Sell a Gift Card

Before we jump in, you need to understand the difference between Gift Certificates and Gift Cards!

Gift Cards are processed by Chase Paymentech and stored through Givex, so you need to have Chase Paymentech Integration to use them. Gift Cards are plastic cards that can be swiped on your payment terminal and the balance is directly connected to the specific card number it was applied to.

Sherpa tip: Unless you've configured otherwise with Givex, gift cards can have a maximum balance of $999.99 and (multi-store retailers) are only valid at the location at which they were purchased. Gift cards are single-use only; they cannot be reused or reloaded.

If you're not integrated with Chase Paymentech


You should use the Gift Certificate payment type instead of gift card. Gift Certificates are typically paper and made in your shop. The certificate balance is stored in Ascend and directly attached to a customer's account. So the sale should be associated with the person receiving the Gift Certificate (that will be redeeming it), and not the person buying it. 

If you are integrated with Chase Paymentech


Sherpa TIp: You'll need to sign up for gift cards in addition to your regular credit/debit card processing. See Dexter to get started.

You should use the Gift Card payment type. Since the gift card balance is directly attached to the plastic gift card itself, you can associate the sale with the person buying it. 

1. Create a new Sale and attach the customer.
2. Take their payment for the Gift Card (for example, $50 in cash).
3. The sale balance now shows in parentheses, indicating a negative value (where the shop owes them). 
4. Select Gift Card from payment types.
5. The Amount will automatically in fill in with the negative amount in the balance field.



6. Swipe the card to apply that amount to it.
7. Close the transaction like normal. 

Sherpa tip

Anytime you see a dollar amount in parentheses in Ascend, it indicates a negative amount. this means the shop owes the customer money in that situation. Gift Cards, Gift Certificates, and In-Store Credit are common examples of this. 

How do I check a Gift Card balance?


You can check a gift card's balance a couple ways in a sale in Ascend.

Select Customer from the top tool bar > Check Gift Card Balance.  Or select the Gift Card payment type > Check Gift Card Balance

Then swipe the card or enter the card number and select OK to see the card balance.

Additional Resources


Video: Issue a Gift Card

Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Discounting By Quantity Purchased (Kits)
  13. Record a payout
  14. Sell a Gift Card
  15. Sell a Gift Certificate
  16. Issue In-Store Credit
  17. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  18. Create, edit, and use coupons
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. The importance of customer data capture

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