What are Cards?

Modified on Thu, 06 Jul 2023 at 10:50 AM

Cards

The cards page is your collection of current offers allocated to your customers. View cards, search cards, update cards and bulk-create invoices for your customers.

NAVIGATING THE CARDS PAGE.

1 : Click on the CARDS button on the top bar.

The list of cards on offer will appear based on date/time. You can search cards, bulk-create invoices, advance search cards, or use the pages at the bottom of the page to search.

2 : To search a customer, type their name in the search bar, this will bring up all of the cards associated with that customer.

3 : To search by advanced search, select the ADVANCE button. This allows you to search by All Offers | Show Deactivated | Show Redeemed | Invoiceable Only

Once your search has been selected, you can look at individual cards by clicking on the customer, or you can bulk-create invoices.