A gift card is only available for Pro and Ultimate subscriptions
Set Up Gift Card Templates
Before selling gift cards, you can configure default settings to match your business needs.
Navigating to the Gift card
Go to the left-side menu under Business Setup.
Click Plans & Offers.
What you can customize:
Preset amounts (e.g., $50, $100, $150, $200)
Add or remove values to suit your pricing
Expiry period
Set a default expiry that applies to all new gift cards
Gift card design
Choose an existing image or upload your own
Once set up, these options will automatically appear when creating gift cards through invoices.
Sell a Gift Card
Gift cards are sold through invoices.
To sell a gift card:
Go to the Client Profile
Click Add Invoice
Open the Gift Card tab
Select a gift card amount
Enter recipient details in the pop-up
Complete the invoice payment
What happens after payment:
A gift card record is created
The gift card is shared with the client or the set recipient
The balance becomes available for future use
Activating/disabling Gift card as a Payment Method
Gift cards are available as a payment method in Yocale and can be enabled or disabled based on your business needs.
Where to Find It
Navigate to "Payments" > "Payment Methods" page when logged in as the Business Owner account.
You can find gift cards under Manual Payments in your payment method settings
Using a Gift Card
Gift cards are treated as a payment method, not a discount.
Using a Gift Card (Business Side)
To apply a gift card to a purchase:
Create an invoice with the desired line items.
Proceed to checkout
Select Gift Card as the payment method
Search for or scan the gift card number
How It Works
The gift card balance is applied to the invoice total
If the gift card balance is greater than the total:
The remaining balance stays on the gift card for future use
If the gift card balance is less than the total:
You can process the payment with the gift card value.
Collect the remaining balance using another payment method
Using a Gift Card (Online Booking Widget)
If your business requires a deposit for online bookings:
Clients can apply their gift card during the booking process
Refunds
If a payment was made using a gift card:
You can refund the payment as long as the gift card has not been cancelled or expired.
The refunded amount is returned to the gift card balance
Manage a Gift Card record
Each gift card creates a record with the following details:
Original value and current balance
Status (Active, Redeemed, Expired, Cancelled)
Expiry date
Usage history
Recipient information
Purchase info:
View the issued invoice which created this gift card.
Usage history:
The usage history of this card as a payment method.
Note:
The business user can manage the expiry date of the gift card.
Import Existing Gift Cards
If you already have gift cards outside Yocale, you can import them.
To import:
Go to the Gift Card Records page
Click Import Gift Card
Upload a CSV file in the correct format
See full guide here:
Share a Gift Card
You can send gift cards to clients either automatically or manually.
Automatic (During Checkout)
When selling a gift card through an invoice, it will be automatically sent to the client.
Manual (From Gift Card Record)
Go to the Gift Card Record page
Open the desired gift card
Click the Share option at the top of the page
Enter a valid email address to send the gift card
Key Takeaways
Gift cards are stored value, not discounts
They are sold via invoices and used as payment
Balances carry over until fully used or expired
Refunds return value to the gift card, not cash