Moneris Go Plus

Moneris Go Plus - Financial Transactions

Overview

A financial transaction involves the transfer of funds between a cardholder's account and your own business account. For example, a credit Purchase transaction moves funds from the credit cardholder's account to your business account. A debit Refund transaction moves funds from your business account to the debit cardholder's chequing or savings account.

Note: Funds are not moved immediately. They are moved after your batch is closed and settled. For more information about closing your batch, see End of day process.

 

The Moneris point-of-sale terminal can securely process a variety of financial transactions on cards including debit cards, credit cards, pre-paid credit cards, and gift cards.

 

Transaction Guidelines

Transaction Guidelines

To process financial transactions, follow these general guidelines.

  1. Make sure you are connected to Moneris. Look for the presence of the 4G/3G symbols, or the Wi-Fi icon, and check the signal strength indicators in the notification area at the top of the screen. If both the 4G/3G symbol and the Wi-Fi icon are not present, the terminal will not be able to process the transaction. If you are using 4G/3G communication, and the signal strength is 2 bars or below, the transaction may be processed slowly, or the terminal may not be able to process the transaction. Refer to the "No connection" error message.
  2. Determine which transaction you want to process (for example, Purchase, Purchase - Card not present, Partial approval purchase, Pre-authorization, Card on File Refund, Card Present Refund, Void)
  3. Start the transaction on the terminal and follow the prompts on screen. If needed, refer to the instructions for each transaction, using the links above.
    • If prompted, pass the terminal to your customer so they can respond to the customer prompts.
    • If card entry is required to complete the transaction, the customer (if present) enters their card using tap, insert or swipe.
    • The merchant prompts and the customer prompts may vary depending on:
      • the transaction type (for example, Purchase or Refund)
      • the payment type (for example, credit or debit)
      • the method of card entry (for example, tap, insert, swipe or manual entry )
      • any features you have turned on (for example, tipping )
    • If a transaction is cancelled, the terminal audibly announces the cancellation over the terminal speaker.
  4. Process any printed receipts.

 

Purchase

Purchase

Follow these steps to process a Purchase transaction when the customer pays with a debit or credit card.

  1. Start at the Purchase screen. This is the terminal's default screen.
    If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Use the on-screen numeric keypad to enter the purchase amount, then tap the OK ◯.
  1. The transaction identifier prompt appears only if enabled under Transaction settings. The label “Custom ID” will be replaced by your customized label (for example, Customer number).
    • To enter a value, tap the field and use the on-screen keyboard, then tap Go.
    • To bypass the prompt, tap Go without entering a value.
  1. Pass the terminal to your customer so they can respond to the customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip).
  1. The Purchase total screen appears, showing:
    • The total sale, including the tip (if any);
    • The “Tap, insert or swipe” prompt;
    • The cards (for example, Interac, Visa) and mobile wallets (for example, Apple Pay) you accept.
  1. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.
    • Additional prompts may appear, such as cashback and surcharge*, if these options are enabled under Transaction settings.
*The operator of this Terminal charges a fee for INTERAC Debit Transactions. This fee is in addition to any fees that your financial institution may charge.
  1. If prompted, the customer enters their PIN. There may be additional customer prompts.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction Complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Purchase (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

Note: Flat fees should not be used for surcharge or convenience fees.

 

Follow these steps to process a Purchase transaction when the customer pays with a debit, credit or Moneris gift card.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Enter the purchase amount.

    Note: Amount entered depends on the Total or Subtotal transaction amount entry type you selected in Taxes & flat fees settings.

     
  • Taxes & Flat fees configured as default will appear.
  1. Tap on icon if you want to change the taxes and fees for a particular transaction. 

A new screen appears with your configured Taxes & flat fee options (up to 5 options) to apply to the current transaction.

  1. Tap applicable boxes to place or remove checkmarks for the Taxes & flat fee options manually.
    • If checked, the taxes or flat fee is applied automatically to the transaction. 
    • If unchecked, the taxes or flat fee is not applied to the transaction.
  2. Tap Ok to save or tap Exit to exit without saving changes.
  3. Tap OK ◯.
  1. The transaction identifier prompt appears only if enabled under Transaction Settings. The label “Custom ID” will be replaced by your customized label (for example, Customer number).
    • To enter a value, tap the field and use the on-screen keyboard, then tap Go.
    • To bypass the prompt, tap Go without entering a value.
  1. Pass the terminal to your customer.

