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Moneris® Core
Terminals
Gift Card Program
Reference Guide
11/2020

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Summary of Contents for Moneris Core Terminals

  • Page 1 Moneris® Core Terminals Gift Card Program Reference Guide 11/2020...
  • Page 2 Need help? Web: moneris.com/support Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...
  • Page 3: Table Of Contents

    Contents Overview ........................2 Gift Card program on the Moneris Core Terminals ..................3 Setting up your terminal for gift cards ....................... 3 Gift card entry options ..........................4 Swipe .................................. 4 Manual entry ..............................4 Gift card transactions ....................5 Navigating the terminal for gift card transactions ..................6 On-screen buttons ..............................
  • Page 4: Overview

    Overview Overview In this section, we provide an overview of the Moneris Gift Card Program. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 5: Gift Card Program On The Moneris Core Terminals

    Gift Card program on the Moneris Core Terminals The Moneris Gift Card program allows you to sell stored-value cards for future purchases in your store. Gift cards can help to boost sales, extend your product line, and build your brand.
  • Page 6: Gift Card Entry Options

    PIN pad) Manual entry You may manually enter the card number only when performing a transaction from the Moneris Gift menu. 1. From the Main menu, tap Transactions, Additional transactions, then tap Moneris Gift. 2. Start a gift card transaction.
  • Page 7: Gift Card Transactions

    Gift card transactions Gift card transactions In this section, we go over everything you need to know regarding gift card transaction processing on your terminal. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 8: Navigating The Terminal For Gift Card Transactions

     go into the Moneris Gift menu to perform them. Simply begin the transaction as you would for any card. At the “Swipe or enter Gift card” prompt, the terminal will recognize when a gift card has been swiped by the customer.
  • Page 9: Main Menu

    Quick Setup Display the Software Update menu. You can check for software updates, sync your settings with the Moneris cloud, or sync all functions with the Moneris host. Software Update Turn on or off the ability to process financial transactions when the customer’s card is not present;...
  • Page 10: Getting To The Main Menu

    Menu key on the keypad (for the Desk/5000 and Move/5000 only)  press the pound key on the keypad (for the V400C only)  Main menu screen 1 Main menu screen 2 Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 11: Gift Card Transactions

    7. The customer passes the terminal back to you. Press the green key to continue, if needed. 8. When “Transaction Approved” appears, tap OK. 9. If the Cardholder copy of the receipt is printed, give it to the customer. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 12: Partially Approved Gift Card Purchase

    The “Swipe or enter Gift card” prompt appears, showing the total refund. Note: If you have the optional external PIN pad, you will not be prompted to pass the terminal; the customer will respond to prompts on the external PIN pad instead. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 13: Gift Card Void

    (PAN), The terminal searches the current gift batch the dollar amount, as well as the date and and displays the transaction(s) that match the time. authorization number you entered. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 14: Customer Prompts On The Terminal

    This table lists the prompts that you and your customers might see during a gift card transaction, along with the actions to take for each prompt. Note: The prompts are listed in the order in which they appear. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 15 The customer passes the terminal back to you. Please pass terminal back to clerk Press the green key to continue, if needed. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 16: Receipts

    Amount paid on the gift card. Balance remaining to be paid. This line is printed when the value of the gift card is insufficient to cover the total transaction amount. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 17: Reprinting A Receipt

    To print the receipt for a previous gift (or loyalty) transaction, tap GL Search for receipt to reprint.  The terminal prints the customer copy of the receipt, then pauses (to allow you to tear off the customer copy) before printing the merchant copy. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 18: Administration

    Administration Administration This section covers administrative transactions, reporting tools, end of day processes, and troubleshooting procedures. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 19: Administrative Transactions

    Follow the steps below to activate and load a dollar value on a gift card. You may also reload a card with value if your Gift Card program has been set up with the card reload functionality. 1. From the Main menu, tap Transactions, Additional transactions, Moneris Gift, then Load. The “Load – Swipe or enter Gift card” screen appears.
  • Page 20: Looking Up A Gift Card Balance (Balance Inquiry)

    Follow these steps to allow the customer to display and print the balance on a gift card. 1. From the Main menu, tap Transactions, Additional transactions, Moneris Gift, then Balance Inquiry. 2. When prompted, pass the terminal to the customer so they can respond to the customer prompts.
  • Page 21: Reporting

    Reporting Note: If you also have a Moneris Loyalty program, loyalty card transactions will be included in the reports. Masking card numbers on reports For security reasons, card numbers are masked when printed on reports. Most of the digits are replaced with asterisks.
  • Page 22: Transaction Details Report For Gift Cards

    Host totals report for gift cards This report shows gift card transactions stored on the Moneris host for the current gift batch. 1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Host Totals.
  • Page 23: End-Of-Day Process

     or gift tip report for the current batch, be sure to generate those reports before you close the batch. If you also have a Moneris Loyalty program, the gift batch will include both gift card and loyalty card ...
  • Page 24 6. Compare the totals from the terminal (as shown in the Transaction Details report printed in step 2) with the totals from the Moneris host (shown in the Host Totals report printed in step 3). 1-866-319-7450...
  • Page 25: Troubleshooting

    Try swiping the card again, this time more slowly or quickly, or from front of the terminal to the back. Host sync failed There was a terminal, host, or communication problem during syncing with the Moneris host. Try to sync again. If this does not work, contact Moneris.
  • Page 26: Other Issues

    To determine the card's date does not get printed on expiry date, perform a Balance Inquiry (page 18). the transaction receipt. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 27: Merchant Support

    Merchant Support Merchant support At Moneris, help is always here for you 24/7. Moneris® Core Terminals Gift Card Program Reference Guide...
  • Page 28 Field Services provide assistance with your payment terminals. Can’t find what you are looking for? Call Moneris Customer Care (available 24/7) toll-free at 1-866-319-7450. We’ll be happy to help. You can also send us a secure message 24/7 by logging in to Merchant Direct® at moneris.com/mymerchantdirect.
  • Page 29 © 2020 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This document shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation.

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