Starting with Ascend version 24.15, integrated Gift Card processing is now available for US and Canada retailers through Givex direct integration. For Chase customers, integration with Givex will remain functional with no changes for US retailers only. Gift Cards are physical cards and their balances are directly linked and tracked via the specific card number.
Note: Unless you've configured otherwise with Givex, gift cards can have a maximum balance of $999.99 and are only valid at the location at which they were purchased. Gift cards are single use only. Gift cards cannot be reused or reloaded.
Givex Direct Integration
If you are an existing Ascend Pay and Givex customer who has maintained an active Chase account for Gift Card processing, you will need to complete the Givex Integration onboarding, which is done by the Ascend Sales Team. Please reach out to the Ascend Sales Team (sales@ascendrms.com) to complete your Givex Direct Integration onboarding. After the onboarding process is finished, you can close your Chase account.
Redeeming a Gift Card
Exciting news with this Givex direct integration, you do not need to know or enter the exact amount on the Gift Card when using it as payment!
Note: With Givex direct integration you will be required to enter the CODE/PIN (from the back of the of the gift card) only when REDEEMING a gift card. Not sure where to find the CODE/PIN on the gift card? Scroll down to see a few screenshots.
- Create a new Sale, attach the customer and items the customer is purchasing.
- Select Gift Card from the payment toolbar.
- Enter the Gift Card number in the Gift Number field. This can be done by manually keying in the number or scanning the barcode on the back of the card.
- Click into the CODE field and enter the CODE (PIN from the back of the Gift Card).
- Click Process.
- Note: If the balance of the card is less than the transaction balance, it will deduct the available balance from the Gift Card and display the remaining transaction balance in the sales screen allowing the user to complete the transaction using another form of payment.
- The Response Code is a non-editable field and will display the message from Givex, including the balance details.
- Close the transaction as usual.
Selling a Gift Card
- Create a new Sale and attach the customer.
- Take in their payment for the Gift Card. Are they paying cash or credit? Capture that payment first.
- The transaction balance now shows in parentheses, indicating a negative value (where the shop owes them).
- Select Gift Card from payment types.
- The Amount will automatically in fill in with the negative amount in the balance field.
- Enter the Gift Card number in the Gift Number field. This can be done by manually keying in the number or scanning the barcode on the back of the card.
- Click Process.
- Close the transaction as usual.
Checking Gift Card Balance
You can check a customer's Gift Card balance multiple locations within Ascend.
- From the Ascend desktop > Integration > Givex > Check Gift Card Balance.
- From the transaction screen > Customer > Check Gift Card Balance.
- From the transaction screen > Select the Gift Card payment type > Check Gift Card Balance.
- Then manually key Gift Card number or scan the Gift Card barcode and select OK to see the card balance.
Where do I find the CODE/PIN on the Gift Card?
Chase/Givex Integration
Redeeming a Gift Card
- Create a new Sale, attach the customer and items the customer is purchasing.
- Select Gift Card from the payment toolbar.
- Swipe the Gift Card through your payment terminal or manually key in the Gift Card number.
- Note: If the transaction total is more than the balance on the Gift Card, you will receive an error and will need to check the balance of the card and enter that exact amount into the Gift Card payment screen and swipe the card again.
- Close the transaction as usual.
Selling a Gift Card
- Create a new Sale and attach the customer.
- Take in their payment for the Gift Card. Are they paying cash or credit? Capture that payment first.
- The transaction balance now shows in parentheses, indicating a negative value (where the shop owes them).
- Select Gift Card from payments toolbar.
- The Amount will automatically in fill in with the negative amount in the balance field.
- Swipe the card to apply that amount to it.
- Close the transaction as usual.
Checking Gift Card Balance
- From the transaction screen > Select Customer from the top tool bar > Check Gift Card Balance.
- From the transaction screen > Select the Gift Card payment type > Check Gift Card Balance.
- Then swipe the card or enter the card number and select OK to see the card balance.
If you're not integrated with Chase or Givex
You should use the Gift Certificate payment type instead of gift card. Gift Certificates are typically paper and made in your shop. The certificate balance is stored in Ascend and directly attached to a customer's account. So, the sale must be associated with the person receiving the Gift Certificate (that will be redeeming it), and not the person buying it. For more information about using Gift Certificates in Ascend, check out our article, Payment Type - Sell a Gift Certificate.
Additional Resources
KB22-224