Sell a Gift Certificate

← Sales

Gift Certificates are typically paper and homemade 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.

Gift Certificates are mostly commonly used at shops that are not integrated with Chase Paymentech. 

1. Create a new Sale and attach the customer who will be receiving the Gift Certificate.
2. Take their payment for the Gift Certificate (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 Cert from payment types.
5. The Amount will automatically in fill in with the negative amount in the balance field. The Gift Certificate Balance shows their current balance (which this new payment will be added to).



6. Select OK. 

If you open the customer record (for the customer receiving the gift Certificate), you'll see their Gift Certificate balance has been updated and can be used to help pay for store purchases.


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.

Additional Resources


Video: Issue a Gift Certificate

Article: Sell a Gift Card

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

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