Managing Gift Cards

The Store Credit List (accessible from Contacts → Gift/Credit) is the admin panel for viewing and managing all gift cards and store credit records.

Store Credit List

The list shows all gift cards and store credit records. Each record displays:

• Card number
• Current balance (value)
• Purchase date
• Type (Gift Card, Gift Cert, Store Credit)
• Assigned customer (if any)
• Order ID (original purchase order)

Searching Gift Cards

Use the search fields to filter the list:

• Card Number — Search by the gift card number.
• Filter results are paginated.

Editing a Gift Card

Click a gift card record to open the editor:

Field	Description
Name	Internal name or label for the card
Card Number	The card's identifying number
Account Number	External account reference
Value	Current card balance
Data	Raw card data
Purchase Date	Date the card was purchased
Order ID	Original purchase order
Type	Gift Card, Gift Cert, or Store Credit

Assigning to a Customer

Use the Client Search field to assign a gift card to a specific customer. Assigned gift cards show the customer's account number and last name. To remove the assignment, click Remove.

Adjusting Value

Edit the Value field to adjust the card balance. Use this for corrections, reloads, or manual adjustments. Save to persist.

Copying a Gift Card

Use the Copy button to create a duplicate record. This is useful for creating batches of gift cards with similar settings.

Deleting a Gift Card

Use the Delete button to remove a gift card record. Confirm the deletion. Deleted cards can no longer be used for payment.