Overview

This beta guide covers how to review gift card transaction activity for reconciliation, support follow-up, and dispute handling.

Before you begin

  • Confirm gift card payment methods are enabled.
  • Confirm you know the reporting date range and location.
  • Confirm access permissions for payment reporting.

Steps

  1. Open payment reporting and filter for gift card transaction type.
  2. Select location and date range, then apply filters.
  3. Review each transaction for amount, status, terminal/station, and timestamp.
  4. Cross-check failed or reversed gift card transactions for duplicate attempts.
  5. Investigate disputed transactions using receipt/order reference IDs.
  6. Export filtered results and share with support/accounting when needed.

Gift card transaction reporting and filters

Verification

  • Results include only gift card transactions in the selected period.
  • Every disputed transaction can be traced to a specific order reference.
  • Exported data matches selected filters and location scope.

Source reference to adapt

Need help?

For further support, reach out to your Chively sales agent.