Note: If transaction amount entry type Total is selected in settings, the device will calculate subtotal along with taxes or flat fees on the total amount entered.

If transaction amount entry type Subtotal is selected in settings, the device will calculate taxes or flat fees and then the total using the subtotal entered. o view examples, click here.

 
  1. If Tip Settings are enabled, the customer is prompted with tip options. 

(a) Scenario 1 - Enter purchase total & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase total
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(b) Scenario 2 - Enter purchase total & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total (after taxes and fees) amount. 

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(c) Scenario 3 - Enter purchase subtotal & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase subtotal
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(d) Scenario 4 - Enter purchase subtotal & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total amount (after taxes and fees).

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.
  1. The customer presents their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options. 
    • Additional prompts may appear, such as cashback and surcharge*, if these options are enabled under Transaction settings.
*The operator of this Terminal charges a fee for INTERAC Debit Transactions. This fee is in addition to any fees that your financial institution may charge.
  1. If prompted, the customer enters their PIN. There may be additional customer prompts.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction Complete” message appears, tap OK to return to the default transaction screen.

  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Card not present (CNP)

If your business receives orders by Internet, mail, or telephone, follow these steps to process a Purchase transaction where you can manually enter the customer’s credit card information. 

Note: These screens are displayed when Taxes & Flat fees are not enabled.

 

To perform a manual transaction, you will be required to enter your password.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  1. Tap Manual entry, then tap the Ok.>

    Note: Manual entry must be enabled in your User role and in Transaction settings.

     
  • The password screen appears.
  1. Enter your password, then tap OK.
  1. Enter the purchase amount, then tap the OK ◯.

    Note: The order of these initial steps is flexible. You can enter the purchase amount first, or you can choose the method of card entry first. Both will work.

     
  1. At the manual card entry screen:
    1. Verify the purchase amount.
    2. Tap each credit card field and enter the information required.
    3. Tap Confirm.
      • If you did not enter a CVV, continue at step 6.
      • Otherwise, skip to step 7.
  1. Tap one of the available choices to indicate why you did not enter the CVV.
  1. If tip entry is turned on, you can enter a tip amount as specified by the customer.
  1. The “Processing, please wait” message appears.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email and No Receipt.
    1. Select a receipt format on behalf of the customer, or ask them if speaking on the telephone.
    2. If you selected Text or Email, enter the appropriate information.

      Note: You can choose which receipt options are shown. Refer to Receipt settings.

       
  1. The application prints receipts if requested.
  1. The “Transaction Complete” message appears. Tap OK to return to the default Purchase screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Card not present (CNP) (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

Note: Flat fees should not be used for surcharge or convenience fees.

 

If your business receives orders by Internet, mail, or telephone, follow these steps to process a Purchase transaction where you can manually enter the customer’s credit card information. 

To perform a manual transaction, you will be required to enter your password.
  1. Start at the Purchase screen. This is the terminal's default screen.
    If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Enter the purchase amount

    Note: Amount entered depends on the Total or Subtotal transaction amount entry type you selected in Taxes & flat fees settings.

     
    Taxes & fees configured as default will appear.
  3. Tap on icon if you want to change the taxes and fees for a particular transaction. 

A new screen appears with your configured Taxes & flat fee options (up to 5 options) to apply to the current transaction.

  1. Tap applicable boxes to place or remove checkmarks for the Taxes & flat fee options manually.
    • If checked, the taxes or flat fee is applied automatically to the transaction. 
    • If unchecked, the taxes or flat fee is not applied to the transaction.
  2. Tap Ok to save or tap Exit to exit without saving changes.
  1. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  2. Tap Manual entry, then tap the Ok.

    Note: Manual entry must be enabled in your User role and in Transaction settings. 

     

    Note: The order of these initial steps is flexible. You can enter the purchase amount first or you can choose the method of card entry first. Both will work.

