The steps below describe how to create a new credit card payment request through your Moneris Go portal store.

1. Log into the Moneris Go portal, and access the store through which you want to perform this action (see Moneris Go portal - Logging into the Moneris Go portal).
   Note:  If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Payment requests.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu
   
3. When the "Payment requests" page displays (shown below), click on the Create payment request button.
   
4. When the "Create payment request" page displays (shown below), continue to the next step.
   
5. Click on the calendaricon in the "Payment request due date" bar to display the date range drop-down (shown below), and do one of the following: 
   
   To select a preset due date:
   Note:  The default due date is "Net 7" (i.e., seven days from date of this payment request's creation).
   1. In the date range drop-down (shown above), click on Due on receipt (payment is due the day on which the payment request is created), Net 7, Net 15, Net 30, Net 45, Net 60, End of month, or End of next month.
      To select a custom due date:
      1. In the date range drop-down (shown above), click on the Custom date button.
      2. When the calendar displays, click on a specific calendar date to highlight it.
         Note: To roll the calendar date backward or forward, click on the back ˂ icon or the next ˃ icon beside the month or year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month and/or year, and select a specific month/year.
         
      3. Click on the calendar's Apply button.
6. Fill in the mandatory payment fields:
   1. In the Customer email field, enter the customer's email address (the payment request will be sent to this address).
   2. In the Product description field, enter a description of the product/service for which you are sending the payment request.
   3. In the Price field, enter the payment request amount ($0.00).
7. Fill in the other payment fields as required:
   1. In the Notes field, optionally enter supplementary information about the payment request.
      Note: The information that you enter in the "Notes" field will not be seen by your customer.
   2. If the custom transaction identifier field displays, optionally enter the requested data.
      Note: To configure the custom transaction identifier field, see Moneris Go portal - Custom ID: store settings.
8. You have the following options with respect to this payment request:
   To send the payment request to the customer now:
   1. Continue in Moneris Go portal - Sending a payment request.
      Note: If the customer pays the payment request, you may send a transaction receipt to them (see Moneris Go portal - Emailing a transaction receipt to the customer when they pay a payment request).
      To save the payment request as a draft without sending it:
      1. Continue in Moneris Go portal - Saving a payment request as a draft.
         To delete the payment request:
         1. Click on any other menu item on the sidebar, or click on your Web browser's back button to return to a previous page.
            Note:  The deleted payment request will not be logged in any Moneris Go portal store report.

Once you finalize the details of a new or "draft" payment request (i.e., you filled in the mandatory payment fields), you can proceed to send the payment request to your customer for payment by following the steps below.¹
Note: To start a new payment request, see Moneris Go portal - Creating a payment request. To reopen a draft payment request, see Moneris Go portal - Payment request details.

1. While the payment request is open on your screen (shown below), do the following:
   
   1. Click on the payment request's Send button.
   2. When the "Payment request sent successfully" response displays, the operation is complete.
      Note: When your screen transitions to the "Payment requests" page, the payment request that you just sent will have a status indicating "Sent" or "Pending". (For status definitions, see Moneris Go portal - Payment request status indicators defined.)
2. You have the following options with respect to this payment request:
   Wait for the customer to make the payment:
   1. See Moneris Go portal - Paying a payment request.
      Note: If the customer pays the payment request, you may send a transaction receipt to them (see Moneris Go portal - Emailing a transaction receipt to the customer when they pay a payment request).
      Resend the payment request to the customer:
      1. See Moneris Go portal - Resending a payment request.
         Cancel the payment request:
         1. See Moneris Go portal - Cancelling a payment request.

1. Your user account's current default display language determines the language format of the payment request your customer receives. If you want to change your default display language before sending this payment request, see Moneris Go portal - Changing the default display language.

When a customer pays a payment request that was sent from your Moneris Go portal store (see Moneris Go portal - Paying a payment request), the status of the payment request changes to "paid" while the payment is logged as a credit Purchase in your store's financial transactions report.

The steps below describe how to retrieve the Purchase transaction that corresponds to the paid payment request so you can email the transaction receipt to the customer.

1. Retrieve the desired "paid" payment request record (see Moneris Go portal - Payment requests report), and click on it to open its "Payment request details" page (shown below).
   
