Gift Certificates are typically paper and homemade in your shop. The Gift Certificate balance is stored in Ascend and directly attached to a customer's account. So the sale must be associated with the person receiving (that will be redeeming it) the Gift Certificate, and not the person buying it.

Selling a Gift Certificate is done through payments, no actual product is added to the transaction.

Sell a Gift Certificate - Customer Known

1. Create a new sale and attach the customer who will be receiving the Gift Certificate.
2. Take their payment for the Gift Certificate (for example, $50 in cash).

3. The sale balance now shows in parentheses, indicating a negative value (where the shop owes them).
4. Select Gift Cert from payment types toolbar.

5. The Amount will automatically in fill in with the negative amount in the balance field.
6. If your Gift Certificates have numbers, you can enter that number into the Payment comments.
7. Click Save.

The Gift Certificate Balance shows their current balance (which this new payment will be added to).

If you open the customer record (for the customer receiving the gift certificate), you'll see their Gift Certificate balance has been updated and can be used to help pay for store purchases.

Note: Anytime you see a dollar amount in parentheses in Ascend ($5.00), it indicates a negative amount. This means the shop owes the customer money in that situation. Gift Certificates, and In-Store Credit are common examples of this.

Gift Certificate balances do not transfer between locations. Balance tracking is location/database specific.

Additional Resources

KB22-012