     
  • The password screen appears.
  1. Enter your password, then tap OK.
  1. Then tap the OK ◯ .
  1. At the manual card entry screen:
    1. Verify the purchase amount.
    2. Tap each credit card field and enter the information required.
    3. Tap Confirm.
      • If you did not enter a CVV, continue at step 12.
  1. Tap one of the available choices to indicate why you did not enter the CVV.

Note: If transaction amount entry type Total is selected in settings, the device will calculate subtotal along with taxes or flat fees on the total amount entered.

If transaction amount entry type Subtotal is selected in settings, the device will calculate taxes or flat fees and then the total using the subtotal entered. To view examples, click here.

 
  1. If Tip Settings are enabled, the customer is prompted with tip options. 

(a) Scenario 1 - Enter purchase total & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase total
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(b) Scenario 2 - Enter purchase total & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total (after taxes and fees) amount. 

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(c) Scenario 3 - Enter purchase subtotal & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase subtotal
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(d) Scenario 4 - Enter purchase subtotal & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total amount (after taxes and fees).

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.
  1. The “Processing, please wait” message appears.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email and No Receipt.
    1. Select a receipt format on behalf of the customer, or ask them if speaking on the telephone.
    2. If you selected Text or Email, enter the appropriate information.

      Note: You can choose which receipt options are shown. Refer to Receipt settings.

       
  1. The application prints receipts if requested.
  1. The “Transaction Complete” message appears. Tap OK to return to the default Purchase screen.

 
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Cash

The application will provide receipts for cash transactions and will also include cash transactions in your reports. To perform a cash transaction, you will be required to enter your password.

Note: These screens are displayed when Taxes & Flat fees are not enabled.

 

Note: In order to perform cash transactions, they must be enabled in your user role.

 
  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  1. Tap Cash, and then Ok.
    • The password screen appears.
  1. Enter your password, then tap OK.
  1. Use the on-screen numeric keypad to enter the purchase amount, then tap the OK ◯.
  2. If the password screen appears, enter your password to continue. This step appears when password protection for cash transactions is enabled in your User role. 
  1. Pass the terminal to your customer so they can respond to the customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip).
9. The customer taps YES to confirm the total amount, including any tip.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts as requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records. 
  1. When the “Transaction complete” message appears, tap OK to return to the default Purchase screen.

  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Cash (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

The application will provide receipts for cash transactions and will also include cash transactions in your reports. To perform a cash transaction, you will be required to enter your password.

Note: In order to perform cash transactions, they must be enabled in your user role.

 
  1. Start at the Purchase screen. This is the terminal's default screen.
    If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Enter the purchase amount

    Note: Amount entered depends on the Total or Subtotal transaction amount entry type you selected in Taxes & flat fees settings. 
    Taxes & fees configured as default will appear.

     
  3. Tap on icon if you want to change the taxes and fees for a particular transaction.

A new screen appears with your configured Taxes & flat fee options (up to 5 options) to apply to the current transaction.

  1. Tap applicable boxes to place or remove checkmarks for the Taxes & flat fee options manually.
    If checked, the taxes or flat fee is applied automatically to the transaction. 
    If unchecked, the taxes or flat fee is not applied to the transaction.
  2. Tap Ok to save or tap Exit to exit without saving changes.
  1. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  2. Tap Cash, and then Ok.
    • The password screen appears.
  1. Enter your password, then tap OK.
  1. Use the on-screen numeric keypad to enter the purchase amount, then tap the OK ◯.
  2. If the password screen appears, enter your password to continue. This step appears when password protection for cash transactions is enabled in your User role. 
  1. Pass the terminal to your customer so they can respond to the customer prompts.
  1. Note: If transaction amount entry type Total is selected in settings, the device will calculate subtotal along with taxes or flat fees on the total amount entered.
  2. If transaction amount entry type Subtotal is selected in settings, the device will calculate taxes or flat fees and then the total using the subtotal entered. To view examples, click here.
 
  1. If Tip Settings are enabled, the customer is prompted with tip options. 

(a) Scenario 1 - Enter purchase total & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase total
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(b) Scenario 2 - Enter purchase total & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total (after taxes and fees) amount. 

