Understanding Intra-Merchant Transfers
Intra-Merchant Transfers track the movement of gift card funds between your location and other locations within your franchise or group. This helps you see when cards are sold at one location and redeemed at another.
Before You Begin
- You must be logged into the Facilipay Dashboard with access to gift card reporting.
- Intra-merchant transfers only appear after a card has been redeemed at one of your locations.
Step-by-Step: View Transfer Activity
Open Gift Card Reporting
Log in to the Facilipay Dashboard, click Reporting, then select Gift Cards.View the Transfer Summary
On the Liability Overview page, scroll to the bottom to review the summary of:- Transfers In
- Transfers Out
Open the Reconciliation Page
For detailed transaction-level data, go to the Reconciliation page from within the same Gift Cards report.Review Transaction Details
Each transaction row includes:- Issuing location
- Redemption location
- Transaction type (load, redeem, transfer)
- Amount and date/time
- Terminal and branch details
- Customer or member ID
Understanding Transfer Types
Transfers In — Gift cards sold at another location but redeemed at your location. Represents incoming value.
Example: A customer buys a gift card at Location A and redeems it at your business.
Transfers Out — Gift cards sold at your location but redeemed elsewhere. Represents outgoing value.
Example: A customer buys a gift card at your business and redeems it at Location B.
Tips & Best Practices
Review regularly: Check Transfers In and Transfers Out periodically as part of your reconciliation routine.
Use Reconciliation for audits: The Reconciliation page is the best place for detailed audits or troubleshooting cross-location activity.
Keep records: Save reconciliation reports for accounting or dispute resolution purposes.