Ability to view the total balance at any given moment

  • Updated on Jun 19, 2024
  • Published on Jun 10, 2024
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This document describes how to view the total outstanding balance of gift cards at a given moment.
Within RetailVista, it is possible to retrieve the current outstanding balance of gift cards at any time.
To do this, report 138 can be used, Gift Cards -> Gift Card Reports -> 138 Gift Card Transactions.

Then, filters can be specified and the transaction date from/to needs to be filled in.

The final step is to print the report to the screen. On the last page of the report, a sum of all outstanding balances is displayed.

This report can be printed or saved as a PDF or Excel file, for example.