Selling
Gift cards: issue one, accept it at the till, cancel it
Turn on gift cards, issue a pre-paid card with a value and a code, take it as payment on a split sale, and cancel a card by refunding the balance or keeping it.
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A gift card is money the customer paid you in advance. The card has a code and a balance, and the balance goes down when it is used at the till.
Steps
- Open "Gift cards" from the menu. If you see "The gift-card program is off", press "Enable gift cards".
- Press "Issue card". In "Issue a gift card" enter the "Value". Leave "Custom code (optional)" empty for an automatic code, or type your own. Add a note if you wish, then press "Issue".
- Take the cash from the customer. Issuing records it as a cash receipt in this branch's drawer.
- To use a card at the till, switch to the "Invoice" mode, choose "Split", add the "Gift card" amount and type the "Card code". The balance shows next to it; allocate the rest to cash or card until "Balanced ✓" appears.
- To look a card up, use "Search by code" in "Issued cards". The status is "Active", "Redeemed", "Expired" or "Cancelled".
- To cancel a card, open it and press "Cancel the card". Choose "Give back the balance in cash" or "The shop keeps it", then confirm.
If it doesn't work
- "Card not found": check the code; the search in "Issued cards" shows what exists.
- "Insufficient": the amount asked is above the card's balance; lower the gift-card amount and pay the rest another way.
- "This branch's drawer does not hold enough cash for the refund": cancel with "The shop keeps it" or add cash to the drawer first.
- "This card was never sold, so there is no cash to give back": cancel it without a refund.
What happens in the books
A kept balance is booked as income. A refund comes out of this branch's drawer.
Common questions
- Where is the money when I sell a gift card?
- Issuing a card records the cash you received against a gift-card liability, not as revenue. It becomes revenue only if you cancel the card and keep the balance.
- Can a cashier use a gift card?
- Yes, as one leg of a split payment: the cashier types the card code and sees its balance. Issuing and cancelling cards are for the people allowed to open this screen.
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In the same section
- A barcode isn't found at the till: the three choicesThe window "This code isn't in your products" after a scan: add it as a new product, add the code to a product you have, or sell for a price you type.
- Checking a price at the till without adding it to the saleA customer asks "how much?": press "Price check" on Sell, scan or type the code, and see the price and the quantity on hand. The cart is not touched.
- Creating an offer or promo code and applying it at the tillFrom pricing & offers: "New offer" as a percentage, fixed amount or buy-get, with a promo code, period and minimum cart, then the code at checkout.
- Payment methods at the till: cash, card, wallet, credit, splitWhat each option at Charge means and where the money is booked: cash in the drawer, card and transfer in a bank account, credit on the customer, and splitting.
- Price quotes: send a quote and turn it into an invoice on acceptCreate a quote for a customer from Quotes, send it, then press "Accept → invoice" when they agree, or decline it with a reason. Quotes do not touch stock or the books.
- Printing the receipt, saving it as a PDF, or sending it on WhatsAppFrom the invoice page: "Save & print" for an 80 mm thermal printer, "Print PDF only", or "Send" on WhatsApp with a link the customer opens on their phone.
This page is also available in العربية · کوردی
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