[{"data":1,"prerenderedAt":1124},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Ftake-a-payment":3,"help-all-categories":313,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Ftake-a-payment":433,"help-related:\u002Fhelp\u002Fcheckout\u002Ftake-a-payment":434},{"id":4,"title":5,"audience":6,"body":7,"category":295,"description":296,"draft":297,"extension":298,"icon":299,"keywords":300,"meta":301,"navigation":302,"order":303,"path":304,"related":305,"seo":309,"stem":310,"updatedAt":311,"__hash__":312},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment","clinic",{"type":8,"value":9,"toc":283},"minimark",[10,19,24,27,40,50,54,57,60,63,83,89,93,96,206,220,224,227,230,233,236,242,245,249,252,256,266,270,273],[11,12,13,14,18],"p",{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,16,17],"strong",{},"Cart → Tip → Payment",".",[20,21,23],"h2",{"id":22},"start-a-sale","Start a sale",[11,25,26],{},"Two ways in:",[28,29,30,37],"ul",{},[31,32,33,36],"li",{},[15,34,35],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[31,38,39],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,41,42,43,46,47,18],{},"An open sale can be left and picked up later: ",[15,44,45],{},"Save as draft"," parks it, and you resume it from ",[15,48,49],{},"POS",[20,51,53],{"id":52},"build-the-cart","Build the cart",[11,55,56],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,58,59],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,61,62],{},"From the sale menu you can also:",[28,64,65,71,77],{},[31,66,67,70],{},[15,68,69],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[31,72,73,76],{},[15,74,75],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[31,78,79,82],{},[15,80,81],{},"Add a sale note"," — internal, kept with the sale.",[84,85,86],"warning",{},[11,87,88],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[20,90,92],{"id":91},"choose-a-tender","Choose a tender",[11,94,95],{},"Only the tenders that can actually settle this sale are offered:",[97,98,99,112],"table",{},[100,101,102],"thead",{},[103,104,105,109],"tr",{},[106,107,108],"th",{},"Tender",[106,110,111],{},"What it is",[113,114,115,126,136,146,156,166,176,186,196],"tbody",{},[103,116,117,123],{},[118,119,120],"td",{},[15,121,122],{},"Card on file",[118,124,125],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[103,127,128,133],{},[118,129,130],{},[15,131,132],{},"External terminal",[118,134,135],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[103,137,138,143],{},[118,139,140],{},[15,141,142],{},"Cash",[118,144,145],{},"Enter what they handed over; change due is calculated for you.",[103,147,148,153],{},[118,149,150],{},[15,151,152],{},"Check",[118,154,155],{},"Recorded like cash.",[103,157,158,163],{},[118,159,160],{},[15,161,162],{},"Gift card",[118,164,165],{},"Enter the code. The card's balance is applied, capped at the balance.",[103,167,168,173],{},[118,169,170],{},[15,171,172],{},"Membership balance",[118,174,175],{},"Spend down an account-balance membership's wallet.",[103,177,178,183],{},[118,179,180],{},[15,181,182],{},"Package",[118,184,185],{},"Redeem a prepaid session against an eligible service line.",[103,187,188,193],{},[118,189,190],{},[15,191,192],{},"Membership",[118,194,195],{},"Redeem an included session from a service-credit membership.",[103,197,198,203],{},[118,199,200],{},[15,201,202],{},"Self checkout",[118,204,205],{},"Text or email a secure link — the client enters their own card on your branded page.",[207,208,209],"note",{},[11,210,211,212,215,216,219],{},"A cart that ",[15,213,214],{},"sells"," a gift card can't be ",[15,217,218],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[20,221,223],{"id":222},"splitting-across-tenders","Splitting across tenders",[11,225,226],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,228,229],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,231,232],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[20,234,202],{"id":235},"self-checkout",[11,237,238,239,241],{},"Choose ",[15,240,202],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,243,244],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[20,246,248],{"id":247},"card-surcharges","Card surcharges",[11,250,251],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[20,253,255],{"id":254},"when-the-client-cant-pay-today","When the client can't pay today",[11,257,258,261,262,265],{},[15,259,260],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,263,264],{},"Completed · balance due",", and you collect the balance later from the same sale.",[20,267,269],{"id":268},"close-out","Close out",[11,271,272],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[274,275,276],"tip",{},[11,277,278,279,282],{},"Cancelling a sale voids the cart and its lines. It does ",[15,280,281],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":284,"searchDepth":285,"depth":285,"links":286},"",2,[287,288,289,290,291,292,293,294],{"id":22,"depth":285,"text":23},{"id":52,"depth":285,"text":53},{"id":91,"depth":285,"text":92},{"id":222,"depth":285,"text":223},{"id":235,"depth":285,"text":202},{"id":247,"depth":285,"text":248},{"id":254,"depth":285,"text":255},{"id":268,"depth":285,"text":269},"checkout","Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.",false,"md","i-lucide-receipt",[],{},true,10,"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",[306,307,308],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":5,"description":296},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",[314,325,334,343,353,363,373,383,393,403,412,423],{"id":315,"title":316,"audience":6,"description":317,"extension":318,"icon":319,"meta":320,"order":321,"slug":322,"stem":323,"__hash__":324},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":326,"title":327,"audience":6,"description":328,"extension":318,"icon":329,"meta":330,"order":285,"slug":331,"stem":332,"__hash__":333},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":335,"title":336,"audience":6,"description":337,"extension":318,"icon":338,"meta":339,"order":340,"slug":295,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},3,"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":344,"title":345,"audience":6,"description":346,"extension":318,"icon":347,"meta":348,"order":349,"slug":350,"stem":351,"__hash__":352},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":354,"title":355,"audience":6,"description":356,"extension":318,"icon":357,"meta":358,"order":359,"slug":360,"stem":361,"__hash__":362},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":364,"title":365,"audience":6,"description":366,"extension":318,"icon":367,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":374,"title":375,"audience":6,"description":376,"extension":318,"icon":377,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":384,"title":385,"audience":6,"description":386,"extension":318,"icon":387,"meta":388,"order":389,"slug":390,"stem":391,"__hash__":392},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":394,"title":395,"audience":6,"description":396,"extension":318,"icon":397,"meta":398,"order":399,"slug":400,"stem":401,"__hash__":402},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":404,"title":405,"audience":6,"description":406,"extension":318,"icon":407,"meta":408,"order":303,"slug":409,"stem":410,"__hash__":411},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":413,"title":414,"audience":415,"description":416,"extension":318,"icon":417,"meta":418,"order":419,"slug":420,"stem":421,"__hash__":422},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":424,"title":425,"audience":415,"description":426,"extension":318,"icon":427,"meta":428,"order":429,"slug":430,"stem":431,"__hash__":432},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[435,650,869],{"id":436,"title":437,"audience":6,"body":438,"category":295,"description":641,"draft":297,"extension":298,"icon":642,"keywords":643,"meta":644,"navigation":302,"order":419,"path":306,"related":645,"seo":647,"stem":648,"updatedAt":311,"__hash__":649},"help\u002Fhelp\u002Fcheckout\u002Ftips.md","Tips and tip splits",{"type":8,"value":439,"toc":631},[440,446,450,455,509,514,518,525,551,556,563,569,573,579,591,595,601,605,608,612,626],[11,441,442,443,445],{},"Tipping is the middle step of checkout: ",[15,444,17],{},". The client is offered the option; nothing is ever added on their behalf.",[20,447,449],{"id":448},"configure-the-prompt","Configure the prompt",[11,451,452],{},[15,453,454],{},"Settings → Payments → Tips",[97,456,457,467],{},[100,458,459],{},[103,460,461,464],{},[106,462,463],{},"Setting",[106,465,466],{},"What it does",[113,468,469,479,489,499],{},[103,470,471,476],{},[118,472,473],{},[15,474,475],{},"Allow tips",[118,477,478],{},"Shows the tip step at checkout. It only offers the choice — it never adds a charge.",[103,480,481,486],{},[118,482,483],{},[15,484,485],{},"Suggested amounts",[118,487,488],{},"The percentages offered as quick buttons. Add, edit or remove them. None is pre-selected, and the client can always type a custom amount or leave nothing.",[103,490,491,496],{},[118,492,493],{},[15,494,495],{},"Suggested amount is based on",[118,497,498],{},"Subtotal before tax, or total after tax. This only changes the arithmetic behind the suggestions.",[103,500,501,506],{},[118,502,503],{},[15,504,505],{},"Include retail products",[118,507,508],{},"Whether products count toward the suggested amount, or only services do.",[207,510,511],{},[11,512,513],{},"There is no automatic, default or mandatory tip anywhere in Owneli. Turning