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How to Add a Gift Card Record to an Account

Learn how to add a Gift Card to a customer's account on the Billing page

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 weeks ago

If you have Gift Cards unlocked, as an Admin user, you can easily add a Gift Card record to a Customer's account. Follow the steps below.

The Gift Cards feature is an unlockable feature for an additional $7/month. Contact us via chat if you are interested.

Step 1 - Gift Cards & Prepayments

On a customer's Billing page, click on "Manage" under "Gift Cards & Prepayments."

Step 2 - New Record

Select "New record" then "Gift card credit record."

Step 3 - Enter Amount

On the next screen, enter the amount, then click "Submit."

The Gift Card record will appear in the "Gift Cards & Prepayments" under "History."

See this support article on how to add a Gift Card to an Invoice.

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