ShopKeep Integrated Gift Cards

Sell gift cards, manage balances, and track liability all from the iPad register.

View our Liabilities / Gift Card video below.

Table of Contents

Get Gift Card Processing

You need to set up processing and order cards before you can accept integrated gift cards at the register.

1 Call ShopKeep at 1-866-315-6978 to get started.

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Visit the ShopKeep Gift Card Store to preview all design options and pricing.

Set Up Liability Tracking

Set up the gift card liability in BackOffice to enable integrated gift cards and specialized reporting. Then, create a stock item for selling gift cards at the register.

1 Click Settings and select Tenders.

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2 Check the box next to Gift Card.

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3 Go to the Items List and add a new item: Gift Card.

4 Check the Liability box and set it to Gift Card.

Also, be sure to set “Taxable” to No and “Priced” to In Store.

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5 Save the item. Then, place it on your button layout.

Gift Cards at the Register

Once you’re set up, learn how to use gift cards at the register.

Issue a Gift Card

Sell a gift card like any other item. Open pricing lets you choose the value when you sell it.

1 Tap to add the Gift Card item to a sale.

2 Use the keypad to enter the amount. Press Done.

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3 Choose a tender to process the sale like as usual.

4 Tap the green button to add amount to the card.

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5 Tap Continue to Payment to finish the sale and print/email a receipt.

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Gift cards aren’t included in your total sales until the customer comes back to redeem. Learn how liabilities are accounted for in Liability Reporting.

Check Balances

Check the balance on a customer’s gift card, so they know how much they can redeem.

1 Open the Control Panel and tap Gift Cards.

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2 Swipe the gift card to see the balance.

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Redeem a Gift Card

Redeem gift cards by closing a transaction out, like normal, to the Gift Card tender.

1 Tap More… and select Gift Card.

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2 Swipe the customer’s gift card to charge it.

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3a If the gift card balance covers the sale, complete the transaction as usual.

3b If the balance is insufficient, tap Add an Additional Payment to finish the sale as a Split Tender.

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Gift Card Reporting Portal

View sale/redemption totals by location, see the entire history of a single card, and generate other comprehensive reports on gift card usage. Check your account’s email for login credentials and follow the instructions below to begin.

2 Enter your reporting portal username/password and select Login.

Check the email associated with your ShopKeep account for these credentials. After you log in for the first time, use Change Password to reset the temporary password.

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3 Select a report.

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Report Descriptions

Merchant Detail | Lists each individual gift card transaction across all business locations.

Merchant Summary | Gives combined totals for each transaction type across all business locations.

Transaction types include: Load Amount (add amount to card) & Sale Amount (redeem card on a sale).

Location Detail | Select a business location to retrieve a list of its transactions.

Location Summary | Select a location to see summary totals for each transaction type.

Single Card History | Enter a card number to see every time it’s been loaded or used in a sale.

Liability Detail | See the balance of every gift card for all locations as of a particular date.

Liability | Transaction totals for all locations up to the selected date. Includes total liabilities waiting to be redeemed.

4 Pick a date/date range and tap Run Report.

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5 (optional) Use the search field to filter the report based on the value of any column.

For example, search ‘Sale Amount’ to see only transactions where a gift card was used on a sale.

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6 (optional) Select Export to CSV or Export to Excel to download a spreadsheet of the report.

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