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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.
  • Outstanding value sums every card’s remaining balance regardless of status: Pending-claim and Locked balances are still owed. Active cards counts only cards spendable right now.
  • Issued timestamps render in your club’s timezone, and the Issued from / Issued to filters are calendar days bounded in that timezone.
  • Only the last four digits ever appear — on screen as •• 4821, and masked in the CSV too.
Financials > Gift Cards lists “Every gift card issued or sold across your organization”, with three tiles: Active cards, Outstanding value, and Pending claims.

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Finding a card

Columns are Card, ID, Holder (or “Unclaimed”), Purchaser, Amount, Remaining, Scope, Status, Source, and Issued. Hovering a scope that has pins lists the pinned items. Search covers holder, purchaser, and last 4; filters cover Status (Pending / Active / Locked / Used up), Source (Online store / Point of sale / Staff-issued / Hero), and the issued-date range. Export downloads the current filter as gift-cards-YYYY-MM-DD.csv with Card ID, Name, Holder, Holder Email, Purchaser, Purchaser Email, Source, Initial, Remaining, Scope, Status, and Issued. It’s row-capped, so narrow the filters for large sets.

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One card’s history

Click a row to open its detail panel: the card face, the lifecycle actions, Status, Source, Holder, Holder email, Purchaser, Purchaser email, Issued by, Issued, any lock reason, Redeemable on, and the full Activity list. Activity is append-only — Issued, Claimed, Redeemed, Refund returned, Adjusted, Transferred, Recipient updated, Locked, Unlocked — each with its amount and the balance left after it.

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How the money ties out

Every redemption posts its own gift-card payment against the invoice, so an order paid partly by gift card shows both the gift-card leg and the card leg. On a refund, money returns to the same card(s) first, automatically and read-only: the refund summary shows “Returns to gift card •• 1234” and only the remainder goes back to the original payment method. Comped cards credit Gift Card Liability (default code 2200) and debit Goodwill & Comps. Reports > Gift Cards gives the same picture as a report, filtered by issued date, status, and source. Balances brought in during a data import appear on this page too, recorded as Staff-issued. Related: What are gift cards in Uplifter, and what can a family spend one on? · How do I lock a gift card, resend its claim email, or fix the recipient? · How do I issue a gift card directly to a family?