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:

Field	Description
Customer	View the Customer whom the Gift Card is assigned to
Balance	View and edit the remaining balance on the Gift Card
Custom Number	View and edit your own customer number for the Gift Card
Expiry Date	View and edit the expiry date for the Gift Card
Transactions	View 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

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, 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

CUSTOMER FILE

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:

Tap Save when finished

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, tap Manage from the 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

CUSTOMER FILE

To view/edit a specific Customers' Gift Cards, locate the Customer in the Customer List

Tap on the Customers' name and tap the CARDS / PASSES tab

A list of all Gift Cards assigned to this Customer will be displayed

To edit a Gift Card, tap directly on the relevant Card from the displayed list and then on EDIT

Make any changes in the Edit Gift Card pop-up and tap SAVE