Printed from https://zeropos.shop/help/gift-cards-outstanding
Gift cards outstanding: what you still owe
See how much your shops still owe on gift cards sold but not yet spent, by shop and by age, and find each card that still has money on it.
Owners can change what each role may do.
Every gift card is money already taken for goods not yet handed over. The Gift cards outstanding report adds it up; the Gift cards screen lists the cards one by one.
When to use it
To know what the shop owes on cards. To sell, spend, re-date or stop a card: Gift cards.
Before you start
- The report needs access to Reports: by default owners, administrators and managers. Anyone who sells can open the Gift cards list.
Steps
The totals
- Step 1
Open INSIGHTS › Reports and tap Gift cards outstanding.
- Step 2
Check the dates at the top: they pick cards by the day they were sold, and the report opens on this year.
- Widen them to include older cards that still have money on them.
- Step 3
Read Still owed on the total row: what all those cards still hold.
- Step 4
Use Group by to split it by Region, Location, Age or Month, and the filters to keep one region or shop.
- Step 5
Tap Export CSV to send the figures to your accountant.
Card by card
- Step 6
Open BACKOFFICE › Gift cards: the list opens on Still owed.
- Step 7
Read Left on each row: what that card still holds, next to Issued and Expires.
- Step 8
Type a code, or the name a card was bought for, in the search box to find one card.
What happens next
- Nothing changes: the report and the list only read the cards.
- The money was counted on the day each card was sold. Spending a card lowers what is owed and isn't counted as a sale again (Gift cards).
- Stopping a card takes it out of what is owed at once.
What counts as owed
A card counts while it has money left and hasn't been stopped, expired cards included: the shop took the money, and an owner or manager can give the card a new date with Change the expiry.
Cards given away with Issue a card count too: the shop owes them in goods all the same.
Sold is what the cards were worth when issued, Spent so far what has been used, and Still owed what is left. Cards counts them.
Questions
Do expired cards still count?
Why is a card I know about not in the report?
Can I see what was owed at the end of last month?
Good to know
- Group by Age to see how long money has been waiting on cards.