Moneris VX 820 Duet User manual

Gift Card program
Using Your Terminal
for Gift Card
For Moneris®VX 820 Duet
®

Gift Card program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Gift card entry options . . . . . . . . . . . . . . . . . . . . . . . . . 3
Administrative transactions . . . . . . . . . . . . . . . . . . . . . 5
Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Receipts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
End-of-day process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
®
Need help?
Call 1-866-319-7450
Record your Moneris merchant number here:
Contents
1

There are two ways to perform transactions with
a gift card using the terminal:
Swipe: agnetic stripe cards
1. Wait for the “Swipe or
Enter Card:” prompt
to appear on the
terminal display.
2. Swipe the gift card on
the terminal’s magnetic
stripe reader.
anual entry
You may manually enter the card number for Card
nquiry, Card Deactivation, and Purchase transactions.
When keying in the card number for a Purchase, you
will also need to enter the manager password.
1. Wait for the “Swipe or Enter Card:” prompt to
appear on the terminal display.
2. Key in the gift card number and press the green
OK key.
Using the Touchscreen
The terminal and/or external P Npad react when you
touch various areas on the screen (icons) in much the
same way it reacts when you press a key on the keypad.
Press icons on the touchscreen with your finger or
a soft, blunt-tipped object (such as a stylus).
Touchscreen Tips
•Use your fingertip or an approved stylus with a soft
plastic tip.
•Do not use sharp or pointed objects (e.g., pens, pencils,
golf tees, etc.) to press icons on the touchscreen.
•Keep the touchscreen clean and free of fingerprints
by using a dry microfiber cloth to wipe down the
screen.
•Do not use liquid cleaning agents, such as glass
cleaner, on the screen.
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.
Gift Card program Gift card
entry options
2 3

4 5
Tips for moving through the menus
•To scroll down or up: On the touchscreen, press
the (Arrow) icon.
•To change the direction of the arrow: Press the
yellow CORR key.
•To select a menu item: On the touchscreen, press
the (Blue Function) icon that appears to the
right of the menu item.
•To finish entering information and move on to
the next step: Press the green OK key.
Administrative
transactions
Initializing the terminal
You must initialize your terminal when you first
configure it for the Gift Card program, and when
prompted by the terminal after a program change
request has been processed.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Setup.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
3. On the Setup menu, scroll down and select
Initialization.
f the “Batch Not Empty Close Batch?” prompt
appears, choose one of the following:
•To close the batch and delete all transactions
from the terminal memory, select Yes.
OR
•To leave the batch open and keep all transactions
in the terminal memory, select No. (This is
recommended.)
The “Ernex Term D:” prompt appears.
4. Choose one of the following:
•To accept the displayed ID, press the green OK key.
OR
•To change the Ernex Terminal ID:
a. Press the red CANC ANNUL key.
b.On the Setup menu, select erchant.
c. Press Next until “Ernex Term D” appears.
d. Press Edit and key in the new terminal D.
e. Press the green OK key to accept your input.
f. Press Exit.
g. Press the green OK key to save your changes.
The terminal returns to the Setup menu.
h.Return to step 3.
The terminal communicates with the Moneris host
and “000 Approved” appears after the initialization
is completed successfully.
5. Press the red CANC ANNUL key to return to the Gift
& Loyalty transactions menu.
6. Press the (asterisk) key to return to the
applications menu.

