View a Gift Certificate

Access

Use this inquiry to view information on purchased, refunded, and/or redeemed gift certificates. Inquiry is by gift certificate number or customer code.

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

If your system uses the card-swiping feature, the Card Swipe button is active. Click on the Card Swipe button to initiate your card-swiping device, then swipe the card to view its activity. This button is active if using Shift4 processing; it is not active if using Tender Retail processing.

If you have pre-purchased gift cards with bar codes, you can use a point-of-sale scanner to scan the gift card number into the system. The bar codes must be either "3OF9" or "CODE128".  Note that the card's number prefix must match the number entered at the Card Number Prefix field in the Accounts Receivable Control Settings.

Gift CertificateEnter the number of the gift certificate you want to view. If you do not know the number, you can identify the customer at the Customer Code field then use the Action button back at this field to access the Gift Certificate Lookup screen. Use that screen to view a list of gift certificates for the selected customer, from which you can make a selection.

Customer CodeIf you do not enter a gift certificate, you can enter the customer code of the customer for whom you want to view gift certificates. If you click on the Search button, you access the Customer Code Look-Up screen, from which you can select a customer code. After you select a customer, the customer's name, home phone number, and work phone number appear on the screen.

The customers you can access at this and other Customer fields may be restricted by Regional Processing.  

Payment Terminal

Registry IDIf viewing activity for a certificate/card that is linked to a gift registry, the ID for the registry displays here. This is the customer code of the registry "owner".

Registry TypeIf viewing activity for a certificate/card that is linked to a gift registry, the type of registry (gift, bridal, etc.) displays here.

Purchased AmountThe original dollar amount of the gift certificate purchased displays here.

Purchased DateThe date the gift certificate was purchased displays.

TypeThe gift certificate payment type under which this certificate was purchased displays.

Remaining AmountThe remaining dollar amount (less amount redeemed, if any) of the gift certificate displays here.

Expiration DateIf the gift certificate was purchased via the Customer Rewards process, this field will display the expiration date that was assigned based on the "Number of Days Gift Certificate Valid" field in the Customer Rewards Control Settings.