Refund Involving Moneris

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

--Map your Moneris Payment Device ID to your POS terminal

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

Steps to refund payment using Moneris

The steps explaining how to refund Credit / Debit card payments using Moneris as the Payment Type are explained below:

Select the transaction that needs to be refunded from the Recent Sales screen and then click the Refund button to open the Refund Transaction screen.

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.

Click the Moneris button, to refund the Credit/Debit card payment using Moneris. The Amount To Pay field will be populated with -$165. This amount of $165 was collected using the Moneris Payment Device in the original sale transaction.

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.

Click OK to process the refund on the Moneris Payment Device.

In case of a simple refund,your Customer is not required to authorise the refund.

Your Customer is required to authorise in case the refund is a baseless refund. See: Moneris - Baseless Refund

The Moneris Payment Device will only display if the Refund was approved or rejected and will offer you to print, text, email the Refund Receipt.

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 payment receipt is printed on the printer connected to the POS terminal.

In this illustration the entire amount of $165 has been refunded using the Moneris Payment Processor. A refund sale transaction receipt is printed when the refund is successfully processed.

The receipt printed from the Moneris Payment Device 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.

Note: This refund receipt is generated in addition to the standard refund transaction receipt that is printed from Tagrain POS.

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

Refund Involving Moneris

Refund Involving Moneris

Introduction

Prerequisites

Steps to refund payment using Moneris

Print Customer and Merchant Copy

Suggested Readings

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