Enabling tip processing on gift card purchases
f you wish to allow tipping on Purchases paid by gift
card, follow the steps below.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Setup.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
3. n the Setup menu, scroll down and select Terminal.
The SETUP menu appears with “Clrk/Srvr Mode” as
the displayed option.
4. Select Next until “Tip Processing” appears.
5. Select Edit.
The “New:” prompt appears.
6. Select Next until your desired tip processing option
is displayed.
•To enable basic tip processing, choose Basic Tip.
•To enable enhanced tip processing, choose
Enhanced Tip.
•To process gift card purchases without tipping
prompts, choose None.
7. Once you see the desired type of tip processing,
select Slct.
8. Select Exit, and when prompted to save changes,
select OK.
9. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.
f enhanced tip processing is enabled, you can choose
to enable different features like the “No Tip” option
and suggested tip percentages. For a complete listing
of enhanced tip processing options, please refer to the
VX 820 Duet Merchant Operating Manual, available
for free download at moneris.com/manuals.
6 7
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 gift card
with value if your Gift Card program has been set up
with the card reload functionality.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Activate/Load.
The “Swipe or Enter Card:” prompt appears.
3. Swipe the gift card.
The terminal displays the masked card number with
only the last 4 digits visible.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
4. Key in the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
f the “Enter Amount:” prompt appears, key in the
dollar amount to be loaded on the card and press
the green OK key.
f the “ nvoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
5. Press the green OK key.
The “Activate/Load another card?” prompt appears.
6. Choose one of the following:
•To activate or load another gift card, select Yes.
The terminal prints a Customer copy of the first
activation receipt, then returns to the “Swipe or
Enter Card:” prompt. Repeat steps 3–5.
OR
•To continue without activating another gift card,
select No.
The terminal displays “Balance Due:” with the
outstanding dollar amount.
7. Press the green OK key.
The “Select Payment For Balance Due” prompt
appears.

8. Use the (Blue Function) icon to select the
payment type:
•To pay by debit or credit card, select DbCr.
•To pay by another gift card, select Gift.
•To pay by cash, select Cash.
The terminal prints the Customer copy of the receipt.
The “Tear Receipt” prompt appears.
9. Tear off the Customer copy of the receipt.
10.Press the green OK key to print the Merchant copy
of the receipt.
11. f you selected:
•Db/Cr: The terminal displays the Purchase screen,
with the “Amount: $0.00” prompt visible. Key in
the amount to be loaded on the card (printed on
the Balance Due line of the Activation receipt) and
proceed with the financial Purchase transaction
following the instructions in the Moneris VX 820
Using Your Terminal Gui e.
•Gift: The “Total Amount:” prompt appears. Proceed
to step 3 in the Processing a Purchase section on
page 11.
•Cash: The transaction is complete. The terminal
returns to the Gift & Loyalty transactions menu.
12.Press the (asterisk) key to return to the
applications menu.
Looking up a card balance (Card Inquiry)
Follow the steps below to display and print the cash
balance on a gift card.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Card Inquiry.
The “Swipe or Enter Card:” prompt appears.
3. Swipe the gift card or key in the gift card number
and press the green OK key.
The terminal displays the card number.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
4. Key in the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
The terminal displays “000 Approved”.
8 9
5. At the “000 Approved” prompt, press the green OK
key. The card’s cash balance and status appear on
the terminal display.
6. Press the green OK key.
The “Print Receipt?” prompt appears.
7. To print a receipt with the cash balance, select Yes.
The Customer copy of the receipt prints and the
terminal returns to the Gift & Loyalty transactions
menu.
OR
To return to the Gift & Loyalty transactions menu
without printing, select No.
8. Press the (asterisk) key to return to the
applications menu.
Deactivating a card
Important: Once the gift card is deactivated, it can
never be used again.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Deactivate.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
The “Swipe or Enter Card:” prompt appears.
3. Swipe the gift card or key in the gift card number
and press the green OK key.
The terminal displays the card number.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
4. Enter the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
f the “ nvoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
5. Press the green OK key. The terminal prints the
Customer copy of the receipt.
The “Tear Receipt” prompt appears.
6. Tear off the Customer copy of the receipt.
7. Press the green OK key to print the Merchant copy
of the receipt.

Transactions
10 11
Processing a Purchase
Follow the steps below to process the sale of products
and services using a gift card.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, select
Purchase.
The “Total Amount:” prompt appears.
3. Key in the total purchase dollar amount and press
the green OK key.
The “Accept amount?” prompt appears.
4. Choose one of the following:
•To accept the purchase amount, select Yes.
The “Swipe or Enter Card:” prompt appears.
Proceed to step 5.
OR
•To change the amount, select No. The “Total
Amount:” prompt appears. Repeat step 3.
5. Swipe the gift card or key in the gift card number
and press the green OK key.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
6. Key in the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
f prompted to enter a tip, see Entering a Tip
Amount on page 13.
f the “ nvoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
7. Press the green OK key.
Note: If “Balance Due:” appears, there is insufficient
value on the gift car to pay for the purchase. See
Processing a Split Tender Purchase on page 12.
The terminal communicates with the Moneris host
and displays the “000 Approved” message.
8. Press the green OK key. The terminal prints the
Customer copy of the receipt. The “Tear Receipt”
prompt appears.
8. f the “Transfer Balance to New Card?” prompt
appears, choose one of the following:
•To deactivate the card and transfer the remaining
balance to a new gift card, select Yes. The “Swipe
or Enter Card:” prompt appears. Proceed to step 3
in the Activating/Reloa ing a car section on
page 7.
OR
•To deactivate the card without transferring the
remaining balance to a new card, select No.
9. Press the red CANC ANNUL key to return to the Gift
& Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.

