Manually process a credit card, Trek Card, or gift card payment

Sherpa Tip: Debit cards must be swiped in order to process as a debit payment and cannot be entered manually.

Manually processing payments bypasses the security built into your Ingenico payment device and makes you liable for any fraud complaints. Learn more about preventing fraudulent charges.

Credit Card

  1. From the Payment toolbar, click the Credit button.
  2. Click the Manual button.
  3. In the Amount field, enter the amount the customer wishes to pay.
  4. In the Card Number field, enter the customer’s credit card number.
  5. From the Card Type drop-down, select the appropriate card type.
  6. In the Exp. Date field, enter the expiration date for the customer’s credit card. Enter the date in the format MM/YY (e.g. 12/20).
  7. In the Security Code field, enter the card verification code from the customer’s credit card.
    Sherpa Tip: This code is often listed on the back of the card above the signature area. It may be displayed as a CVV or CVC. However, cards may vary between issuing banks.
  8. In the Street Address field, enter the house number for the customer’s credit card billing address (e.g. for 5555 Anywhere St., enter 5555).
  9. In the ZIP field, enter the zip/postal code for the customer’s credit card billing address.
  10. Click the Process button.
  11. If the address entered does not exactly match the billing address on file for the customer’s credit card, the Credit Card Validation Response prompt displays. Verify the customer’s billing address was entered correctly.
  12. If the address is correct and you are comfortable continuing with the transaction, click Complete.
  13. If the address was not entered correctly or you are concerned the charge may be fraudulent, click Void. The charge is removed, and the balance remains due.
  14. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Trek Card

  1. From the Payment toolbar, click the Trek CC button.
  2. Click the Manual button.
  3. In the Amount field, enter the amount the customer wishes to pay.
  4. From the Plan Option drop-down, select the appropriate financing terms.
    Sherpa Tip: Be sure to select the correct financing plan. Trek Card charges cannot be voided or refunded on the same day.
  5. From the Purchase Description drop-down, select the category which best fits the majority of the customer’s purchase.
  6. In the Card Number field, enter the customer’s card number.
  7. Click the Process button.
  8. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Gift Card

  1. From the Payment toolbar, click the Gift Card button.
  2. The Amount field is automatically populated with the amount due on the transaction. If the amount the customer wishes to use is different, enter that amount instead.
  3. In the Gift Number field, enter the number from the customer’s gift card.
  4. If the gift card lists an expiration date, enter it in the Exp. Date field.
  5. Click the Process button.
  6. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

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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