Overview

Gift card program

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.

To sign up for the Gift Card program, contact Moneris.

Loyalty program

The Moneris Loyalty program encourages customers to return to your store to shop. Loyalty cards can help to boost sales by giving you an advantage over your competitors.

There are four types of loyalty programs: Basic Loyalty, Enhanced Loyalty, Pro Loyalty, and Tracking. The Enhanced and Pro Loyalty programs allow you to capture more information about each transaction and therefore exercise more control over how loyalty points are awarded. Use the Tracking program to permit your customers to earn points from non-Moneris loyalty programs.

In general, this is how your loyalty program works:

• Every time a customer makes a purchase, you swipe the customer’s loyalty card so they can earn points towards rewards.
• When a customer reaches a specified number of points, they can redeem their points for a reward.
• To learn how to enrol customers, replace lost or damaged cards, promote your loyalty program, and more, refer to your Loyalty program operating manual.
• In general, this is how the Tracking program works:
  • Every time a customer makes a purchase, you swipe the Tracking loyalty card so the customer can earn points towards rewards.
  • The transaction data is passed to the Loyalty Program Provider, which then awards points to the customer’s account.

Moneris Gift card transactions

Gift card program

Setting up your terminal for gift cards

No additional configuration is required to use gift cards on your terminal. Your existing settings will apply to gift card transactions.  For example, if clerk IDs are turned on, you will be asked to enter a clerk ID when performing a gift card transaction. If tip entry is turned on, your customers will see the tip prompt on gift card Purchases.

Navigating the terminal for gift card transactions

Review the following navigation information for using the Gift Card program on your Moneris terminal.

• Some gift card transactions are integrated into the main Transactions menu. This means you don’t have to go into the Moneris Gift menu to perform them. Simply begin the transaction as you would for any card. At the “Tap, insert or swipe” prompt, the terminal will recognize when a gift card has been swiped by the customer. The integrated gift transactions include:
  • Purchase
  • Refund
  • Void
  • Balance Inquiry
• All gift card transactions can be performed from the Moneris Gift menu. This menu has additional functions which are not integrated into the main Transactions menu, such as gift card activation/load and deactivation. To access the Moneris Gift menu, start at the Main menu, tap Transactions, Additional transactions, then Moneris Gift.
  

  Note: If you wish to manually enter a gift card number, you must start the transaction from the Moneris Gift menu.

   

Gift card entry options

There are two ways to enter a gift card on the terminal:

Swipe: Magnetic stripe cards

Wait for the “Swipe or enter Gift card” prompt to appear on the terminal display. Swipe the card on the terminal’s magnetic stripe reader.

Manual entry

You may manually key in the card number only when performing a transaction from the Moneris Gift menu.

1. From the Main menu, tap Transactions, Additional transactions, Moneris Gift.
2. Start a gift card transaction.
3. At the “Swipe or enter Gift card” prompt, key in the card number, then press the green key.

Gift card 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.

Gift card purchase

Follow these steps to process the sale of products and services using a gift card.

1. Start at the Purchase screen.
   • If your terminal is at a different screen, go to the Main menu, tap Transactions, then tap Purchase.
   • If prompted, enter your clerk ID and tap OK.
2. Key in the amount of the purchase and tap OK.
   • Respond to any merchant prompts that appear. For example, the terminal may ask for an invoice number.
3. When prompted, pass the terminal to your customer so they can respond to the customer prompts.
   • If tip entry is turned on, the customer enters a tip (or no tip).
     The “Swipe or enter Gift card” prompt appears, showing the final total and the cards you accept.
4. The customer swipes their gift card on the terminal.
   • If prompted, the customer keys in the card validation code (CVC) from their gift card.
     The “Processing your request” message appears.
5. Once the transaction is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
6. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad.
   The “Transaction approved/Please pass terminal back to clerk” prompt appears. The terminal begins printing receipts, as required.
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.

Gift card refund

Follow these steps to refund a gift card purchase, whether you need to refund the whole transaction amount or part of the amount. A refund credits a customer's account.

