Moneris - Baseless Refund

In this article:

We will cover the steps explaining how to refund credit card payments using Moneris as the Payment Type.

Please Note - Tagrain Moneris Payment Processor has been tested with the Moneris A920, If you intend to use a different device then please contact us in advance to confirm compatibility with Tagrain.

Introduction

Moneris Payment Processor plugin is a software module that seamlessly integrates with Tagrain POS and allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers at the POS using the Moneris Payment Device. This integration helps your cashier by removing the need to manually enter the amount and card details at the POS. See: Features of the Moneris Payment Processor Plugin

Quote - The Moneris Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Moneris Payment Device.

Info - Available only for Canada, Moneris Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Moneris Payment Device.

Note - The Moneris Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription.

Alert - After you subscribe to the Moneris Payment Processor plugin, you will have to map the Moneris Payment Processor Device to your POS terminal to be able to accept card payments.

Subscribing to Moneris Payment Processor plugin is a multi-step process

--Activate the plugin

--Configure the Moneris Payment Type

--Generate Moneris Payment Device ID

Prerequisites

The only prerequisite to collect credit and debit card payments using Moneris is to activate the Moneris Payment Processor plugin and add Moneris as a payment type.

For more details, refer to the article: Moneris Payment Processor Plugin Activation

Baseless Refund

When a customer walks into one of your Tagrain Stores and asks for a refund, you can run into a situation where he doesn’t have the original transaction receipt with him. The refund that you process in this situation is called a baseless refund.

Steps to perform a Baseless Refund

Scan the products to be refunded and click the Pay button on the Refund Transaction screen to reach the Payment screen.

Change Quantity to -1 for all the products to be refunded. To edit the quantity of the sale product, tap on the quantity field against the product in the transaction grid. This will open up the Edit Quantity popup window. Here you can suffix the – sign to decrease the product quantity.

You need to repeat the step for all the products in the transaction grid.

Click the Pay button on the Refund Transaction screen to reach the Payment screen. On the Payment screen, you should see Moneris listed as one of the payment methods.

You can edit the Amount To Pay field to enter the amount that is to be refunded using the Moneris Payment Processor and then click the Moneris button, to refund the Credit/Debit card payment.

To keep things simple, we kept the amount unchanged. Click OK to process the refund of -CA$165 using the Moneris Payment Processor.

For walk-in customers who are not registered, the refund can be processed either in Cash or Credit Card or Gift Card. For registered customers, additional options like Loyalty, Store Credit and On-Account are enabled.

Ask your customer to insert, tap, or swipe the EVM card on the Moneris Payment Device to authorise the refund. This is only required in case the refund is a baseless refund.

Please do not attempt to remove the EMV card from the Moneris Payment Device while the refund is being processed. Doing so will result in a failed transaction.

Once the refund has been approved, the Moneris Payment Device will prompt you to remove the EMV card from the machine and will take you to the receipt screen.

On the receipt screen, the cashier will get to see a prompt to select one of the four options

--Print

--Text

--Email

--No Receipt

Tap on the No Receipt option on the Moneris Payment Device if you want to print the receipt from the POS terminal instead.

Selecting the No Receipt option on the Moneris Payment Device will display the following pop up screen on the POS terminal.

-- Print Customer and Merchant Copy

--Only print Customer Copy

--Don’t print anything on the payment device

Depending upon the selection made, a credit card refund receipt is printed on the printer connected to the POS terminal.

The Amount To Pay will reflect the balance amount to be refunded, if any. In this illustration we have refunded the entire amount so there is no balance amount.

Please Note: Any payment made via the Moneris will only be returned to the Moneris account.

Please refer to the article: Collect Payment using Moneris Payment Type where we have explained how to perform a simple sale transaction involving Moneris as the payment type.

The screenshot below depicts a Credit Card Refund Transaction Receipt printed from a printer attached to the POS terminal.

The Credit Card receipt will only reflect refunds made through a credit card and a debit card.

If the refund is made using other payment types, it will reflect on the regular transaction receipt generated at the POS terminal.

Click the ADD NEW SALE button and you will be taken back to the POS transaction screen to start a new transaction.

Moneris - Baseless Refund

Moneris - Baseless Refund

Introduction

Prerequisites

Baseless Refund

Steps to perform a Baseless Refund

Suggested Readings

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