2. On the “Payment request details” page, locate the following transaction identifiers:
   1. In the “Payment request – 0000” area (shown above), record the address shown in the Customer’s email field.
      Note: This is the email address to which the payment request was sent so that the customer could pay it (see Moneris Go portal - Paying a payment request).
   2. In the “Payment details” module (shown above), record the order ID and date shown in the Order ID field and the Date field respectively.
      Note: Payment details older than 13 months will not be displayed here. To access the payment details for a Purchase that is older than 13 months, please access Merchant Direct.
3. Initiate a financial transactions report, and retrieve the Purchase transaction corresponding to the paid payment request (see Moneris Go portal - Financial transactions report).
   Note: For your search filters, use the “Order ID” and “Date” that you recorded in step 2b.
4. When the Purchase’s “Transaction details” page is open on your screen (see Moneris Go portal - Transaction details), email the transaction receipt to the customer email address that you recorded in step 2a.

If you reopen a payment request that is in "Overdue", "Sent", or "Pending" status, you can opt to resend the same payment request to the customer although you cannot alter any of payment request details. The steps below describe how to resend an overdue/sent/pending payment request.¹

1. Initiate a payment request report and retrieve the record of the payment request that you want to resend (see Moneris Go portal - Payment requests report).
2. Once you retrieve the desired record, click on it to view its "Payment request details" page (shown below).
   
   1. Click on the payment request's Resend button.
   2. When the "Payment request sent successfully" response displays, the operation is complete.
      Note: Your screen will transition back to the "Payment requests" page. The status of the newly re-sent payment request should indicate "Overdue" or "Sent". However, it may indicate "Pending". (For status definitions, see Moneris Go portal - Payment request status indicators defined.)
3. You now have the following options with respect to this payment request:
   Wait for the customer to make the payment:
   1. See Moneris Go portal - Paying a payment request.
      Note: If the customer pays the payment request, you may send a transaction receipt to them (see Moneris Go portal - Emailing a transaction receipt to the customer when they pay a payment request).
      Resend the payment request to the customer:
      1. See Moneris Go portal - Resending a payment request.
         Cancel the payment request:
         1. See Moneris Go portal - Cancelling a payment request.

1. Your user account's current default display language determines the language format of the payment request your customer receives. If you want to change your default display language before resending this payment request, see Moneris Go portal - Changing the default display language.

The payment requests report lists the payment requests that were processed through your Moneris Go portal store. Report data include status, creation date, payment request ID, customer email, and total amount. From this report, you may view/edit the details of a payment request or start a new payment request. The steps below describe how to initiate a payment requests report.

1. Log into the Moneris Go portal and access the store through which you want to perform this action (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Payment requests.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Payment requests" page (shown below) displays, it lists your store's payment requests.
   Note:  For status definitions, see Moneris Go portal - Payment request status indicators defined.
   
4. From this report, you can do any of the following:
   • To narrow the report scope, enter a full payment request ID or a full/partial customer email in the Search by payment request ID or customer's email field.
   • To view the details of a specific payment request record, see Moneris Go portal - Payment request details.
   • To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous page < icon or the First page << icon respectively.
   • To start a new payment request, click on the Create payment request button (continue at step 4 in Moneris Go portal - Creating a payment request).

Any payment request that you process through your Moneris Go portal store is appended with a status indicator that describes the current state of the payment request.

The payment request status indicator is listed beside every payment request that is logged in your payment requests report (see Moneris Go portal - Payment requests report) and displays on the "Payment request details" page of each payment request (see Moneris Go portal - Payment request details). The status indicators are described in the table below.

You can display the payment request details of any payment request that is logged in your Moneris Go portal store's payment requests report. Payment details include status ("Draft", "Sent", "Pending", "Overdue", "Paid", or "Cancelled") customer email, due date, product description, price/total, and a note if appended. You may also cancel, resend, or delete a payment request and view a payment receipt as described below.

1. Initiate a payment requests report, and retrieve the desired payment request record (see Moneris Go portal - Payment requests report).
2. When you retrieve the desired record, click on it to view its "Payment request details" page (shown below).
   

SENT (or PENDING)

The "Payment details" module (shown below) displays on the "Payment request details" page of every paid payment request (see Moneris Go portal - Payment request details).

The table below describes the labelled "Payment details" module image shown above.