1. From the Main menu, tap Transactions, then tap Refund.
2. When prompted, enter your user ID and passcode.
   The Refund screen appears.
3. Key in the amount of the refund and tap OK.
   • Respond to any merchant prompts; for example, the terminal may ask for an invoice number.
     The terminal prompts you to “Enter the authorization number of the transaction that is to be refunded”.
4. Key in the 6-digit authorization number found on the Purchase receipt and tap OK. Refer to the receipts if needed.
5. Pass the terminal to your customer so they can respond to the customer prompts.
   The “Swipe or enter Gift card” prompt appears, showing the total refund.
6. The customer swipes their gift card on the terminal
   • If prompted, the customer enters the card verification code (CVC) from their gift card.
     The “Processing your request” message appears.
7. Once the transaction is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
8. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad. The “Transaction Complete/Please pass terminal back to clerk” prompt appears. The terminal begins printing receipts, as required.
9. The customer passes the terminal back to you. Press the green key to continue, if needed.
10. When “Transaction Approved” appears, tap OK.
11. If the Cardholder copy of the receipt is printed, give it to the customer.

Gift card void

Void a gift card transaction when it has been entered incorrectly and the gift card batch is still open.

• The original transaction you want to reverse is in a closed batch.
• The original transaction you want to reverse is in the open batch but you need to refund only part of the purchase amount.

1. From the Main menu, tap Transactions, then Void.
   The Void menu appears.
2. Follow the instructions in one of the columns in the table below. If the last transaction you performed was a gift transaction and you wish to void it, tap Last Transaction. Otherwise, tap Search for transaction.

3. Pass the terminal to your customer so they can respond to the customer prompts.
   The “Swipe or enter Gift card” prompt appears, showing the total amount to be voided.
4. The customer swipes their gift card on the terminal
   The “Processing your request” message appears.
5. Once the transaction is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
6. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad.
   The “Transaction Complete/Please pass terminal back to clerk” prompt appears. The terminal begins printing receipts, as required.
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 there are any printed receipts, give the Cardholder copy to the customer.

Partially approved gift card purchase

A Partial Approval of a gift card purchase occurs when the customer pays for a purchase with a gift card but the value on the gift card is less than the purchase amount.

1. Follow the Gift card purchase transaction.
2. The terminal approves the partial amount tendered on the gift card, then displays the amount still owing. For example:
   Amount due $10.00
   Tender type?
3. The customer taps 1 Cardor 2 Cash to process another partial approval.
   The amount due can be paid by any tender type, for example, another gift card, a credit card, a debit card, or cash.
   

   IMPORTANT! Process all gift cards first before using another tender type. The customer may have more than one gift card.

    
4. Follow the merchant prompts on screen for each tender type offered by the customer until the total purchase amount is paid.
5. If the Cardholder copy of a receipt is printed, give it to the customer.

Gift card pre-authorization

Currently, you cannot use a gift card to pre-authorize a purchase transaction.

Use a credit card instead. Refer to credit card pre-authorization.

Gift card receipts

Gift card authorization number

Each gift card transaction has an authorization number (Auth#) which is printed on both the customer copy and the merchant copy of the receipt. You may be prompted to key in this number when performing gift card Refunds, Voids and when reprinting transaction receipts.

Gift card receipt

Reprinting a gift or loyalty card receipt

This function reprints both the customer copy and the merchant copy of a gift card or loyalty card transaction receipt.

1. From the Main menu, tap Reprint.
   The Reprint menu appears.
2. Choose one of the following:
   • To print the receipt for the last gift or loyalty transaction, tap GL Reprint last receipt.
   • 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.
   • To print the receipt for a previous gift or loyalty transaction, tap GL Search for receipt to reprint, tap at least one of the three search fields, enter the required information, and tap OK. Tap OK again to proceed with your searc
   • 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.
   • If no receipts were found:
     • To return to the search screen, tap Back;
     • To return to the Main menu, tap Cancel.