Entering a tip amount
Follow the steps below under the appropriate section.
Note: If your VX 820 Duet terminal is equippe with
an external PINpa , the tip prompt oes not appear
on the external PINpa . Pass your terminal to the
customer when in icate .
Basic Tip Processing
f Basic Tip Processing is enabled on the terminal, the
customer is prompted to add a tip amount as a dollar
value.
1. Follow steps 1 – 6 in the Processing a Purchase section
on page 11.
The “Tip: $0.00” prompt appears on the terminal.
2. Pass the terminal to the customer, who will follow
the prompts.
3. The customer keys in a tip amount to add to the
transaction and presses the green OK key.
Note: If the “Excess Tip” message appears, the tip
amount excee s the maximum ollar value allowe .
n the event of an excess tip amount, the customer
can choose the following course of action:
•To remove the value, press the yellow CORR key to
delete the digits one at a time, then key in a lower
value.
OR
•To continue without adding a tip, the customer
can simply press the green OK key.
4. The “Accept Total?” prompt appears with the new
transaction total.
5. The customer can do one of the following:
•To accept the displayed amount, select Yes.
Proceed to step 6.
OR
•To enter a different amount than the one displayed,
select No. The terminal returns to the “Total
Amount:” prompt. Retrieve the terminal from
the customer and begin the transaction again
(refer to step 3 of the Processing a Purchase section
on page 11).
6. Retrieve the terminal from the customer.
The terminal communicates with the Moneris host
and returns the “000 Approved” prompt.
7. Press the green OK key. The Customer copy of the
receipt prints, then the “Tear Receipt” prompt appears.
8. Tear off the Customer copy of the receipt.
12 13
9. Tear off the Customer copy of the receipt.
10.Press the green OK key to print the Merchant copy
of the receipt and return to the Gift & Loyalty
transactions menu.
11. Press the (asterisk) key to return to the
applications menu.
Processing a Split Tender Purchase
Follow the steps below to process the sale of products
and services using a gift card and another form of
payment (credit, debit, or cash).
1. Complete steps 1 through 8 of the Processing
a Purchase section on page 11.
2. At the “Balance Due:” prompt, press the green OK
key.
The “Select Payment For Balance Due” prompt
appears.
3. Use a(Blue Function) icon to select the
payment type:
•To pay by debit or credit card, select DbCr.
•To pay by another gift card, select Gift.
•To pay by cash, select Cash.
The terminal prints the Customer copy of the
receipt.
The “Tear Receipt” prompt appears.
4. Tear the Customer copy of the receipt. Press the
green OK key to print the Merchant copy of the
receipt.
5. f you selected:
•Db/Cr: The terminal displays the Purchase screen,
with the “Amount: $0.00” prompt visible. Key in
the amount to be loaded on the card (printed on
the Balance Due line of the Purchase receipt) and
proceed with the financial Purchase transaction
following the instructions in the Moneris VX 820
Using Your Terminal Gui e.
•Gift: The “Total Amount:” prompt appears. Proceed
to step 3 in the Processing a Purchase section
on page 11.
•Cash: The transaction is complete. The terminal
returns to the Gift & Loyalty transactions menu.
6. Press the (asterisk) key to return to the
applications menu.

