How do I process credit or debit card payments using my Ingenico payment terminal?

  1. From the Payment toolbar, click the Credit button.
    Sherpa Tip: This process works the same if you select Debit. The payment type recorded in Ascend automatically adjusts based on the customer’s choice on the payment terminal.
  2. The Amount field automatically populates with the amount due on the transaction. If the amount the customer wishes to pay is different, enter that amount instead.
  3. Click the Take Payment button.
  4. Have the customer swipe or insert their card, depending on whether or not the card has a chip.Sherpa Tip: EMV-enabled (chip) cards cannot be swiped and must be inserted. Do not bypass the security built into your Ingenico payment device – you will be liable for any fraud complaints. Learn more about preventing fraudulent charges.
  5. Have the customer follow the prompts on the Ingenico payment terminal screen.

EMV (chip) debit payments

  1. On the Select application screen, have the customer select the appropriate charge type.
    Sherpa Tip: The choices displayed are sent by the chip on the card, and may vary from bank to bank. The customer should contact their card issuer to determine the appropriate choice.
    Many cards offer a choice of VISA/MASTERCARD DEBIT or US DEBIT - US DEBIT is generally processed as Debit. However, not all cards may follow this structure.
  2. On the Confirm app screen, have the customer confirm the payment type.
  3. On the Amount OK screen, have the customer confirm the payment amount.
  4. On the Enter PIN screen, have the customer enter their PIN.
  5. On the Amount OK screen, have the customer confirm the payment amount again.
  6. On the Approved screen, have the customer remove their card.

EMV (chip) credit payments

  1. On the Select application screen, have the customer select the appropriate charge type.
    Sherpa Tip: The choices displayed are sent by the chip on the card, and may vary from bank to bank. The customer should contact their card issuer to determine the appropriate choice.
    Many cards offer a choice of VISA/MASTERCARD DEBIT or US DEBIT - VISA/MASTERCARD DEBIT is generally processed as Credit. However, not all cards may follow this structure.
  2. On the Confirm app screen, have the customer confirm the payment type.
  3. On the Amount OK screen, have the customer confirm the payment amount.
  4. On the Approved screen, have the customer remove their card.
  5. On the Please sign screen, have the customer sign for their purchase and tap OK.
    Sherpa Tip: Customers can sign with either the stylus provided with the Ingenico payment terminal or their finger.

Non-EMV debit

  1. On the Select payment type screen, have the customer select the appropriate charge type.
  2. On the Enter PIN screen, have the customer enter their PIN.
  3. On the Amount OK screen, have the customer confirm the payment amount again.

Non-EMV credit

  1. On the Select payment type screen, have the customer select the appropriate charge type.
  2. On the Amount OK screen, have the customer confirm the payment amount again.
  3. On the Please sign screen, have the customer sign for their purchase and tap OK.
    Sherpa Tip: Customers can sign with either the stylus provided with the Ingenico payment terminal or their finger.

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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