Cash cards

Navigation: Reductions → Cash cards

Cash cards allow customers to store credit for future purchases, functioning like gift cards or loyalty cards with reloadable balances.

Configuring cash cards

Access the Cash Card Creation Form
- Navigate to the Cash Cards section in your system
- Click the Add a Cash Card button to open the creation form
Configure Basic Card Settings
- Type: Select "Cash Card" from the dropdown menu
- Toggle Create batch if you need to generate multiple similar cards
- Enter a descriptive Name for the card (32 character limit)
- Set the initial Balance amount in your currency (€)
Set Up Card Identification
- Create a unique Code for the card or click the Generate button for an automatic code
- This code will be used to identify and access the card in the system
Define Card Validity Period
- Set the Activate date when the card becomes available for use
- Specify the Expiry date when the card will no longer be valid
- Toggle Revoked if you need to immediately deactivate the card
Complete Card Creation
- Review all settings to ensure accuracy
- Click Confirm to create the card or Cancel to exit without saving

The Card History feature provides a comprehensive log of all transactions associated with a specific cash card.

Viewing Card History
- Access the Card History for any cash card to see all transactions
- The history displays the card name at the top (e.g., "MY_CASHCARD")
Transaction Details
- Transactions are organized by date (e.g., "20 Feb 2024", "31 Aug 2023")
- For each transaction, you can view:
  - Time: When the transaction occurred
  - User: Who processed the transaction
  - Order: The unique order reference number
  - New balance: The card balance after the transaction
  - Change: The amount added (green) or deducted (red) from the card
Using Transaction Information
- Click on order references to view complete order details
- Track balance changes to monitor card usage patterns
- Use this information for customer service inquiries and dispute resolution