n the event of an excess tip amount, the customer
can choose the following course of action:
•To remove the value, use the yellow CORR key
to delete the digits one at a time, then key in
a lower value.
OR
•To continue without adding a tip, the customer
can simply press the green OK key.
OR
•To proceed without entering a tip:
• The customer selects No Tip.
The transaction continues with no tip added.
Note: This selection is available when the “No Tip”
option is enable on the terminal.
4. Retrieve the terminal from the customer once the
tip has been entered successfully.
5. The terminal communicates with the Moneris host
and returns the “000 Approved” prompt.
6. Press the green OK key. The Customer copy of the
receipt prints, then the “Tear Receipt” prompt
appears.
7. Tear off the Customer copy of the receipt.
8. Press the green OK key. The Merchant copy of the
receipt prints and the terminal returns to the
Gift & Loyalty transactions menu.
9. Press the (asterisk) key to return to the
applications menu.
Processing a Refund
Follow the steps below to refund a Purchase transaction
that was processed using a gift card.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, select
Refund.
The “Total Amount:” prompt appears.
3. Key in the total dollar amount to be refunded,
including tip (if any), and press the green OK key.
The “Swipe or Enter Card:” prompt appears.
4. Swipe the gift card.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
14 15
9. Press the green OK key. The Merchant copy of the
receipt prints and the terminal returns to the
Gift & Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.
Enhanced Tip Processing
f Enhanced Tip Processing is enabled on the terminal,
the customer is prompted to add a tip amount as
a dollar value or as a percentage.
1. Follow steps 1–6 in the Processing a Purchase section
on page 11.
The “Tip Type:” prompt appears on the terminal.
2. Pass the terminal to the customer, who will follow
the prompts.
3. The customer can choose the following:
•To apply a tip as a percentage, select %.
• f no tip percentages have been configured on
the terminal, the “Tip %:” prompt appears, and
the customer keys in a tip percentage* and
then presses the green OK key to continue the
transaction with the tip added.
*Note: If the “Excess Tip” message appears, the
tip amount excee s the maximum ollar value
allowe .
n the event of an excess tip amount, the customer
can choose the following course of action:
•To remove the value, use the yellow CORR key
to delete the digits one at a time, then key in
a lower value.
OR
•To continue without adding a tip, the customer
can simply press the green OK key.
OR
• f suggested percentages have been configured
on the terminal, up to three suggested
percentages appear with an additional Other
selection. The customer selects the desired
suggested tip percentage OR selects Other,
keys in a tip percentage and then presses the
green OK key to continue the transaction
with the tip added accordingly.
OR
•To apply the tip as a dollar amount, select $:
• At the “Tip:” prompt, the customer keys in a tip
amount* and then presses the green OK key
to continue the transaction with the tip added.
*Note: If the “Excess Tip” message appears, the
tip amount excee s the maximum ollar value
allowe .

16 17
5. Key in the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
The “Ernex Ref Number:” prompt appears.
6. Key in the gift card reference number (Ref #) printed
on the gift card Purchase receipt, and press the
green OK key.
f the “ nvoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
7. Press the green OK key to print the Customer copy
of the receipt.
The “Tear Receipt” prompt appears.
8. Tear off the Customer copy of the receipt.
9. Press the green OK key. The Merchant copy of the
receipt prints and the terminal returns to the
Gift & Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.
Voiding a gift card transaction
Follow the steps below to void a gift card transaction
in the open batch.
Important: A Void must be performed in the same batch
and for the same amount as the original transaction.
To reverse a gift card Purchase transaction in a closed
batch, you must process a Refund (see page 15).
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, scroll
down and select Void.
The “Password:” prompt appears.
3. Key in the manager password and press the green
OK key.
The “Swipe or Enter Card:” prompt appears.
4. Swipe the gift card.
The “Enter CVC:” prompt appears.
Note: The Car Vali ation Co e (CVC) is a 3- igit
co e locate on the back of the car .
5. Key in the 3-digit CVC and press the green OK key.
f the “Clerk D:” prompt appears, key the Clerk ID
and press the green OK key.
The “Ernex Ref Number:” prompt appears.
6. Key in the gift card reference number (Ref #) printed
on the receipt of the gift card transaction you want
to void and press the green OK key.
f the “ nvoice Number:” prompt appears, key in the
Invoice Number and press the green OK key.
“000 Approved” appears.
7. Press the green OK key to print the Customer copy
of the receipt.
The “Tear Receipt” prompt appears.
8. Tear off the Customer copy of the receipt.
9. Press the green OK key to print the Merchant
copy of the receipt. The terminal returns to the
Gift & Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.

