Gift Cards

Where: CRM > Gift Cards
Who can use it: Permission: customers.gift_cards, customers.view or manage customers. Not available on SureScreen (menu board only) plans.
Open this page in SureTill

A gift card holds an amount of money that someone paid you in advance. This page lets you issue a card, load more money on it, switch it on or off and see its history. Every card gets a unique code made of letters and numbers in groups of four.

Careful

In this version the page records and tracks gift cards, but the checkout does not have a screen to spend a card yet. The card balance only changes when you issue or reload a card here. Do not promise customers yet that they can pay with a card at the till.

Step by step

Issue a card

1. Open CRM > Gift Cards and click Issue New Card.
2. Type the Holder Name (required). This is the person the card is for.
3. Type an Email if you want it on the record (optional).
4. Type the Load Amount. It must be between 1 and 10000.
5. Click Verify & Issue. The card is created active, with a code, and a purchase line is written in its history.

Issue New Card: the window that opens.

Reload a card

1. Click Reload on the card.
2. Type the Reload Amount (1 to 10000). The current balance is shown above the field.
3. Click Reload. The new money is added to the balance and a reload line is written in the history.

Switch a card off or on

1. Click Deactivate on an active card to stop it being used. The status becomes inactive.
2. Click Activate on an inactive card to switch it on again.

See the history of a card

1. Click Transaction History at the bottom of the card.
2. Read the table: type, amount, balance before, balance after, who did it and the date.

Delete a card

1. Click the red bin button on the card.
2. Confirm the question Delete Gift Card.

Careful

A card that has been partly used (its balance is lower than the amount it was issued with) cannot be deleted. The app refuses. Deactivate it instead. Deleting cannot be undone.

Every setting explained

Setting	What it does
Total Balance card	Total money still on all cards.
Active Cards card	How many cards have the status active.
Total Redeemed card	Money issued minus money still on the cards.
Expired Unredeemed card	Money left on cards whose status is expired.
Search box	Searches by code, holder name or email.
Code	The unique card code, made by the app.
Balance	The money left on the card. A Zero Balance badge shows at 0.
Holder	The name typed at issue time, or the linked customer name, or N/A.
Initial and Issued	The amount the card started with and the date it was issued.
Status badge	active (green), inactive (amber), expired (red), or a grey status such as depleted when the balance is used up.
Holder Name (issue form)	Required. Up to 255 characters.
Email (issue form)	Optional valid email.
Load Amount (issue form)	Required. 1 to 10000.
Reload Amount (reload form)	Required. 1 to 10000. Reloading a used-up card makes it active again.
Reload	Adds money to the card.
Activate / Deactivate	Turns the card on or off.
Bin button	Deletes an unused card.
Transaction History	Opens the list of movements: purchase, reload, redemption and so on.

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