Use eWallets and gift cards

eWallets

eWallets allow customers to store prepaid credit in their account, which can later be used as a payment method in eCommerce or Point of Sale (PoS). They can also be used to consolidate balances from multiple gift cards.

Before setting up an eWallet program, you must first create a top-up product. A top-up represents a fixed credit amount that a customer purchases and adds to their eWallet balance.

Example

A $50 top-up product adds $50 in credit to the customer’s eWallet after purchase.

Create a top-up product

1. Go to Sales app ‣ Products ‣ Products.

2. Click Create and configure:

• Product Name: e.g., $50 Top-Up

• Can be Sold: enabled

• Product Type: Service

• Invoicing Policy: Prepaid/Fixed Price

• Create on Order: Nothing

• Sales Price: set the desired amount

Note

To offer multiple top-up values, create separate products with different prices.

Create an eWallet program

Go to Sales app ‣ Products ‣ Gift cards & eWallet and click Create, then configure:

• Program Name

• Program Type: eWallet

• eWallet Products: select your top-up product(s)

• Email Template: choose or create one

• Currency

• Company

• Available On: select where it can be used

• Website / Point of Sale: optional filters

Generate and manage eWallets

After saving the program:

1. Click Generate eWallet.

2. Select Customers or Customer Tags.

3. Set the eWallet value.

4. Optionally define an expiration date.

Generated eWallets are available via the eWallets smart button.

From there, you can:

• Send them by email

• Share them via a link

You can edit:

• Expiration date

• Assigned customer

• Balance

Note

The eWallet code cannot be modified, deleted, or duplicated.

Gift cards

Gift cards function similarly to eWallets but are typically purchased as standalone prepaid products and used directly at checkout.

Create a gift card product

Before creating a program, define the gift card as a product:

1. Go to Sales app ‣ Products ‣ Products.

2. Click Create and configure:

• Product Name

• Can be Sold: enabled

• Product Type: Service

• Invoicing Policy: Prepaid/Fixed Price

• Create on Order: Nothing

• Sales Price: set the card value

Note

Create multiple products if you want different gift card values.

Create a gift card program

Go to Sales app ‣ Products ‣ Gift cards & eWallet and click Create, then set:

• Program Name

• Program Type: Gift Card

• Gift Card Products

• Email Template (default or custom)

• Print Report: Gift Card

• Currency

• Company

• Available On

• Website / Point of Sale

Generate and distribute gift cards

After configuration:

1. Click Generate Gift Cards.

2. Choose:

   • Anonymous Customers (set quantity), or

   • Selected Customers / Tags

3. Define the Gift Card value

4. Set an optional expiration date

Access generated cards using the Gift Cards smart button.

From there, you can:

• Send via email

• Share via link

You can update:

• Expiration date

• Customer

• Balance

Note

Gift card codes are fixed and cannot be edited, removed, or duplicated.