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How to create a gift card transaction

A gift card transaction changes a card's balance. You can add one by hand in the dashboard, to put money on a card or take money off it, for example to correct a mistake or to record a payment that didn't go through the till.

Adding a transaction

  1. Go to Store → Giftcards and make sure the right program is selected on the program card at the top of the sidebar.
  2. Click Transactions in the sidebar.
  3. On the Transactions tab, click Add transaction.
  4. In the Create transaction dialog, fill in:
    • Business profile. The location the transaction is booked at.
    • Giftcard. The card, from the selected program.
    • Amount. In your currency, not in cents: type 10 for 10 euros. A positive amount tops the card up. A negative amount takes money off it, so type -10 to take off 10 euros.
  5. Click Create.

You can also add a transaction from a card's own page: open it from Cards, go to its Transactions tab and click Add transaction.

What a top-up does to the expiry date

If the program has an expiry period, a top-up sets the card's expiry date again, to now plus the program's number of days. Taking money off a card doesn't change it. When a gift card expires, and what sets its expiry date explains the details.

When a transaction is refused

  • It would go over the maximum. The card's balance plus the top-up, counting top-ups that are still pending, would be more than the program's Maximum amount.
  • The card isn't reusable. A card with Reusable off accepts its first transaction and refuses every top-up after that.
  • There isn't enough on the card. You can't take off more than the card's balance.
  • The card has expired. Money can't be taken off an expired card.
  • The card is blocked. A card that's Pending review or Blocked under Store → Giftcards → Fraudulent cards refuses every transaction, including the ones you add here. Click Allow next to it first. Fraud risk reports explains how cards get blocked.

Pending transactions

Some tills hold a transaction as pending before it's booked. Those are on the Pending transactions tab of the same page. Click Commit to book one, or Decline to reject it. To get an email when a transaction is waiting for review, turn on Send email notifications under Pending transactions in the program's Settings.

To look up a card's balance and the transactions on it, see Finding gift card balances and transactions.

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