Giftcards

The Giftcards module allows you to create, sell, and manage gift cards. Customers can purchase gift cards and use them as a payment method for future orders. The system automatically tracks balances and ownership.

Creating giftcards

Single giftcard

To create a giftcard, navigate to the Giftcards list and click Create giftcard. Fill in the following fields:

  • Initial balance: The value loaded onto the giftcard

  • Currency: The currency of the giftcard

  • Unique code: Auto-generated, but can be customized (stored in uppercase)

  • Expiration date: Optional date after which the giftcard cannot be used

  • Contact: Optional owner of the giftcard

Bulk creation

To create multiple giftcards at once with the same settings, use the Create bulk giftcards button. Specify the initial balance, currency, number of giftcards, and optional expiration date. Each giftcard will receive a unique auto-generated code.

Selling giftcards

Once a giftcard is created, you can sell it to a customer by creating a sale from the giftcard detail page:

  1. Navigate to the giftcard detail page

  2. Click Create giftcard sale

  3. A new sale is created with the giftcard as a line item

  4. Complete the sale by adding a transaction (payment)

The giftcard will be linked to the sale, and you can track which sale was used to sell each giftcard.

Using giftcards as payment

Giftcards can be used as a payment method when adding transactions to any sale:

  1. Open the sale and go to the transactions section

  2. Click Add transaction

  3. Select Giftcard as the payment method

  4. Enter the giftcard code

  5. Enter the amount to pay

The system validates:

  • The giftcard code exists

  • The giftcard is active

  • The giftcard has sufficient balance

  • The giftcard is not expired

If valid, the amount is deducted from the giftcard balance and applied to the sale.

Balance tracking

The giftcard balance is automatically calculated:

Current balance = Initial balance - Sum of all transactions

Each time a giftcard is used for payment, the transaction is recorded and the balance is updated. You can view all transactions linked to a giftcard on its detail page.

Contact ownership

Giftcards can be assigned to a contact (customer). This helps track:

  • Who owns the giftcard

  • Customer’s available gift card balances

  • Communication about the giftcard (email, documents)

Documents and printing

From the giftcard detail page, you can:

  • Create document: Generate a PDF document for the giftcard

  • Print receipt: Print a receipt ticket on a configured receipt printer

  • Email: Send the giftcard document to the contact via email

Value vouchers

When a sale has a negative outstanding amount (customer overpaid), you can create a value voucher (giftcard) for the difference. This giftcard can then be used by the customer for future purchases.