The gift card is a type of Revo XEF product. It is a solution for customers who pay in advance or who want to offer an experience in our restaurant to a family member, friend, etc.

Fiscally, it will be considered as an advance payment, so the corresponding invoice will be issued taking into account the tax rate corresponding to the service to be rendered. Once the service has been performed, a new invoice will be issued again, detailing the service provided and deducting the invoiced amount from the taxable base of the invoice and the first invoice corresponding to the gift card.

Having said that, in order to comply with current legislation, Revo XEF creates a gift card type product, which will be delivered together with the invoice when the sale is made. In other words, a gift card will be created with the selected amount charged and, in addition, the corresponding invoice will be printed when the order is received and closed. In the future, when this gift card is used, it will be reflected as a deduction of the amount in the tax base of the invoice.

KEEP CALM! This seems really difficult, but Revo XEF tries to simplify it. You have to follow several steps in the back-office beforehand to ensure that it works properly.

BACK OFFICE SETTINGS

To enable the operation of gift cards, follow a simple step in the back-office:

• Access your back-office from the browser.

• Click on Gift Cards

• And finally, click on Enable.

This action creates all the required settings to let you work with gift cards properly, i.e.:

• A management-only product called Gift Card Use for internal use of gift cards.

• A new payment method called Gift Card to collect from gift cards.

• Finally, a Gift Card type product to create or recharge a gift card.

  • This product will have associated the corresponding tax (VAT).

  • In addition, it will be configured as an open item to be able to add the desired amount as an amount when creating or reloading a gift card.

IMPORTANT: All these actions will be created in a new group and category. DO NOT edit/delete the products created or the payment method. That would prevent the gift card process from working properly.

GIFT CARD MANAGEMENT

From the section Gift Cards we can manage our gift cards.

Here is a list of all gift cards that have been created with the following information:

• Active: If it's active or not.

• UUID: Identifying name of the card.

• Campaign: To which campaign this card is associated with (optional).

• Customer: Name of the customer, if associated with the gift card.

• Total: Total accumulated amount of the charges that have been made to the card.

• Balance: Remaining balance on the card.

• Created: Date of creation of the card.

• Last use: Date of the last use of the card.

We can edit any of the fields of the card already created or delete it.

USE OF GIFT CARDS IN THE APP

Once in the app, after entering the settings previously seen in the back-office, it is important to Sync in the Revo XEF menu r. In this way, your account settings will be updated.

In Revo XEF, you can perform different actions with gift cards:

Process of creation (sale) of the gift card:

When a customer makes an advanced payment, create a gift card from Revo XEF and charge it with the amount paid by the customer. When creating a gift card, you should identify it with a UUID (a unique code).

• Open a new order.

• Click on the product New Gift Card created beforehand.

• In the appearing screen, enter a UUID. It can be any text or numeric. There is also the option to generate a UUID code automatically.

  IMPORTANT: If you introduce an existing UUID, instead of creating the gift card, it will recharge it with the added amount.

  Note: It would be ideal if the business designs some cards to deliver to the client. These cards must be numbered, and the card number will be introduced in REVO as UUID, when it is sold and delivered to the customer. If not, when a new gift card is activated, a ticket is printed indicating the name and amount, as well as a barcode with the number (UUID) included.

• Click on Create.

• Then, click on the newly created gift card and enter the amount the customer gives us. For example, €100.

  
  
  

• Finally, collect (close) the order in cash or card, depending on how your customer is giving you the money.

• The gift card will be created automatically, and a ticket will be printed with its corresponding barcode on the cash drawer printer.

  Note: The customer will be provided with the gift card and the corresponding invoice as proof.

Collection process with a gift card:

Previously, we have seen how to create a gift cards. The next step comes when a customer who has created a gift card wants to use it to pay.

1. Enter the order you want to collect by clicking on Edit Order or directly on the preview screen with the icon

2. Click on the button Other payment methods (bottom right) and select Gift Card.

3. Enter the UUID of the card and click on Pay.

Note: You also have the option to use the camera of your device to read the code of the gift card and thus avoid having to enter it manually.

Then, you may encounter two different situations:

• The balance of the card may be higher than the total order: In this case, the order will be charged in full. You will see a message with the remaining balance on the gift card after the payment is made. And finally, you will get another message indicating that the order has been charged with a gift card and asking if you want to close it. Click OK

• The balance of the card may be lower than the total order: In this situation, you will get a message indicating the current available balance of the gift card and if you want to collect the corresponding part of the order. By clicking OK, a part of the order will be collected. The pending amount of the order must be collected in cash, card or any other payment method you have enabled in your account.

In either of the two situations, the gift card appears as one more line of the order, reflected as a deduction of the amount in the tax base of the invoice.

Check the balance of a gift card:

When the module is enabled in the back-office and gift cards are enabled in the system, the Revo XEF menu shows a new option: Gift card balance. As its name indicates, it is used to make balance queries.

1. Click on the Revo XEF menu r.

2. Enter the Gift Card Balance.

3. In the new screen, enter the UUID and then . The balance will be displayed on the screen.

4. By selecting the icon , you can reprint the gift card in case it has been lost.

Make a refund:

A refund can be made on an order paid for with a Gift Card.

1. Click on the Revo XEF menu r.

2. We enter in Historic data.

3. Look for the order to return and click on the and select Make a return and click on OK.

4. Automatically, the order will be returned, the corresponding invoice will be generated, and the amount returned will be recharged to the gift card.