Process credit or debit card payments using the (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. 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 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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