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How to top up a gift card on the dashboard (and FAQs)
How to top up a gift card on the dashboard (and FAQs)

Find out the steps to top up a gift card and how it looks on your reports.

Stephen Evans avatar
Written by Stephen Evans
Updated over a week ago

Summary

  1. Log into Toggle

  2. Click on Purchases and find the gift card

  3. Click on Adjust Card Balance

    1. For Type of adjustment select Top Up

    2. For Site select the relevant site

    3. For Adjustment amount add the amount to top the card up by

    4. For Reason for adjustment state why the top up is being done

  4. Click Submit to confirm the top up


Short demo of topping up a gift card (no sound)


FAQs

Can I top up a gift card at the till?

Some till providers will have an option to top up a gift card.

Please check our support guides for the till provider you use here, or get in touch with your Account Manager for your till provider for more information.

How does a top up look on the Toggle reports?

A top up done through the dashboard will show up as a 'sale' on your reports.

Below is an example from the Balance Adjustments report:

Any Reason for adjustment you left when topping the card up will show up on the Notes column on the Discounts and Balance Adjustments reports, including the User who did the balance adjustment, and the date and time it happened.

How do I take payment for a top up?

There's currently not a feature to take payments for a gift card that's being topped up. We recommend you find a way to take payment from the customer outside of Toggle e.g. directly through your payment gateway.

Can gift cards be automatically topped up?

No - at the time of writing it's not possible to have gift cards automatically topped up e.g. topped up Β£5 every month.

Can I top up a gift card on POS Mode?

Currently it is not possible to top up a gift card on POS Mode (if you use this).

Find out more about POS Mode here.

Does the customer get notified when their gift card is topped up?

No - if you are topping up a gift card from the dashboard, you can use the "send digital copy" button to send an updated digital voucher to their email which will contain the updated balance.

Alternatively you can advise them to use the "check balance" feature found on your online Toggle shop.

Does topping up a gift card re-activate it if it's expired already?

Yes - if you top up a gift card that's already expired the expiry date will automatically extend by whatever expiry rule the product is/was set to e.g. 12 months. The balance you topped it up by will be added the the gift card too.

Short demo of topping up an expired gift card (no sound) -


Any help or questions please get in touch on success@usetoggle.com

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