Customers Gift Cards can be viewed/edited from two places:
- Gift Cards Section
- 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
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
To view or edit a Gift Card, tap on it and edit any necessary details in the Edit Gift Card pop-up
EDITING GIFT CARDS
Once you have tapped on a Gift Card, you can view or edit the following fields:
|Number||The system will allocate a unique number to this Gift Card|
|Customer||The recipient of the Gift Card|
|Custom||Enter 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|
|Balance||View or edit the Gift Card Balance|
|Expiry Date||View or Edit the Gift Card expiry date|
|Transactions||View all transactions relating to this Gift Card|
|View Sale||View the Sale in which this Gift Card was sold|
|Send Email||Email the Gift Card to the Recipient, Buyer, or other contact|
|Print this Gift Card|
Tap Save when finished
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