Toggle stores transactional records of everything that happens across your gift card platform. At some point, your accountant will want to have a look under the hood at the numbers. You can download raw CSV data from Toggle. But how does all this data relate to each other?
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Whether a customer purchases a card through your web shop or through your EPOS, all cards start life as an Order.

An order value relates to the payment a customer makes to you. For web orders, payments are taken via Stripe or Trust Payments.

For on-site orders, payments are taken by whatever EPOS and payment terminal/service combination you use (e.g. Barclays, Worldpay, Evalon etc.)

Of course a customer might purchase more than one card at a time. And for online orders, the order value might contain a postage charge too.

Balance adjustments are applied to a card. For example, any initial credit value and subsequent redemptions are applied to a card.

For reporting, we always recommend starting by downloading the balance adjustments report from Toggle. This is the raw data for all movements of card balances.