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How to Create, Edit, and Use Gift Cards With Your TSYS Account
OverviewThis tutorial explains how to create a new TSYS gift card, edit an existing TSYS gift card, or use a TSYS gift card. How to Setup TSYS In StudioCloudClick here for instructions on how to setup TSYS in your StudioCloud account How to Activate and Add a Balance to a TSYS Gift CardTSYS gift cards are required by TSYS to be associated with an invoice number. As a result, you must activate a new TSYS gift card from a New Invoice window or Edit Invoice window. - Go to the new or edit invoice window
- Click here for a tutorial on How to Create/Edit an Invoice, Estimate, or Quote
- Click the Create menu bar
- Click the Create Gift Card menu item
- Click the TSYS menu bar
- Click the Activate Gift Card menu item
- There are two options to activate a TSYS gift card
- Click the Manually Enter Card Number radio button and manually type in the card number which is on the back of the TSYS gift card
- Click the Use USB Swiper radio button and swipe the card through your USB swiper. The information should update and tell you once the read is completed
- Enter the initial balance of the gift card
- Click the Activate button
- This will automatically save the gift card with TSYS and in StudioCloud
How to Use a TSYS Gift Card for an Invoice Payment- Go to the Add New Payment window
- Click here for a tutorial on How to Add or Edit a Payment in StudioCloud
- Change the Payment type to Gift Card
- Click the Select Gift Card button
- Find the gift card you want to use and click the Select Gift Card button
- Click the Process Gift Card button
- Click the Save button in the Add New Payment window
- If you are in the New or Edit Invoice windows then click the Save button
How to Add Additional Funds to a TSYS Gift CardThe options below let you add additional funds beyond the initial balance to a TSYS gift card. - Click on the Point of Sale component
- Click on the Settings tab
- Click the Manage Gift Cards button
- Find and edit the gift card you want to add funds to
- Click the TSYS menu bar
- Click the Add Funds menu item
- Enter in the amount that you want to add to the card in the Add Value field
- Click the Save button
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