Within this page, the following topics will be covered:

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How to issue Gift Cards

1. Issue Gift Cards from the Order page

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1. Click on the button Issue New Gift Card

2. Fill in the Issue New Gift Card tab and

3. Click on Send button

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4. The Gift Card will be sent via email to the customer and on the order page, it will show all the Gift cards issued, if more than one, underneath the Payment History area

   

5. A system note will be created and available in the Notes section of the order (see the below example)

   

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1. Go to the Gift Card section

2. Click on the + Create New button

3. Choose which toggle to turn on, please note that users can pick just one, or a combination of two or all three of them.

   1. The Is Customer toggle: Switching this one to Yes allows users to use the field Holder Email only to look for email addresses registered in the instance’s database

      

   2. The Is Batch Card toggle: Switching to ON this button allows users to send a batch of gift cards to several customers' email addresses.

      1. Just type the email address in the field Holder Email

      2. Click on the Add button

         

   3. The Is Card Test toggle: this option allows users to create a Test Gift Card to be used in a Test Order within the system. Please also note that:

      1. A Test Gift Card can only be used in a test order.

      2. It is not possible to use a test gift card to pay a real order in production, partially or in total.

      3. Likewise, it It is not possible to use a real gift card to pay a test order, partially or in total

         

   4. Combining Toggles:

      1. By combining the Is Customerand theIs Batch Card switches, users will be able to send several gift cards at once, ; however, using only the customers already registered at the instance’s database

      2. By combining theIs Customer and theIs Card Test switches, users will only be able to create test gift cards and use only the customers already registered in the instance’s database

      3. By combining theIs Batch Cardand the Is Card Test switches, users will be able to send several test gift cards at once, to external customers.

      4. By combining all 3 options, users will be able to send several test gift cards at once, to customers already registered in the instance’s database.

4. Once all the above details have been filled in, click on the Create button. The Gift Card will be automatically sent to the email provided.

5. The new Gift Card(s) will be listed on the Gift Card main page (see the below example)

   

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1. Go to a DFO checkout pages

2. Enter the 15 alphanumeric Gift Card codes in the Gift Card field

3. Once the code is added into the field, this will automatically trigger a process where the FE checks if the amount of the Gift Card is enough to pay the entire order, or if it does cover just part of its cost. Consequently, there are two possible scenarios: 

   1. The amount of the Gift Card is enough to cover the order’s grand total: in this case, the system will process the payment as a normal offline payment and send the customer a confirmation email once the purchase is confirmed.

      It should be pointed out that customers

      Please note that:

      1. Customers will have to fill in the Shipping Address details.Another interesting point is that when

      2. When paying with a Gift Card, the system is not registering the CardId as normally does with any offline payments. Therefore, to enable customers to buy any upgrade or upsell, once the customer has selected one or the other, he/she will be requested to fill in the details with another payment method, otherwise, the purchase won’t be allowed.

   2. The amount of the Gift Card is NOT enough to cover the order’s grand total: in this case, the system will process the Gift Card as a coupon, which will partially pay the order, and for the rest of the amount, the customer should add another payment method (Credit Card, PayPal, etc.).
      Please see below an example of an order partially paid with a Gift Card: 

      

      As previously mentioned, the Gift Card is recognized and processed, by the system, as any other payment method. Therefore, this implies that any order, fully or partially paid with it, will display the below:

      1. By going to the Order Page>Payment History

      2. Click on the View Details button

      3. The Transaction Details tab will pop up and there is available all payment information (see the example below)

         

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Fully Refunding with Gift Cards not yet Shipped Orders

By fully refunding with a Gift Card orders that haven’t been shipped yet:

• The order status will be set as Shipping Denied

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• The fulfilment will be automatically cancelled

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• A system note is added in the Notes section of the order page

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Gift Cards and Chargebacks

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