Gift Cards – Balances and Follow-Up

Use the gift card list to check a card's balance and status. For sales receipts and accounting records, use order history and Accounting respectively.

Find a gift card

1. Open Admin → Marknadsföring → Presentkort → Presentkort.
2. Search by code, recipient name, email or phone.
3. If needed, select Alla statusar (All statuses), Aktiva (Active), Inlösta (Redeemed), Utgångna (Expired) or Makulerade (Voided).
4. Read the row and use the refresh button to retrieve the list again if needed.

If a formatted code does not match in the local list, try it without hyphens. POS redemption handles code formatting separately.

Always check status alongside balance. A void card may show its former amount even though it cannot be used.

Understand the summary

Utestående skuld (Outstanding liability) totals balances on the restaurant's active cards. Search and status filters do not affect that sum.

Aktiva kort (Active cards) and Inlösta (visade) (Redeemed, shown) count cards in the displayed results. The local list shows up to 200 matches, newest first. Do not treat these counts as complete historical totals for a large register.

Available actions

With permission, you can Utfärda (Issue) a card and Makulera (Void) an active card. The local list has no clickable transaction history, date report or CSV export. It also has no resend, expiry-extension or refund buttons on each row.

For a sale or return, find the original purchase in POS order history and check its receipt and payment details. To investigate a particular card movement, collect its code, date, amount and any original receipt for Vendion support.

Chain view

Chain mode has Presentkort when shared gift cards are active. Search by code and filter by status and issuing restaurant. Giltighet (Validity) indicates a local or chain card.

Authorised chain users can Utfärda presentkort (Issue gift card), Makulera (Void) and use Saldo (Balance) to set a new balance on active or redeemed cards with a required reason. This is a manual correction requiring supporting records. The chain view has no expiry-extension or transaction-history export button.

Reconcile with accounting

Compare outstanding gift card liability with your accounts at the same point in time. Consider admin issuance, manual adjustments, voids and expirations. The current balance list is not a historical balance report for an arbitrary date.

Accounting vouchers and SIE are available under Admin → Bokföring (Accounting). For a selected period, use Dagsavslut → Periodrapport (Daily closing → Period report). SIE provides accounting records; it does not include gift card codes and every card's complete activity.