How to transfer gift card balance from one system to another

Scenario: Client wants to use gift card that was from an old system.

STEP 1: Take the gift card from client and verify balance of that gift card on other system

Once you've recorded the balance, you will need to reissue a new gift card to client.

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Let the client know that you'll be issuing them a new gift card with balance.

STEP 2: Click on Create/Change

STEP 3: Add gift card with balance from STEP 1 to ticket window (you may need to attach a tech and the client to ticket depending on the system settings)

STEP 4: Click on PROMO

STEP 5: Click on the edit icon across from COMP

STEP 6: Enter in amount for gift card and click NEXT

STEP 7: Select a COMP reason (i.e., Gift Card from Old System)

STEP 8: Make sure outstanding balance is $0.00

STEP 9: Click on CLOSE BILL.

Now you can use that gift card to pay on client's ticket

Updated on: 28/07/2020