I am trying to get a report for my accountant to show the balance of all unused gift cards at the end of the financial year (30 June 2025) but I can only two reports available. A gift card summary that shows transactions for a selected time frame but has no balance at a given point in time. Or the Overview which shows outstanding all time but not outstanding as at 30 June 2025.
go to sales
go to gift cards
print up the year in question for your accountant
go to download icon download into I like CSV
turns into a spread sheet that looks like the below with outstanding
it gives the outstanding and you can sort it however you need to
hope this helps and have a great day!
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