# Transactions
## Transactions
Gift card transactions are very similar to regular credit or debit card transactions with the exception that gift cards have a preset amount available to spend. Depending on your Point of Sale (POS) environment, you may need to indicate that a sale is a debit card transaction on the POS workstation before using the payment terminal.
If you are using your payment terminal in standalone mode (no communication with a POS), or your POS system does not need to identify gift card transactions, then the transaction workflow begins on the payment terminal. Gift card transactions are similar to regular sales transactions, but [some of the terms may differ](#gift-card-transactions); for more information about processing gift card transactions, refer to the following links:
* [Redemption](#redemption) (process a sale)
* [Empty Card](#empty-card) (empties the balance of a card)
* [Balance](#balance) (card balance inquiry)
* [Increment](#increment) (add funds to the gift card balance)
* [Complete Cancel](#complete-cancel) (reimburse the entirety of a previous gift card sale)
* [Partial Cancel ](#partial-cancel)(reimburse a portion of a previous gift card sale)
* [Activation](#activation) (new cards must be activated before use)
***
### Gift Card Transactions
There are 7 transactions available when you accept gift cards. Each transaction type applies to a specific situation as explained below:
* Redemption: Uses a portion of the remaining balance on the card as payment for a product or service.
* Empty Card: A redemption used to clear the remaining balance on the card. Only applicable to card balances below $5 ($4.99 or less).
* Balance: Informational only; queries the DataCandy server for the remaining card balance.
* Increment: Adds funds to an active card.
* Complete Cancel: Reverses the full amount from a previous transaction and adds the funds back to the card’s balance. Requires the authorization number from DataCandy printed on the original receipt.
* Partial Cancel: Reverses a partial amount from a previous transaction and adds the funds back to the card’s balance. Requires the authorization number from DataCandy printed on the original receipt.
* Activation: Activates and adds funds to a new card.
***
### Redemption
Processing sales using gift cards are referred to as redemptions. A redemption is like any other sale, except instead of using a credit or debit card, the customer presents a gift card. The sale amount is deducted from the card’s balance and the new balance is printed on the customer receipt. Redeeming funds from a gift card to pay for a purchase is a two-step process:
* The sale transaction is processed on the Point of Sale (POS) system.
* The funds redeemed from the card’s current balance.
#### **To perform a redemption:**
1. Process the sale transaction on your POS, indicating that the payment method is a gift card.
2. Touch the number pad to enter the redemption amount.
3. Touch **Redemption**.
4. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
5. The authorization server deducts the amount from the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Empty Card
If a customer has a balance of $4.99 or less on their gift card, they can empty the card balance for a sale. The purchase cannot be more than the available card balance. After the balance is reduced to $0.00, the gift card becomes inactive. Emptying the balance of a card is a two-step process:
* The sale transaction is processed on the Point of Sale (POS) system.
* The funds redeemed from the card’s remaining balance.
{% hint style="info" %}
NOTE: The Empty Card transaction does not require that you enter the purchase amount. If the client does not know the remaining balance on the card, you should perform a [balance inquiry](#balance) to ensure that the balance qualifies for the Empty Card transaction.
{% endhint %}
#### **To empty a card balance:**
1. Process the sale transaction on your POS, indicating that the payment method is a gift card.
2. Touch the **Action** button on the main screen.
3. Touch **Transactions**.
4. Touch **Empty Card**.
5. Touch **Empty Card**.
6. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
\
7. The authorization server empties the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Balance
Because gift cards are loaded with a set amount of money, customers may not know their balance prior to paying for a product or service. Checking the available funds on a gift card does not affect the balance.
#### **To check the balance on a card:**
1. Touch the **Action** button on the main screen.
2. Touch **Transactions**.
3. Touch **Balance**.
4. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
5. The authorization server verifies the card balance, and the terminal prints a transaction receipt. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Increment
If a customer has a reloadable gift card, they can add funds to their balance (increment) whenever they want. Adding funds is a two-step process:
* Customer pays for the funds they want to add using cash, credit, or debit.
* The funds are added to the card’s existing balance.
