SL Gift Cards & Store Credits

Overview

SL Gift Cards & Store Credits adds a complete gift card and store credit system to your WooCommerce store, fully integrated with the Streamline POS plugin.

🎁 Gift Cards

Auto-generated card numbers, e-gift and physical cards, balance tracking, expiry dates, branded email delivery, and customer self-service combining.

💰 Store Credits

Per-customer credit balances, easy add/deduct, refund-to-credit, full transaction history, and bulk CSV import/export.

🔌 POS Integration

Gift card and store credit payment at POS checkout, customer profile credit display, and permission-aware access controls.

📦 Import / Export

Bulk gift card and store credit CSV operations with pre-formatted download templates and validation reporting.

Database Tables

Created automatically on activation:

wp_streamline_gift_cards — Gift card records
wp_streamline_gift_card_transactions — Full transaction history
wp_streamline_store_credits — Store credit transactions per customer

Installation

Upload the sl-gift-cards-store-credits folder to /wp-content/plugins/.
Go to WordPress Admin → Plugins.
Find SL Gift Cards & Store Credits and click Activate.
Refresh the page — a Gift Cards & Credits menu appears in the WordPress sidebar.
Visit Gift Cards & Credits → Settings to configure email templates and URLs.

Requirements

WordPress 5.0+
WooCommerce 5.0+
PHP 7.4+

Gift Cards

Admin: Gift Cards List

Navigate to Gift Cards & Credits → Gift Cards to view all cards. Each row shows the card number, current balance, status, recipient, and creation date.

From this screen you can:

Edit — modify balance, status, expiry, recipient email, and notes
Combine — transfer the balance of one card into another (source card is zeroed out)
View transactions — full debit/credit history for the card

Create Physical Gift Card

Go to Gift Cards & Credits → Create Physical Card.

Enter the initial balance.
Optionally set an expiry date and notes.
Click Create — a card number in the format GC-XXXX-XXXX-XXXX is generated and saved immediately.
Print or note the card number to give to the recipient.

Create E-Gift Card Products

E-gift cards are WooCommerce products that trigger automatic email delivery to the recipient on purchase.

Go to Products → Add New.
Set Product Type to Gift Card in the Product Data panel.
Set the price and publish.
Customers who purchase will be prompted to enter a recipient email at checkout. The recipient receives a branded HTML email with the card number and balance.

Tip You can offer multiple denominations by creating several Gift Card products (e.g. $25, $50, $100) or by using a variable product with amount variations.

Gift Card Number Format

All cards use the format GC-XXXX-XXXX-XXXX where each segment is randomly generated. Numbers are unique and checked against existing cards at creation time.

Store Credits

View Customer Credits

Go to Gift Cards & Credits → Store Credits. The table shows all customers who have a store credit balance, with current balance and last transaction date.

Add or Deduct Store Credit

Go to Gift Cards & Credits → Add Store Credit.

Search for the customer by name or email.
Enter an amount (positive to add, negative to deduct).
Select a reason (Refund, Compensation, Promotion, Adjustment, or Other).
Optionally add a note.
Click Save. The transaction is recorded immediately and the customer's balance updates.

Refund to Store Credit

When processing a WooCommerce refund, select Refund to Store Credit to credit the customer's balance instead of issuing a payment reversal. The transaction is linked to the originating order.

Note Store credit balances are per-customer and tied to the WordPress user account. Guest checkouts cannot use store credits.

Customer-Facing Features

My Account → My Gift Cards

Logged-in customers can visit My Account → My Gift Cards to:

View all gift cards linked to their account
Check the current balance and full transaction history for each card
Link a received card — enter a card number to associate it with their account
Combine cards — merge the balance of one card into another

Cart & Checkout

Apply a gift card on the Cart page or the Checkout page using the "Apply Gift Card" field
Remove an applied card with a single click
If the gift card fully covers the order total, a $0 checkout notice is displayed
Applied cards persist in the session across page loads

POS Integration

When Streamline POS is active alongside this plugin, the following features become available at the POS terminal:

Extensions Tab

The POS checkout screen gains an Extensions tab with sub-tabs for Gift Cards and Store Credits.

Sub-tab	What it does
Gift Cards	Enter a gift card number to apply it to the current POS transaction. Balance is validated in real time.
Store Credits	Shows the current customer's store credit balance and lets you apply all or part of it to the order.
Coupons	Apply WooCommerce coupon codes to the POS cart.

Customer Profile

The store credit balance appears in the customer profile panel on the POS screen whenever a customer is loaded.

Permissions Gift card issuance and store credit adjustments from the POS respect the POS permission levels configured in Streamline POS settings.

Import / Export

Navigate to Gift Cards & Credits → Import/Export.

Export

Export Gift Cards — downloads all gift cards as a CSV file
Export Store Credits — downloads all store credit transactions as a CSV file
Customer-specific exports are also available from the GC Transaction History and Customer Lookup screens

Import

Download the pre-formatted CSV template for gift cards or store credits using the Download Template link.
Fill in the template — column headers must match exactly.
Upload the completed CSV using the file picker and click Import.
The import screen reports any validation errors row-by-row before committing.

Tip When importing gift cards, leave the card_number column blank to have numbers auto-generated, or provide existing numbers to migrate cards from another system.

Settings

Navigate to Gift Cards & Credits → Settings.

Setting	Description
Email From Name	The sender name shown in e-gift card delivery emails
Email From Address	The reply-to address for gift card emails
Email Subject	Subject line for the e-gift card delivery email
Email Header / Footer	HTML content injected into the branded email template
My Gift Cards URL	The slug for the customer-facing My Gift Cards page (default: `my-gift-cards`)
Expiry Default	Optional default expiry period applied to new gift cards (e.g. 12 months)

Changelog

1.0.11

Fixed double store credit deduction on POS orders
Fixed double store credit/gift card restoration on POS returns
Added CSV exports to Reports page (GC transactions, gift cards, store credits)
Added customer-specific exports from GC Transaction History and Customer Lookup
Added multi-customer picker when search matches multiple customers
Fixed HTML appearing in CSV export files

1.0.8

Security: Added nonce verification to gift card and store credit checkout handlers
Security: Replaced wp_redirect with wp_safe_redirect throughout
Security: Wrapped all echo output with appropriate escaping functions
Bundled Chart.js locally — removed remote CDN dependency
Renamed main plugin class to SGCSC_Plugin for consistent prefixing

1.0.4

Added plugin row meta links: Visit plugin site, View ReadMe, User Guide
Minor stability improvements and code cleanup

1.0.3

Added customer self-service card combining from My Account
Added admin edit functionality for gift card balance, status, and notes
Improved CSV import validation and error reporting

1.0.2

Added bulk import/export for gift cards and store credits
Added pre-formatted CSV templates with download links
Added customer-facing gift card linking from My Account

1.0.1

Added POS customer profile store credit display and "Use Credit" modal
Added POS gift card payment input at checkout
Added REST API endpoints for POS integration

1.0.0

Initial release