Viewing Balance Gift Cards/Certificates

When a Gift Card/Gift Certificate has been originally sold, it has a starting balance; this balance is deducted when the Gift Card/Gift Certificate is redeemed. To quickly view the balance of a given Gift Card/Certificate you can:

  • Open the POS and press +Gift Certificate, there enter the voucher number and press Apply, this will bring up the current balance of the entered Gift Card/Certificate

  • Navigate to the Gift Certificates page, select the Gift Certificate template, and press the Gift Certificates Sold tab to view all/search Gift Certificates with their initial and current balance

  • Visit the Reports > Transactions - set a start/end date and enter in the search input limit gift certificates, the Gift Cards/Certificates will show in the format **CODE** and a send button will appear next to it if needed to resend the GC out

  • If this was sold to a client (not a walkin) navigate to the Clients > select the client that purchased the Gift Card/Certificate > Transactions tab, from there you will see all transaction items, the Gift Cards/Certificates will show in the format **CODE** and a send button will appear next to it if needed to resend the GC out

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