Balance inquiry
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Balance inquiry

Perform a balance inquiry when you or the customer wants to check the balance of a gift card or the balance of a pre-paid credit card.

  1. Start at the Purchase screen. This is the terminal's default screen.

If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.

  1. Tap the additional options  ⋮  icon and select Balance inquiry. 
  1. Choose a card entry method. This depends on the type of card and whether the card is present or not.
  • The default method is “Tap, insert, or swipe”. To select this method, simply tap OK.  Go to step 4.
  • To manually enter the card number:
    • Tap the card entry field, tap Manual entry from the list of options, then Ok.
    • When prompted, enter the card number, then enter the CVV from the back of the card.
    • Go to step 7 (Card Balance).
    •  Note: Manual entry must be enabled in your  User role and in Transaction settings. 
  • For Moneris Gift cards only:  To scan the bar code, tap Scan and Ok. Hold the gift card below the terminal so that the bar code is visible on the screen. Go to step 6 (enter CVC).
  1. Pass the terminal to the customer so they can enter their card. 
  1. The customer taps, inserts, or swipes the card. 

 
  1. The customer enters the CVV from the back of the gift card, if prompted. 
  1. The application displays the card balance.
  • To print the balance, the customer taps Print.
  • To continue without printing, the customer taps OK.
  1. The customer passes the terminal back to you, as directed by the application. 
  2. When the "Transaction complete" message appears, tap OK to return to the default screen.