If I clear the balance on a gift card and use the "cash out" option, I assume I am giving the customer the equivalent amount of cash back. But does that communicate with the drawer? In other words, does the "expected in drawer" at the end of the shift take into account that I cashed out a gift card, or should I also do a payout for that amount?
Hi @roughdraftny - could you possibly describe the flow you are using to clear the balance of the plastic gift card? It sounds like you are first clearing the balance of the gift card using an iPad/Square Stand/Register, then withdrawing the remaining balance amount from your cash drawer using the Paid Out function.
I want to make sure I'm getting you the correct answer here, and knowing the steps you're taking with more detail will help - thank you!
@Valentina , the answer @roughdraftny is looking for is basically this: when you clear the balance of a gift card, it does not adjust the drawer expected cash amount in the reports. You’ll have to manually subtract that yourself. You will also notice that cleared gift card balances do not appear on the summary report, only on the specific gift card one.
@Valentina , the reason for their question is because the clear balance button should actually be 2 separate buttons. Some merchants use clear balance in order to clean off a gift card that had a few cents left on it to reuse. In that case, they may not want it showing as a cash adjustment. But most of us, I suspect, use that button to refund a gift card amount (for example, if a gift card only has 23¢ on it, my state's law requires that I issue a refund if so requested by the card holder). In this instance, there should be a second button labeled “refund balance” and that one should be processed in the reports similar to a card redemption.
@straycatbrew could I reach out to you and talk to you more about how you cash out gift cards to customers? We are about to start selling E-Gift Cards and we have the same state law that requires us to refund the balance on a giftcard as well.
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