Must know
- Gift Cards are available on plans that include Gift Cards — if you don’t see them in your dashboard, ask your Uplifter contact.
- Issuing needs the Financials create permission.
- Charge saved payment method runs a live charge before minting, so a decline mints nothing. Bank/ACH methods are disabled (“not available for gift cards”) because a bounce could arrive after the card is spent.
- The dialog is safe against double-submits.
1
Pick a card
Choose any Active catalog design from the tile strip, or the Custom card tile to name a one-off card and set its own restrictions and Transferable switch inline.
2
Set the amount
A fixed-amount design locks the field. A buyer-chooses design is bounded by its minimum and maximum. A custom card goes up to $10,000.
3
Choose the recipient
Either this guardian, or Someone else (email required, name optional). An email that already has an account attaches immediately and the card goes Active; an unknown email stays Pending until claimed.
4
Optionally limit it to one athlete
Limit to an athlete (optional) appears when the card can pay for programs, the recipient is this guardian, and that guardian has at least one athlete on file: “Program purchases will only be redeemable for this athlete.”
5
Record how the giver paid
Under How did the giver pay? choose Comp (no payment), Cash, Check, or Charge saved payment method. Cash and Check record a paid purchase invoice. Comp posts a balanced journal instead — a debit to Goodwill & Comps and a credit to Gift Card Liability (default code 2200) — so free cards stay visible in the books. With no saved methods on file, the dialog points you to Comp, Cash, or Check.
6
Issue it
The footer previews the action (“Issue $50.00 card to Jane Doe — Cash”). Click Issue gift card.