Overview

Gift Cards can be redeemed while businesses collect payments directly from within the platform. Whether you're recording a payment, charging a customer, or creating a subscription, you can apply a customer's Gift Card balance as part of the payment process without requiring the customer to complete a checkout themselves.

During payment collection, simply enter the customer's Gift Card code to validate its balance. If the available balance covers the full amount due, the payment is completed using the Gift Card. If the balance is insufficient, the remaining amount is automatically charged using the customer's saved payment method, providing a seamless payment experience while accurately tracking Gift Card usage and remaining balances.

TABLE OF CONTENTS

What does this feature do?

This feature allows businesses to redeem customers' Gift Cards while collecting payments through supported business-initiated payment flows.

The redemption experience is consistent with customer-facing checkouts and includes:

  • Gift Card code validation
  • Balance lookup before payment
  • Full Gift Card redemption when sufficient balance is available
  • Split payments using Gift Card + customer's saved payment method
  • Updated transaction details showing the amount redeemed using the Gift Card

What do I need to use this feature?

Before redeeming a Gift Card:

  • At least one Gift Card Product must exist.
  • At least one Gift Card must have been sold or sent.
  • The Gift Card must:
    • be active,
    • not be expired,
    • and have an available balance.

How to Redeem a Gift Card

The redemption process is the same regardless of where you're collecting the payment.

Step 1: Open a Supported Payment Flow

Navigate to one of the supported payment experiences listed below (in the next section).


Step 2: Enter the Gift Card Code

Locate the Gift Card field.

Enter the customer's Gift Card code and click Apply.

The system validates the Gift Card and displays the available balance.


Step 3: Review the Payment Summary

Depending on the available balance:

If the Gift Card covers the full payment

  • The entire amount is redeemed using the Gift Card.
  • No additional payment method is charged.

If the Gift Card only covers part of the payment

  • The available Gift Card balance is applied first.
  • The remaining amount is charged using the customer's saved payment method.

Example

Gift Card Applied $150

Remaining Gift Card Balance: $0

Amount Left to Pay: $50



Step 4: Complete the Payment

Once the payment is successful:

  • The Gift Card balance is updated automatically.
  • Transaction Details display the Gift Card amount redeemed.
  • The corresponding Gift Card Order reflects the remaining balance.

Supported Payment Flows

Gift Card redemption is currently supported in the following business-initiated payment experiences.


Record Payment from an Order

Navigate to:

Payments → Orders → Order Details → Record Payment → Charge a Card

If the customer has an eligible Gift Card, enter the Gift Card code and click Apply before completing the payment.

Record Payment from an Invoice

Navigate to:

Payments → Invoices → Invoice Details → Record Payment → Charge a Card

Apply the customer's Gift Card to reduce or fully cover the payment amount before charging the remaining balance, if required.

Charge Now

Navigate to:

Contacts → Charge Now

Use the customer's Gift Card while collecting payment directly from their contact record.

If the Gift Card does not cover the full amount, the remaining balance is automatically charged to the customer's saved payment method.


Create Subscription from Contacts

Navigate to:

Contacts → Create Subscription

Gift Cards can be applied toward the initial subscription payment.

If the Gift Card balance is insufficient, the remaining amount is charged to the customer's saved payment method.

A payment method may still be required for future recurring subscription payments.


Create Subscription from Subscription Details

Navigate to:

Payments → Subscriptions → Subscription Details → Create Subscription

The redemption experience is identical to creating a subscription from the Contacts page.

Coming Soon: Gift Card redemption will also be available while collecting payments through Calendars and POS.

Frequently Asked Questions

Can businesses redeem Gift Cards the same way customers do at checkout?

Yes. Businesses can now redeem Gift Cards while collecting payments on behalf of customers, using the same redemption logic available in customer-facing checkouts.

What happens if the Gift Card balance is lower than the payment amount?

The available Gift Card balance is redeemed first, and the remaining amount is automatically charged using the customer's saved payment method or a new card can be added.

Can I redeem more than one Gift Card for a payment?

No. Currently, one Gift Card can be applied per payment.

Can I redeem an expired or fully used Gift Card?

No. Only active Gift Cards with an available balance can be redeemed.

Will the Gift Card balance update automatically after payment?

Yes. The remaining balance is updated immediately after a successful payment and is reflected on the corresponding Gift Card Order.

Can I use a Gift Card while creating a subscription?

Yes. A Gift Card can be used toward the initial subscription payment. Later payments or any pending balance in the initial payment has to mandatorily be from either one of the saved cards on file or by adding a new card. A subscription cannot be created with gift card alone.

Where can I see how much was redeemed using the Gift Card?

The Transaction Details page displays the amount redeemed using the Gift Card along with any remaining amount collected using another payment method.