Looking up the balance of a gift card (Balance inquiry)

Follow these steps to allow the customer to display and print the balance of 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.
   The “Swipe or enter Gift card” prompt appears.
3. The customer swipes the gift card for which they want to see the balance.
   • If prompted, the customer enters the card verification code (CVC) from the gift card.
     The “Processing your request” message appears.
4. The terminal displays:
   • the status of the gift card, for example, Card Active;
   • the dollar value on the gift card, for example, Balance $25.00.
5. The customer taps OK to continue.
   The terminal displays the card status and card balance again, with the option to print the information.
6. The customer chooses one of the following:
   • To print the balance inquiry, the customer taps 1 Print, or presses 1 on the keypad.
     The customer copy of the balance inquiry prints. No other formats are available.
     

     Note: There is no merchant copy of the balance inquiry since it is intended for the customer only.

      
   • To end the transaction, the customer taps OK.
7. If the Cardholder copy of the Balance Inquiry prints, give it to the customer.

Activating/reloading a gift card

Follow the steps below to activate and load a dollar value on a new gift card. You may also reload a card that has already been activated 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.
2. Swipe the gift card you want to activate or reload.
   • If prompted, enter the card verification code (CVC) from the gift card.
     The “Enter Amount” screen appears.
3. Key in the dollar value you wish to load on the gift card and tap OK.
   The “Processing your request” message appears.
4. The terminal begins printing the receipts.
   A receipt is always printed for gift card activation/load. The receipt shows the card information, the status of the activation or load (approved, declined, not completed), and the requested dollar amount.
   

   Note: The customer must pay for the amount shown on the receipt before receiving the gift card.

    
5. Give the Cardholder copy of the activation/load receipt to the customer.
6. At the “Transaction Approved” screen, tap OK, if needed.
   The “Would you like to load another gift card?” screen appears.
7. Do one of the following:
   • If the customer wants to activate or re-load another gift card, tap Yes.
     The “Swipe or enter Gift card” prompt appears. Return to step 2 to activate or re-load another gift card.
   • If there are no more gift cards to activate or re-load, tap No.
     The terminal displays the total dollar amount (“Balance due”) loaded on the gift card or cards, along with the “Pay with?” prompt. Continue at step 8.
8. Ask the customer how they would like to pay for the balance due:
   • If the customer wants to pay using a card, such as a debit or credit card, tap Cards.
     The terminal begins a Purchase transaction. If needed, Go to the debit/credit card purchase for instructions.
   • If the customer wants to pay using cash, tap Cash.
     The terminal begins a cash purchase transaction.
     The activation or reload is completed once the balance due is successfully paid for.

Deactivating a gift card

Follow the steps below to deactivate a gift card and print a receipt showing the current balance, if any.

1. From the Main menu, tap Transactions, Additional transactions, Moneris Gift, then Deactivate.
   The “Swipe or enter Gift card” prompt appears.
2. Swipe the gift card you want to deactivate.
   The “Processing your request” message appears.
3. Once the deactivation is approved, the terminal prints a confirmation for the customer. There is no merchant copy.
4. Give the confirmation receipt to the customer.
5. At the “Transaction Approved” screen, tap OK.

Moneris Loyalty transactions

Loyalty programs

Setting up your terminal for loyalty cards

No additional configuration is required to use loyalty cards on your terminal. Your existing settings will apply to loyalty card transactions. For example, if clerk IDs are turned on, you will be asked to enter a clerk ID when performing a loyalty card transaction.

Navigating the terminal for loyalty transactions

Loyalty card transactions are integrated into the Transactions menu which is accessed from the Main menu. This means you don’t have to go into the Moneris Loyalty menu to perform them. After the approval of a financial transaction, start the loyalty transaction when prompted on screen. The following transactions are integrated with the loyalty program:

• Purchase
• Refund
• Void

Loyalty card entry options

There are two ways to enter a loyalty card on the terminal:

Swipe: Magnetic stripe cards

Wait for the “Swipe your loyalty card or input number” prompt to appear on the terminal display. Swipe the card on the terminal’s magnetic stripe reader.

Manual entry

You may manually key in the loyalty card number.

1. Wait for the “Swipe your loyalty card or input number” prompt to appear on the terminal.
2. Key in the card number, then press the green  key.

