Viewing Prepaid Card Details

You can view details of a prepaid card in one of the following ways:

  • From the Appointment Book
    Use this method to view details such as the prepaid card price and value, expiration date, usage summary, and the current balance.
    To view prepaid card details from the appointment book, see From the Appointment Book.

  • From the Guest Profile 
    Use this method to:
    • View all prepaid cards purchased by the guest
    • Refund the amount paid to buy a prepaid card
    • Edit the balance and expiration date

To view prepaid card details from the guest profile, see From the Guest Profile.

From the Appointment Book

To view the prepaid card details from the appointment book:

  1. From the main menu, click the Appointment tab.
    The Appointment Book for the center opens.
  2. Click an open block in the Appointment Book.
  3. Select Prepaid/Gift Card Details.
    The Prepaid/Gift Card Details pop-up window opens.
  4. Enter the prepaid card number in the Enter Code field and click Show.
    The details of the prepaid card appear on-screen.

    Understanding the information on this screen:

    • Card Type: The card types are prepaid card and gift card.
      If you are checking the details of a prepaid card, the card type appears as prepaid card.
    • Bought by: The prepaid card buyer's name. Click the name to open the guest’s profile.
    • Value: The total worth of the prepaid card.The value amount may or may not be equal to the price.
      Note: The value includes the extra amount added to the card, in addition to the price. Read: What is Value and Price?.
    • Price: The purchase price of the prepaid card.
    • Expiry: The expiration date of the prepaid card.
    • Notes: The notes entered about the prepaid card during its purchase.
    • Payment Date and Payment Amount: Displays an up-to-date summary of the prepaid card usage. It also shows the total amount used (Total Used) till date and the current balance remaining on it (Balance).
      Note: The balance reflects the amount remaining on the value of the prepaid card.

From the Guest Profile

To view the prepaid card details from the guest profile

  1. Navigate to the guest profile.
  2. In the guest’s details page, click the Prepaid Cards tab.
    The screen displays all the prepaid cards purchased by the guest.

Understanding the information on this screen:

    • Invoice No: The prepaid card purchase invoice number. Click the invoice number to view the invoice details.
    • Receipt No: The receipt number generated on the closed invoice.
    • Code: The prepaid card number. Click the number to view the card usage history.
      Note: The prepaid card number is typically a code associated with the card. The front desk or guest can use this code to redeem the prepaid card, check the balance, or view other prepaid card details.
    • Refund: Displays an icon  that indicates you can process a refund on the prepaid card purchase.
      The refund icon does not appear for prepaid cards that have already expired.
      Note: Once a complete or partial refund is processed on the purchase of the prepaid card, the guest cannot redeem the card for any purchase thereafter. 
    • Purchase date: The date on which the guest purchased the prepaid card.
    • Expiration date: The prepaid card expiration date.
      Note: You can extend or limit the expiration date. Read: Editing a Prepaid Card Expiration Date.
    • Price: The purchase price of the prepaid card.
    • Card Value: The total worth of the prepaid card.The value amount may or may not be equal to the price.
      Value includes the extra amount added to the prepaid card, in addition to the price.
      Read: What is Price and Value in a Prepaid Card?
    • Balance: Displays the current value balance on the card.
      Note: You can edit the balance on a prepaid card. Read: Editing a Prepaid Card Balance.
    • Center: The center where the guest purchased the prepaid card.
    • Status: The status of prepaid card purchase invoice (Open or Closed).
    • Refunded: Indicates whether a refund was processed on the prepaid card purchase.
      Displays Yes or No to indicate if the refund was processed for the prepaid card.
    • Notes: The notes entered about the prepaid card during its purchase.
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