Applying full or partial payments

  GiveX integrates with your point of sale to provide a seamless gift card experience for your customers. Use this guide to learn how to apply full or partial payments, process refunds, and activate or add balances to GiveX cards directly from your device.

1. Add items to the transaction.
2. Click the GiveX custom menu button.
3. Enter the card number in the search field.

4. Add a tip if applicable, and click Redeem.

   

5. An additional pop-up will allow you to complete a partial payment and apply the amount the customer has indicated.
   • In the case of a partial payment, the GiveX payment type must be processed first.

6. Click Redeem on the payment pop-up.

   

If the payment is in full, the transaction will auto-finalize and move to the print receipt screen.

Proceessing GiveX refunds

GiveX transactions only support full refunds. The entire transaction must be refunded and reprocessed.

1. Start a New transaction.
2. Click the GiveX custom menu button.
3. Search with the card number.

4. Click Show History.

   

5. Identify the transaction in question and click Refund.

   

6. Refund each line in the transaction.

   

7. Click the GiveX Refund custom menu button.

   • This step is required to post the refund request and add the balance back to the Givex card.

   

8. Enter the GiveX card number in the search field.

9. Select the refund request on the screen. The refund process will auto-finalize.

   

Adding a balance or activating a card

Adding money to a card or activating a new card requires a line-item transaction. You can use any open item you already have in the POS or create a specific Givex item (non-taxable, no discounts apply, open price) to trigger the workflow. Actions related to this workflow will appear in your sales reports.

1. Start a new transaction.
2. Add an open item or GiveX item to the sale.
3. Set the price of the item to the amount the customer wishes to add to the gift card.

4. Click Save.

   

5. Click the GiveX custom menu button.

   

6. Search with the card number in the search field.

7. Click Add Balance / Activation.

   

8. Click Add Balance / Activation in the pop-up window.

   

9. Click Payment.

   

10. Select the payment type and click Finish sale.