Customers bring gift cards and collect loyalty points. This guide shows how to look up a card, pay a bill with it, check the card's balance afterwards, and let a regular customer use points to take money off the bill.
Add Cheese Slice (10 pcs) to the cart (Rs 320) and press Charge. Choose Gift Card. In Enter gift card code… type the code, for example FAIZ-EID-0502, and press Lookup. The panel shows Card: FAIZ-EID-0502, Balance: Rs 500 and a Remove card link.
Open Sell › Gift Cards. The table lists each card with CODE, CUSTOMER, INITIAL VALUE, BALANCE, STATUS and EXPIRY, and row buttons for Reload and History. Quick Lookup finds a card by its code.
Press Issue Gift Card. You can type a Custom Code (optional) (it is made automatically if left blank), the Initial Value (PKR), how it is paid (for example Cash, or tick the Complimentary (free — no payment taken) box), the customer who receives it, an Expiry Date (optional) and Notes (optional). Press Issue Card. The new card appears in the table at once.
Back in the Payment dialog, check Amount Tendered is 320 and press Complete Sale. The app says Sale completed! Invoice: INV-20261019-0035. The receipt shows Total Rs 320, Paid Rs 320 and Gift Card: Rs 320.
In Sell › Gift Cards the card now shows Rs 500 initial value and a balance of Rs 180, status Active. Press History: it lists Issued +Rs 500 and Redeemed -Rs 320 with the invoice number.
With a customer on the cart, the Payment dialog shows Points to earn, for example +32 pts for a Rs 320 bill, and the customer's Loyalty Points balance. The Customers › Loyalty Program screen ranks members by points in the Loyalty Leaderboard.
Add Rana Traders to the cart. The dialog shows Loyalty Points: 1,119 pts worth Rs 11.19. Type 100 in Points to redeem. The dialog shows Loyalty redemption -Rs 1 and the total falls to Rs 319. Take Cash 319 and press Complete Sale.
The receipt lists Subtotal Rs 320, Loyalty points redeemed -Rs 1, Tax Rs 0 and Total Rs 319, with Cash: Rs 319, then Points redeemed -100, Points earned +32 and Points balance 1,051. In Customers › Loyalty Program select the customer: the history shows REDEEM -100 and EARN +32.
Open Finance › Accounting. Paying with the card debits Gift Card Liability Rs 320 instead of cash. The points sale debits Cash in Hand Rs 319 and settles Rs 1 of Loyalty Rewards Liability, and the new points are booked as Loyalty Rewards Expense. The Trial Balance stays Balanced.
| Mistake | What you see | Fix |
|---|---|---|
| Code typed wrongly | Gift card not found | Re-enter the code from the card |
| Forgetting to press Lookup | No Card: and Balance: panel shows | Press Lookup and wait for the panel |
| Item | Meaning / rule |
|---|---|
| Lookup | Finds the gift card and shows its balance |
| Remove card | Detaches the card from the sale |
| Gift Card Liability | What you owe holders of unspent cards |
| Points to earn | 1 point per Rs 10 of the bill |
| Points to redeem | 100 points take Rs 1 off the bill |
What happens if I type the wrong gift card code? The app answers Gift card not found and nothing is applied to the sale. Check the code on the card and press Lookup again.
Does paying with a gift card take cash from the till? No. The receipt shows Gift Card: Rs 320 and the books debit Gift Card Liability, not Cash in Hand. The card balance falls from Rs 500 to Rs 180.
How many points does a customer need before they can redeem? At least 100. This shop earns 1 point per Rs 10 spent, and 100 points take Rs 1 off the bill.
Where do I see a customer's earn and redeem history? In Customers › Loyalty Program: select the customer to see their points, cash value and Transaction History with EARN and REDEEM rows.
ClearRing runs this whole workflow. See what ClearRing does and what it costs, or browse all step-by-step guides.