You can now apply a customer’s gift card balance while taking payments inside your CRM, making it easier to handle purchases, invoices, and subscriptions without sending customers somewhere else to redeem their card.

📌 Why This Matters

Gift cards are great for bringing customers back, but they can create extra steps if they only work on customer checkout pages. This update lets you redeem a gift card while you or your team are collecting payment directly, so the process feels simple and consistent for everyone.

That means you can apply available gift card funds first, then charge any leftover balance to the customer’s saved payment method if needed. It also helps reduce confusion, makes it easier to take payment over the phone or in person, and keeps your records clear.

✨ What’s New

• Gift cards can be redeemed in more payment flows: You can use them when recording a payment for orders or invoices, charging a customer directly, or creating a subscription.
• Partial payments are handled automatically: If the gift card does not cover the full amount, the remaining balance is charged to the saved payment method.
• Full balance coverage works smoothly: If the gift card covers the entire amount due, the payment is completed using the gift card alone.
• Built-in validation: The system shows clear messages if a gift card is invalid, expired, or has no remaining balance.
• Clear payment tracking: Transaction details show how much was paid by gift card and how much was paid by another method.
• Gift card balances update automatically: After a successful redemption, the remaining gift card balance is updated right away.
• Subscription note: Gift cards can be used when creating a subscription, but they are not yet available for future-dated or scheduled subscriptions.

🛠️ How to Use It

1. Step 1: Start a payment from the area you normally use, such as an order, invoice, customer record, or subscription setup screen.
2. Step 2: Enter the customer’s gift card code during payment and validate or apply it.
3. Step 3: Review the available balance shown by the system.
4. Step 4: Complete the payment. If there is money left to pay after the gift card is used, the remaining amount will be charged to the customer’s saved payment method.
5. Step 5: Check the transaction details to confirm how much came from the gift card and how much was paid another way.

💡 Pro Tip

Train your team to ask about gift cards before taking payment, because using stored value can help close sales faster and bring past customers back to buy again.