Description: Learn how to access and perform Gift Card transactions in the Shift4 Gift Card Portal, including how to complete a basic activation using required fields such as User ID, Card Number, Amount, and Comments.
Accessing Transactions
Transactions can be accessed in the Shift4 Portal by navigating to Gift Card Program > Transactions.
Transactions can be performed using either the Serial Number or the Full Gift Card Number.
Performing a Gift Card Transaction
The following example outlines a basic Gift Card activation through the Shift4 Portal.
Note: Basic transactions as the following example, just need the “User ID” to complete a transaction.
To complete a transaction:
- User ID: This is a mandatory field. It may be pre-filled with a Store User WEB ID that’s assigned to the CS or Store Web User profile.
- If it is not pre-filled, a CS User can assist in locating the ID on the relevant store page.
- Full Card Number / Serial Number: Enter either the full Gift Card number or the Serial Number.
- Amount: Enter the transaction amount.
- Comment: Enter reference details or notes related to the transaction. This field is mandatory.
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