Moneris Core Terminals User manual

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

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Toll-free: 1-866-319-7450
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Moneris® Core Terminals Gift Card Program Reference Guide 1
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..............................................................................................................................................6
Main menu .........................................................................................................................................................7
Getting to the Main menu ..............................................................................................................................................8
Gift card transactions .................................................................................................................................9
Gift card purchase ..............................................................................................................................................9
Partially approved gift card purchase...............................................................................................................10
Gift card pre-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............................................................................................................16
Administrative transactions......................................................................................................................17
Activating/Reloading a gift card .......................................................................................................................17
Looking up a gift card balance (Balance inquiry)..............................................................................................18
Deactivating a gift card.....................................................................................................................................18
Reporting.................................................................................................................................................19
Masking card numbers on reports ...................................................................................................................19
Gift card transaction inquiry.............................................................................................................................19
Gift card tip totals report..................................................................................................................................19
Transaction details report for gift cards...........................................................................................................20
Host totals report for gift cards........................................................................................................................20
End-of-day process ...................................................................................................................................21
Batch close for gift transactions .......................................................................................................................21
Troubleshooting .......................................................................................................................................23
Other issues ......................................................................................................................................................24
Merchant Support ......................................................................................................25

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

Moneris® Core Terminals Gift Card Program Reference Guide 3
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.
Desk/5000
Move/5000
V400c
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.
For more information about terminal settings, refer to the Reference Guide for your terminal. Visit
moneris.com/support, click User guides, then locate your terminal.

Moneris® Core Terminals Gift Card Program Reference Guide 4
Gift card entry options
There are two ways to enter a gift card on the terminal, or on the optional external PIN pad, if equipped:
Swipe
Note: The V400c terminal and optional external PIN pad feature very similar designs, so the card entry methods
are the same on both.
1. Wait for the “Swipe or enter Gift card” prompt to appear on the terminal 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
Swiping a gift card on the V400c terminal (or on the optional
external 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.
3. At the “Swipe or enter Gift card” prompt, key in the card number, then press the green / key.

Moneris® Core 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
transactions

Moneris® Core Terminals Gift Card Program Reference Guide 6
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 “Swipe or enter Gift card” 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 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
The screen of your terminal (or on the optional external PIN pad) is touch sensitive, like a smartphone. You can
move around the application and choose options by touching the appropriate element on screen. Here are the
most common icons and buttons that you should be familiar with.
Screen element Action performed:
Main menu icon
Go to the Main menu.
Cancel a transaction and return to the Purchase screen.
Note: You can also press the red / key on the terminal keypad to perform
the same action.
Delete one or more characters in a data-entry field.
Note: You can also press the yellow / key on the terminal keypad to
perform the same action.
Submit the data shown on-screen. For example, tap OK to indicate the
transaction amount is correct.
Accept/confirm the choice or information displayed on-screen.
Note: You can also press the green / key on the terminal keypad to perform
the same action.

Moneris® Core Terminals Gift Card Program Reference Guide 7
Screen element Action performed:
Go back to the previous screen/menu.
Help icon
To view the website address of the Moneris support page for your terminal.
Main menu
To navigate to the Main menu on the terminal, refer to Getting to the Main menu on page 8.
Menu item Use this menu to:
Reprint
Reprint the last receipt or another receipt.
Screen Lock
Lock the screen using a temporary lock code.
End of Day
Close your batch and print batch reports.
Quick Setup
Launch the Quick Setup procedure 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.
Card Not Present
Turn on or off the ability to process financial transactions when the customer’s
card is not present; for example, email and telephone orders.
Note: If this function is off, the icon will not appear on the main menu.
Language Settings
Set the language of the terminal to French or English.
Transactions
Display the Transactions menu.
Reports
Display the Reports menu to run reports on transactions or on settings.
Settings
Display the Settings menu. When setting up the terminal, you may have set some
settings (such as tip and clerk ID).

Moneris® Core Terminals Gift Card Program Reference Guide 8
Getting to the Main menu
You can access all of the terminal 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/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 9
Gift card transactions
These instructions are streamlined to focus on gift card functionality. For any screens and prompts that are not
gift card related, refer to the Reference Guidefor your terminal.
Gift card purchase
Follow these steps to process the sale of products and services using a gift card.
Note: If the customer’s gift card is not activated, follow the Activation procedure on page 17.
1. Start at the “Please enter the purchase amount” screen. This is the terminal's default screen, and the same
screen where you begin a debit/credit Purchase.
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.
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.
4. The customer swipes their gift card on the terminal (or on the optional external PIN pad, if equipped).
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.
Note: Even if you have the optional external PIN pad, the receipt output selection will still be displayed on
the terminal, so you will need to ask the cardholder how they would like their receipt.
6. The customer (or merchant acting on the customer’s behalf) 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.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
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 10
Partially approved gift card purchase
A Partial Approval of a gift 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 on page 9.
2. The terminal approves the partial amount tendered on the gift card, then displays to the customer and to
the merchant the amount still owing. For example:
Amount approved $10.00
Amount due $20.50
3. Tap OK to accept the 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 transaction. Use a credit card instead. For instructions,
refer to the Reference Guide for your terminal and look under Transactions, then Pre-authorization.
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. See receipt sample on
page 14.
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.
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 11
6. The customer swipes their gift card on the terminal (or on the optional external PIN pad, if equipped).
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.
Note: Even if you have the optional external PIN pad, the receipt output selection will still be displayed on
the terminal, so you will need to ask the cardholder how they would like their receipt.
8. The customer (or the merchant acting on the customer’s behalf) 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.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
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.
Important: A void must be performed in the same batch and for the same amount as the original transaction.
Perform a refund, instead of a void, in the following situations:
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.
Void last transaction Search for transaction to void
a. Tap Last Transaction.
The terminal displays the last completed
transaction that can be voided.
b. Verify that this is the transaction you want
to void by checking the card number (PAN),
the dollar amount, as well as the date and
time.
a. Tap Search for transaction.
b. Enter the authorization number of the gift card
transaction you want to void. To locate the
authorization number, see receipt sample on
page 14.
The terminal searches the current gift batch
and displays the transaction(s) that match the
authorization number you entered.

