Examples of use:
Sell a gift to an individual: one person pays, another redeems > Gift Card
Sell batches of cards for a specific promotion or a partner > Gift Card (batch mode)
Menu → Customers → General Rates → Gift Cards.
List
The list shows all issued gift cards with their key data:
Active > The card can be redeemed. It can be manually deactivated from the record.
Code > The code the customer will enter to redeem.
Voucher type > The voucher that will be issued upon redemption (sessions, amount, benefits…).
Creation date > When it was created.
Valid until > Expiry date. If empty, it does not expire.
Charged > Whether the card has been invoiced and paid by the purchaser.
Redeemed > Whether someone has entered the code and the voucher has been issued.
Customer redeeming > Who has used the card (if already redeemed).
New button → opens the creation wizard.
Click on a row → opens the record for that card.
Create gift cards (wizard)
The wizard has four steps: Mode, Data, Result, Invoice.
Step 1 — Mode Choose how the cards are generated:
Single card — the typical individual gift with a random code.
Multiple with random codes — a batch of N cards, codes generated by the system. Useful for mass offers.
Multiple by importing an Excel — a batch from an Excel file where column A contains one code per row. Useful when an external partner provides the list of codes to use.
Step 2 — Data Field Notes Voucher type Mandatory.
This is what will be issued to the redeemer.
Billing customer (optional) If entered, this will be the person or company invoiced for the card(s). If left empty, you choose it at the invoicing step.
Valid until (optional) Expiry date. If left blank, the card does not expire.
Quantity Only in "multiple random" mode. Maximum 1,000 per batch.
Excel file Only in "Excel" mode. One code per row in column A. Press Create to launch creation.
Repeated codes in Excel. If a code in the Excel already exists on another card or is duplicated within the file, the system skips it and lists it in the result for the centre to review. Valid codes are created regardless.
Step 3 — Result The newly created batch is shown and these actions are offered:
Export to Excel — downloads the batch (Id, Code, Type, Expiry). Essential if you are going to deliver physical or email codes.
Go to invoice — proceeds to the next step to issue an invoice/receipt/delivery note for the whole batch.
Create new batch — returns to step 1.
Return to list — exits the wizard.
Step 4 — Invoice (optional, recommended)
Allows generating a single document (invoice, receipt or delivery note) for the entire batch, linked to the purchasing customer.
Purchasing customer > Mandatory at this step. This is the payer.
Document type > Invoice / Receipt / Delivery note.
Press Invoice batch.
The system:
1. Creates lines in the document, one per card in the batch.
2. Generates the document to the purchasing customer with the corresponding amount.
3. Marks each card as linked to that document.
After invoicing, the Charge button appears, which opens the standard payment popup (cash, card, cheque or transfer).
Upon closing the payment, the cards are marked as Paid.
You can skip this step and invoice/pay later, one by one, from each card's record. Card record The record is mostly read-only.
Only two fields can be modified:
Active — deactivating it prevents redemption even if paid.
Valid until — to extend or reduce the expiry. Empty = no expiry.
Summary of displayed information:
Basic data: code, voucher type, billable amount.
Payment status: Paid or Payment pending, payment date, payment document number (e.g. I-2025-0001) and purchasing customer.
Redemption status: Redeemed or Not redeemed, redemption date, customer redeeming and voucher number issued.
Available actions depending on status:
Payment pending
Invoice (if document has not yet been issued) — requires having a billing customer.
Charge (if already invoiced) — opens the payment popup.
Paid
Print — opens the PDF of the invoice/receipt. If the centre has the Electronic Invoicing module, downloads the signed PDF; otherwise, opens the document record.
Card redemption
The end customer approaches the counter with the code (printed or by email) and a centre user enters it from the customer record → Vouchers tab, or the customer does it themselves from the public website or app.
Upon redemption, this happens automatically:
1. The code is validated (exists, is active, not expired, not redeemed).
2. The indicated type of voucher is issued to the customer who presented the code.
3. The card is marked as Redeemed, linked to that customer and the issued voucher. From that moment, the voucher is managed like any other customer voucher (usage, expiry, etc.).
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