What are Cards?

Modified on Thu, 6 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 invoicesadvance 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.


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