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(c) Scenario 3 - Enter purchase subtotal & calculate tip on subtotal (before tax)

If tip calculations are set to calculate before tax, the customer is prompted with tip options on subtotal (before taxes and fees) amount.

You will see:

  • The purchase subtotal
  • The total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.

(d) Scenario 4 - Enter purchase subtotal & calculate tip on total (after tax)

If tip calculations are set to calculate after tax, the customer is prompted with tip options on total amount (after taxes and fees).

You will see:

  • The purchase total with taxes and fees applied
  • Any preset tip options
  • Options to select your own tip amount by dollar amount or percentage amount including No Tip

 To update tip entry, refer to Tip settings.
  1. Once the purchase is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
    The application prints receipts as requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records. 
  1. When the “Transaction complete” message appears, tap OK to return to the default Purchase screen.

  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Partial approval

A Partial Approval of a purchase transaction occurs when the customer pays for a purchase with a pre-paid credit card but the value on the pre-paid card is less than the purchase amount.

A pre-paid card refers to a credit card (such as Visa® or Mastercard®) loaded with a specific value.

  1. Start at the Purchases screen and follow steps 1 to 9 in the Purchase transaction procedure.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.

      Note: Process all pre-paid cards first -- the customer may have more than one.

       
  1. When a partial payment is approved, the screen displays the following information to the customer:
    • The approval message;
    • The amount paid;
    • The amount still due;
    • A prompt to pass the terminal back to the merchant.
  2. The customer passes the terminal back to you.
  1. The screen displays the partial approval information, together with 3 options. Ask the customer how they would like to proceed.
    • Cash or Card. To continue the transaction, tap Cash or Card depending on the customer’s response. Go to step 5.
    • Cancel. If the customer decides to cancel the sale, tap Cancel. The application will automatically cancel all partially approved transactions that were processed as part of this sale and automatically print a cancellation receipt.
  1. The receipt options screen appears for the approved payment. Pass the terminal to the customer.
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. Pass the terminal to the customer so they can respond to the customer prompts for the next payment of the balance due. This procedure will repeat as long as there is a balance to be paid.
  2. The application begins a card purchase or a cash purchase depending on the option you selected in step 4.
    1. The customer enters their card (if applicable).
    2. If the tip prompt appears, the customer enters a tip or no tip.
    3. The customer selects a receipt format or no receipt.
    4. The customer passes the terminal back to you.
  1. The application prints receipts if requested
    1. If the customer requested a printed receipt, give them the cardholder copy.
    2. If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. The “Transaction Complete” message appears when the total purchase amount is paid. Tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Pre-authorization

Pre-authorization

Perform a credit card pre-authorization when the final purchase amount is unknown, for example, when the customer is renting a vehicle or staying at a hotel.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Tap the additional options ⋮ icon and select Pre-authorization.
    • The title of the screen changes from Purchase to Pre-authorization. 
  1. Use the on-screen numeric keypad to enter the amount you want to pre-authorize, then tap the OK ◯ key.
  1. Pass the terminal to your customer so they can enter their card and respond to any customer prompts.
  1. The pre-authorization total screen appears, prompting the customer to “Tap, insert, or swipe.”
  2. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email, and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  1. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy. 
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Pre-authorization (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

Perform a credit card pre-authorization when the final purchase amount is unknown, for example, when the customer is renting a vehicle or staying at a hotel.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Tap the additional options  ⋮  icon and select Preauthorization.
    • The title of the screen changes from Purchase to Pre-authorization. 
  1. Use the on-screen numeric keypad to enter the amount you want to pre-authorize, then tap the OK ◯.
  1. Pass the terminal to your customer so they can enter their card and respond to any customer prompts.
  1. The pre-authorization total screen appears, prompting the customer to “Tap, insert or swipe”
  2. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy. 
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Card not present (CNP)

If your business receives orders by Internet, mail, or telephone, follow these steps to process a Pre-authorization transaction where you can manually enter the customer’s credit card information.