Receipts
18 19
Gift card reference number
A gift card transaction’s reference number is printed
at the bottom of each receipt (Ref #). You will be
prompted to key in this number when transacting
gift card Refunds and Voids, and when reprinting
transaction receipts.
Reprinting a receipt
This function prints a duplicate Cardholder’s copy
of a gift card transaction receipt in the current batch.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reprint) icon.
The Reprints menu appears.
3. Select the receipt you want to print:
•To reprint the receipt from the last transaction,
select Last Receipt.
•To reprint another receipt:
a.Select Any Receipt.
b.At the “Ernex Ref Number:” prompt, key in the
gift card reference number of the transaction
for which you want to print a receipt and press
the green OK key.
4. The terminal prints the receipt and returns to the
Reprints menu.
5. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
6. Press the (asterisk) key to return to the
applications menu.
ATransaction type.
BGift program name (optional – can be customized).
COriginal gift transaction reference number (prints only
on Refund and Void receipts).
DTransaction total amount including tax.
ETotal amount of gratuity (tip) added by customer.
FTransaction total amount including tax and tip.
GAmount paid by gift card.
HCurrent balance on the gift card (including value added
or removed for this transaction).
IGift transaction reference number (prints on all transaction
receipts).
A
B
D
F
H
I
C
E
G

8. At the “Select option” prompt, choose how you want
to view results:
•To view the report results on the screen:
a.Select View.
b.Select Prev/Next to scroll up/down through
results and view individual transactions.
c. Select Cncl to stop viewing results and return
to the Reports menu.
•To print the report results:
• Select Print to print the transaction list and
return to the Reports menu.
9. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
10.Press the (asterisk) key to return to the
applications menu.
Clerk Sub-Totals
This report lists totals for all gift card transactions
for one or more Clerk Ds. Clerk sub-totals remain
in memory even when a batch is closed and deleted.
The steps below include the option of resetting the
clerk sub-totals to zero.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reports) icon.
3. On the Reports menu, select Clerk Subtotals.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
The “Zero Clerk totals?” prompt appears.
4. Choose one of the following:
•To reset Clerk totals to zero (0) upon completion
of the report, select Yes.
OR
•To continue accumulating Clerk totals, select No.
The “Select Clerks” prompt appears.
20 21
Reporting
Transaction Inquiry
This report lists details of gift card transactions in the
current batch by card type, card number, amount and
date. You can choose to view or print results.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reports) icon.
3. On the Reports menu, select Trans Inquiry.
The “Password:” prompt appears.
4. Key in the manager password and press the green
OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
5. At the “All” prompt, choose one of the following
output options:
•To select a specific card type, select Next until the
card type appears (under the “Card Descrip.:”
prompt), then select Slct.
The “Enter Amount:” prompt appears. Proceed to
step 6.
OR
•To include all card types, select All and press the
green OK key. The “Card #:” prompt appears.
• Key in the desired card number and press the
green OK key.
OR
• Press the green OK key to include all card
numbers.
The “Enter Amount:” prompt appears.
6. At the “Enter Amount:” prompt, key in the desired
amount and press the green OK key.
OR
Press the green OK key to include all amounts.
The “Date: MMDDYY” prompt appears.
7. At the “Date: MMDDYY” prompt, key in the desired
date and press the green OK key.
OR
Press the green OK key to include all dates.
The “Select option” prompt appears.

Tip Totals
This report prints gift card tip activity for a selected
clerk or for all clerks, for a given date or for all dates
in the current batch.
Important: This report is available only when Tip
Processing and the Tip Total Report parameters are
both enabled.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reports) icon.
3. On the Reports menu, scroll down and select Tip
Totals.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
f you are not using Clerk IDs, the terminal prints
the report showing all tip activity in the current
batch and returns to the Reports menu. Proceed
to step 7.
4 f the “Clrk Rpt Opt” prompt appears, do one of the
following.
•To print the report for a specific clerk, select One.
At the “Clerk D:” prompt, key in the desired
Clerk ID and press the green OK key.
OR
•To print the report for all clerks, select All.
5. At the “Rpt Period:” prompt:
•To print the report for a specific date, select Date.
At the “Date (MMDDYYYY):” prompt, key in the
date and press the green OK key.
OR
•To print the report for all tip activity in the current
batch, select All.
The terminal prints the report and returns to the
Reports menu.
6. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
7. Press the (asterisk) key to return to the
applications menu.
22 23
5. Select the clerk subtotals you want to print:
•To print subtotals for one clerk:
a.Select One.
b.At the “Enter Clerk D:” prompt, key in the
desired Clerk ID and press the green OK key.
•To print subtotals for a group of clerks:
a.Select Grp.
b.At the “Enter Group:” prompt, key in the desired
Group ID and press the green OK key.
•To print subtotals for a list of clerks:
a.Select List.
b.At the “Add Clerk/Group D:” prompt, key in the
desired Clerk ID or Group ID and press the green
OK key.
The “Add more?” prompt appears.
• To include another clerk’s or group’s sub-totals
in the report, select Yes and key in the
appropriate D as above. Continue adding
clerks/groups as needed.
OR
• To print the report now, select No.
•To print subtotals for all clerks:
• Select All.
The terminal prints the report and returns to the
Reports menu.
6. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
7. Press the (asterisk) key to return to the
applications menu.

