How to do a manual credit to a Gift Card in Director

This article will cover the steps to complete a manual credit to a Gift Card in Director. In the example below, a customer has used their Gift Card as partial or total payment for Order # 1243 in an external system for $10, and you want to return this amount back to their Gift Card.

1) Go to the Payments > Gift Transactions tab

2) Click on the blue arrow to allow for Extended Search

3) Set the Lookup for Ext Reference, this will be the Order # from the external system. Please note that not all integrated systems populate the Ext Reference, in which case you will want to get the Gift Card number from the customer and search for the Gift Card directly.

4) Set the search model to "Containing".

5) Key in the Order #. 

6) Click "Search".

7) The transaction you are looking for will be listed below.

8) Click on the Gift ID to open the Edit Gift Card screen.

9) Under "More Actions", click the "Create Gift Transactions" option.

10) Select the transaction type, in this case Credit. (see all transaction type here)

11) Add the amount you want to credit. 

12) Click "Ok".

13) The new Credit transaction will be displayed, and the Gift Card balance will be adjusted accordingly.