to your store:
Method 1: After enabling the Gift Cards feature in Settings > Features, an Add Gift Card button will appear. Clicking this will take you to the Products tab where you can create a new gift card.
Method 2: Go directly to the Products tab, click the arrow next to the Add button, and select Gift Cards from the dropdown menu.
Gift Card Settings
When creating a gift card, you can configure the settings you wish for each to have.
Enable Revenue: Disable this if you do not want gift card sales included in Sales Report totals. This is useful if gift cards are treated as non-revenue until redeemed.
Show on Sale Screen: Enable this to display gift cards as product buttons on the POS sale screen, allowing staff to sell them quickly.
Part 3: Viewing Gift Cards in the Dashboard
You can manage gift cards in two areas:
Product List: Go to Products > All Products, click Filter, and select Gift Cards under the Category dropdown to view all gift cards in your store.
Gift Card Reports: This shows all issued and used gift cards. Click on any gift card to view its transaction history and remaining balance.
Part 4: Gift Cards on the Sale Screen
Gift cards will appear under a dedicated Gift Cards category on the sale screen if enabled.
Sell a Gift Card: Select a gift card from the category. There are two ways:
Scan: Scan the gift card barcode or manually enter the gift card number. The gift card will be printed automatically after payment is completed.
Print and Email Gift Card: Enter the recipient’s name and an optional message. Once payment is completed, the gift card can be printed, emailed, or both.
Redeem a Gift Card: Add items to the sale, then press Pay and choose Gift Card as the payment method.
Part 5: Customer Gift Card Lookup (Sale Screen)
Customers can check their gift card details using two buttons:
Balance Button: Shows the remaining balance on the gift card.
History Button: Displays the transaction history, including amounts spent per purchase.
