Edit Gift Certificate

Screen: ShopSite > Merchandising > Gift Certificates > Edit Gift Certificate

The Edit gift certificate screen allows you to view and update the status of existing certificates.

Certificate ID

ID number of the certificate. Gift Certificates with an ID number beginning with an M are merchant-created certificates.

Expiration Date

Certificate expiration date. You can click the Reset Expiration Date link to set the expiration date to the specified number of days (set in the Gift Certificate Configuration screen) from the current date. Gift certificates that are set to never expire will be re-set to never expire.

Lock Status

The lock status allows you to temporarily disable a certificate. Gift Certificates can not be redeemed when they are locked. Click the radio button beside Locked to disable the certificate, or Unlocked to enable the certificate.

Status

Indicates the status of the certificate. The certificate can be active, expired, used (zero balance), or locked.

Delivery Method

Indicates whether the certificate is to be delivered via E-mail or mail. For E-mail certificates, there are buttons to send the certificate via E-mail, or to send an E-mail to the buyer. For mail certificates, there is a button to print the gift certificate.

Buyer's E-mail

E-mail address of the customer who purchased the certificate.

Recipient E-mail

E-mail address of the recipient of the certificate (required for E-mail delivery). This field can be edited to change the E-mail address (for example, if the customer typed in the recipient's address incorrectly). You may need to re-send the certificate after changing this field.

Presented To

Name of the certificate recipient

From

Name of the sender of the certificate

Message

Message included with the certificate

Address

Shipping address for mail certificate

History

Activity history for the certificate, indicating when parts of the balance were used, or if the certificate has been locked. Merchants can modify the current balance for refunds or if the customer uses the gift certificate in a brick and mortar store.

Date	The date a change was made
Action	The change made. A change can be Created, Debit (part of the certificate was used), Merchant changed (the merchant modified the balance), Locked, UnLocked, Email sent to buyer, Email sent (the Gift Certificate), or Printed.
Order #	The Order Number when the certificate was purchased or when part of the certificate was redeemed.
Amount	The balance change made by the action. The initial creation will be a positive number, a Debit will have a negative value, and a change by a merchant can be either positive or negative.
Balance	The current balance of the certificate (the initial value plus any balance changes). To make a merchant change to the balance (if the gift certificate is used in your brick and mortar store, for example), change the balance to the new value (so to deduct $15.00 from a $40.00 certificate, you would enter 25.00) and click Save. The next time you edit the certificate, there will be a Merchant changed action with an Amount of -15.00.

Click Save to save changes made on this screen, or click Cancel to abandon your changes, and return to the Gift Certificates screen.