The prepaid card Expiration report provides details of the prepaid cards that have expired or that are going to expire in the selected duration.
Use this report to view:
- Amount used and the balance available against each card
- Prepaid card expiration date
- Refund processed on the purchase of the prepaid card (if any)
Note: Once a partial or complete refund is processed, the prepaid card cannot be used thereafter to pay for any purchases.
This article covers the following:
Follow these steps to run the report:
- Ensure you are at the center level.
- Click the Reports tab.
The Reports Dashboard opens.
- Click Marketing > select Prepaid Cards from the filter.
- Select Expirations report from the list.
The report opens in a new tab.
- From the date drop-down list, select either 1, 2, 3, 6 months or custom.
If you choose Custom from the list, then specify the custom dates in the From and To fields.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Note: The report projects data for the current month and the approaching months in the selected duration (it does not show data for past months). For example, if you select 3 months from the filter criteria and the current month running is December 2016, the report displays the data for December (current month), January 2017, and February 2017.
- Click Refresh.
- To export the report, click the Excel () or .CSV icons ().
|Name||The full name of the guest who purchased the prepaid card.|
|Mobile Phone||Registered phone number for the guest.|
|Code||The prepaid card number.
The card number is typically a code associated with the prepaid card. The front desk or guest can use this code to redeem a prepaid card, check the balance, or view other prepaid card details such as the expiry date, price and value on the card etc.
Value of the prepaid card purchased.
|Price Paid||The amount for which the guest purchased the prepaid card.|
|Used Amount||Total amount redeemed using the prepaid card to pay for items such as services, products, day/series/custom packages, memberships, and gift cards.
Note: If the prepaid card has equal price and value, then the card can be redeemed to pay for the purchase of other prepaid cards and tips.Read: What is price and value in a gift card or prepaid card?
The remaining amount available on the prepaid card after redemption.
If the prepaid card price is $100 and the value is $150, and if the guest has redeemed the card for $70, then the remaining balance on the card is $80 ($150-$70).
|Expires on||The prepaid card expiration date (validity period).
Note: If the card has been issued as a refund for an item, then the default expiration date is 6 months from the date of issue.
|Refund Amount||The amount refunded for the purchase of the prepaid card (if any). The field displays the amount as a negative value.
If the prepaid card was purchased for price and value $100, and later a refund of $50 was processed on its purchase, then the Refund Amount column displays -$50.
|Refund Date||The date on which the amount was refunded.|