In this article, we’ll explain the difference between Reimbursing a Gift Card and Voiding a Gift Card and when to use each option.
Reimbursing a Gift Card is used when you want to refund the Gift Card and return the funds to the client. Reimbursing updates your records so the refund is reflected in your reporting.
| Note: Refunds are not issued automatically. If you use a payment gateway, you’ll need to process the refund directly through your gateway portal. |
Voiding a Gift Card completely removes the Gift Card transaction and deletes the associated payment (if one exists). After voiding, the Gift Card no longer exists in the system and neither does the payment used to purchase it.
| Note: If you Void a Gift Card and issue a refund, the refund will not appear in your reports as a refunded amount or reimbursement. To ensure the refund is properly recorded, be sure to use the Reimburse option. |
Reimburse a Gift Card
Step 1
Go to Accounting and select Gift Cards
Step 2
Search for the Gift Card # or locate it in the list
Step 3
Click on the menu to the left of the number and click Reimburse
Step 4
- Ensure the Amount is correct
- Select the how (Type) the client will receive their funds back
- Enter an optional Memo
- Click Save
Void a Gift Card
Step 1
Go to Accounting and select Gift Cards
Step 2
Search for the Gift Card # or locate it in the list
Step 3
Click on the menu to the left of the number and click Void