whitetail
gift cards
articles
- 01
set up your first gift card program
gift cards your customers buy and gift. you get paid today via stripe; the recipient redeems later against any pawpaw invoice or in-person purchase.
4 steps·~2 min - 02
issue a card to a buyer
charge the buyer through stripe and mint a unique card code in the same step. cash flow up front, customer in the door later.
4 steps·~2 min - 03
redeem a card against a pawpaw invoice
when a recipient comes in to use their card, the code applies as a discount against any pawpaw invoice. partial redemption is tracked.
3 steps·~2 min - 04
redeem a card at the counter (no pawpaw invoice)
for in-person purchases that don't ride a pawpaw invoice — point-of-sale-style cash redemption.
3 steps·~2 min - 05
watch your outstanding gift-card liability
outstanding balances are real money you owe. whitetail's dashboard shows the running total so you always know your exposure.
3 steps·~2 min - 06
let customers check their balance in yaupon
buyers and recipients can see their card balance in the yaupon customer portal — they don't have to call to ask what's left.
3 steps·~2 min - 07
add a personal message to a gift card
the message field on a card lets the buyer write a note that shows on the recipient's email and in their yaupon portal. small touch that lifts the whole gift.
3 steps·~2 min - 08
filter cards by status
the status filter at the top of the toolbar narrows the list to active, redeemed, void, or expired cards. useful for outstanding-balance pulls and clean-ups.
3 steps·~2 min - 09
void a card you issued by mistake
a void zeroes the balance and marks the card cancelled. used for the issue-by-mistake or the buyer-cancelled-and-you-refunded case.
3 steps·~2 min - 10
find a card fast
the search box matches code, buyer name, buyer email, recipient name, and recipient email all at once.
3 steps·~2 min - 11
where the gift-card money lands
when a buyer pays for a card through whitetail's stripe flow, the money hits your stripe balance the same as any pawpaw invoice. there's no escrow.
3 steps·~2 min - 12
lifetime sold vs outstanding — what each stat means
the dashboard shows three stats. they each answer a different question — what got bought, what's still owed, how many cards exist.
3 steps·~2 min - 13
code, printable, or scheduled email — pick the delivery
the delivery method controls how the recipient gets the card. three options, three different use cases.
3 steps·~2 min - 14
set an expiry — and check your state law first
you can set a card to expire after a window (90 / 180 / 365 days). some states ban gift-card expiry entirely. check before you set one.
3 steps·~2 min
still need help with whitetail?
we respond to every message within 24 hours.