Point of Sale Solution Back Office Physical Gift Cards
Description
What's in this article?
Offering gift cards is a great way to generate up-front revenue for your business. Gift cards encourage customer loyalty and often lead to sales that exceed the value of the original gift card. Point of Sale solution gift cards are a closed loop form of payment, meaning that the gift cards can only be used at your business and cannot be used as a form of payment across bank or card networks. Your customers can purchase a gift card from your business with a maximum amount of $500. Users can reload their gift card balances up to a maximum amount of $500, if desired.
The Point of Sale solution offers physical gift card purchases with the Growth and Pro plans. You can order customized physical gift cards for your business to offer for sale at your location. Digital gift cards are available with the Pro plan and may also be customized for your business; however, they are purchased by your customers through your online store and delivered to them via text or email.
Both physical and digital gift card include a 16-digit card number. Digital cards also require a four-digit PIN for security. Learn more about how to setup digital gift cards for your Pro plan.
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- This video covers how to order, sell and manage gift cards in the Point of Sale Solution Back Office.
- To order physical gift cards to sell at your location, select Gift Cards and Loyalty from the menu, click Physical Card Orders, then Order Physical Gift Cards.
- Click Continue to be routed to the card market. Click Start a New Quote, then click Add Standard Cards to order pre-designed gift cards, or Custom Cards to upload your own artwork and branding.
- Select from the background options and adjust the three lines of optional text on the card by editing the font, color, and placement. Adjust the quantity of cards you'd like to order, if desired. When you're done, click Add to Quote.
- In the Quote Summary, click the Add icon under Contact, enter your contact information for the order, then click Save. Back in the Quote Summary, click the Add icon under Company to complete your company's shipping and billing information, then click Save.
- If you'd like to add additional items to your order, click Add More Items.
- To continue with your order, click Submit Quote. The invoice will be emailed to you to approve the gift card proof and include a link for payment.
- To sell gift cards as part of your inventory, click Basic Settings, then Items. Select the Product tab and click Add New.
- Click This product is a gift card and complete the needed fields. You can set a default price and value to be assigned to the gift card, or it can be priced in store, which allows the customer to request a custom value at the point of sale. Click Save and Exit.
- Gift cards are automatically activated and added to your gift card portfolio after you scan the bar code and add a balance at the point of sale.
- To review your current gift card portfolio, select Gift Cards and Loyalty from the menu, then click Gift Cards Overview. Your gift card portfolio shows all the gift cards in your inventory, including the card number, order number, current balance, when they were activated, card type and status.
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Order physical gift cards
Physical gift cards are customized and ordered through Card Market, a third-party site, accessed through your Point of Sale Back Office. Once ordered, the cards will be shipped to you within 10 business days of order approval and payment, but they may be expedited for an additional fee. In addition to the gift card itself, you can also order pre-designed or custom card carriers and point of purchase display stands, signs and other merchandising items.
Selling gift cards
To sell a gift card, you will need to create a gift card inventory item. Gift cards are not prepaid and do not have a value until they are sold as an item. Gift card purchases are normally considered non-refundable; however, state law where you do business may require refunds for gift cards with small balances, allowing the owner to convert the balance to cash. Check with your state to determine if you need to comply with a law and what the minimum balance is. If you need to refund small balance gift cards, use the steps below. This process will ensure that your gift card balances report remains accurate.
NOTE:
The maximum balance for a gift card is $500.
Manage your gift card portfolio
Your gift card portfolio shows all gift cards in your inventory, when they were activated, the card number, balance, type and status. Gift cards are automatically activated when you scan the gift card barcode and add a balance at the point of sale.
- To see your current portfolio in the Back Office, select Gift Cards & Loyalty > Gift Cards Overview.
- To view a gift card balance, select the Actions > View icon for the gift card.

| Field | Description |
|---|---|
| Gift card number | The card number |
| Order number | The order the card was part of |
| Current Balance | The balance currently available on the card |
| Date Activated | Date the card was activated |
| Card type | Description of the card, either Digital or Physical |
| Status | Description of the card status, either Active or Not Activated |
| View | Review gift card details and transaction history for the individual gift card. Individual gift card activity and details can be reviewed. The transaction display will list the purchasing and balance history linked to the card. |


