Basic loyalty program

Awarding points after a Purchase

Follow these steps to award loyalty points to a customer after they have paid for a Purchase.

1. At the end of the Purchase transaction, the terminal displays the loyalty prompt, “Would you like to add loyalty points?” or “Does this transaction have loyalty?”. Tap Yes.
2. Pass the terminal to the customer so they can enter their loyalty card.
3. The customer swipes their loyalty card on the terminal.
   • The “Processing your request” message appears.
   • The “Transaction approved/Please pass terminal back to clerk” prompt appears. The terminal begins printing receipts.
4. The customer passes the terminal back to you. Press the green  key to continue, if needed.
5. When “Transaction Approved” appears, tap OK.
6. Give the Cardholder copy of the receipt to the customer.

Redeeming points automatically

If your loyalty program has been set up for Automatic Redemption, points are automatically redeemed when a cardholder reaches the configured Reward Threshold Level, and a Reward Coupon prints from the terminal.

Removing points after a debit or credit refund

Follow these steps to remove loyalty points from a customer’s loyalty card after performing a debit or credit refund.

1. At the end of the Refund transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?” Tap Yes.
   • The terminal prompts you to “Enter the authorization number of the transaction that is to be refunded”.
2. Key in the 9-digit authorization number found on the “Loyalty Earned” receipt and tap OK. To view a receipt example, go to Basic loyalty receipt.
3. Pass the terminal to the customer so they can enter their loyalty card.
4. The customer swipes their loyalty card on the terminal.
   • The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
5. The customer passes the terminal back to you. Press the green  key to continue, if needed.
6. When “Transaction Approved” appears, tap OK.
7. Give the Cardholder copy of the receipt to the customer.

Removing points after a cash refund

Follow these steps to remove loyalty points from a customer’s loyalty card after performing a debit or credit refund.

1. At the end of the cash Refund transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?” Tap Yes.
2. The "Swipe your card" prompt appears.
3. Pass the terminal to the customer so they can enter their loyalty card.
4. The customer swipes their loyalty card on the terminal.
   • The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
5. The customer passes the terminal back to you. Press the green  key to continue, if needed.
6. When “Transaction Approved” appears, tap OK.
7. Give the Cardholder copy of the receipt to the customer.

Removing points after a void

Follow these steps to remove loyalty points from a customer’s loyalty card after performing a void.

1. At the end of the Void transaction, the terminal displays the loyalty prompt “Does this transaction have loyalty?” Tap Yes.
   • The terminal prompts you to “Enter the authorization number of the transaction that is to be voided.
2. Key in the 9-digit authorization number found on the original loyalty receipt and tap OK. To view a receipt example, go to Basic loyalty receipt.
3. The terminal displays the original loyalty transaction.
4. Tap OK to void the loyalty transaction.
   • The “Swipe your loyalty card or input number” prompt appears.
5. Pass the terminal to the customer so they can enter their loyalty card.
6. The customer swipes their loyalty card on the terminal.
   • The “Processing your request” message appears, followed by the “Transaction approved/Please pass terminal back to clerk” prompt. The terminal begins printing receipts.
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. Give the Cardholder copy of the receipt to the customer.

Basic loyalty receipt

Each loyalty card transaction has an authorization number (Auth#) which is printed on both the customer copy and the merchant copy of the receipt. You may be prompted to key in this number when performing loyalty card Refunds, Voids and when reprinting transaction receipts.

Reprinting a loyalty receipt

The same procedure is used for reprinting both gift card receipts and loyalty card receipts. Go to Reprinting a gift or loyalty receipt.

Moneris G&L reports

Gift & Loyalty reports

These reports provide information and insight into the gift and loyalty card transactions processed on your terminal.

To access all gift and loyalty card reports: from the Main menu, tap Reports, Transaction Reports, then Gift and Loyalty Reports.

Masking card numbers on reports

For security reasons, card numbers are masked when printed on reports. All digits, except the last four, are replaced with asterisks.

Transaction inquiry

This report shows gift and loyalty card transactions by card number and/or transaction date. You can choose to display or print the receipt for a transaction.

