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How do I view/edit my Customers Gift Cards?

Customers Gift Cards can be viewed/edited from two places:

  1. Gift Cards Section
  2. Customer File

GIFT CARDS SECTION

To view/edit existing Gift Cards, choose Manage > Gift Cards

A list of all of the Gift Cards which exist in your account will be displayed

how-do-i-viewedit-my-customers-gift-cards

Click the Edit icon next to the relevant Gift Card  how-do-i-viewedit-my-customers-gift-cards

CUSTOMER FILE

To view a specific Customers' Gift Cards, choose Customers > List

Click on the Customers’ name to open their file

Click on the list icon in the Gift Card section to view all Gift Cards for this Customer

how-do-i-viewedit-my-customers-gift-cards

how-do-i-viewedit-my-customers-gift-cards

Click the edit icon  how-do-i-viewedit-my-customers-gift-cards

EDITING GIFT CARDS

Once you have clicked the edit icon how-do-i-viewedit-my-customers-gift-cards you are able to view/edit the following fields:

FieldDescription
CustomerView the Customer whom the Gift Card is assigned to
BalanceView and edit the remaining balance on the Gift Card
Custom NumberView and edit your own customer number for the Gift Card
Expiry DateView and edit the expiry date for the Gift Card
TransactionsView all transactions relating to this Gift CardClick View Saleto view the Sale in which this transaction was made how-do-i-viewedit-my-customers-gift-cards

You can also:

  • Print this Gift Card
  • View the Sale in which this Gift Card was sold
  • Save your changes

Customers Gift Cards can be viewed/edited from two places:

  1. Gift Cards Section
  2. Customer File

GIFT CARDS SECTION

To view/edit existing Gift Cards, tap Manage from the bottom menu, then tap Gift Cards

A list of all of the Gift Cards which exist in your account will be displayed, tap on a Gift Card to view or edit it

how-do-i-viewedit-my-customers-gift-cards

CUSTOMER FILE

To view/edit a specific Customers' Gift Cards, locate the Customer in the Customer List

Tap on the Customers' name

To VIEW only, scroll down to BALANCES and tap Gift Cards. A list of all Gift Cards assigned to this Customer will be displayed

how-do-i-viewedit-my-customers-gift-cards

To view or edit a Gift Card, tap on it and edit any necessary details in the Edit Gift Card pop-up

how-do-i-viewedit-my-customers-gift-cards

EDITING GIFT CARDS

Once you have tapped on a Gift Card, you can view or edit the following fields:

FieldDescription
NumberThe system will allocate a unique number to this Gift Card
CustomerThe recipient of the Gift Card
CustomEnter your own number for the Gift Card to override the system generated number. Use this option if you have hard-copy Gift Cards and wish to match the number up
BalanceView or edit the Gift Card Balance
Expiry DateView or Edit the Gift Card expiry date
TransactionsView all transactions relating to this Gift Card
View SaleView the Sale in which this Gift Card was sold
Send EmailEmail the Gift Card to the Recipient, Buyer, or other contact
PrintPrint this Gift Card

Tap Savewhen finished

Customers Gift Cards can be viewed/edited from two places:

  1. Gift Cards Section
  2. Customer File

GIFT CARDS SECTION

To view/edit existing Gift Cards, tap Manage from the menu, then tap Gift Cards

A list of all of the Gift Cards which exist in your account will be displayed, tap on a Gift Card to view or edit it

how-do-i-viewedit-my-customers-gift-cards

CUSTOMER FILE

To view/edita specific Customers' Gift Cards, locate the Customer in the Customer List

Tap on the Customers' name and tap the CARDS / PASSEStab

A list of all Gift Cards assigned to this Customer will be displayed

how-do-i-viewedit-my-customers-gift-cards

To edit a Gift Card, tap directly on the relevant Card from the displayed list and then on EDIT

how-do-i-viewedit-my-customers-gift-cards

Make any changes in the Edit Gift Cardpop-up and tap SAVE


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