  1. Start at the Purchase screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Tap the additional options ⋮ icon and select Pre-authorization.
    • The title of the screen changes from Purchase to Pre-authorization.
  2. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  1. Tap Manual entry, then tap OK.

    Note: Manual entry must be enabled in your User roles and in Transaction settings.

     
  1. Enter the amount you want to pre-authorize, then tap the OK ◯.

    Note: The order of these initial steps is flexible. You can enter the pre-authorization amount first, or you can choose the method of card entry first. Both will work.

     
  1. At the manual card entry screen:
    1. Verify the pre-authorization amount.
    2. Tap each credit card field and enter the information required.
    3. Tap Confirm.
    4. Choose one of the following:
      • If you entered the CVV, skip to step 8.
      • If you did not enter a CVV, continue at step 7.
  1. Tap one of the available choices to indicate why you did not enter the CVV.
  1. The “Processing, please wait” message appears.
  1. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email, and No Receipt.
    1. Select a receipt format on behalf of the customer or ask them if speaking on the telephone.
    2. If you selected Text or Email, enter the appropriate information.

      Note: You can choose which receipt options are shown. Refer to Receipt settings.

       
  1. The application prints receipts if requested.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Card not present (CNP) (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

If your business receives orders by Internet, mail, or telephone, follow these steps to process a Pre-authorization transaction where you can manually enter the customer’s credit card information.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Tap the additional options ⋮ icon and select Preauthorization.
    • The title of the screen changes from Purchase to Pre-authorization.
  2. Tap the card entry field (Tap, insert or swipe) to display the card entry options.
  1. Tap Manual entry, then tap OK.
    Note: Manual entry must be enabled in your user role and in Transaction settings.
  1. Enter the amount you want to pre-authorize, then tap the OK ◯.

    Note: The order of these initial steps is flexible. You can enter the pre-authorization amount first, or you can choose the method of card entry first. Both will work.

     
  1. At the manual card entry screen:
    1. Verify the pre-authorization amount.
    2. Tap each credit card field and enter the information required.
    3. Tap Confirm.
    4. Choose one of the following:
      • If you did not enter a CVV, continue at step 7.
      • If you entered the CVV, skip to step 8.
  1. Tap one of the available choices to indicate why you did not enter the CVV.
  1. The “Processing, please wait” message appears.
  1. Once the pre-authorization is approved, the “How would you like your receipt?” prompt appears, showing the available options for receiving a receipt: Print, Text, Email and No Receipt.
    1. Select a receipt format on behalf of the customer, or ask them if speaking on the telephone.
    2. If you selected Text or Email, enter the appropriate information.

      Note: You can choose which receipt options are shown. Refer to Receipt settings.

       
  1. The application prints receipts if requested.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.

  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Completion or void

Choose which transaction you wish to process:

  • Completion: Complete a pre-authorization when the final purchase amount is known, for example, at the end of a hotel stay or when a rental car is returned.
  • Void: Void a pre-authorization to cancel the transaction and to release the funds.
  1. At the Main menu, tap Reports.
  1. The Reports screen shows all transactions ordered by date. Tap the pre-authorization you want to complete or void.
    • If needed, tap the All-transactions on dropdown menu and select Pre-authorizations to see pre-authorization transactions processed in the last 30 days.
    • You can also tap Scan to scan the QR code from a receipt, or tap Search to look for the transaction to be completed or voided. For instructions, refer to Finding a transaction using Scan or Search.
  1. The transaction details screen appears.
    • Verify this is the right pre-authorization. To go back, tap < icon in the title bar.
    • To complete the pre-authorization, tap Complete, and proceed to step 4.
    • To void the pre-authorization, tap Void, then tap OK on the confirmation screen. Proceed to step 8 (Processing, please wait).
  1. The “Completion” screen appears showing the original pre-authorization amount.
    • To change the completion amount, tap the Delete < key to delete the full amount, then enter the final amount to charge to the customer’s card.
  2. Tap the OK ◯ to continue.
  1. As indicated on-screen, pass the terminal to the customer so they can respond to any customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip)
  1. The “Processing, please wait” message appears.
  1. Once the completion (or void) is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.
    • If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Completion or void (Taxes and Flat fees enabled)

When Taxes & fees are enabled and transaction amount entry type is selected, you will enter the total purchase amount or subtotal amount (before taxes or fees) on the Purchase screen, and the applicable taxes and fees will be calculated automatically. The screen will display a list of all taxes and fees.