Moneris® Core Terminals Gift Card Program Reference Guide 12
Void last transaction Search for transaction to void
c. Verify that this is the transaction you want to
void by checking the card number (PAN), the
dollar amount, as well as the date and time.
c. Tap OK to proceed with voiding the
transaction.
To cancel the Void operation, tap Cancel.
d. Tap OK to proceed with voiding the
transaction.
To cancel the Void operation, tap Cancel.
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.
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.
4. The customer swipes their gift card on the terminal (or on the optional external PIN pad, if equipped).
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.
Note: Even if you have the optional external PIN pad, the receipt output selection will still be displayed on
the terminal, so you will need to ask the cardholder how they would like their receipt.
6. The customer (or the merchant acting on the customer’s behalf) selects a receipt format (or no receipt) by
tapping one of the options on screen or by pressing the corresponding number on the keypad.
7. The “Transaction Complete/Please pass terminal back to clerk” prompt appears. The terminal begins
printing receipts, as required.
Note: If you have the optional external PIN pad, the customer will not be prompted to pass the terminal.
8. The customer passes the terminal back to you. Press the green / key to continue if needed.
9. When “Transaction Approved” appears, tap OK.
10. If there are any printed receipts, give the Cardholder copy to the customer.
Customer prompts on the terminal and optional external PIN pad
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 13
Customer prompts Customer actions
Would you like to
leave a tip?
This screen appears when the tip feature is turned on.
There are 4 possible tip options the customer can choose, depending on how you
have set up tip entry on the terminal.
Pre-set tip percentages. For example, 15%, 20%, and 25%. The customer taps
the desired percentage.
No tip. Customer taps the No Tip button on screen or presses 1 on the keypad.
Tip as a specific dollar amount. The customer taps the $button or presses 2
on the keypad, then enters the tip amount in dollars and cents.
Tip as a specific percentage amount. The customer taps the %button or
presses 3 on the keypad, then enters the tip amount as a percentage of the
bill.
Ready to pay?
Swipe or enter Gift
card
The customer swipes their gift card on the terminal, or on the optional external
PIN pad, if equipped. The customer may also manually enter their card number
using the numeric keys, then presses the green green / 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 owed.
Please pass the
terminal back to the
clerk.
This screen appears when the customer used a gift card to pay for a portion of the
total amount.
Ask the customer for another form of payment and continue processing the
transaction until the full amount is paid.
If the customer has more gift cards, ask them to use those first before other
tender types.
For more information, refer to Partially approved gift card purchase on page 10.
How would you like
your 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 the terminal, so you will need to ask the cardholder how
they would like their receipt.
The customer (or the merchant acting on the customer’s behalf) selects a receipt
format by tapping one of the options on screen or by pressing the corresponding
number on the keypad.
Please pass terminal
back to clerk
The customer passes the terminal back to you.
Press the green / key to continue, if needed.

Moneris® Core Terminals Gift Card Program Reference Guide 14
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
Item Description
A Gift transaction type, for example,
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 numbers.
D Authorization number. Use this
number to process Refunds and Void,
and to re-print receipts.
E Amount. This is the dollar amount of
the transaction.
F Tip. This line appears if you have
tipping turned on.
G Total. This is the total sale amount
including any tip.
H
Amount paid on the gift card.
I 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 15
Reprinting a receipt
This function reprints both the customer copy and the merchant copy of a gift card transaction.
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.
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 16
This section covers administrative transactions,
reporting tools, end of day processes, and
troubleshooting procedures.
Administration
Administration

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.

Moneris® Core Terminals Gift Card Program Reference Guide 18
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.
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.
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 on the terminal:
To print the balance inquiry, the customer taps 1Print,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.
Deactivating a gift card
Follow the steps below to deactivate a gift card and print a receipt showing the current balance, if any.
Important: Once a gift card has been deactivated, it can never be used again.
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 on the terminal, or on the optional external PIN pad that 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.