Prepaid Card Report: Expiration

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:

Navigation

Follow these steps to run the report:

  1. Ensure you are at the center level.
  2. Click the Reports tab.
    The Reports Dashboard opens.
  3. Click Marketing > select Prepaid Cards from the filter.
  4. Select Expirations report from the list.
    The report opens in a new tab.
  5. 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.
  6. Click Refresh.
  7. To export the report, click the Excel () or .CSV icons ().

Column Descriptions

Column Description
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.
Card Value

Value of the prepaid card purchased.
Value is the total worth of a prepaid card, which includes the extra amount that the organization adds to the card in addition to the Price.

Example:
If a guest purchases a prepaid card for $200 (price) and the card value is $250, the guest can later redeem the card for $250 worth of purchases or services.

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?
Remaining Amount

The remaining amount available on the prepaid card after redemption.
Note: If value is different from the purchase price, this column reflects the amount remaining on the value of the prepaid card.

Example:
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.

Example:
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.
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