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Gift Card Overview

Gift cards are payment options that can also be used as a marketing incentive or a loyalty program. The gift card option within EBMS allows the user to activate, load, and sell a gift card. The payment or credit from the sale of the gift card is recorded and managed within EBMS but requires a gift card processor to manage the card balance.

The following steps are for US-based merchant accounts only.  Review Velox Integration for information on Canadian gift card options.

The following options are required to process gift cards within EBMS:

  • The payment card processing module must be added to EBMS. Review the Payment Card Overview section for more details.

  • A compatible gift card merchant processor: The following gift card processors have been approved for EBMS:

      • Valutec (Koble Payments)

      • First Data ValueLink (Verifone Point)

      • Give (Verifone Point)

  • A card swipe device: This device is used to load value into a gift card or to redeem the card at point of sale. Cards can be loaded and redeemed manually without a swipe device by typing in the gift card number. Verifone devices can be used by the customer to redeem a gift card.

  • Gift cards with a bar code or a magnetic stripe: These cards must be compatible with the swipe device and the gift card merchant provider.  

An inventory item must be created with a Gift Card classification before gift cards can be loaded or redeemed. Review the Creating a Gift Card Inventory Code section for more details.

Gift cards are activated, and the value is loaded from the point-of-sale dialog within EBMS. Value can be added or subtracted from a gift card after the card is activated. Review the Selling or Loading Cards for more details on activating or adding value to a card.

Review the Paying Using Gift Cards section for more instructions in redeeming a gift card.  

Tools to view gift card balances or to adjust gift card values are also included. Review the Viewing Gift Card Balances section for more details.

A gift card's value can be increased or decreased at any time. A card can be deactivated or voided. A customer credit can be added to a gift card as well. Review the Voiding, Crediting, or Changing the Value of Gift Cards section for more details.