If your Shopify store sells gift cards, you may want to treat those sales in a special way - for example you may wish to record them as a credit in a liability account, rather than as a sale. You can read our guide to accounting for Gift Cards, in this article we will cover how the gift card sales will be detected.
If you are using Shopify's built-in gift card options then the sales from Shopify that A2X imports should be marked as Gift Card without needing any further special product types.
However sometimes the setup of your Shopify gift cards can be different and you may be using special SKUs to denote your gift cards. If you are doing this you can use Product Types to handle gift cards as described below.
Product Types allow you to group sales of certain products together, and then apply different accounting and tax treatment to them on the Accounts and Taxes screen.
First you need to know what SKU or SKUs you are using for your Gift Card products. Let's suppose you are selling 3 gift cards with these SKUs: GIFT50, GIFT100 and GIFT200 - as $50, $100 and $200 gift cards.
Create your new product type in Settings > Product Types, like this:
Once created, you'll tell A2X to use these for sales group on the Settings > Invoices tab:
Lastly, refresh a few payouts to see the settings take effect. You should see a separate transaction line in your payout, and you can now apply accounts and taxes to these in the Account and Taxes mapping page.
When the gift card is used by a customer, you will see sales applied to the Gateway gift_card account - this can then be your gift card liability account, which will reflect the reduced liability as the cards are used. See our article about Gift Card accounting for more information.
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