#### **To add funds to a card:**
1. Using your POS, process the payment for the funds that will be added to the card.
2. Touch the **Action** button on the main screen.
3. Touch **Transactions**.
4. Touch **Increment**.
5. Touch the number pad to enter the funds amount to add to the card balance.
6. Touch **Increment**.
{% hint style="info" %}
NOTE: If you are using the terminal in standalone mode (no POS), you may need to enter the administrator password; if required, enter the Admin password and touch **OK**.
{% endhint %}
7. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
8. The authorization server adds the increment amount to the card balance; the terminal prints a transaction receipt showing the new balance. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Complete Cancel
A complete cancel reverses the entire amount of a previous redemption. Gift cards do not allow for refunds in the same way as credit or debit cards. If a customer wants to return a product redeemed (purchased) with a gift card, the transaction must be reversed to allow the funds to be returned to the card balance. Reversing the complete amount is a two-step process:
* The transaction is reversed on the Point of Sale (POS) system.
* The full amount of the redemption is reversed to return the funds to the card’s balance.
{% hint style="warning" %}
IMPORTANT: The customer must present the original transaction receipt, as it contains the transaction confirmation number required to cancel the previous redemption. Transaction confirmation numbers have a maximum length of 12 digits.
{% endhint %}
#### **To reverse the complete amount of a previous redemption:**
1. Touch the **Action** button on the main screen.
2. Touch **Transactions**.
3. Touch **Complete Cancel**.
4. Touch **Complete Cancel**.
5. Use the number pad to enter the transaction confirmation number that appears on the original receipt and touch **OK**.
6. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
7. The authorization server cancels the previous redemption and increments the total to the card balance; the terminal prints a transaction receipt showing the updated balance. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Partial Cancel
While the [Complete Cancel](#complete-cancel) procedure reimburses an entire transaction, you can cancel a partial amount of a transaction. Use this transaction if your customer used a gift card to purchase more than one product or service in a single transaction. Cancelling a partial amount is a two-step process:
* The portion of the transaction is reversed on the Point of Sale (POS) system.
* The partial amount of the redemption is reversed to return the funds to the card’s balance.
{% hint style="warning" %}
IMPORTANT: The customer must present the original transaction receipt, as it contains the transaction confirmation number required to cancel the previous redemption. Transaction confirmation numbers have a maximum length of 12 digits.
{% endhint %}
#### **To reverse a partial amount of a previous redemption:**
1. Touch the **Action** button on the main screen.
2. Touch **Transactions**.
3. Touch **Partial Cancel**.
4. Touch the Number pad to enter the amount of the transaction to reverse.
5. Touch **Partial Cancel**.
6. Use the number pad to enter the transaction confirmation number that appears on the original receipt and touch **OK**.
7. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
8. The authorization server cancels the specified amount of the previous redemption and increments the amount to the card balance; the terminal prints a transaction receipt showing the updated balance. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
***
### Activation
Gift cards have no value and cannot be redeemed prior to activation. When you activate a card, you are adding funds to the card balance while the card’s unique identification number is registered as valid on the DataCandy server. Cards may have a preset value or allow the purchaser to add funds in the amount of their choosing; the procedure is the same for both. Activating a card is a two-step process:
* Customer pays for the card’s preset value or the amount they wish to load onto the card using cash, credit, or debit.
* The card is registered as active on the DataCandy server and the funds are added to the card’s balance.
#### **To activate a new gift card:**
Using your POS, process the sale for the card’s value or the funds to add to the card.
1. Touch the **Action** button on the main screen.
2. Touch **Transactions**.
3. Touch **Activation**.
4. Touch the number pad to enter the amount of funds to increment to the new card’s balance.
5. Touch **Activation**.
{% hint style="info" %}
NOTE: If you are using the terminal in standalone mode (no POS), you may need to enter the administrator password; if required, enter the Admin password and touch **OK**.
{% endhint %}
6. Swipe the customer’s gift card.\
You can also touch **GIFT CARD MANUAL ENTRY**, enter the Admin password, and then enter the card number and touch **OK**.
7. The authorization server activates the card and increments the balance; the terminal prints a transaction receipt showing the card balance. Tear off the receipt and hand it to the customer with their card. Touch **OK** to print a second receipt, or touch **CANCEL**.
3. Touch **Transactions**. 
4. Touch **Empty Card**.
