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Use this when the person is not standing at your counter: a phone order, a bank transfer, a company order, a prize or a thank-you. You enter the person, choose whether they paid or you are giving the card as a gift, and VEXiON sends it.

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Set it up

1

Open the dialog

Go to Customers and click Create Customer. Choose your gift card and click Next. From a customer’s profile, click Give another card instead: the dialog first shows the card list (cards the person already holds are marked), then continues with that person’s name filled in.
2

To: who gets the card

Type the First name. That is all you need. Last name, Email and Phone are optional and are used only to deliver the card. A person with no contact details is fine, for example a walk-in or a prize.
The Issue gift card dialog on the To step with First name, Last name, Email and Phone fields.

Step To: a name is enough

3

Value: paid or gift, and the amount

Choose Customer paid or Gift from the business. For a paid card you can pick a Payment method (optional): bank transfer, cash, card or other. Then tap an amount. The amounts are the preset amounts of your gift card. If a preset has a bonus, the dialog shows it, for example “The card will hold €55 (€50 + €5 bonus)”, together with the date the card is valid until.Tap Other amount to type your own amount. A typed amount never gets a bonus.
The Issue gift card dialog on the Value step: Customer paid selected, payment method, amount buttons with €50 selected, and the line The card will hold €55 (€50 + €5 bonus).

Step Value: the card holds €55, the customer pays €50

4

Delivery: how it arrives

Switch on Email and SMS as you like. A switch is available once you typed that contact in the To step. Attach PDF voucher is on by default. Switch it off and the email carries only the link to add the card to the wallet. Choose the Language of the message, and add a Personal message if you want one. The message appears in the email and on the card in the wallet.Above the button, one line sums it up, for example “Customer paid · Bank transfer · Your location · valid until 27/11/2027”. The button says what will happen, for example Sell for €50 and send or Give €50 and send. With nothing to send it says Sell for €50 or Give €50.
The Issue gift card dialog on the Delivery step with Email on, Attach PDF voucher on, a language, a personal message and the summary line and the button Sell for €50 and send.

Step Delivery

5

Done

The Card issued screen shows what was sent. Use Print or Download PDF to get the voucher, View customer to open the profile, or Issue another for the next card. Issue another always starts with an empty To step. If a message could not be sent, or is taking too long, click Send again.
The Card issued screen with the summary, the line Email with the PDF sent, and the buttons Print, Download PDF, View customer and Issue another.

The card is issued and the email with the PDF is sent

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How it works for you and your customer

  • Customer paid: the card counts as a sale. It shows in Paid by customers on the card page, in the Activity as Gift card sold, and you get the usual sale email. The email names the channel Dashboard.
  • Gift from the business: no money was received, so it is not a sale. It shows as Gifted on the card page and as Gift card issued by merchant in the Activity. You get no sale email.
  • The card can be spent at once, in the scanner and, if you use a supported POS, at the till.
  • The person receives the email with the card and, if you left Attach PDF voucher on, the PDF. They add the card to their phone wallet from the email.
  • The sale is booked to a location, so your reports per location are right. The sale uses a location only where the gift card is enabled. If it is enabled at only one of your locations, that one is used. If it is enabled at more than one, the location selected in the sidebar is used when the card is enabled there. With All locations, or when the selected location does not carry the card, the dialog asks you to choose.

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Good to know

  • A sale cannot be undone. The dialog asks you to confirm when you sell for an amount you typed yourself, and for any amount above 1 000 EUR (25 000 CZK).
  • Maximum amount. If you set Maximum transaction amount in Settings, it also limits an amount you type. Preset amounts are never blocked by it. Nobody can issue a card above 10 000 EUR (250 000 CZK).
  • Card limit. If the card has reached its issue limit, nothing is booked and you see a message.
  • At the till. If you take cash or a card payment for a gift card at a location linked to a POS, the Delivery step and the done screen remind you to ring it up as an item, not as a card top-up.
  • Who can do it. Owners, admins and managers. Staff with the scanner role cannot issue from the dashboard.
  • Employee gift cards keep their own flow, see Employee card.