1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Trans. Inquiry.
   • The Transaction Inquiry screen appears.
2. Choose one of these options:
   • To search by card number, tap the Card Number field, enter the last 4 digits of the gift card, then tap OK.
   • To search by date, tap the Date field, enter the desired date, then tap OK.
   • To search for gift or loyalty card transactions for a specific card on a specific date, enter a value in both fields.
3. Once you have entered a value in the card number field or the date field or both, tap OK to proceed with your inquiry.
   • To go back and change a value, tap Back.
   • The terminal displays the transaction(s) found with the dollar amount or indicates there are no transactions that match your search values.
4. For each item found, tap the transaction to see more details.
   • The terminal displays the transactions details.
5. Choose one of these options:
   • To print a receipt for the displayed transaction, tap 1 Reprint Receipt or press 1 on the keypad;
   • To return to your search results, tap Back.
   • To end the Transaction Inquiry and return to the Gift and Loyalty Reports menu, tap OK.

Transaction Details report

This report shows details for gift card and loyalty card transactions stored on the terminal in the current Gift & Loyalty batch. If you wish to see only the summary of transactions, go to Terminal totals report.

1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Trans. Details.
   • The "Report by type" search screen appears.
2. Tap Select Type and choose a search type.
   • To search by date, tap Date, enter a date, then tap OK.
   • To search the current batch, tap Entire Batch, then tap OK.
   • The terminal displays the details and totals for each gift or loyalty card found, together with a grand total by transaction type, or indicates there are no transactions that match your search values.
3. Choose one of these options:
   • To print the report, tap 1 Print or press 1 on the keypad;
   • To return to the search screen, tap Back;
   • To end the report and return to the Gift and Loyalty Reports menu, tap OK.

Tip Totals report

This report shows a summary of tip amounts entered on the terminal for gift card and loyalty card transactions, for a specified date or for the entire current batch.

1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Tip Totals.
   • The "Report by type" search screen appears.
2. Tap Select Type and choose a search type.
   • To search by date, tap Date, then enter a date, and tap OK.
   • To search the current batch, tap Entire Batch, then tap OK.
3. Select a specific clerk or select all clerks, then tap OK.
   • The terminal displays each transaction found together with the dollar amount, or indicates there are no transactions that match your search values.
4. Tap each transaction to see more details.
   • The terminal displays the transactions details.
5. Choose one of these options:
   • To print a receipt for the displayed transaction, tap 1 Print or press 1 on the keypad;
   • To return to the search screen, tap Back.
   • To end the report and return to the Gift and Loyalty Reports menu, tap OK.

Terminal Totals report

This report shows totals only for the gift card and loyalty card transactions stored on the terminal in the current Gift & Loyalty batch.

1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Terminal Totals.
   • The Terminal Totals search screen appears.
2. Tap Select Type and choose a search type.
   • To search by date, tap Date, enter a date, then tap OK.
   • To search the current batch, tap Entire Batch, then tap OK.
   • The terminal displays the totals for each gift or loyalty card found, together with a grand total by transaction type, or indicates there are no transactions that match your search values.
3. Choose one of these options:
   • To print the report, tap 1 Print or press 1 on the keypad;
   • To return to the search screen, tap Back;
   • To end the report and return to the Gift and Loyalty Reports menu, tap OK.

Host Totals report

This report shows gift card and loyalty card transactions stored on the Moneris host for the current Gift & Loyalty batch.

1. From the Main menu, tap Reports, Transaction Reports, Gift and Loyalty Reports, then Gift & Loyalty Host Totals.
   • The terminal connects to the Moneris host to obtain the gift and loyalty totals.
   • The terminal displays the totals for each gift or loyalty card found, together with a grand total by transaction type, or indicates there are no transactions that match your search values.
2. Choose one of these options:
   • To print the report, tap 1 Print or press 1 on the keypad;
   • To end the report and return to the Gift and Loyalty Reports menu, tap OK.

Moneris G&L batch close

End-of-day process

Gift card and loyalty card transactions processed on your terminal are stored in a Gift & Loyalty batch. This batch is separate from the batch for your debit and credit card transactions. In order for Moneris to transfer the funds from your Gift & Loyalty transactions into your business account, the batch must be closed using the procedure below. Once the batch is closed, a new batch is opened automatically and the batch number is incremented. Any new transactions will be stored in the new batch.

