Payments, Invoices & Estimates

Getting Started with Gift Cards

Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty — all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell beautiful, branded digital cards that reflect your business identity. From choosing artwork and denominations to setting expiry dates and terms, you have complete control over how your Gift Cards look and function.

Whether customers are purchasing a gift for someone special or you’re rewarding loyal clients with complimentary credit, Gift Cards make every transaction more personal. They can be sold through a dedicated checkout or embedded on your website, shared through a QR code, or sent directly to contacts with a custom message. Every card issued is automatically tracked under Gift Card Orders, giving you clear visibility into balance, status, and redemption — while offering your customers a seamless, delightful way to pay.

Overview

Gift Cards give your business a powerful way to drive sales, reward loyal customers and simplify promotions. With this feature you can create branded Gift Card Products, sell or send them, and track every issued card in a dedicated Gift Card Orders page — all from inside your Payments section.

This guide walks you through what the feature does, how to set it up, and how your customers redeem their cards.

What can you do with Gift Cards?

With Gift Cards you can:

Create Gift Card Products with your branding, denominations, expiry dates and more.

Sell Gift Cards from a dedicated checkout, embedded on your site, or via QR code.

Send Gift Cards directly to contacts without collecting payment (great for promotions or service recovery).

Track every issued card from the Gift Card Orders page with status, balance, and details.

Let customers redeem Gift Cards seamlessly at supported checkouts with automatic balance display and fallback payment collection when needed.

What Do I Need to Use This Feature?

Access to Payments → Gift Cards in your account.

At least one Gift Card Product created.

Active checkouts (Forms, Funnels, Payment Links, Invoices, Store, Calendars etc.) to support redemption.

(Optional) Artwork and terms & conditions for your Gift Card branding.

How to Create a Gift Card Product

Go to Payments → Gift Cards → Gift Card Products.

Click 'Create Gift Card'.

For a first time user, only the option to create a card would be visible. Orders, Sell/Send options and other details would come up once the first gift card product is created.

Fill in the product details. Key attributes include (but are not limited to):

Name and description.

Terms & Conditions.

Expiry date for the Gift Card Product (applies to all Gift Card Orders for this product).

Artwork / images for branding.

Multiple denominations and inventory counts.

Optional automatic tax checkbox with pre-determined category.

Click Save.

Tips:

You can edit, archive, or deactivate a Gift Card Product at any time.

When deactivated, the sell link stops working and you cannot send new Gift Cards for that product.

Future updates will add order-level validity separate from product-level expiry, more tax flexibility, and unit-backed cards.

How to Sell Gift Cards

On Payments → Gift Cards → Gift Card Products, view the card for any product you want to 'Sell'

On the card choose the 'Sell' button or the QR icon

On the Sellpage, choose the option between the checkout link or embed code in Live or Test modes.

Share the link anywhere (email, social media) or embed it directly on your site.

Customers land on the page or link and purchase the gi

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