Stored Value


Overview

Stored value settings are found under the Point of Sale > Stored Value menu. Stored value represents money associated with an individual account, separate from gift cards or tickets.

Dashboard & Transactions

  • The dashboard displays overall stored value totals.
  • For individual details, click on "View Transactions" to see:
    • The account balance
    • Any funds expiring today
    • A list of all transactions (both credits and debits)

Adding Stored Value

  • Click Add on the individual's stored value page.
  • Enter the dollar amount and optionally set an expiration date (e.g., for today's game).
  • Select a funding bank (default option is available, or choose a specific bank for budget tracking).
  • Add notes if needed, as the admin performing the action is logged for reporting.

Removing/Spending Stored Value

  • For transactions that cannot be processed via an integrated point-of-sale system (e.g., ticket purchases), enter the dollar amount as a negative value.
  • Select the appropriate bank to which the value will be applied.
  • Add notes if desired.

Bulk Updates via Import

  • Go to Settings > Imports and select the import type "Stored Value".
  • Prepare your file with:
    • Member identification (usually member ID or email address)
    • The dollar amount for each member
  • This method is ideal for large updates, such as issuing stored value for season ticket renewals.
  • Monitor the progress bar:
    • Green indicates success
    • Red indicates an error – verify file formatting, header names, and data formats before retrying.

Scanning & Loyalty Integration

  • Stored value is typically accessed via a loyalty or digital card.
  • The card can be customized to include:
    • A QR code displaying the stored value
    • The current dollar amount (which updates as funds are spent)
    • Additional loyalty points and related information

Summary

Stored value in Fanmaker is a flexible system for managing individual monetary balances separate from gift cards or tickets. You can add, remove, or update stored value individually or in bulk, and integrate it seamlessly with your loyalty programs.