Partial Approval Refund

A Partial Approval Purchase transaction can be refunded.

IMPORTANT: This Refund transaction must be processed for the amount of each partial approval within the overall Purchase transaction. For example, if the overall transaction total was $57.75, and two pre-paid credit cards were used for $25 each, then you would need to perform three Refunds; two for $25 each and a third for the remaining $7.75. See the Partial Approval Transaction Scenarios topic for more information.

If Moneris Loyalty points were awarded during the Partial Approval Purchase transaction that you are refunding:

From the READY screen:

To navigate through the menus:

- Scroll down: press
the key_f1-r.jpg key to move the highlight bar down.
- Scroll up: press
the key_f3-r.jpg key to move the highlight bar up.
- Select a
highlighted item: press the  key_okay-r.jpg  key.

1. Press the key_admin-r.jpg key.
The MAIN MENU appears.

The TRANSACTIONS menu appears.

3. Scroll down and select REFUND.
The SWIPE ADMIN CARD prompt appears.

4. Swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.

5. Key in the amount of the Purchase to be refunded, and press OK.

IMPORTANT: Key in the Partially Approved amount that was used with the card. A Partial Approval Purchase transaction can contain multiple pre-paid credit cards as well as other tenders. It is very important that you key in the Partially Approved amount as opposed to the total purchase amount in order to refund correctly. See the "Partial Approval Transaction Scenarios" topic for more information.

The REFUND screen appears.

If the ENTER CLERK ID entry screen appears ...

If the ENTER INVOICE NO entry screen appears ...

The SWIPE OR INSERT CARD prompt appears .

If a contactless functionality is enabled, the SWIPE/INSERT/AP CARD prompt appears if the transaction amount does not exceed the maximum Contactless Dollar Value set for the card.

Note: At this point begin the refund with the pre-paid credit card associated with the amount entered in step 5.

6. Enter the card on the terminal:



a. Swipe the card on the terminal .

If the ENTER LAST 4 DIGITS entry screen appears , key in the last 4 digits of the Card number, and press OK.

If the ENTER ORIGINAL AUTHORIZATION # entry screen appears , key in the Auth # found on the Purchase receipt, and press OK.

b.  Continue below at step 7.


7. A prompt listed below may appear on the terminal:  


8. Please wait while the terminal processes the transaction. Some of the prompts listed below may appear :

If ENTER PROMO CODE appears ...

If ENTER INVOICE NO appears ...

If ENTER XXX AMOUNT appears ( XXX is the tax type, e.g. GST) ...

9. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method or Payment type:

If APPROVED ###### MERCHANT COPY appears, press OK.  A receipt prints.  

If APPROVED ###### GIVE CUST COPY appears, press OK.  A receipt prints.   

10. Process receipts.

If the Gift & Loyalty program is enabled you will see the following prompt on the terminal:


YES                                         NO

Select NO for now. Once all refunds are complete (for the pre-paid credit cards and other tenders used) you can process a manual Loyalty refund.

Note: You can only refund a loyalty transaction once. A Partial Approval Purchase transaction uses more than one card, so it is better to wait until the end of the refund before attempting to refund the loyalty points earned to ensure that the full amount of points are refunded (instead of a partial amount for the first card used).

11. Repeat steps 1 - 10 for each pre-paid credit card used in the transaction (if more than one had been used originally). Follow these steps to refund the cardholder's regular debit or credit card.

Note: Moneris Solutions Corporation cannot guarantee when the pre-paid card balance will be updated to reflect the refunded amount. The time frame for the balance update is variable for each card issuer. Please be aware (and inform the cardholder) that the card balance might not be immediately updated.

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