24 25
Printing a Stored Transactions report
This report prints gift card transactions in terminal
memory by date or by batch, without closing the
current batch. The report includes transaction details
and batch totals.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reports) icon.
3. On the Reports menu, select Trans List.
f the “Password:” prompt appears, key in the
manager password and press the green OK key.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
The “Print by Date or Batch?” prompt appears.
4. Select the transactions you want to print:
Note: Only the current batch is store in memory
an available for reporting.
•By date:
a. Select Date.
b. At the “Date: MMDDYY:” prompt, key in the
desired date and press the green OK key.
OR
Simply press the green OK key to include all
dates.
The “Print Totals Only?” prompt appears.
c. To print totals only, select Yes.
OR
To print a more detailed report including
transaction information, select No.
•By batch:
a. Select Batch.
b. At the “Batch Num:” prompt, simply press the
green OK key.
Note: Only the current batch is store in memory
an available for reporting.
The report prints and the terminal returns to the
Reports menu.
5. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
6. Press the (asterisk) key to return to the
applications menu.
End-of-day process
Closing a batch
This transaction closes the current batch of gift card
transactions and settles with the Moneris host.
Important: A Batch Close must be completed daily.
Note: Moneris recommen s printing a Store
Transactions report (see page 24) before performing
a Batch Close to ensure batch totals are balance .
If totals are not balance , please contact the Moneris
Merchant Service Centre.
1. On the applications menu, select GIFT & LOYALTY.
2. On the Gift & Loyalty transactions menu, press the
(Reports) icon.
3. On the Reports menu, scroll down and select Batch
Close.
f the “Clerk D:” prompt appears, key in the Clerk ID
and press the green OK key.
The “Print Details Report?” prompt appears.
4. To include transaction details in the Batch Close
report, select Yes.
OR
To print only batch totals, select No.
“000 Approved” appears.
5. Press the green OK key. The terminal prints the
Batch Close report, displays “BATCH DELETED”, and
returns to the Reports menu.
6. Press the red CANC ANNUL key to return to the
Gift & Loyalty transactions menu.
7. Press the (asterisk) key to return to the
applications menu.
Important: If “Balanced – NO” is printed at the bottom
of the report, contact the oneris erchant Service
Centre the next day for reconciliation assistance.