tips on shows the option; the client decides.",[20,515,517],{"id":516},"splitting-between-providers","Splitting between providers",[11,519,520,521,524],{},"When more than one team member worked the visit, the tip has to be divided. Pick the default under ",[15,522,523],{},"Default split between providers",":",[28,526,527,533,539,545],{},[31,528,529,532],{},[15,530,531],{},"By effort (time)"," — proportional to the scheduled minutes each provider worked. Longer effort earns a larger share regardless of service price. This is the recommended default.",[31,534,535,538],{},[15,536,537],{},"By service value"," — proportional to the price of the services each provider performed.",[31,540,541,544],{},[15,542,543],{},"Equal"," — split evenly between everyone on the visit.",[31,546,547,550],{},[15,548,549],{},"Primary provider only"," — the whole tip goes to the appointment's main provider.",[552,553,555],"h3",{"id":554},"adjusting-the-split-at-the-till","Adjusting the split at the till",[11,557,558,559,562],{},"On an appointment sale with more than one provider, the cashier can open ",[15,560,561],{},"Split tip between providers"," and move the amounts by hand. The panel shows each provider, the minutes they worked, and how much is still unassigned — you can only save a split that balances to the full tip.",[11,564,565,566,568],{},"An edited split is saved before the payment closes the sale, so your override wins over the automatic allocation. If saving the split fails for any reason it does ",[15,567,281],{}," block the sale — the automatic split runs as a safety net.",[20,570,572],{"id":571},"sales-with-no-provider","Sales with no provider",[11,574,575,576,524],{},"A retail-only or walk-in sale isn't linked to a provider. Choose who earns those tips under ",[15,577,578],{},"Tips with no service provider",[28,580,581,586],{},[31,582,583],{},[15,584,585],{},"The cashier who rang the sale",[31,587,588],{},[15,589,590],{},"A shared house \u002F unassigned pool",[20,592,594],{"id":593},"tipping-out-support-staff","Tipping out support staff",[11,596,597,600],{},[15,598,599],{},"Tip out to support staff"," redirects a percentage of each provider's tip into a shared support pool. It re-divides money the client already left; it never adds a charge to the sale.",[20,602,604],{"id":603},"tips-and-credit-tenders","Tips and credit tenders",[11,606,607],{},"Package, membership and membership-balance tenders cover the bill, not the gratuity. When a visit is fully redeemed against one of those, the tip stays as its own line and is settled by a following card or cash tender — so a client on a package can still tip.",[20,609,611],{"id":610},"where-the-money-shows-up","Where the money shows up",[28,613,614,620],{},[31,615,616,619],{},[15,617,618],{},"Growth → Reports → Tips"," — tips by provider and by period, split cash versus card",[31,621,622,625],{},[15,623,624],{},"Growth → Reports → Payroll"," — tips alongside hours for the pay run",[274,627,628],{},[11,629,630],{},"Cash tips are usually already in the provider's pocket at the drawer; card tips are typically owed in the payroll run. The payroll report separates the two so you don't pay a cash tip twice.",{"title":284,"searchDepth":285,"depth":285,"links":632},[633,634,637,638,639,640],{"id":448,"depth":285,"text":449},{"id":516,"depth":285,"text":517,"children":635},[636],{"id":554,"depth":340,"text":555},{"id":571,"depth":285,"text":572},{"id":593,"depth":285,"text":594},{"id":603,"depth":285,"text":604},{"id":610,"depth":285,"text":611},"How the tip prompt is configured, how a tip is divided between providers, and where the money shows up afterwards.","i-lucide-hand-coins",[],{},[304,646],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",{"title":437,"description":641},"help\u002Fcheckout\u002Ftips","6oZfnJEMbDq5vi1XUOZ-PLbOQkHE7QJ3qMadaewMiH0",{"id":651,"title":652,"audience":6,"body":653,"category":295,"description":858,"draft":297,"extension":298,"icon":859,"keywords":860,"meta":861,"navigation":302,"order":862,"path":307,"related":863,"seo":865,"stem":866,"updatedAt":867,"__hash__":868},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md","Refunds and the cash drawer",{"type":8,"value":654,"toc":839},[655,659,665,668,672,725,729,751,756,760,765,768,798,805,810,815,819],[20,656,658],{"id":657},"find-a-past-sale","Find a past sale",[11,660,661,664],{},[15,662,663],{},"POS → Sales"," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[11,666,667],{},"You can also reach a sale from a client's profile, under their sales.",[20,669,671],{"id":670},"issue-a-refund","Issue a refund",[673,674,675,679,685,689,692,696,699,703,706,710,721],"steps",{},[552,676,678],{"id":677},"open-the-refund-panel","Open the refund panel",[11,680,681,682,684],{},"From