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Setting up gift cards ​

For
Administrator
Where
Back office, Web register
Permission
Manage stores and settings
Checked on

Gift cards are set up in one place: the Gift card payment method. It decides what the register calls it and whether it offers it as a payment. The other rules (limit, validity, stores) are the same everywhere and can't be set.

Before you start ​

  • The gift card payment method is offered in every store. The stores where a method is offered don't change on this screen.
  • Selling a card has no setting: the Gift card key is always there, at the web register.

Find the gift card payment method ​

  1. Open Settings > Payment methods.

    The Settings menu, the Payment methods entry circled

  2. Find the row whose type is Gift card. It says where the method is offered (Offered in every store) and its three settings.

  3. Click Edit on that row.

    The gift card row: type Gift card, offered in every store, drawer no, counted no, accepted without Internet no, the Edit button circled

Change the label ​

The Label is the name the register and the reports show.

  1. In the form, type the new name in Label (60 characters at most).

    The Label field circled, with its help text

  2. Click Save.

The screen shows "Payment method saved." The new label appears everywhere, including on sales and register closings already made.

Understand the three settings ​

The three boxes: Opens the drawer, Counted at register closing, Accepted without Internet, the last one greyed out

  • Opens the drawer: the register opens the drawer at the first receipt of a sale paid with this method, never at a reprint. Unticked for the gift card.
  • Counted at register closing: the cashier counts this method before closing, and any difference must be explained. Unticked for the gift card.
  • Accepted without Internet: greyed out, with the reason "This payment type is never accepted without Internet." A card's balance is kept at the server: two offline registers could spend the same value.

Remove the gift card from the methods offered ​

In Status, Archived removes the method from the sale. It is still read when closing the sessions that used it. To bring it back, choose Active, then Save.

The Status field circled, on Active

Archiving the Gift card method removes the gift card from the payment methods of all your stores. Customers keep their balance.

See the result at the register ​

At the web register, the Gift card key opens the sale of a card. At payment, the Gift card tile uses this method.

The search box and the Gift card key circled, at the web register

What can't be set ​

These rules are the same for every store:

  • a card is worth from $0.01 to $500.00 when sold;
  • it works in every store, whichever store sold it;
  • it never expires and has no fees;
  • it can't be reloaded (except by the refund of a return, to the same card) and its balance is never refunded in cash (only a card sold by mistake and never used is voided with its sale);
  • a lost card isn't replaced, even with the receipt.

See also ​