Using Giftline

Settings and emails

Every setting under WooCommerce → Giftline, and the four emails Giftline sends.

Giftline's settings are under WooCommerce → Giftline, or Settings under Giftline on the Plugins screen.

Gift cards

Setting	Default	What it does
Tax	Not taxed when sold	Not taxed when sold; tax is charged on what they are spent on suits a card that can be spent on anything (a multi-purpose voucher). Taxed when sold, by the product's tax class suits a card that can only buy goods taxed at one rate (a single-purpose voucher): the product's tax class then applies to the sale. Either way, a balance pays for an order after tax.
Gift cards expire after	0 months (never)	See Expiry and reminders.
Remind before expiry	30 days	For cards that expire, an email this many days before the date, while there's a balance. 0: no reminder.
Delivery date	On	Lets customers choose the day an emailed card is sent.
Hold emailed cards for	0 hours	Waits this long after payment before emailing a bought card's code, so you can cancel a suspicious order first. 0: send at once.
Printable card	On	Attaches the printable PDF card to gift card emails.
Designs	Classic, Celebrate, Thank you	The designs customers choose from on the product page, each with a name and a colour used on the email and the printable card. With one design, there's no choice. Empty a name to remove a design; the table always has two empty rows for new ones.

Store credit and balances

Setting	Default	What it does
Store credit at checkout	On	Uses a logged-in customer's store credit automatically at checkout. They can switch it off for an order. Off: they tick it when they want to use it.
Low balance email	Empty (off)	Emails the customer when an order leaves this much or less on a gift card or their store credit.

Security and records

Setting	Default	What it does
Wrong codes per hour	10 per visitor	See Wrong codes and security.
Keep history for	0 months (everything)	For balances at zero that haven't changed for this long, older history entries of the same kind on the same day are combined into one ("3 entries combined"), so the history is shorter but still adds up, and the report's changes in any earlier period stay the same. 0: keep everything.

Emails

Giftline's emails are listed with WooCommerce's under WooCommerce → Settings → Emails, where you can turn each one off, change its subject, heading and additional content, and preview it. They use your WooCommerce email template.

Email	Sent to	When
Gift card	The recipient, or the buyer when there's none	A bought card once the order is paid (or on its delivery date), a card staff create with Email it, and Email again. It has the amount, the code, the message, how to use it, a link to add it to an account, and the printable PDF.
Store credit received	The customer	Credit is added: by staff with Email it, a refund to store credit, an import with emails on, or another plugin.
Gift card expiry reminder	The card's recipient, or the buyer	Remind before expiry days before a card with a balance expires.
Low balance	The card's recipient or buyer, or the credit's customer	An order leaves a balance at or below the Low balance email amount.

To change an email's layout beyond what the settings offer, copy its template from Giftline's templates/emails/ folder into your-theme/woocommerce/emails/ and edit the copy, as for WooCommerce's own emails.