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. 

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

Article: Sell a Gift Certificate

Video: Issue a Gift Certificate

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. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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