a completed sale in ",[15,683,663],{},". You don't have to open the receipt first.",[552,686,688],{"id":687},"pick-the-payment","Pick the payment",[11,690,691],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[552,693,695],{"id":694},"set-the-amount","Set the amount",[11,697,698],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[552,700,702],{"id":701},"give-a-reason","Give a reason",[11,704,705],{},"Required, and captured on the audit log.",[552,707,709],{"id":708},"decide-about-stock","Decide about stock",[11,711,712,713,716,717,720],{},"On a ",[15,714,715],{},"full"," refund you can tick ",[15,718,719],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[552,722,724],{"id":723},"refund","Refund",[552,726,728],{"id":727},"what-a-refund-reverses","What a refund reverses",[28,730,731,737,743],{},[31,732,733,736],{},[15,734,735],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[31,738,739,742],{},[15,740,741],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[31,744,745,748,749,18],{},[15,746,747],{},"Stock"," — only on a full refund, and only if you tick ",[15,750,719],{},[84,752,753],{},[11,754,755],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[20,757,759],{"id":758},"the-cash-drawer","The cash drawer",[11,761,762],{},[15,763,764],{},"POS → Cash drawer",[11,766,767],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[673,769,770,774,777,781,784,788,791,795],{},[552,771,773],{"id":772},"open-with-a-float","Open with a float",[11,775,776],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[552,778,780],{"id":779},"sell-as-normal","Sell as normal",[11,782,783],{},"Every cash payment through checkout accrues against the open session.",[552,785,787],{"id":786},"count-at-close","Count at close",[11,789,790],{},"At the end of the day, count the physical cash and enter the total.",[552,792,794],{"id":793},"read-the-z-report","Read the Z-report",[11,796,797],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[11,799,800,801,804],{},"Every closed session is kept, so ",[15,802,803],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[207,806,807],{},[11,808,809],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[84,811,812],{},[11,813,814],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[20,816,818],{"id":817},"reporting","Reporting",[28,820,821,827,833],{},[31,822,823,826],{},[15,824,825],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[31,828,829,832],{},[15,830,831],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[31,834,835,838],{},[15,836,837],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":284,"searchDepth":285,"depth":285,"links":840},[841,842,851,857],{"id":657,"depth":285,"text":658},{"id":670,"depth":285,"text":671,"children":843},[844,845,846,847,848,849,850],{"id":677,"depth":340,"text":678},{"id":687,"depth":340,"text":688},{"id":694,"depth":340,"text":695},{"id":701,"depth":340,"text":702},{"id":708,"depth":340,"text":709},{"id":723,"depth":340,"text":724},{"id":727,"depth":340,"text":728},{"id":758,"depth":285,"text":759,"children":852},[853,854,855,856],{"id":772,"depth":340,"text":773},{"id":779,"depth":340,"text":780},{"id":786,"depth":340,"text":787},{"id":793,"depth":340,"text":794},{"id":817,"depth":285,"text":818},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},40,[304,864],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":652,"description":858},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","2026-09-01","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":870,"title":871,"audience":6,"body":872,"category":360,"description":1109,"draft":297,"extension":298,"icon":357,"keywords":1110,"meta":1117,"navigation":302,"order":1118,"path":308,"related":1119,"seo":1121,"stem":1122,"updatedAt":867,"__hash__":1123},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md","Gift cards",{"type":8,"value":873,"toc":1098},[874,879,882,886,930,934,945,952,955,959,962,971,975,981,984,988,1042,1045,1049,1059,1063,1066,1069,1073,1076,1078],[11,875,876],{},[15,877,878],{},"Retail → Gift cards",[11,880,881],{},"Cards sold at checkout appear here automatically. Issuing one directly from this page is for comps and goodwill — the apology card, the influencer gift, the staff perk.",[20,883,885],{"id":884},"the-three-numbers-at-the-top","The three numbers at the top",[97,887,888,898],{},[100,889,890],{},[103,891,892,895],{},[106,893,894],{},"Tile",[106,896,897],{},"What it means",[113,899,900,910,920],{},[103,901,902,907],{},[118,903,904],{},[15,905,906],{},"Outstanding",[118,908,909],{},"Total balance on active cards. This is a liability — money you've been paid for work you still owe.",[103,911,912,917],{},[118,913,914],{},[15,915,916],{},"Active cards",[118,918,919],{},"How many cards can currently