> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I see gift-card balances and reconcile my outstanding liability?

> Read the Financials > Gift Cards page — stat tiles, filters, CSV export, per-card activity — and tie the numbers back to invoices and refunds.

<Note>
  **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.
</Note>

**Financials > Gift Cards** lists "Every gift card issued or sold across your organization", with three tiles: **Active cards**, **Outstanding value**, and **Pending claims**.

## 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.

## 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.

## 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?](/club/gift-cards/gift-cards-overview) · [How do I lock a gift card, resend its claim email, or fix the recipient?](/club/gift-cards/lock-resend-or-change-recipient) · [How do I issue a gift card directly to a family?](/club/gift-cards/issue-a-gift-card-to-a-family)