Clau gift cards - create, sell, activate, recharge and pay with them

Applies to the Clau.io dashboard, the Admin Panel and Invu POS 6.10.1. POS and panel labels are shown as they appear in English; Clau dashboard labels are shown as they appear on screen. To look up Clau customers on the POS, see "Clau.io on the POS".

Most important:

• The gift card lives in Clau. Invu sells, activates, recharges or charges it and asks Clau at every step: the Clau integration must be active.
• Cards created by hand in the dashboard are inactive: they are activated when sold on the POS or from Clau.
• An order with a gift card item issues no fiscal or electronic invoice, not even for the other products. Sell the gift card in a separate order.

1. Card types

A card stops working at 00:00 on its expiry date: set the expiry to the day after the last day of use.

2. Create cards in Clau

1. In the Clau dashboard, go to Gift Cards and tap Crear GiftCard.
2. Fill in Code (unique), Type, the image (Escoger Imagen, required), Value and Expire Date.
3. Leave the Lista de ID de tiendas donde aplica empty: if it holds a value that does not match, the card will not work on the POS or in the online store.
4. Tap Crear GiftCard. The card is inactive.

• Many cards: Subir GiftCards with the template (columns code, type, value, expire_date and status). type takes the English value (rechargeable, one_time, single_use or rechargeable_noshow). In status, 1 = active and 0 = inactive. Physical cards that are activated when sold go with 0.
• Activate or deactivate by hand: Ver Detalles > Acciones > Activar Giftcard (or Desactivar Giftcard).
• Recharge or deduct balance by hand: Ver Detalles > Recargar or Usar.
• Assign to a customer: in Clientes, open the record and use Asignar GiftCard (it only lists active cards with no owner). An assigned card can no longer be activated from the POS: activate it first.
• Emails and auto-assignment: Gift Cards > Configuracion (usage notification, balance in the email, Autoasignar giftcard al usar).

3. Set up Invu (administrator)

1. Items (panel, Menu), depending on what you sell. Create the item with this Item type:
   • Gift Card Clau - Activate: for physical cards. The POS sets the card's value as the price.
   • Gift Card Clau - Recharge: the item price is the amount recharged. For variable amounts, turn on Open Price?.
   • Gift Card Clau - Purchase: for digital cards that Clau creates with an automatic task (section 5).
2. Payment type: in Settings > Payment, Discount & Taxes > Payment Types, create a type with the GiftCards Clau POS Type. Keep Usar como Pago (Desactivar para descuento) and Print Tax Invoice checked.
3. On each device, run Update Data.

4. On the POS

Every step opens Search Clau Gift Card: type the code in Enter Gift Card Code and tap Search, or use Start Scan. Then choose the card and tap ✓.

• Sell a physical card: add the Gift Card Clau - Activate item, find the card and tap ✓. Charge and close the order: the card is activated at close. Check in Clau that it is Activo; if not, activate it in Ver Detalles > Acciones.
• Recharge: add the Gift Card Clau - Recharge item and choose the card (if the order has a Clau customer, their rechargeable cards show). The recharge is sent to Clau when the order closes. Only recharge Rechargeable cards: if Clau refuses the recharge, the POS still charges it and shows no message.
• Pay with a gift card: on the payment screen, choose the gift card payment type, find the card and tap ✓. If the balance is not enough, it applies what there is and warns you; charge the rest with another payment type. Clau deducts the balance when the order closes.
• See the balance: it shows in brackets next to the code in Search Clau Gift Card (except on Recargable (Oculto) cards). Also in Clau: Ver Detalles > Valor Actual.

Invoice:

• Selling, activating or recharging: no invoice. The POS prints a receipt with the amount and the code.
• Paying for a purchase with a gift card: the order is invoiced as usual.
  • With Usar como Pago checked, the card is one more payment and several cards can be used.
  • Unchecked, it is applied as a discount: one card per order, and if it covers everything no electronic invoice comes out.

5. Digital cards sold on the POS (Gift Card Clau - Purchase)

Clau creates the card and emails it with an automatic task:

1. In Clau, Tareas Automaticas > +. Trigger Al hacer una compra.
2. Condition: Compra - Producto - solo este SKU en la compra, with the Code of the Gift Card Clau - Purchase item in the panel.
3. Action: Enviar Giftcard por email, with Valor GiftCard equal to the item price, the type, the validity and, if you want, Asignar automaticamente.
4. On the POS, the order must have a Clau customer with an email. Without a customer, no card is created and the POS shows no warning.

6. Online store

• Turn on Activar GiftCard in Clau, under Configuración > Opciones de Ecommerce.
• A gift card is bought alone in the cart.
• To redeem it, the customer signs in and types the code in the checkout coupon field. One gift card per order.
• The customer sees their assigned cards in their profile, under Mis Gift Cards.

7. Reports

• In Clau: Reportes > Reportes Giftcards (every creation, recharge and use) and each card's Historial.
• In Invu: Reports > Reports 2.1 > Accounting > Report Z, in the gift card sales. The Gift Card Recharges and Gift Used reports do not include Clau cards.

Common problems

• "No gift card found" on the POS. The card does not exist, is inactive or locked, has expired or is restricted to another store. When activating, it also shows if the card is already active or assigned to a customer.
• I sold the card with Activate and it is still inactive. Activation failed at close (for example, no internet). Activate it in Clau: Ver Detalles > Acciones > Activar Giftcard.
• I sold Gift Card Clau - Purchase and the customer did not get the card. The order had no Clau customer with an email, or the task's SKU does not match the item's Code.
• I recharged and the balance did not go up. The card is Single-Use, a One-time Value already recharged, or inactive.
• "You can't use the same gift card twice". That card was already used as a payment on this order.
• "The gift card amount has been exceeded, only … have been applied". The balance is not enough: charge the rest with another payment type.
• "Amount must be major to 0". The card has no balance.
• No invoice came out. The order has a gift card item (sell it separately), or the payment type has Print Tax Invoice off.
• Online store: "No se encontro su Gift Card". Activar GiftCard is off, the customer is not signed in, or the card is inactive, expired or restricted.
• A credit note did not return or cancel the card. Adjust the card by hand in Clau (Recargar, Usar or Desactivar Giftcard).