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Point of Sale Solution Back Office Digital Gift Cards

May 28, 2026

Description

How to set up digital gift cards and troubleshoot common issues

What's in this article?

Software PlanPro

Digital gift cards are sold through a dedicated website that links from your company website and can be promoted through marketing communications. To purchase a digital gift card, customers visit the site, select a design, and choose the amount to load onto the card. 

Once purchased, the gift card is delivered immediately or on a date selected via text message or email—either the purchaser or directly to the recipient. Digital gift card purchases are reported in the Gift Card Summary Report.

Digital gift card setup

Begin by setting up your digital gift card ordering website.

To set up a digital gift card website


  1. In Point of Sale Solution Back Office, select Gift Cards & LoyaltyDigital Gift Cards.

  2. To enable digital gift card sales:
    1.  In Basic Settings > Items > Products tab, create a gift card product, selecting the This product is a gift card checkbox.

    2. Set the Status to Active.

  3. Use the Copy URL and/or QR Code options to add a link from your website, marketing communications, or printed materials. These links will help your customers find your online ordering site.
  4. In Available images, select the gift card designs you want to offer.
  5. (Optional) Enter a caption for your gift card sales website.
  6. Select Color to choose a site theme using color picker.
  7. Upload your logo according to the provided guidelines. 
  8. Review and update your website terms and policies, as needed. 
  9. Assign an Employee from the dropdown list to manage your digital gift cards.
  10.  Assign a Register for gift card reporting.
  11. When ready to sell gift cards, set enable Sell digital cards online.


Digital card purchases

When customers purchase a digital gift card from your site, they select the gift card amount and enter their name and contact information, along with the recipient's name and contact details. The purchaser can also choose to send the gift card to themselves. 

Once the purchase is complete, the digital gift card is sent immediately or on the future date selected.

NOTE:
The maximum balance for a digital gift card is $500.

digital gift card ordering experience

When the gift card recipient receives their email or text, they will click the link and enter their secret key to activate the card. Once activated, the card may be added to the recipient's digital wallet.
digital gift card

Digital gift card refunds

If a customer makes a mistake during the ordering process, you can cancel the inactive gift card and provide a refund. For example, you may cancel a digital gift card order sent to the wrong recipient. 

IMPORTANT!
You will not be able to refund a digital gift card that has already been activated.

To refund a digital gift card order that has not activated


  1. Request that the customer provide you with the order number from their digital card purchase. You will not be able to perform a refund using the gift card number.
  2. In Point of Sale Back office, select Transaction > Recent Transactions.
  3. Search for the order number and click Void.

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