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.
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.
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.
Customer prompts for gift card transactions