Record a custom payment

Written By Ascend knowledge base (Administrator)

Updated at June 28th, 2023

Ascend includes the most common payment types by default. However, you may need additional payment types to account for your specific business practices (like customer satisfaction credits) or third-party service and integrations like Trek Financing, Klarna, and Square payments. Ascend makes it easy to accept new payment types using custom payments. 

  1. From the Ascend Desktop, select the View menu > Payment Types.
    Screenshot with the View menu selected and Payment Types selected
  2. On the toolbar, click Add.
    Screenshot of the Payment Types window and the Add button highlighted
  3. In the Name field, enter the name you wish to display in reports (e.g. Trek Financing, Klarna, Customer SatisfactionBarter). 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. Trek Financing, Klarna, CustomerSatBarter).
  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.
    Screenshot of Edit Payment Type window