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. 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. Create, edit, and use coupons
  12. Download coupons using the Coupon Wizard
  13. Discounting By Quantity Purchased (Kits)
  14. Record a payout
  15. Sell a Gift Card
  16. Sell a Gift Certificate
  17. Issue In-Store Credit
  18. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  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. Using customer data

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