Gift Cards: 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



Click the Edit icon next to the relevant Gift Card  


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



Click the edit icon  


EDITING GIFT CARDS

Once you have clicked the edit icon  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 Card
Click View Sale to view the Sale in which this transaction was made 


You can also:

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

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