Employee reference for the Verifone T650 Heartland gift card terminal. Use the gift card terminal for card balances and value changes, and the POS for the customer sale and payment record.
Shortcuts to instructions
Click or tap a red link to jump directly to that section below.
Customer Pays with a Gift Card
Complete all three parts to prevent a register shortage. Check the balance and complete the redemption on the gift card terminal before settling the bill in the POS.
1. Check the available balance
- Tap BALANCE INQUIRY.
- Swipe the gift card, or tap [#] to enter the card number manually, then tap the check mark [✔].
- Read the displayed balance. The terminal displays an approval message and prints merchant and customer receipts.
2. Redeem the amount on the gift card terminal
- Tap REDEEM.
- Enter the amount to redeem, then tap [✔]. Do not exceed the available balance or the amount due.
- Swipe the card, or tap [#] to enter the card number manually, then tap [✔].
- Confirm the approval message. The terminal prints merchant and customer receipts. Keep the merchant redemption receipt for the SCR and give the customer their copy.
If redemption is not approved, do not record a gift card payment in the POS. Ask the manager for help.
3. Settle the bill in the POS
Apply the approved redemption amount to the POS bill using the Gift Card payment option. If a balance remains, collect it by cash or credit card and record that payment separately.
Customer Buys a Gift Card
For a new card, follow the PURCHASE steps below. To add money to a previously used card, including one with a $0 balance, follow Reload an Existing Gift Card.
Complete both parts. Finish the gift card purchase in the POS before loading the card on the gift card terminal.
1. Ring the sale and collect payment in the POS
Ring the gift card under Supplemental / Retail for the amount the customer is purchasing. Collect and record the customer's cash or credit card payment in the POS.
2. Activate and load the gift card
- On the gift card terminal, tap PURCHASE.
- Tap the amount, or tap CUSTOM and enter the amount paid for in the POS.
- Swipe the gift card, or tap [#] to enter the card number manually, then tap [✔].
- Confirm the approval message. The terminal prints merchant and customer receipts. Keep the merchant receipt for the SCR and give the customer their receipt and loaded card.
Reusing a gift card with a $0 balance? A previously used card may display Activate Not Allowed when you use PURCHASE. If this happens, use RELOAD to load the amount the customer already paid for in the POS. Do not ring the sale or collect payment a second time. Confirm approval and retain the receipts before giving the loaded card to the customer.
If loading is still not approved, ask the manager for help before giving the card to the customer as activated.
Customer buys multiple cards with the same value
Use MULTI-PURCHASE to load the same amount onto up to 10 cards. First ring and collect payment for all cards in the POS.
- Tap MULTI-PURCHASE.
- Enter the number of cards (10 maximum), then tap [✔].
- Enter the amount to load onto each card, then tap [✔].
- Continue with the PURCHASE prompts above for the cards. Confirm approvals and keep the receipts.
Reload an Existing Gift Card
Use RELOAD when a customer adds money to a previously used gift card. This applies whether the card still has money on it or has a $0 balance.
Load only the additional amount the customer is buying. For example, if a card has $5 remaining and the customer buys $20 more, enter $20 as the reload amount, not $25.
1. Ring the added value and collect payment in the POS
Ring the additional gift card value under Supplemental / Retail. Collect and record the customer's cash or credit card payment in the POS. If the sale and payment are already recorded, do not ring the sale or collect payment again.
2. Reload the card on the gift card terminal
- Tap RELOAD.
- Enter the additional amount paid for in the POS, then tap the check mark [✔].
- Swipe the existing gift card, or tap [#] to enter the card number manually, then tap [✔].
- Confirm the approval message. Keep the merchant receipt for the SCR and give the customer their receipt and reloaded card.
If PURCHASE displays “Activate Not Allowed”
Melissa reports that attempting PURCHASE on a previously used $0-balance card produces Activate Not Allowed. Use RELOAD instead and follow step 2 above for the amount already paid for. Do not charge the customer a second time.
If the reload is not approved, ask the manager for help before giving the card to the customer as loaded.
Help / Instructions
Use REDEEM for a customer paying a bill. ADJUST / SUBTRACT VALUE is a separate value adjustment function. Ask the manager before using adjustments, transfers, or voids.
Reprint a receipt
- Tap the menu icon (≡), then REPRINT.
- Tap LAST for the most recent transaction, or LIST to find a different transaction by number or in the transaction list.
- View or select the transaction, then tap MERCHANT COPY or CUSTOMER COPY.
Manager reference: adjustments, transfers, voids, and reports
Adjust card value
Tap ADJUST, then ADD VALUE or SUBTRACT VALUE. For SUBTRACT VALUE, swipe the screen from right to left to find ADJUST on the second page. Enter the amount and tap [✔]. Swipe the card or enter its number with [#] and tap [✔]. Confirm approval and retain the receipts.
Transfer between gift cards
Tap TRANSFER, then [✔]. Swipe the card to transfer money from (or enter its number with [#] and confirm). Tap [✔], then swipe the card to transfer money to (or enter its number with [#] and confirm). Confirm approval and retain the receipts.
Void a gift card transaction
Swipe the screen from right to left to the second page and tap VOID. Choose LAST, or use LIST to find and select the transaction. Check the transaction details, then tap [✔] to void or [X] to cancel. Confirm approval and retain the receipts. Review the corresponding POS record separately so both records agree.
Print a gift card report
Tap the menu icon (≡), then REPORTS. Choose CURRENT for the current batch, or PREVIOUS and select a prior batch. Choose SUMMARY or SUMMARY + DETAIL to print.
Heartland customer support: 1-888-963-3600 (gift card quick reference guide). The terminal's yellow sticker also lists its TID and GlobalPay / Heartland support number.
Manager terminal setup / download instructions
Installation status: Melissa reports that the gift card terminals are installed and operating at all three locations. She demonstrated the processing steps to the employees on duty and had them practice the steps.
Display timeout
Melissa changed the display timeout to 24 hours in the terminal's Settings so the display would not time out after one minute. Managers should check this setting during setup or if the display starts timing out too quickly. Her email did not specify the exact Settings menu path.
Download / update reference
For the person installing or updating the terminal. Keep the instructions below for future downloads or updates. Confirm timing and any current update instructions with Ryan before starting.
| Location | Terminal ID (TID) |
|---|---|
| #10 - George Webb Restaurants - MLK Drive | 05388310 |
| #16 - George Webb Restaurants - Howell | 05388320 |
| #15 - George Webb Restaurants - Douglas Ave | 05388349 |
Match the location and TID to the terminal's yellow sticker. Keep the leading zero when entering the TID.
Never uninstall the UDS Client App / Downloader. The installation guide warns that doing so will require the terminal to be replaced.
- Launch the terminal's Settings app.
- Select Apps and Notifications, then See all apps.
- Select Payments, then UNINSTALL. The guide says an open batch does not need to be settled: transactions are cloud based and downloads will not affect them.
- Select PA, then UNINSTALL. Return to the Settings screen.
- Launch Downloader.
- Select Download, then All Files.
- The Application ID and Terminal ID will display. Press the pencil option to enter or change the Terminal ID to the correct location's TID above.
- Press the green check mark to proceed.
- The UDS Client app will indicate that it must reboot. When download and installation are complete, it will close and return to the Android Home screen of apps.
Download / installation help: Ryan's cell 414-349-3266. If unavailable, call 866-402-8056 for support.