Main Record
In the Gift Cards homepage, you are able to search for and edit existing gift cards. Toggle what is viewed in the results field with the “Show Active Only” dropdown to either Show All Statuses, Show Active Only, or Show Inactive only.
Select + Add from Gift Cards screen.
Add Gift Cards
Enter the Gift Card Code.
Enter PIN #.
Select Status from dropdown.
Select Issue Date by clicking inside field to use calendar.
Last Trans. Date defaults in upon use.
Select Expiration Date by clicking inside field to use calendar if applicable.
Enter Comment if desired. Internal Only.
Select Save.
Field | Definition | Field | Definition |
|---|---|---|---|
Gift Card Code | Gift Card identifying code. (16-digits typically) | Expiration Date | Date Gift Card expires if applicable. |
PIN # | PIN # for Gift Card, enter if desired. | Comment | 2000 character limit. |
Status | Active/Inactive | ||
Issue Date | Date the Gift Card was issued. | ||
Last Trans. Date | Will populate upon use, updates to most recent transaction. |
Gift Card Report
On the Gift Cards homepage, select Export.
A PDF downloads to your browser.
Open PDF to Gift Card Report.
View information.
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