Choose which transaction you wish to process:

  • Completion: Complete a pre-authorization when the final purchase amount is known, for example, at the end of a hotel stay or when a rental car is returned.
  • Void: Void a pre-authorization to cancel the transaction and to release the funds.
  1. At the Main menu, tap Reports.
  1. The Reports screen shows all transactions ordered by date. Tap the pre-authorization you want to complete or void.
    • If needed, tap the All transactions dropdown menu and select Preauthorizations to see pre-authorization transactions processed in the last 30 days.
    • You can also tap Scan to scan the QR code from a receipt, or tap Search to look for the transaction to be completed or voided. For instructions, refer to Finding a transaction using Scan or Search .
  1. The transaction details screen appears.
    • Verify this is the right pre-authorization. To go back, tap < icon in the title bar.
    • To complete the pre-authorization, tap Complete and proceed to step 4.
    • To void the pre-authorization, tap Void, then tap OK on the confirmation screen. Proceed to step 8 (Processing, please wait).
  1. The “Completion” screen appears showing the original pre-authorization amount.
    • To change the completion amount, tap the Delete < key to delete the full amount, then enter the final amount to charge to the customer’s card.
  2. Tap the OK ◯ to continue.
  1. As indicated on-screen, pass the terminal to the customer so they can respond to any customer prompts.
  1. If tip entry is turned on, the customer enters a tip (or no tip)
  1. The “Processing, please wait” message appears.
  1. Once the completion (or void) is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.
    • If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).
  1. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Card on File Refund

Card on File Refund

A Card on File Refund (formerly known as Refund) credits a customer's account in relation to a purchase. You can also refund a cash purchase. You can refund the whole amount of a purchase transaction or a portion of the amount. Refunds are processed through the Reports screen. 

To process a refund without referring to an existing purchase, see Card Present Refund.
  1. Tap the Main menu  icon, then tap Reports.
    • The password screen appears with the Username. 
  1. Enter your password, then tap OK.
  • The Report screen displays.
  1. On the Reports screen, tap the transaction you want to refund.
    • If needed, tap the All-transactions dropdown menu and select Refunds to see refund transactions only.
    • You can also tap Scan to scan the QR code from a receipt or tap Search to look for the transaction to be refunded. For instructions, refer to Finding a transaction using Scan or Search.
  1. The transaction details appear.
    • Verify this is the right transaction, then tap Refund.
    • Otherwise, tap the Back < icon in the title bar to go back to the previous screen.
  1. The Refund screen appears, showing the full amount of the original purchase transaction.
    1. To perform a partial refund, tap the Delete < to delete the full amount, then enter the amount you want to refund. 
  2. Tap OK ◯ to continue.
    • If the original purchase was processed using cash, skip to step 11 (Customer chooses a receipt format).
    • If the original purchase was processed using a credit card, skip to step 10 (Processing, please wait).
    • If the original purchase was processed using a debit card or UnionPay card, continue to step 7.
  1. As indicated on-screen, pass the terminal to the customer so they can enter their card and respond to any customer prompts.
  1. The refund total screen appears, prompting the customer to “Tap, insert or swipe.”
  2. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert or swipe it. For more information, refer to card entry options.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the refund is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer toReceipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.
    • If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address)
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction Complete” message appears, tap OK to return to the default transaction screen.
  1. The default screen transaction appears.
    • The application is ready to process your next transaction.

 

Card Present Refund

Card Present Refund

A Card Present Refund (formerly known as Independent Refund) credits a customer’s account without being linked to a purchase or any other transaction. To perform a refund, you will be required to enter your password. 

Note: “Refund” must be enabled in your user role in order to perform this transaction.

 

Note: You cannot process a cash refund.

