You are here:
  • KB Home
  • How do I set up a gift card (through standalone and through retail)

To set up a gift card through standalone, you will need to go to settings> rates > add ons and other services. There, you can create a new add on and name it “gift card” set the price to ‘price on request’ so that when a customer purchases it they will be able to tell you the amount requested to put on the gift card. Once the customer has purchased it, you can apply it as a credit to their account.

To set up a gift card through retail, you will need to create a category for gift cards, then add the gift card as a product for retail. You will then have to create multiple gift cards with different amounts, as it can not be price on request.

There are 2 ways to set up a gift card. One way is to set up a gift card as a standalone service, under settings> rates > add ons and other services > Add new add on. There, you can create a new add on and name it “gift card” and set the pricing to charge as ‘price on request’. This way when a customer selects this, they would need to inform you of the amount they would like to put on the gift card. Once the customer has purchased the card, you can apply the amount purchased as a credit to their account, or the account they purchased the gift card for.

The other option is to set up a gift card using the retail module. This option would require you to create a category for gift cards, and add the gift cards, with their various amounts, as products for retail for customers to select from, as products cannot be priced on request. If choosing this method, the procedure of applying the purchased amount as a credit on the customer’s profile is the exact same.

In order to apply a credit on a customer’s account, you must first search and pull up their profile. Once you have their profile you can select the Credit History page on the customer’s profile.

On the Credit History Page, you can select the “add credit” button to apply the purchased gift card amount.​

When adding the credit, make sure to enter the amount purchased, the method of this credit, in this case, will be “free credit”, and the reason for credit, in this case, you can enter “gift card” to help you keep track of the credits in your records. ​Once you are done filling out all the information needed you can click “Accept Payment”.

The credit amount entered will appear on the customer’s overview profile in the top right corner of the screen as “available credit”.

In order to use the credit amount purchased when making a payment, ensure that you are selecting the method of payment to be “Pay with customer credit”.