- Select the Cards tab from the main menu.
- Quickly locate a card by typing any piece of information you know about the card into the Search field, including:
- Card number
- Customer name (if registered)
- Customer email (if registered)
- Once the matching card populates in the table, select the ACTION button and Transfer Funds
- In the pop-up form, obtain a new card from inventory and enter the number in the New Card Number field.
- Add an optional Description, if desired.
- RECOMMENDED: Select “Destroy Original Card” to deactivate the old/lost card and remove from circulation. If the card is retrieved and attempted for use in future, the terminal will block the transaction with an error stating, “Card Not Active”.
IMPORTANT TO NOTE:
- If you are transferring funds to a brand new, unregistered card, transferring funds will also transfer customer registration details over to the new card.
- If you are transferring funds to an already registered card, registration details will not be transferred when registration details are already present. Please review 'transfer-to' card details and ensure to edit the registration if needed.
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