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Must know
  • Cancel is permanent. The balance is written off to $0.00 and the card can never be redeemed again. Use Lock for anything temporary.
  • No refund goes out. Cancelling moves no money, and a gift card purchase can’t currently be refunded from its invoice.
  • You need Edit Financials, on a plan that includes Gift Cards. Cancel is refused while the card is being used in a checkout.
  • A refund can bring it back. Money a refund later returns to a cancelled card re-opens it as Locked, for you to unlock or cancel again.
Lock or Cancel? Lock is temporary; Cancel is permanent.
1

Open the card

Click its row on Financials > Gift Cards, or open it from a guardian’s Gift Cards tab.
2

Select Cancel card

It sits after Lock or Unlock on the detail panel (after Resend and Fix recipient while the card is Pending). Each card row on a guardian’s Gift Cards tab also has it in its menu.
3

Add a note (optional)

Cancel this gift card? shows the balance being written off. Note (optional) takes up to 500 characters. The family never sees it.
4

Confirm

Select Cancel card, or Keep card to back out. You see “Gift card cancelled”, or the reason it failed.
What changes. The balance goes to $0.00, the status becomes Cancelled and any lock reason clears. Activity gets a Cancelled entry for the amount written off, and your note shows as Cancellation note. The panel’s action buttons then disappear, and checkout leaves the card off the family’s gift card list. What the family sees. A claimed card stays on the family’s Gift Cards page with a Cancelled badge and $0.00 left. An unclaimed card’s link shows “This gift link is no longer active”. Cancelling sends no email. If the purchase invoice hasn’t settled yet, the claim email never goes out. Money. The dialog suggests refunding the purchase invoice, but a gift card purchase can’t be refunded from its invoice today: its line in the refund dialog reads “Gift cards can’t be refunded yet”. Cancelling posts no accounting entry: the balance leaves Outstanding value on Financials > Gift Cards, but nothing reduces Gift Card Liability (2200) in your ledger automatically. When it’s refused. While a checkout is using the card: “This gift card is being used in a checkout right now - try again in a few minutes.” The one way back. If a refund on an order the card paid for returns money to it, the card re-opens as Locked with the reason “Re-opened by a refund returned to this cancelled card - unlock it or cancel it again.” Unlock it for the family, or cancel it again. Who can, and finding cancelled cards. Staff with Edit Financials only: Ask Hero can’t lock, unlock or cancel cards. Choose Cancelled under Status in the filters on Financials > Gift Cards or in the Gift Cards report. Related: How do I lock a gift card, resend its claim email, or fix the recipient? · How do I see gift-card balances and reconcile my outstanding liability? · What are gift cards in Uplifter, and what can a family spend one on? · What happens when I delete a gift card design that has already been issued?