26 27
f an error message appears, first press the green OK
key or the red CANC ANNUL key to clear the message,
then retry the transaction. f the error message
reappears and is listed in the table below, follow the
instructions in the table’s Solution column. f the
problem is still not resolved, call the Moneris Merchant
Service Centre toll-free at 1-866-319-7450.
Troubleshooting
Error message
BATCH E PTY
CARD ALREADY
ACTIVE
CARD DISABLED
CARD NOT
SUPPORTED
CARD READ ERROR
ERNEX
INITIALIZATION
FAILED
ERNEX
INITIALIZATION
REQUIRED
Solution
No gift card transactions have
been processed since the last
Batch Close.
The gift card you swiped has
already been activated and
loaded with a dollar value.
You cannot add further value.
Use a new card.
The gift card you swiped has
been deactivated and cannot
be used.
The card type you swiped cannot
be used for gift card transactions.
Try again with a different card
or cancel the transaction.
There is a problem with the
magnetic stripe on the gift card
that was swiped.
Try swiping the card again, this
time more slowly or quickly,
or from front of the terminal
to the back.
There has been a terminal, host or
communication problem during
initialization with the Moneris
host.
Press the green OK key to return
to the Gift & Loyalty transactions
menu.
Try to re-initialize again (see page 5).
f this does not work, contact the
Moneris Merchant Service Centre.
Your terminal requires
re-initialization with the Moneris
host.
Re-initialize your terminal with
the Moneris host (see page 5).
Error message
Excess Tip
INITIALIZE ERNEX
INVALID A OUNT
INVALID EXPIRY
DATE
atching
Transaction
Not Found
or
RECORD NOT
FOUND
“NO TOTALS
AVAILABLE” appears
and is printed
on a Batch Close
report.
Refund Amount
Greater Than
Original
Solution
The entered tip amount or tip
percentage exceeds the
maximum allowed. Use the
yellow CORR key to remove the
value and then enter a lower
value.
The Moneris host is requesting
a re-initialization of the terminal.
Re-initialize your terminal with
the Moneris host (see page 5).
The $ amount you have entered
is invalid, e.g. you have entered
$0.00 or the amount you have
entered exceeds the maximum
or falls below the minimum.
Enter a valid $ amount.
An expired gift card has been
used for a Purchase. Try again
with a different card or cancel
the transaction.
Note: The expire car an its
balance cannot be use again, nor
can the balance be transferre
to another car .
No gift card transaction
matching the gift card reference
number you entered could be
found.
Check the number and try again
A Batch Close has been sent to
the Moneris host but there are
no transaction totals at the host.
The $ amount you have entered
for a refund is greater than the
amount in the original purchase
transaction.
Press the green OK key and retry
the Refund with the correct
amount.

28 29
Notes
Error message
SYSTE ERROR
PLEASE TRY LATER
Transaction Amount
Over aximum
Transaction Code
Invalid
Solution
One or more configuration
parameters may have been set
up incorrectly, or the terminal
is unable to communicate with
the Moneris host.
Re-try your transaction later.
Check the parameter
configuration and make the
necessary corrections. You
will need to re-initialize your
terminal before processing any
transactions (see page 5).
The transaction amount exceeds
the maximum allowable amount
for a single transaction using a
gift card.
f the transaction is a gift card
Purchase, do a split-tender
transaction, or request another
gift card or other form of
payment.
The gift card transaction cannot
be voided because the original
transaction is in a closed batch.
Process a gift card Refund (see
page 15).

Need help?
Please contact the Moneris Merchant Service Centre
toll-free at 1-866-319-7450 (open 24 hours a day,
7 days a week).
f you use Merchant Direct®, you can also contact us
online. Simply log in to Merchant Direct and use the
Message Centre to send a secure message directly
to the Moneris Merchant Service Centre.
For additional information and copies of manuals
and guides for the VX 820 Duet:
•Visit moneris.com/guides to download additional
copies of this reference guide.
Shop for point-of-sale supplies and paper online at
shopmoneris.com.
Important: If you are experiencing equipment
problems, please refer to the Moneris VX 820 Duet
Using Your Terminal Guide.
®MONER S, MONER S & Design, MONER S SOLUT ONS & Design, and
MERCHANT D RECT are registered trade-marks of Moneris Solutions
Corporation. All other marks or registered trade-marks are the property
of their respective owners.
© 2014 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto,
Ontario, M8X 2X2
All Rights Reserved. This guide shall not wholly or in part, in any form or
by any means, including electronic, mechanical, and photocopying, be
reproduced or transmitted without the authorized consent of Moneris
Solutions Corporation (“Moneris”).
This guide is for informational purposes only. Neither Moneris nor any of
its affiliates shall be liable for any direct, indirect, incidental, consequential
or punitive damages arising out of use of any of the information contained
in this guide.
Neither Moneris or any of its affiliates nor any of our or their respective
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 guide in terms of their correctness,
accuracy, reliability or otherwise.
Your Gift card processing is governed by your Moneris Gift Program
Agreement with Moneris.
t is the merchant’s responsibility to ensure that proper card processing
procedures are followed at all times. Please refer to your Gift Program
manuals and your Moneris Gift Program Agreement for details.
The Moneris Gift Program manuals are available for free download at
moneris.com/guides.
GC-VX820UYT-E (07/14)
®