 
  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  1. Tap the additional options ⋮ icon and select Refund to process an card not present refund.
    • The password screen appears.
  1. Enter your password to process a refund, then tap OK.
    • The Refund screen appears.
  1. Enter the refund amount. 
    • Use the on-screen numeric keypad to enter the refund amount, then tap the OK ◯.

  1. Select between Tap, insert or swipe or Manual entry.
    • The default is Tap, insert or swipe.

Tap, insert or swipe

  1. Tap OK ◯.
  2. Pass the terminal to your customer so they can respond to the customer prompts. For more information, refer to card entry options.
    • The refund transaction will process.

Manual entry

  1. Tap the card entry field (Tap, insert or swipe) to display the card entry options. 
  2. Tap Manual entry.
  3. Tap Ok. 
  4. Proceed to enter the customers manual card information.
  5. Tap Confirm. 
    • The refund transaction will process.
  1. Once the refund is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print , Text, Email and No Receipt.

    Note: You can choose which receipt options customers will see. Refer to Receipt settings.

     
  2. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.
    • If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address)
 
  1. The customer passes the terminal back to you, as directed by the application.
    The application prints receipts if applicable.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    •  The application is ready to process your next transaction.

 

Void

Void

Perform a void when a Purchase has been entered incorrectly and needs to be cancelled and re-done.

  • If you have more than one terminal, you must process the void on the same terminal as the original transaction.
  • The whole transaction will be voided -- you cannot perform a partial void.
  • Only transactions in the current batch can be voided. For example, if the purchase transaction that you want to void is in a batch that is already closed, perform a refund instead.

Voids are performed using the Reports screen. Follow these instructions.

  1. Tap the Main menu  icon, then tap Reports.
    • The password screen appears with the Username.
  1. Enter your password, then tap OK.
    • The Reports screen displays.
  1. On the Reports screen, tap the transaction you want to void.
    You can also tap Scan to scan the QR code from a receipt or tap Search to look for the transaction to be voided. For instructions, refer to Finding a transaction using Scan or Search.
  1. The transaction details appear.
    • Verify this is the right transaction, then tap Void.
    • Otherwise, tap the Back < icon in the title bar to go back to the previous screen.

      Note:  What if Void does not appear at the bottom of the screen? This means the transaction is not in the current batch. Only transactions in the current batch can be voided. If you need to reverse a purchase transaction, perform a refund instead of a void.

       
  1. The application prompts you to confirm that you want to proceed with voiding the transaction.
    • To proceed, tap OK. 
    • To cancel, tap the Back < icon in the title bar to go back to the previous screen.
  1. The “Processing, please wait” message appears.
    • If the customer inserted a chip card, the message “Do not remove your card” also appears.
  1. Once the void is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email and No Receipt.
    1. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.
    2. If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address).

      Note: You can choose which receipt options customers will see. Refer to Receipt settings.

       
  1. The customer passes the terminal back to you, as directed by the application.
  2. The application prints receipts if requested.
    • If the customer requested a printed receipt, give them the cardholder copy.
    • If you enabled merchant receipt printing, keep the merchant copy for your records.
  1. When the “Transaction complete” message appears, tap OK to return to the default transaction screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Balance Inquiry

Balance Inquiry

Perform a balance inquiry when you or the customer wants to check the balance of a gift card or the balance of a pre-paid credit card.

  1. Start at the Purchase screen. This is the terminal's default screen.
    • If your terminal is at a different screen, tap the Main menu  icon, then tap Transactions.
  2. Tap the additional options ⋮ icon and select Balance inquiry.
  1. Choose a card entry method. This depends on the type of card and whether the card is present or not.
    • The default method is “Tap, insert or swipe”. To select this method, simply tap OK. Go to step 4.
    • To manually enter the card number:
      • Tap the card entry field, tap Manual entry from the list of options, then Ok.
      • When prompted, enter the card number, then enter the CVV from the back of the card.
      • Go to step 7 (Card Balance).
      • Note: Manual entry must be enabled in your User role and in Transaction settings .
    • For Moneris Gift cards only: To scan the bar code, tap Scan and Ok. Hold the gift card below the terminal so that the bar code is visible on the screen. Go to step 6 (enter CVC).
  1. Pass the terminal to the customer so they can enter their card.
  1. The customer taps, inserts or swipes the card.
  1. The customer enters the CVV from the back of the gift card, if prompted.
  1. The application displays the card balance.
    • To print the balance, the customer taps Print.
    • To continue without printing, the customer taps OK.
  1. The customer passes the terminal back to you, as directed by the application.
  2. When the "Transaction complete" message appears, tap OK to return to the default Purchase screen.
  1. The default transaction screen appears.
    • The application is ready to process your next transaction.

