Create custom payment types

Ascend automatically includes the most common payment types. However, you may need additional payment types based on your business operations (e.g. Customer Satisfaction or Barters). Ascend allows you to add additional, custom payment types to your system.

  1. From the Ascend Desktop, select the View menu > Payment Types.


  2. On the toolbar, click Add.


  3. In the Name field, enter the name you wish to display in reports (e.g. Customer Satisfaction, Barter). Once set, this value cannot be changed.
  4. Check Advanced to limit the payment type only to those users with the Advanced Payments user permission (e.g. managers).
  5. In the Button Name field, enter the text you wish to display on the Payment toolbar (e.g. CustomerSat, Barter).
  6. From the Button Icon field, select the image you wish to display on the Payment toolbar.
  7. (QuickBooks® users) From the QuickBooks Account drop-down, select the appropriate QuickBooks® account to which the payment should apply.
  8. In the Display Order field, enter the order in which you wish to display the payment on the Payment toolbar.
  9. Check Enable Rounding if the payment should be rounded.
  10. Check Open Cash Drawer if the cash drawer should open for the payment.
  11. Click Save.

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, edit, 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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