This report is available as a beta preview. If you are interested in early access please contact contact@a2xaccouting.com.

Overview

The A2X Shopify Gift Card monthly report provides an accumulated total of all Gift Cards Sold, Issued, Expired or disabled.

These are 4 Gift Card actions that need to be accounted for:

  1. Selling Gift Cards - A2X accounts for these in sales and tags them as gift card sales. This report will also display this value.

  2. Using Gift Cards - A2X accounts for these as sale via Gift Card gateway. This report will also display this value.

  3. Issuing Gift Cards - these are non-transactional and accounted for in the monthly report by A2X. For example if a store issued a promotional gift card for customer loyalty.

  4. Expired or Disabled Gift Cards - these are non-transactional and accounted for in the monthly report by A2X.

Actions #3 and #4 are included in the A2X gift card report but not in the Shopify payouts that A2X receives.

What does the Shopify gift card report show?

Once our Customer Success Team has enabled Shopify Gift Cards you will need to disconnect and then reconnect A2X to your Shopify Store. The report will then show up in the header section of A2X.

The Shopify Gift Card Report will run at the end of every month and display an ongoing accumulated total of:

Total Number of Cards - A tally of all gift cards that have been sold or issued to customers. It does not count disabled cards.
Total Value - Sum of the value of all gift cards. This is the sum of the Shopify 'balance' column in the Shopify Gift Card report. This excludes disabled card values.

Sold Value - Sum of Gift Cards that have been sold to customers. These are Shopify Gift Cards that customers have purchased. These will come through A2X. This excludes disabled card values.
Issued Value - Sum of gift cards that have been issued by the seller. These are Shopify Gift Cards that sellers may issue to customers e.g. we are sorry for the delay or if a store issued a promotional gift card for customer loyalty. This excludes disabled card values.
Expired Value - Sum of value where expired date is less than the date the report is run. It excludes disabled card values.
Disabled Value - Sum of value where there is a disabled value

Please note - the values for Total Value, Sold Value, Issued Value (Non-Sold Value) are inclusive of expired Gift Cards.

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