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  4. Cancelling and Deactivating Gift Cards and Gift Certificates

You can cancel gift cards and certificates using the Gift Card / Certificate menu.

First log into the POS, next select the customer to whom you wish to cancel the card/certificate.

Click Gift Card button on the bottom menu bar, or press Shift-F12 to bring up the Gift Card / Certificate window.

 

Use the controls in the middle of the gift card window to select and cancel your card or certificate.

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1. Type or scan the serial number from your card/certificate into the Serial # field, or select it from the list of all your issued cards.

2. With the card or certificate selected, press the Cancel/Deactive button, which will bring up a transaction window allowing you to pay out the remaining balance to the customer. After payment, the card/certificate will display as canceled and can no longer be used or refilled.

 

In order to deactivate a gift card, but leave it able to be refilled in the future, you must zero out the balance without canceling it. This is also required for canceling a promotional card or certificate.

As before, select the card you wish to cancel from the list, scan the code on the card, or type in the serial # manually. The current balance on the card will be displayed in the Current Balance field. Simply enter a negative version of this amount into the Refill Amount field and hit the Refill button.

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The payment window will pop up, allowing you to pay out the remaining balance, (see: processing payments) unless the gift card was promotional, in which case it will simply be left with a zero balance. Cards deactivated in this method can be refilled and reused at a future date.

 

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