The steps below describe how to cross-reference a "paid" payment request with its Purchase record:

When you send a payment request through your Moneris Go portal store (see Moneris Go portal - Sending a payment request), the recipient customer/cardholder must follow the steps below to make their payment.

1. When the customer receives the "Payment request - 0000" email in their inbox, they open it.
2. When the payment request is open on their screen (shown below), the customer clicks on the Complete your purchase hyperlink.
   
3. When the "Checkout" page displays (shown below), the customer fills in the following fields:
   
   Contact information:
   1. In the First Name field, the customer enters their given name.
   2. In the Last Name field, the customer enters their surname.
   3. In the Email field, the customer enters their email address.
   4. In the Phone Number field, the customer enters their contact phone number.
      Card information:
      1. In the Cardholder Name field, the customer enters the name on their credit card.
      2. In the Card Number field, the customer enters their credit card's 16-digit PAN (personal account number).
      3. In the MMYY field, the customer enters their credit card's due date (mm/yy).
      4. In the CVV field, the customer enters their credit card's 3- or 4-digit card verification number.
         Billing address:
         1. In the Address Line 1 field, the customer enters their street address.
         2. In the Address Line 2 field, the customer optionally enters additional address information.
         3. In the City field, the customer enters the city.
         4. In the Country drop-down, the customer enters their country.
         5. In the Province drop-down, the customer enters their province/state.
         6. In the Postal code field, the customer enters their postal code.
4. The customer clicks on the Checkout button to submit their payment.
5. When the transaction is processed, the "Completed payment request Thank you" response displays, but note the following:
   About the transaction:
   • The transaction is processed as a credit card Purchase.
   • In your payment requests report, the status of the original payment request will now indicate "Paid" (see Moneris Go portal - Payment requests report).
   • You may void/refund the transaction if required (see Moneris Go portal - Voiding/refunding the Purchase transaction corresponding to a paid payment request).
     Viewing/sending a transaction receipt:
     • You can opt to send a transaction receipt to the customer (see Moneris Go portal - Emailing a transaction receipt to the customer when they pay a payment request).
       Unsubscribing from your mailing list:
       • The customer can opt to unsubscribe from your mailing list (see Moneris Go portal - Unsubscribing from your mailing list).

If the recipient of your payment request does not wish to receive email from your business, they must follow the steps below to unsubscribe from your mailing list.

Note: The recipient (customer) can unsubscribe before or after they make their payment.

1. When the customer receives the "Payment request - 0000" email in their inbox, they open it.
2. When the payment request is open on their screen (shown below), the customer clicks on the unsubscribe hyperlink.
   
3. When "The merchant has been notified of your request to be removed from their mailing list" response displays, the operation is complete.
   Note: We will notify you about the customer's request so that you can take the appropriate action to remove them from your mailing list.
4. If the customer still needs to make their payment, they must follow the steps in Moneris Go portal - Paying a payment request.

When a customer pays a payment request that was sent from your Moneris Go portal store (see Moneris Go portal - Paying a payment request), the status of the payment request changes to "paid" while the payment is logged as a credit Purchase in your store's financial transactions report.

1. Retrieve the desired "paid" payment request record (see Moneris Go portal - Payment requests report), and click on it to open its "Payment request details" page (shown below).
   
2. On the “Payment request details” page, locate the following transaction identifiers:
   1. In the “Payment request – 0000” area (shown above), record the address shown in the Customer’s email field.
      Note: This is the email address to which the payment request was sent so that the customer could pay it (see Moneris Go portal - Paying a payment request).
3. In the “Payment details” module (shown above), record the order ID and date shown in the Order ID field and the Date field respectively.
   3. Initiate a financial transactions report, and retrieve the Purchase transaction corresponding to the paid payment request (see Moneris Go portal - Financial transactions report).
   Note: For your search filters, use the “Order ID” and “Date” that you recorded in step 2b.
4. When the Purchase’s “Transaction details” page is open on your screen (see Moneris Go portal - Transaction details), you may void or refund the Purchase transaction.
   Note: Ensure that you email the Void/Refund transaction receipt to the customer address that you recorded in step 2a.Note:  Payment details older than 13 months will not be displayed here. To access the payment details for a Purchase that is older than 13 months, please access Merchant Direct.