Financial Transactions Menu

This menu allows you to select the type of transaction you wish to process.

To view the Transactions menu: From the Main menu, tap Transactions.

The transactions are listed in the order they appear on the menu. Some items may not appear on the menu until a specific feature is turned on.

Click on each link to see step-by-step instructions.

Transaction	Description
Purchase	Process a credit or debit Purchase transaction. Note: There are no tip options for both Card Not Present or Pre-authorization.
Refund	Process a credit or debit Refund transaction for a portion of or the full amount of the original Purchase.
Void	Void a credit or debit Purchase transaction for the full amount of the original Purchase transaction. In effect this cancels the original Purchase transaction.
Pre-authorized Transactions	Pre-authorized transactions include: Pre-authorization Completion Note: There are no tip options for both Card Not Present or Pre-authorization.
Balance Inquiry	Process a Balance Inquiry to check the balance of a pre-paid credit card.
Additional Transactions	Additional transactions includes: Cash transactions Moneris Gift transactions Moneris Loyalty transactions Card Not Present transactions Assisted UnionPay transactions See below for more information.

Pre-authorized transactions menu

Transaction

Description

Pre-authorization

Process a Pre-Authorization transaction when you don't know the final amount of a Purchase (for example, car rental or hotel).

Completion

Process a Pre-Authorization Completion once you know the final total of a Purchase (for example, when the customer returns a rental car or checks out of a hotel).

Note: Completions are treated as card not present transactions and cannot be voided. These transactions can only be refunded.

Additional transactions menu

Transaction	Description
Cash >
Purchase	Process a cash Purchase when the customer wants to pay using cash and you wish to track cash transactions on the terminal.
Refund	Process a cash Refund when the original Purchase was paid in cash and you wish to track cash transactions on the terminal.
Moneris Gift	For an overview of the Moneris Gift Card program, go to Gift card program. For step-by-step instructions for all gift card transactions, go to Gift card transactions and functions.
Moneris Loyalty	For an overview of the Moneris Loyalty program, go to Loyalty program. For step-by-step instructions for all loyalty card transactions, go to Loyalty transactions and functions.
Card Not Present >
Purchase	Process a Purchase transaction when the customer is not present (for example, telephone orders and mail orders).
Refund	Process a Refund transaction when the customer is not present (for example, telephone orders and mail orders).
Pre-authorization	Process a credit Pre-authorization transaction when the customer is not present and you don't know the final amount of the purchase (for example, car rental or hotel booking).
Completion	Process a pre-authorization Completion when the customer is not present and you know the final total of a Purchase (for example, when the customer checks out of a hotel using express checkout i.e. without seeing their final bill).
Assisted UnionPay >
Purchase	Process an assisted UnionPay Purchase.
Refund	Process an assisted UnionPay Refund.
Pre-authorization	Process an assisted UnionPay Pre-authorization.
Completion	Process an assisted UnionPay Completion. Note: Completions are treated as card not present transactions and cannot be voided. These transactions can only be refunded.