This guide will show you how to view a full transaction history for a gift card or voucher, including when it was purchased, where it was redeemed, how much was spent each time, and the remaining balance.
In this Article
Where to Find Gift Card History
Go to Manager > Gift Cards/Vouchers.
You can search by client name or by the gift card serial number to find the card you need. Select the gift card from the list, then click History.
The History view shows every event recorded against that gift card, in order, so you can trace exactly how the balance has been used over time.
What the History Shows
The history begins with the original event that created the card.
This is usually the date it was purchase, or a manual creation if the card was added to the client's account after being bought elsewhere.
After that, you will see each Used in purchase event. Every redemption shows the date of the sale, the amount paid using the gift card, and the balance remaining afterwards. This makes it easy to confirm when a client last used their card and why the balance is lower than expected.
If the value of the card has been changed manually at any point, those adjustments also appear in the history alongside the redemptions, listed as Balance Changed, so nothing is hidden from view.
The Remaining balance shown beside each event is the balance after that event, not before it. Reading the most recent line gives you the current balance.
Filtering the History by Date
If a card has a long history, you can narrow the list using the date filter. Set the date range you want to review and the history will only show events that fall within those dates.
This is useful when a client is querying a specific visit, or when you are checking activity for a particular month.