be redeemed.",[103,921,922,927],{},[118,923,924],{},[15,925,926],{},"Redeemed total",[118,928,929],{},"All-time gift card spend.",[20,931,933],{"id":932},"issue-a-card","Issue a card",[11,935,936,937,940,941,944],{},"Click ",[15,938,939],{},"Issue card",", then pick an amount — a preset ($25 to $250) or a custom figure — and optionally a recipient name, email, and gift message, plus which locations the card is valid at. If you supply a recipient email, the card is delivered to them, and you can ",[15,942,943],{},"Resend to recipient"," from the list later.",[11,946,947,948,951],{},"Designs — Birthday, Thank You, Congrats, Holiday, Minimal, Spa — are chosen when a card is ",[15,949,950],{},"sold",", at checkout or on your online store, not when you issue one from this page.",[11,953,954],{},"Each card gets a unique code. Codes are shown in a monospaced style everywhere, because people read them aloud and type them in.",[20,956,958],{"id":957},"sell-one-at-checkout","Sell one at checkout",[11,960,961],{},"Add a gift card to the cart like any other item. The client pays, and the card is issued.",[207,963,964],{},[11,965,211,966,215,968,970],{},[15,967,214],{},[15,969,218],{}," a gift card. Redeeming one card to buy another moves balance around with no audit trail, so that tender is removed from the list for those sales.",[20,972,974],{"id":973},"redeem-a-card","Redeem a card",[11,976,977,978,980],{},"At checkout, choose ",[15,979,162],{}," and enter the code. The balance is applied up to whatever is owed.",[11,982,983],{},"If the card doesn't cover the whole sale, the remainder stays on the sale and you collect it with another tender — the screen tells you exactly how much was applied and how much is left.",[20,985,987],{"id":986},"card-states","Card states",[97,989,990,1000],{},[100,991,992],{},[103,993,994,997],{},[106,995,996],{},"State",[106,998,999],{},"Meaning",[113,1001,1002,1012,1022,1032],{},[103,1003,1004,1009],{},[118,1005,1006],{},[15,1007,1008],{},"Active",[118,1010,1011],{},"Has a balance and can be redeemed",[103,1013,1014,1019],{},[118,1015,1016],{},[15,1017,1018],{},"Depleted",[118,1020,1021],{},"Spent down to zero",[103,1023,1024,1029],{},[118,1025,1026],{},[15,1027,1028],{},"Expired",[118,1030,1031],{},"Passed its expiry date",[103,1033,1034,1039],{},[118,1035,1036],{},[15,1037,1038],{},"Voided",[118,1040,1041],{},"Cancelled by an admin",[11,1043,1044],{},"The card detail panel shows a full ledger — issued, redeemed, refunded, adjusted — so you can always answer \"where did this balance go?\"",[20,1046,1048],{"id":1047},"voiding-a-card","Voiding a card",[1050,1051,1052],"caution",{},[11,1053,1054,1055,1058],{},"Voiding clears the remaining balance and stops the card being redeemed. ",[15,1056,1057],{},"It can't be undone."," Use it for a card issued in error or one you have good reason to believe is compromised — not as a way to tidy up old balances.",[20,1060,1062],{"id":1061},"expiry","Expiry",[11,1064,1065],{},"Cards can carry an expiry date or none. The card's detail panel shows the exact date and flags a card that has expired or is about to.",[11,1067,1068],{},"Gift-card expiry is regulated in many places, and the rules vary by jurisdiction. Setting expiry dates is a decision for your business and its advisers, not a default Owneli picks for you.",[20,1070,1072],{"id":1071},"checking-a-balance","Checking a balance",[11,1074,1075],{},"Clients can check a card's balance from their own link without signing in. Card holders with a portal account also see their cards on the portal wallet.",[20,1077,818],{"id":817},[28,1079,1080,1086,1092],{},[31,1081,1082,1085],{},[15,1083,1084],{},"Growth → Reports → Gift card liability"," — outstanding balance over time, the number your accountant will ask for",[31,1087,1088,1091],{},[15,1089,1090],{},"Growth → Reports → Gift cards"," — issued, redeemed, and expired",[31,1093,1094,1097],{},[15,1095,1096],{},"Growth → Reports → Liability activity"," — movement in and out of the liability",{"title":284,"searchDepth":285,"depth":285,"links":1099},[1100,1101,1102,1103,1104,1105,1106,1107,1108],{"id":884,"depth":285,"text":885},{"id":932,"depth":285,"text":933},{"id":957,"depth":285,"text":958},{"id":973,"depth":285,"text":974},{"id":986,"depth":285,"text":987},{"id":1047,"depth":285,"text":1048},{"id":1061,"depth":285,"text":1062},{"id":1071,"depth":285,"text":1072},{"id":817,"depth":285,"text":818},"Issue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.",[1111,1112,1113,1114,1115,1116],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},30,[304,1120],"\u002Fhelp\u002Fretail\u002Fpackages",{"title":871,"description":1109},"help\u002Fretail\u002Fgift-cards","WTjbxu6jyC4-LUh3lODS8-nMZHbB8qavZEFl5jvlH_I",1790210902305]