General help statement: for help with your terminal, visit moneris.com/support-desk5000.

Before contacting Moneris, review error messages and equipment issues.

Resets the terminal to factory settings. All transaction data and configuration will be lost.

Do not use this function unless directed to do so by Moneris.

The terminal communicates with Moneris to check if there are any software updates.

If there are software updates available, the terminal will download and install them.

Opens the Software Update Settings screen.

Do not modify these settings unless directed by Moneris.

Opens the TMS Settings screen.

Do not modify these settings unless directed by Moneris.

Opens the Host Settings screen.

Do not modify these settings unless directed by Moneris.

Tap the toggle to turn this setting on or off.

Turn this setting on if you want your customers to be prompted for cashback when they use their debit card to make a Purchase.

When the cashback toggle is set to on, the other settings become available.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a dollar value. The value must be a multiple of 10, for example, $20.

Turn this setting on if you want your customers to be able to select a preset cashback amount.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a dollar value (for example, $40). This value must be a multiple of 10 and must be greater than Cashback Preset 1.

Turn this setting on if you want your customers to be able to select a preset cashback amount higher than the first one.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a dollar value (for example, $60). This value must be a multiple of 10 and must be greater than Cashback Preset 2.

Turn this setting on if you want your customers to be able to select a preset cashback amount higher than the first two options.

Tap the toggle to turn this setting on or off.

Turn this setting on if you want the terminal to prompt for a clerk ID.

Tap the toggle to display the current list of clerk IDs.

The terminal connects to Moneris to retrieve the list of clerks.

Note: Your terminal must be connected to Moneris.

Tap this menu item to add a clerk ID.

Key in a new clerk ID (minimum 1 and maximum 6 digits), then tap Save.

Tap the toggle to turn this setting on or off.

When key beep is enabled, each time you press a key on the keypad, it will be accompanied by a beep. The terminal will also beep in other situations.

This option controls the amount of time (in seconds) that elapses before the screen and keys are dimmed when the terminal is not being used. The backlight timer begins after the idle timer has elapsed.

To change the default value of 60 seconds, tap the field and enter a new value between 1 and 999.

To disable the backlight timer, enter 0.

This option controls the amount of time (in seconds) that elapses before the idle screen appears.

To change the default value of 60 seconds, tap the field and enter a new value between 1 and 999.

To disable the idle timer, enter 0.

Tap the toggle to turn this setting on or off.

When this setting is on, the next two fields appear.

When multi-terminal support is enabled, this setting allows you to close the batch or generate reports for just one terminal.

Tap the toggle to turn this setting on or off.

Tap the toggle to turn this setting on or off.

Turn this feature on to give your customers a choice of how to receive their receipts.

The following options can be set only when Cardholder Choice is turned on. Tap the toggle beside each option to turn the option on or off.

• Text Receipt: Turn this option on if you wish to allow your customers to receive their receipt by text.
• Email Receipt: Turn this option on if you wish to allow your customers to receive their receipt by email.
• No Receipt: Turn this option on to allow your customers to choose not to receive a receipt.

If you turn off these three options, the terminal will automatically print the customer receipt without any prompt.

The print delay determines how long the terminal pauses between printing the customer receipt and printing the merchant receipt.

To change the default of 3 seconds, tap the Print Delay field, enter a new value (in seconds), then tap OK.

This setting determines how many copies of the merchant receipt are printed.

To change the default value, tap the field, select a new value, then tap OK.

The header settings allow you to print information at the top of your receipts, such as the name of your business, your address, city, and province.

To set up a header for your receipts, tap Header Settings, choose a language, tap each field you want to fill out, enter the text you wish, then tap OK.

The footer settings allow you to print information at the end of your receipts, such as a holiday greeting, an offer, or promotional message.

To set up a footer for your receipts, tap Footer Settings, choose a language, tap each field you want to fill out, enter the text you wish, then tap OK.

Tap each field and enter a value then tap Save.

Passcode:

• The passcode must be 4 to 10 digits.
• You cannot use 3 or more consecutive numbers such as 12358 or 654975.
• You cannot repeat a number 3 times or more, such as 99975 or 85111.

Personal Identifier:

• This field is optional.
• It can be letters or numbers.
• It could be the person's name or employee number, or other descriptor such as Day Shift or Night Shift.
• It does not have to be unique — it can be assigned to more than one passcode.

User ID: The User ID must be 1 to 4 digits long, for example, 0001.

Access Level: The access level can medium security or high security.

• High security passcodes have access to all terminal functions.
• The first passcode you set up on the terminal must be high security. This passcode will have the ability to assign medium level or high level passcodes to other users.
• A maximum of 5 High Level User IDs and 50 Medium Level User IDs can be added.

Tap each field and enter the required information, then tap Save:

• User ID
• Existing passcode
• New passcode.
  • The passcode must be 4 to 10 digits.
  • You cannot use 3 or more consecutive numbers such as 12358 or 654975.
  • You cannot repeat a number 3 times or more, such as 99975 or 85111.

Resetting a medium security passcode

A user with a high security passcode can reset a medium security passcode.

1. Tap Medium Sec. Passcode.
   

   Note: If all your user IDs are at the same security level, you will not see this screen.

