Overview
Otter Gift Cards are physical cards that allow you to sell self-branded gift cards to your customers.
Customers eating at your restaurant locations will then be able to use this gift card in store on the Otter POS system to redeem as a payment method for their order.
Key Features
- Sell & Reload Gift Cards: Cashiers & Supervisors are able to apply a specified amount to a gift card by going into the Otter POS checkout options and selecting the gift card option.
- Use Gift Card as a Payment Method: On the checkout page, Gift Card is now a payment method option.
Pricing
The monthly subscription cost for Otter Gift Cards is $30/month.
Ordering Custom Gift Cards
Order your Custom Otter Gift Cards here— custom gift cards are $1.01/each.
Using Otter Gift Cards
You can configure and manage Otter Gift Cards within the Otter POS terminal checkout options. See the list of Gift Card checkout options below:
- Create new gift cards
- Re-load gift card
- Use gift cards as a payment method for POS orders
Creating New Otter Gift Cards
Configure the dollar amount applied to the custom Otter Gift Cards by going into the Orders app, ringing in a new order, and using the gift card checkout option to create a new card.
Follow the steps below to learn how to create an Otter Gift Card.
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Step 1
Open the Otter app and select the [Orders] app.
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Step 2
Click on the [+ New Order] button at the top right of the Orders screen. -
Step 3
Click on the [Options] button at the top of the cart window.
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Step 4
The check Options window will open. Scroll down and click on the [Gift Cards] option. -
Step 5
A Gift Card popup window will appear. Get a new physical gift card out of the box and look for the card number on the back of the card. Type in the number into the card number field. -
Step 6
Entering a valid gift card number will allow you to add a dollar amount to load onto the card. The maximum gift card dollar amount is set at $2,000 USD.
Click [Save] to load the amount into the card. -
Step 7
Once you save the dollar amount to the card, it will add an item to the cart called Gift Card Activation / Reload.
Click on the [Pay] button and instruct the customer to pay with cash or card, then process the payment on the Otter POS terminal.
Once a successful payment has been processed, the gift card has been created and is ready to redeem!
Paying with Otter Gift Cards
Process payments for Otter POS orders using the Gift Card payment method during the checkout process.
Follow the steps below to learn how to use an Otter Gift Card as a payment method.
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Step 1
Open the Otter app and select the [Orders] app. -
Step 2
Click on the [+ New Order] button at the top right of the Orders screen. -
Step 3
Add some menu items to the cart and click on the [Pay] button.
On the checkout screen, select the [Other] option under the payment method options and click on the [Gift card] payment method option. -
Step 4
The dollar amount on the gift card will then process the payment, similarly to a credit card payment.
If the dollar amount on the gift card does not cover the total cost of the order, the remaining balance will be due, and the cashier can take cash or card to process the remainder of the balance.
If an order that was paid with a gift card is refunded or canceled for any reason, the same dollar amount would be refunded back onto the gift card’s balance.
FAQs
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Tax Exemption Enabled
In order to cash out a gift card, you need to have tax exemption enabled to show as an option for supervisors to apply to an order on your POS. For this, first reach out to Otter support for help.
Follow the steps below to cash out a gift card:
Step Process Image 1 Check gift card balance to confirm amount from [Options] > Gift card. 2 Select [Options] > Add open item. 3 Enter gift card amount for Price and name/description.
Example name: Gift card cash out
Click [Add].
4 Select [Options] > Tax override.
This will ensure you're only cashing out the balance of the gift card.
5 Click [Pay].
Select Other > Gift card as payment method.
Run gift card for payment.
6 Open the Drawers App from the homepage. 7 Select the drawer cash out was processed on.
Click [Pay in or out].
8 Enter amount of gift card cash out and reason. 9 Click [Pay out] > [Confirm pay out].
Drawer will open to give cash amount for gift card balance pay out.
Check here for more information on the California gift card law.
- Yes— gift cards can be scanned using the barcode on the card. This way, you won't need to manually enter the gift card number when loading or using a gift card.
- Yes— When processing the payment, first use the wanted gift card balance. Then the eater can pay the remainder owed with another payment method of their choice.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Send us an email at otterpossupport@tryotter.com. |
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