Viewing gift cards

The gift card module enables you to see any gift cards that have been created on the EPOS, along with any redemptions and remaining balance.

In the gift cards module you can also select a date in the past to view the total balance outstanding on that date,

To access the gift cards module, login to your back office dashboard and select Loyalty > Gift cards from the left hand navigation.

You will then be presented with a list of all valid gift cards along with the value, amount redeemed and any remaining balance.

You can choose to include expired or deleted gift cards in the list by switching the relevant button to 'On'.

At the top of the screen you will see total boxes for:

  • Number of gift cards issued
  • Total value
  • Total redeemed
  • Total balance

If you want to see the total balance on a given date, such as the end of an accounting period you can select a date next to 'Show balances on'.

The search bar at the top right of the report will filter the report by any search term you type. This makes it easy to find a gift card based on a name or email address.

You can also sort the gift cards by any of the columns. Just click the column header and the table will alternate between ascending and descending order.

You can also copy the sales to your clipboard, display in a print format, or export to Excel or CSV.

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