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How to Send Gift Cards

Sending Gift Cards is a powerful feature that allows businesses to

Last updated: May 26, 2026

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On this page

  • What is Sending Gift Cards?
  • Key Benefits of Sending Gift Cards
  • Use Cases for Sending Gift Cards
  • Prerequisites for Sending Gift Cards
  • How to Send a Gift Card
  • Step 1: Navigate to Gift Card
  • Step 2: Choose a Customer/Contact
  • Step 3: Add a Personal Message
  • Step 4: Select a Denomination
  • Step 5: Choose Delivery Method
  • Step 6: Choose Delivery Date
  • Step 7: Review & Send
  • Delivery Methods Explained
  • Email
  • SMS
  • PDF (via Email)
  • QR Code (via Email)
  • What Happens After a Gift Card Is Sent
  • Key Behaviors & Limitations
  • Frequently Asked Questions
  • Related Articles

In this folder

  • How-to add Taxes Overview
  • Using Apple Pay and Google Pay in order forms
  • Customize Email and SMS notifications for invoicing
  • How to manage Refunds within the CRM?
  • How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
  • Selling products on order forms with available payment providers
  • How to Send Confirmations After a Purchase/Order
  • List of countries and bank acquirers available with NMI
  • Manage payment methods displayed with Stripe integration
  • How to Streamline Payments with Automated Invoice Reminders
  • How to Add Recurring Products to Your Products List in Documents and Contracts
  • How to Implement Direct Checkout in Email Campaigns
  • How to Use the Manual Payment Method in Your Ecommerce Store
  • How to Use BNPL in Order Forms and Payment Links
  • How to Enable Editable Quantities in Payment Links
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer's cards on file
  • What happens in case of a payment failure for a Subscription?
  • Tap to Pay
  • Automatic Taxes on Mobile
  • Invoices - New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV

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