Overview 

This tutorial explains how to track the purchase of a gift card by a client as well as how to track the gift card balance.

Disclaimer

Sales tax is usually applied to a gift card when the gift card is redeemed. The instructions below assume that this is the case. Check with your local laws to verify this.

How to Invoice a Customer for a Gift Card

1. Create a new invoice
2. Add a tax exempt product to the new invoice. 
1. StudioCloud recommends calling the tax exempt product "Gift Card".
2. You will need to create this product in StudioCloud if it doesn't already exist.
3. Add a payment for the gift card to the invoice
1. If your state/province charges sales tax when a gift card is redeemed select the 'Non-refundable Deposit/Retainer' checkbox to exclude the payment from the sales tax reports.
4. Click the Create menu bar in the bottom left
5. Click the Create Gift Card menu item
1. 

How to Create/Edit A Gift Card From The Gift Card Manager Window

1. Click on the Point of Sale component
2. Click the Settings tab
3. Click the Manage Gift Cards button
4. Either click the New Gift Card button or edit the desired gift card

How to Create a Gift Card From an Invoice

1. Click here for a tutorial on how to create or edit an invoice
2. Click the Create menu bar in the bottom left
3. Click the Create Gift Card menu item
1.