The Pinnacle Perspective: Pinnacle AI CRM Updates

Gift Card Redemption for Business-Collected Payments

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In this episode of The Pinnacle Perspective... we cover the expanded Gift Card redemption capabilities inside Pinnacle AI CRM. Businesses can now apply a customer’s Gift Card balance when collecting payments directly, not just through customer-facing checkouts. This update supports more payment scenarios, including orders, invoices, subscriptions, and direct charges, giving teams greater flexibility during the payment process. Pinnacle AI CRM validates the Gift Card code, applies the available balance, and clearly records how much was redeemed, while also updating the remaining Gift Card balance automatically. For businesses, marketers, and agencies, this creates a more consistent checkout experience, improves payment visibility, and makes it easier to accept Gift Cards across more customer interactions. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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SPEAKER_00

Welcome back to the Pinnacle Perspective, the product update podcast where we cover the latest improvements inside Pinnacle AI CRM for businesses, marketers, and agencies. Today's update is all about gift cards and making them easier to use when your business is collecting payments. Previously, gift cards could only be redeemed by customers on customer-facing checkouts, so if a customer was checking out on their own, they could apply a gift card there. But now, Pinnacle AI CRM supports gift card redemption for business collected payments too. That means when your team is handling a payment directly, you can apply a customer's available gift card balance as part of the payment process. Here's how it works in practice. Here's how it works in practice. When you're collecting a payment, you can go into the payments area you prefer. For example, from a contact record, you can choose to charge the customer directly. From there, you'll now have the option to turn on gift card redemption. Once that option is enabled, you simply enter the customer's gift card code and apply it. Pinnacle AI CRM will validate the code and redeem the available balance toward the payment. After that, you confirm the charge and any remaining amount can be charged to the customer saved payment method. This is especially helpful because gift card redemption now works across more payment situations, including orders, invoices, subscriptions, and direct charges. The big benefit here is consistency. Whether the customer is checking out on their own or your team is collecting the payment, the gift card experience works the same way. That makes it easier to confidently accept gift cards, no matter who starts the payment. It also improves payment visibility. When a gift card is redeemed, the transaction details clearly show how much was paid using the gift card, and the related gift card order is automatically updated with the remaining balance after the redemption is complete. So whether you're recording a payment, charging a customer directly, or setting up a subscription, you can now use the customer's gift card balance first, before charging any remaining amount. That's it for this update from the Pinnacle perspective. Thanks for listening, and we'll be back soon with more improvements inside Pinnacle AI CRM.