RE: Can a Gift Certificate be used as a form of payment?

Can a Gift Certificate be used as a form of payment?  Currently you can apply a Gift Certificate to a Sales Order or Invoice.  But if the customer has already been Invoiced, can we, without editing the invoice, apply a GC balance to it in the UI?

I realize that a workaround can be done by Recognizing Revenue via a Journal Entry.  However, I want a method that does not require Journal Entries being created by our end users.

howie1980 Rookie Asked on May 20, 2022 in Accounting.
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1 Answers

As far as I am aware, you would normally apply the Gift Certificate from the Billing subtab:

You should be able to do this after creating the invoice and it shouldn’t fundamentally change the invoice itself but it depends on how strictly you want to avoid editing the invoice.

Intermediate Answered on May 23, 2022.
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