Gift cards work as a prepaid balance that customers can purchase, send, or receive from your business. Since money is involved, it's worth knowing how to monitor what's been issued and keep track of the details.
To get started, go to the Gift Cards tab inside the Payments section, select Total Gift Cards Issued, then select Orders.
All issued gift cards appear here, regardless of their status or remaining balance.
To narrow the results, use the filters to search by status (1), purchase value (2), or contact (3).
You can see the value (1), expiry date (2), and owner (3) at a glance. For more detail, click the card to open the gift card order details page.
The gift card order details page contains:
- Purchaser or sender info.
- Recipient info.
- Hidden Gift Card number (visible by toggling the show gift card code option).
- Delivery method and schedule.
- Denomination and quantity.
Gift cards sent directly without payment don't appear in the orders tab, so this is your main way to monitor what's been issued and keep track of all the details.