How can I see sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)?

You can easily identify if a customer has an outstanding balance, or has credit, at your store. Whether you're in a transaction or in the customer's record, Ascend makes it easy.

There are multiple locations where you can view:
  • Sales - their total for completed sales
  • Layaways - their total balance for open sales
  • Work Order - their total balance in the service center
  • Deposits - their available deposit balance
  • Gift Cert - their available Gift Certificate balance (which should be in parentheses, indicating a negative balance where the shop owes them money)
  • In-Store Credit - their available In-Store Credit balance (which should also be in parentheses, indicating a negative balance where the shop owes them money) 
  • Balance - they customer's outstanding Layaway/Word Order balances minus any Deposit/In-Store Credit balances. This indicates "what things come out to" overall. 

In the customer record


Just navigate to Database Explorer > Customers and find your customer.

If you highlight the customer's name, you can see their account balances along the bottom of the window.



If you double-click a customer's name to open their customer record, you can see the same information on the lower right.


In a transaction


If you're in a transaction, make sure to attach a customer to the sale. Then, look in the lower right portion of the window, under the Sales tab, to see their balances.


Sherpa Tip

Items in parentheses such as ($xx.xx) indicate a negative value where the shop owes money to the customer, like with In-Store Credit, Gift Certificates, and returns.

Sales

  1. How do I run a sales transaction?
  2. How do I complete a return?
  3. How do I create a layaway?
  4. How do I create a quote?
  5. How do I add a customer?
  6. I messed up a sale/payment. How do I fix it?
  7. How do I change a Tax Rate during a sale?
  8. How do I setup a category flat tax?
  9. How do I create a sales promotion?
  10. How do I add or edit products for an existing sales promotion?
  11. How do I download coupons using the Coupon Wizard?
  12. How do I record a payout?
  13. How do I sell a Gift Card?
  14. How do I sell a Gift Certificate?
  15. How do I issue In-Store Credit?
  16. How can I see sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)?
  17. How do I create and use coupons?
  18. How do I use the Cash Drawer Counter?
  19. How do I add a country?
  20. How do I add a Tax Exception Reason?
  21. How do you create custom payment types?
  22. How do you print a large receipt for a transaction?
  23. How do you exchange a product for a customer?
  24. How do I use rounded payments?
  25. How do I see who took a payment?
  26. How do I change the customer in a transaction?
  27. How do I charge a purchase to Purchase on Account (accounts receivable)?
  28. How do I set up Purchase on Account for a customer (accounts receivable)?
  29. How do I close Purchase on Account for a customer (accounts receivable)?
  30. How do I post a payment to Purchase on Account (accounts receivable)?
  31. How do I send invoices for Purchase on Account (accounts receivable)?
  32. How do I handle Special Orders?
  33. How do I process a cash payment?
  34. How do I process a check payment?
  35. How do I process a custom payment type?
  36. How do I process an eCommerce payment?
  37. How do I process a financing payment?
  38. How do I process a gift certificate payment?
  39. How do I process a gift certificate payment?
  40. How do I process an in-store credit payment?
  41. How do I manually process a credit card, Trek Card, or gift card payment?
  42. How do I process credit or debit card payments using my Ingenico payment terminal?
  43. How do I process a Trek Card payment?
  44. How do I process a trade-in payment?
  45. How do I manage Discount Reasons?
  46. How do I discount items on a transaction?

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