 

Receipts

Processing receipts from a transaction

Customer copy

The customer has up to 4 options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None, depending on how you have set up the customer receipt options. 

Customer option Merchant action
1 Email

No action required.

Moneris does not store the customer's email address. This means the customer will have to enter their email address each time they wish to receive a receipt by email.
2 Text

No action required.

Moneris does not store the customer's cell phone number. This means the customer will have to enter their cell phone number each time they wish to receive a receipt by text.
3 Print

The customer copy of the receipt will print on the terminal, followed by the merchant copy. You can set a pause in Receipt settings. The pause allows you time to tear off the customer receipt before the merchant copy begins printing.

Give the customer copy to the customer, but note:

  • If a merchant signature line is printed, sign this copy before giving it to the customer.
4 None No action required. 

Merchant copy

You can set the application to print a merchant copy of each receipt for your records.

 

Reprinting receipts

To reprint both the customer copy and the merchant copy of a transaction, follow these steps.

  1. Tap the Main menu  icon, then tap Reports.
    • The password screen appears with the Username.
  1. Enter your password, then tap OK.
  • The Reports screen appears.
  1. On the Reports screen, tap the transaction for which you want to reprint the receipts.
    • You can also tap Scan to scan the QR code from a receipt or tap Search to look for the transaction to be refunded. For instructions, refer to Methods of finding a transaction.
  1. When the transaction details appear, tap Reprint.
    • The application reprints both the customer copy and the merchant copy of the receipt.
  2. Tap the Back < icon in the title bar to return to the previous screen.
  1. Tap the Main menu  icon and then tap Transactions.
    • The default transaction screen appears.

 

Purchase receipt example

Item Description
A Transaction type. For example, Purchase, Refund, Void.
B Card type and card number. Examples of card type include Interac, Visa, Mastercard, and American Express. The card number is masked — an asterisk is printed in place of the card number except for the last four numbers.
C Chequing or Saving. Indicates which account was selected by the cardholder for an Interac card
D Card entry. Indicates how the card information was entered, for example, tap, insert, or swipe.
E Custom ID. You can customize the name of this field. The value for this field is the value that you enter on the terminal during the transaction.
F Order ID. You can use the Order ID to search for a transaction to void, to refund, or to reprint the receipt.
G Username. Indicates which user was signed in to the terminal when the transaction was processed.
H Total. This is the total sale amount including any tip.
I QR code. You can scan the QR code on a receipt to immediately find the transaction on the terminal to void, to refund, or to reprint the receipt.

 

Partial approval receipts

Once the customer has paid the total purchase amount, the application generates a separate receipt for each partial approval. If the customer used three pre-paid cards, the application produces three partial approval receipts.

 

Card masking

When printed on receipts, all card numbers are masked except for the last 4 digits. Masking replaces a card’s numbers with asterisks (e.g., ************1234). The expiry date is not printed on any copy of any receipt. These measures help to prevent fraud.

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In this article

Overview Transaction Guidelines Transaction Guidelines Purchase Purchase Purchase (Taxes and Flat fees enabled) Card not present (CNP) Card not present (CNP) (Taxes and Flat fees enabled) Cash Cash (Taxes and Flat fees enabled) Partial approval Pre-authorization Pre-authorization Pre-authorization (Taxes and Flat fees enabled) Card not present (CNP) Card not present (CNP) (Taxes and Flat fees enabled) Completion or void Completion or void (Taxes and Flat fees enabled) Card on File Refund Card on File Refund Card Present Refund Card Present Refund Void Void Balance Inquiry Balance Inquiry Receipts Processing receipts from a transaction Reprinting receipts Purchase receipt example Partial approval receipts Card masking