After completing transactions with the Moneris credit and debit card tenders, users can manually close the Bank Batch at any point in the day:
- Click the Start Sale button to begin a new transaction, as normal.
- Select the Other Functions button from the menu on the right-hand side of the Transaction screen.
3. The Other Functions menu will open – select the Close Bank Batch option.
4. You will be prompted to confirm closing the Bank Batch – select Yes to proceed.
5. A Moneris window will appear to indicate the Bank Batch is closing, and then another confirmation will appear once the Batch Close has completed – select OK.
6. You will be prompted to select a format for the Batch Close report – most stores generally choose the Narrow 40-column option (i.e. that prints directly from their receipt printer).
7. You may be prompted if you’d like to use the default printer – select Yes.
8. The Batch Close Report will display in the Report Preview window. Select the Print icon from the top navigation bar to print the report.
[NOTE: The first 3 options in the top navigation bar of the window will allow you to resize the report in the Report Preview window, if desired.]
9. If further sales are completed after the Bank Batch is closed, this process will need to be repeated – there will be 2 Bank Batches for that day.