Follow these steps to add a Gift Card Credit to an Invoice:
Step 1 - Manage Credit
To reduce the Gift Card Credit, click on "Manage" beside Credits on the Customer's Billing page.
Step 2 - Add a Gift Card Credit Record
Next, click "+ New Record" and then "Gift Card credit record":
Step 3 - Add Amount
Enter the amount of the Gift Card Credit.
IMPORTANT: Add a hyphen so that the number is a NEGATIVE amount. This way you are taking away the credit and not adding to it.
Step 4 - Edit the Invoice
Open the Invoice from one of these locations:
The Invoices page by clicking "edit"
The Customer's Billing page by clicking "Manage" then "Edit"
Step 5 - Add Credit
Click the plus button and choose "Post Credit."
Step 6 - Change the Discount Item
Change the Discount Item to your Gift Card Discount Item. If you don't have one, learn how to create a new Discount Item here. Enter the amount of the Gift Card and click Post.
