Gift Card Balances

You can also check the balance or add money to a gift card from the Point of Sale page.
See Gift Card - Purchase/Add Value.

Gift Card Balance Inquiry

To check the balance on a gift card:

  1. Navigate to More>Point of Sale>Gift Card Transactions.
  2. Click Gift Card Balance Inquiry.
  3. Enter the gift card number and click Lookup. The card's balance will be displayed.

If you scan the gift card using a barcode scanner, the Lookup balance transaction to the vendor is triggered automatically and the balance is returned if one exists.
If you must type in the gift card number, for example from a magnetic stripe card, type in the number and click Lookup to trigger the balance transaction to the vendor and the balance is returned if one exists.

 

Add to the Gift Card Balance

To add to a gift card balance:

  1. Navigate to More>Point of Sale>Gift Card Transactions.
  2. Search for and select the gift card.
  3. Click Add Value Amount and enter the amount you want to add.
  4. Click Add Value.
  5. A POS transaction will open with Gift Card selected as the item and the amount to add as the transaction amount. If necessary, add a member.
  6. Select the payment method.
  7. Click Check Out.

The transaction amount will be added to the gift card's balance.

 

Gift Card Balance Consolidation

  1. Navigate to More>Point of Sale>Gift Card Transactions or select Gift Card Balance Inquiry from the Options menu on the Point of Sale page.
  2. If you navigated from the More menu, click Gift Card Balance Inquiry.

  3. Enter the gift card number and click Lookup. The card's balance will be displayed. If you scan the gift card using a barcode scanner, the Lookup balance transaction to the vendor is triggered automatically and the balance is returned if one exists.

    If you must type in the gift card number, for example from a magnetic stripe card, type in the number and click Lookup to trigger the balance transaction to the vendor and the balance is returned if one exists.

  4. Make a note of the balance, and then click Cancel.
  5. Select the member and then select the Management category.
  6. Click Gift Card $0.00 and scan or enter the member’s other gift card.
  7. In the Add Value Amount field enter the amount from the first gift as noted in Step 3 above.
  8. Click Add Value.
  9. If the Edit Sale Item dialog box appears, select the employee to receive commissions and then click OK.
  10. At the bottom of the Point of Sale page, click Total.
  11. On the Complete Sale page, click the Vendor Gift Card payment method.
  12. In the Gift Card - Redeem dialog box scan the first gift card for which you checked the balance in Step 2 above.
  13. Click OK.
  14. Click Finish to complete the transaction.

The transaction is sent to the Valutec. If any errors are received from the vendor during the transmission of this transaction, you will be directed to the Gift Card Transactions page to review the error and retry the transaction providing you have the appropriate security roles.