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Moneris® Core Terminals Gift Card Program Reference Guide 

17 

Administrative transactions 

Activating/Reloading a gift card 

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.  

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

The “Activate next?” 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, refer to the 

Purchase – debit/credit

 procedure in 

the 

Reference Guide

 for your terminal 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.  

Summary of Contents for Core Terminals

Page 1: ...11 2020 Moneris Core Terminals Gift Card Program Reference Guide...

Page 2: ...Need help Web moneris com support Toll free 1 866 319 7450 Record your Moneris merchant ID here ____________________________________...

Page 3: ...re authorization 10 Gift card refund 10 Gift card void 11 Customer prompts on the terminal 12 Receipts 14 Gift card authorization number 14 Gift card receipt 14 Reprinting a receipt 15 Administration...

Page 4: ...Moneris Core Terminals Gift Card Program Reference Guide 2 In this section we provide an overview of the Moneris Gift Card Program Overview Overview...

Page 5: ...our 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 o...

Page 6: ...inal display or on the optional external PIN pad if equipped 2 Swipe the card on the terminal or PIN pad s magnetic stripe reader Swiping a gift card on the Desk 5000 and the Move 5000 terminals Swipi...

Page 7: ...re Terminals Gift Card Program Reference Guide 5 In this section we go over everything you need to know regarding gift card transaction processing on your terminal Gift card transactions Gift card tra...

Page 8: ...n menu tap Transactions Additional transactions then tap Moneris Gift Note If you wish to manually enter a gift card number you must start the transaction from the Moneris Gift menu On screen buttons...

Page 9: ...re to set up your terminal Software Update 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 Car...

Page 10: ...rminal functions from the Main menu To get to the Main menu on the terminal use one of these methods tap the Menu icon on the screen if it is available press the Menu key on the keypad for the Desk 50...

Page 11: ...l external PIN pad you will not be prompted to pass the terminal the customer will respond to prompts on the external PIN pad instead 4 The customer swipes their gift card on the terminal or on the op...

Page 12: ...uthorization Currently you cannot use a gift card to pre authorize a transaction Use a credit card instead For instructions refer to the Reference Guide for your terminal and look under Transactions t...

Page 13: ...s 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 o...

Page 14: ...he customer the available options for receiving a receipt 1 Email 2 Text 3 Print and 4 None Note Even if you have the optional external PIN pad the receipt output selection will still be displayed on...

Page 15: ...key Please enter the card verification code from your gift card The customer enters the 3 digit card verification code CVC from their gift card and taps OK You paid NN NN on that card NN NN is still o...

Page 16: ...mple Purchase Refund Void Activation B Gift card name or program name C Gift card number The card number is masked an asterisk is printed in place of the each card number except for the last four numb...

Page 17: ...int 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...

Page 18: ...eris Core Terminals Gift Card Program Reference Guide 16 This section covers administrative transactions reporting tools end of day processes and troubleshooting procedures Administration Administrati...

Page 19: ...lar 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...

Page 20: ...us and card balance again with the option to print the information 6 The customer chooses one of the following on the terminal To print the balance inquiry the customer taps 1 Print or presses 1 on th...

Page 21: ...fic 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...

Page 22: ...arch 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 stored transactions found or indicates there are no transactions that...

Page 23: ...Important Moneris strongly recommends closing your batch each day 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...

Page 24: ...ed 5 Tap Batch Closed or press the green key to acknowledge that the batch has been closed 6 Compare the totals from the terminal as shown in the Transaction Details report printed in step 2 with the...

Page 25: ...work contact Moneris Invalid expiry date The promotional gift card entered has passed its expiry date Request another form of payment Note A promotional gift card is like a coupon It is given not sol...

Page 26: ...llowed for this card The card to which you are attempting to transfer a balance is a fixed amount gift card It cannot be re loaded Use a variable amount gift card instead Other issues Problem Solution...

Page 27: ...Moneris Core Terminals Gift Card Program Reference Guide 25 At Moneris help is always here for you 24 7 Merchant Support Merchant support...

Page 28: ...to enable them Visit shop moneris com to purchase point of sale supplies and receipt paper Visit insights moneris com for business and payment news trends customer success stories and quarterly repor...

Page 29: ...spective licensors licensees service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information content and materials contained in this do...

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