Gift Certificate / Store Credit

Adding Gift Cards to an Invoice

Main Menu > Invoices

Sometimes you need to add Store Credit to a customer's account.

How to add Gift Cards to an Invoice

1. Go to or create the customer's Invoice.

2. Type in as a line entry, the item  giftcard  (or  gift card ) and hit Enter.
   
   The Gift Card dialog box appears.

3. Enter the Gift Card Number or scan it in using a barcode reader.

4. Enter in the Value of the Gift Card.

5. Click OK.
   
   The credit record is created in your Gift Certificates file.

Warning: After creating the item, any and all changes to a Gift Card, e.g. serial number or dollar value, must be made from the Gift Certificate file.

• Use the teal X to remove the Gift Card line item from the Invoice; this action also removes the related credit from the Gift Certificates file.

• When you view the Credits tab for this customer (in your Contact file), the store credit data appears.

Tip: The quantity for a Gift Card may not exceed one (in the line item Qty field). For additional gift cards, enter a separate line item for each.

See also: How to Redeem a Store Credit