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Point of Sale Solution Back Office Digital Gift Cards

April 3, 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 to your company website and can be promoted through marketing communications. To purchase a digital gift card, customers visit the site, select their preferred design, and choose the amount to load on the card. 

Once purchase, the gift card will be delivered via text or email to either the purchase or directly to the recipient. Digital gift card purchases will be reported on the Gift Card Summary Report.

Digital gift card setup

Begin by setting up your digital gift card ordering website.

To setup 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, in Basic Settings > Items > Products tab, find the product named Digital Gift Card and set the Status to Active.

  3. Use the Copy URL and/or QR Code links to add a link from your online site or link your marketing communications or printed materials that you want to use to advertise digital gift cards for sale. These links will help your customers find your online ordering site and setup their own digital card.
  4. In Available images, select gift card image(s) to make available for your customers to order.
  5. (Optional) Enter a Caption for your gift card sales website.
  6. Click on Color to use the color picker to set a site theme color.
  7. Upload your Logo, following the stated guidelines. 
  8. Update your website terms and policies, as needed. Your digital gift card site will display the same footer, terms and conditions, and privacy policy that you have set up for your online site. 
  9. Designate an Employee from the dropdown list that will manage your digital gift cards.
  10.  Assign a Register to the gift card sales. This is the register that will report the gift card sales.

Digital card purchases

When a customer purchases 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.

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.

verify secret user experience recipient activation of a 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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