Closing your Gift & Loyalty batch

You must close your Gift & Loyalty batch yourself by using the terminal. Moneris cannot close it for you automatically (system close is not available for Gift & Loyalty programs). Follow these steps.

1. From the Main menu, tap End of Day, then tap Close Gift & Loyalty Batch.
   The terminal communicates with the Moneris host to obtain your Gift & Loyalty batch totals. On the Close Gift & Loyalty Batch menu, the terminal indicates whether the batch is "in balance" or "out of balance" with the batch totals on the Moneris host.
2. Do one of the following:
   • If your batch is in balance, go to step 8 to proceed with closing the batch.
   • If your batch is out of balance, go to step 3.
3. Print the Host Totals report.
   1. On the Close Gift & Loyalty Batch menu, tap Host Totals.
      The terminal displays the totals of all gift transactions in the current batch, as recorded on the Moneris host.
   2. Tap Print or press 1 on the keypad to print the report. 
      The terminal prints the gift totals from the Moneris host and returns to the Host Totals screen.
   3. Tap OK to return to the Close Gift & Loyalty Batch menu.
4. Print the Terminal Totals report.
   1. On the Close Gift & Loyalty Batch menu, tap Terminal Totals.
   2. On the search screen, tap Select Type and then tap Entire Batch.
   3. Tap OK to proceed with the search.
   4. Tap Print to print the terminal totals.
   5. Tap OK to return to the Close Gift & Loyalty Batch menu.
5. Compare the Host Totals report (printed in step 3) with the Terminal Totals report (printed in step 4) to determine which transaction type is missing from the host. For example, a particular card may show 5 Purchases (Loyalty Earned) on the terminal totals but only 4 Purchases (Loyalty Earned) on the host totals.
6. View the Transaction Details report to find the missing transaction(s).
   1. On the Close Gift & Loyalty Batch menu, tap Transaction Details.
      The terminal displays the details of all gift and loyalty transactions in the current batch together with transaction totals, as recorded on the terminal.
   2. For each missing transaction, locate the date, time, dollar amount (or points for Loyalty), and the last 4 digits of the card number.  Print the report if this is more convenient for you.
      If requested, the terminal prints the transaction details and totals, and returns to the Transactions Details screen.
7. Call Moneris Customer Care toll-free at 1-866-319-7450 to obtain assistance with reconciling your out-of-balance batch. Go to step 7a.
   

   NOTE: You can also proceed with closing your batch now (go to step 8) and contact Moneris the next business day for help with reconciliation.

    
   1. When listening to the options on the telephone menu, select “Financial Inquiry”. We will ask you for the information gathered in step 6b. You can read it from the Transaction Details report screen or from the printed report.
   2. After speaking to Moneris, if the terminal still displays the Transaction Details report, tap OK to return to the Close Gift & Loyalty Batch menu.
      On the Close Gift & Loyalty Batch menu, tap OK to proceed with closing the batch.
8. The terminal processes your request, then displays "Batch Closed".
9. Tap Batch Closed or press the green  key to acknowledge that the batch has been closed. The terminal returns to the End of Day menu.

Third party gift

Third party gift card transactions

After setting up third party gift on your terminal, you can process gift card transactions using gift cards issued by your third party (that is, not issued by Moneris).

Purchase

To process a third party gift card purchase, follow the standard purchase transaction flow that you would use for debit and credit cards. At the payment screen, the terminal will recognize the type of payment card tendered by the customer, including gift cards.

Other transactions

For other third party gift card transactions supported by your provider, follow these step-by-step instructions.

	On the Main menu, tap Transactions.
	Tap Additional Transactions.
	Tap the name of your third-party gift provider, for example, Givex Gift.
Givex shown as example only	On the third-party gift card transaction menu, tap the transaction you wish to perform. Only transactions supported by your third-party provider will appear on the menu. You can process these transactions by simply following the prompts on the screen. If you need assistance, contact your third-party gift card provider.