    
2. Enter the user ID of the medium security user who forgot their passcode, then tap Next.
3. Tap the New Passcode field, enter a new passcode for the user who forgot their passcode. If needed, review the passcode rules.
4. Tap the User ID and Passcode fields, enter your high security user ID and passcode, then tap Save.
   The terminal saves the new passcode, and then displays “Passcode Saved”.
5. Tap Passcode Saved to clear the message.
6. Give the new passcode to the medium security user who can then change it to a confidential passcode using the Change Passcode.

Resetting a high security passcode

A high security passcode user can allow another high security user to reset their passcode using this procedure, with assistance from Moneris.

1. Tap High Security Passcode.
   

   Note: If all your user IDs are at the same security level, you will not see this screen.

    
2. Enter the user ID of the high security user who forgot their passcode, then tap Next.
3. Tap the New Passcode field, enter a new passcode, re-enter the passcode, then tap OK. If needed, review the passcode rules.
4. Call Moneris to obtain an unlock code. We will ask you for the unlock token found at the top of the screen.
5. Tap the Unlock Code field and enter the unlock code provided by Moneris, then tap OK.
6. Tap Save.
7. Tap Passcode Saved.

Tap each field and enter the required information.

• User ID
• Existing passcode

Tap the toggle to turn this setting on or off.

Turn this setting on if you want your customers to be prompted to leave a tip.

Tap the toggle to turn this setting on or off.

Turn this setting on if you want your customers to be able to enter a tip as a dollar amount.

Tap the toggle to turn this setting on or off.

Turn this setting on if you want your customers to be able to enter a tip as a percentage of the bill.

To Support Tip on Subtotal for Core Standalone, enter the tax percentage to determine the subtotal for tip calculation.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a percentage value (for example, 15).

Turn this setting on if you want your customers to be able to enter a tip as a pre-set percentage.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a percentage value (for example, 20). This value must be greater than Tip Preset 1.

Turn this setting on if you want your customers to be able to enter a tip as a pre-set percentage.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a percentage value (for example, 25). This value must be greater than Tip Preset 2.

Turn this setting on if you want your customers to be able to enter a tip as a pre-set percentage.

Tap the toggle to turn this setting on or off.

Tap the preset value field and key in a percentage value (for example, 40). This value must be equal to or greater than Tip Preset 3.

Turn this setting on if you want your customers to see a notification on screen when they enter a tip as a large percentage of the purchase amount. It protects customers from data entry errors. The notification will allow customers to change the amount or to proceed.

Miscellaneous Transactions

• Surcharge prompt
• Invoice prompt
• Card not present

Turn on or off these features:

• Surcharge prompt;
• invoice prompt;
• card not present transactions.

To turn each feature on or off:

1. Tap the toggle beside it.
2. Tap Save.
3. Press the Menu key to return to the Main menu.

The Pass Terminal Timer sets the number of seconds to display the "Please pass the terminal to your customer" pop-up before the pop-up disappears and the next step in the transaction is displayed to the customer.

• If this value is set to zero, the pop-up is never displayed and the terminal goes directly to the next transaction step which is a customer-facing step.
• The default value is 1 second, which is the recommended setting.
• Longer timeout values can be specified, and the merchant in that case may need to press the green key to remove the pop-up before the timer expires.

To change the value:

1. Tap the field that shows the value.
2. Enter a new value using the keypad.
3. Tap OK.
4. Tap Save.
5. Press the Menu key to return to the Main menu.

When you receive your terminal, the customizable default screen is set to Purchase. To change the default screen:

1. Tap the Default Screen field.
2. Tap one of the options on the drop-down list to select a new default screen.
3. Tap Save.
4. Press the Menu key to return to the Main menu.

1. Starting at the Main menu, tap Settings, Application, and then Third-Party Gift.
   

   Note: If you do not see Third Party Gift on the Application menu, refer to Before getting started.

    

2. When prompted, enter the User ID and passcode for your Moneris terminal, then tap OK.

3. Tap the Third Party Gift toggle to enable this function. The Third Party Gift toggle becomes green and the Provider field appears.

4. Tap the Provider field and select your third party gift card provider.

5. Based on the provider you selected, various fields will appear. The information to be entered in these fields is provided by your third-party gift provider.
   1. Tap each field and enter the required information. If you do not have this information, contact your third-party gift provider.
   2. Tap Save.
      

      Note: The Additional Information screen shows dynamic information based on the gift provider you selected. This information may be useful to your provider whenever you contact them for support.

       

6. After you tap Save, the terminal returns to the Application Settings menu. The “Settings Saved” notification also appears.
   1. Press the menu key on the keypad to return to the Main menu.

This field indicates the number of seconds the terminal will try to connect to the network before timing out.

If the default value is acceptable, go to step 4.

If you wish to change the value, tap the field, key in a new value, and tap OK. Go to step 4.

Tap the toggle to turn this setting on or off.

If you turn it on, go to the Connection Timeout field below.

If you turn it off, complete the next two fields: primary DNS and secondary DNS.

This field indicates the number of seconds the terminal will try to connect to the network before timing out.

If the default value is acceptable, go to step 4.

If you wish to change the value, tap the field, key in a new value, and tap OK.