Gift Cards Are Now Available in SMBcrm

Businesses can now run gift cards inside SMBcrm from creation through redemption. This update adds gift card products, direct selling and sending options, order tracking, and redemption across supported checkout experiences.

Gift cards work as a prepaid balance that customers can buy for themselves or others, or that businesses can issue directly for refunds, promotions, loyalty, or customer recovery.

For businesses using Payments & Commerce, this brings gift card management into the same platform where payments and checkout activity already happen.

What You Can Do

Create gift card products

You can now create gift card products under Payments. Gift card products support:

Name, description, and terms
An optional redemption link in gift card emails
Optional expiration dates
Artwork and branding
Custom uploads and gradient creation
Multiple denominations
Optional automatic taxes using the gift card tax category
Optional categories
A preview before publishing

Gift card products can also be edited, archived, or deactivated.

A few important details from this release:

Deactivating a gift card product disables its dedicated sell and send actions immediately
If a deactivated gift card is still attached to another checkout, it can continue to be sold there until it is manually removed
Inventory is not set separately by denomination. If quantity is set to 100 and the product has two denominations, each denomination gets 100
The gift card is created at the last step of the purchase or send process

Sell gift cards through checkout

Each gift card product gets its own dedicated checkout in both test mode and live mode. Businesses can sell gift cards through:

A dedicated checkout link
Embed code for a website page
A QR code that sends customers to the dedicated checkout
Existing checkouts where the gift card is added as a product, including funnels, forms, payment links, invoices, store checkout, calendar payments where supported, and websites

At the dedicated checkout, customers can:

Choose a denomination
Buy for themselves or someone else
Schedule delivery or send it right away
Complete payment in test mode or live mode, based on the checkout used

If a gift card is purchased in test mode, it can only be redeemed on test mode checkouts. If it is purchased in live mode, it can only be redeemed on live mode checkouts.

When a gift card is sold through an existing checkout, it is delivered to the email address of the customer who buys it.

Gift card checkout redemption

Send gift cards directly

Businesses can also issue gift cards directly to customers without taking payment. This send flow is available in live mode only.

You can:

Select an existing customer
Add a personal message
Use Write with AI to draft the message
Deliver by email, SMS, QR link by email, or PDF by email
Schedule delivery for a future date
Preview the communication before sending

Additional details:

Directly sent gift cards appear in Gift Card Orders, but not in the general Payments orders list
You can currently send one gift card to one customer per flow
Sending a gift card reduces inventory

Track gift cards in Gift Card Orders

A new Gift Card Orders tab under Payments shows all sold and sent gift cards after the first one is issued.

From Gift Card Orders, businesses can view:

Purchaser details
Recipient details
Denomination
Expiration date
Remaining balance
Status such as Scheduled, Active, or Inactive
Gift card number inside the order details view
Delivery method and schedule

This gives teams a single place to review gift card activity and balances.

Redeem gift cards across supported checkouts

Customers can redeem gift cards anywhere the gift card redemption experience is supported, including:

Funnels
Forms
Payment links
Invoices
Store checkout
Calendar payments where applicable

This also works with supported payment providers including Stripe, NMI, Authorize.net, and Square in scenarios described in the release, including partial payments and subscription purchases. For one-time products that are fully paid by gift card, redemption can be available regardless of payment provider.

At checkout, customers can enter their gift card number and immediately see the remaining balance.

Gift cards can be used for:

Full payment when the balance covers the order total for one-time products
Partial payment, with the remaining amount charged to another payment method

For subscription purchases, the system still collects another payment method even if the gift card covers the initial charge, because future billing may be required.

Gift cards cannot be used in upsell purchases.

What Changed After Early Testing

Based on customer feedback, the redemption experience now makes these values clearer during checkout:

Gift card applied
Remaining gift card balance
Amount left to pay, when additional payment is needed

Where to Find It

You can find gift card tools in these areas:

Payments → Gift Cards → Gift Card Products
Payments → Gift Cards → Gift Card Orders
The Sell section within each gift card product for checkout links, embeds, and QR codes
The Send section within each gift card product for direct issue workflows
Supported existing checkout experiences where gift cards can be added as products

Current Limitations Noted in the Release

The release also notes a few current limitations:

Direct sending is live mode only
Test mode and live mode gift cards cannot be redeemed across modes
Separate inventory by denomination is not available
Gift cards must exist and have been sent or purchased before redemption appears at checkout
Gift cards cannot be redeemed in upsell flows