The steps below describe how to perform a cash sale of goods and services.

1. Log into the Moneris Go portal, and access the store through which you want to perform the transaction (see Moneris Go portal - Logging into the Moneris Go portal).¹
   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.
   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" window displays, click on the Cash button (shown below).
   
4. In the "Amount" field, enter the purchase dollar amount ($0.00). 
5. If the custom transaction identifier field displays, enter the requested data.
   Note:  To configure a custom transaction identifier, see Moneris Go portal - Custom ID: store settings.
6. Click on the Submit button to send the transaction for processing.
7. When the "Purchase" window displays the "approved" response (shown here), the transaction is complete. Do any of the following:
   
   To view, print, or send (email/text) the transaction receipt:
   1. Click on the View receipt button.
   2. Continue in Moneris Go portal - Sending/printing a transaction receipt.
      To initiate a new Purchase, Preauthorization, or independent Refund: 
      1. Click on the Start New Payment button.

The steps below describe how to perform a Preauthorization of goods and services by entering card data in Moneris Go portal payment fields. A Preauthorization verifies and locks funds on the cardholder's credit card.¹ The funds are locked for a specified amount of time based on the card issuer.

Important! To unlock and receive (or release) funds for this transaction, you must perform a Completion (see Moneris Go portal - Completion with credit card: manual entry).

The steps below describe how to reverse (cancel) a Moneris Go portal-referenced Purchase or Completion transaction for the full amount. The funds of the original Purchase or Completion transaction are fully restored to the cardholder's card. Neither the original transaction nor the Void transaction will appear on the cardholder's statement.

Note: Transactions originally processed with an Interac card cannot be voided from the Moneris Go portal.

1. Log into the Moneris Go portal, and access the store through which you want to perform this transaction (see Moneris Go portal - Logging into the Moneris Go portal).¹
   Note: If you need to identify the store through which the original transaction was processed (i.e., you have multiple stores linked to your account), view/print the receipt and refer to the store name on the receipt (see Moneris Go portal - Receipts). This name correlates with the tile label of the Moneris Go portal store that you must access in order to do the Void. (If you need to move to a different store, see Moneris Go portal - Using My Stores.)
2. On the sidebar menu (shown below), click on Reports.
   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 "Reports" page displays (shown below), locate the Purchase or Completion that you want to void, and click on it.
   Note: The "Order ID" is unique to each transaction. If the desired transaction is not listed, you can do a general search by entering a full or partial amount or order ID in the Search by amount or order ID field. You may also use additional filters to refine the search (for details, see Moneris Go portal - Financial transactions report). 
   
4. When the "Transaction details" page displays (shown below), review the details to ensure this is the transaction that you want to void.
   Note: For descriptions of payment details, fraud check results, and other line items that may display on the "Transaction details" page, see Moneris Go portal - Transaction details.
   
5. In the upper right corner on the "Transaction details" page, click on the more options dots (ellipsis).
6. When the drop-down displays (shown below), click on Void.
   
7. When the "Void transaction" dialog displays (shown below), click on its Yes button.
   
8. Wait while the transaction is processed.
9. When the "Void approved" dialog displays (shown below), click on its Okay button to close the dialog.
   
10. Print or send (email/text) a transaction receipt (see Moneris Go portal - Sending/printing a transaction receipt).

1. Your user account's current default display language determines the language format of the transaction receipt (once the receipt is generated, its language format cannot be altered). If you want to change your default display language before starting this transaction, see Moneris Go portal - Changing the default display language.

The steps below describe how to reverse (refund) a Moneris Go portal-referenced Purchase or Completion transaction for a full or partial amount. The funds of the original Purchase or Completion transaction are fully/partially restored to the cardholder's card.
Note:  Transactions originally processed with an Interac card cannot be refunded from the Moneris Go portal.

1. Log into the Moneris Go portal, and access the store from which you want to perform this transaction (see Moneris Go portal - Logging into the Moneris Go portal).¹
   Note: If you need to identify the store through which the original transaction was processed (i.e., you have multiple stores linked to your account), view/print the receipt and refer to the store name on the receipt (see Moneris Go portal - Receipts).This name correlates with the tile label of the Moneris Go portal store that you must access in order to do the Refund. (If you need to move to a different store, see Moneris Go portal - Using My Stores.)
2. On the sidebar menu (shown below), click on Reports.
   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 "Reports" page displays (shown below), locate the Purchase or Completion that you want to refund, and click on it.
   Note: The "Order ID" is unique to each transaction. If the desired transaction is not listed, you can do a general search by entering a full or partial amount or order ID in the Search by amount or order ID field. You may also use additional filters to refine the search (for details, see Moneris Go portal - Financial transactions report).
   
4. When the "Transaction details" page displays (shown below), review the details to ensure this is the transaction that you want to refund.
   Note: For descriptions of payment details, fraud check results, and other line items that may display on the "Transaction details" page, see Moneris Go portal - Transaction details.
   
5. In the upper right corner on the "Transaction details" page, click on the Refund button.
6. When the "Refund transaction" dialog displays (shown below), leave the displayed amount unchanged or enter a new amount in the Enter amount field, and click on the dialog's Yes button.
   
7. Wait while the transaction is processed.
8. When the "Refund approved" dialog displays (shown below), click on its Okay button to close the dialog.
   
9. Print or send (email/text) a transaction receipt (see Moneris Go portal - Sending/printing a transaction receipt).

The steps below describe how to do an independent Refund of goods and services by entering card data in Moneris Go portal payment fields.¹ The independent Refund fully or partially reverses (refunds) an unreferenced credit card sale and restores funds to a cardholder's credit card.
Note: The independent Refund is disabled by default but can be enabled (temporarily or for a longer period) for your store upon request provided that the store is not set up to support Tap to Pay (Moneris Go app).

1. Log into the Moneris Go portal, and access the store through which you want to perform the transaction (see Moneris Go portal - Logging into the Moneris Go portal).²
   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.
   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" window displays (shown below), do the following:
   
   1. Click on the Credit button.
   2. In the "Transaction type" drop-down, select Independent refund.
   3. In the "Amount" field, enter the refund dollar amount ($0.00).
4. Enter the credit card data:
   1. In the Credit Card Number field, enter the credit card's 16-digit PAN (personal account number).
   2. In the Expiry date field, enter the credit card's expiry date (mm/yy).
   3. In the Security code field, enter the credit card's 3- or 4-digit card verification value.
5. If the "Billing address" fields display (Street number, Street name, City, Province, and Postal code), enter the cardholder billing address data.
   Note: To configure billing address fields, see Moneris Go portal - Store settings: payments.
6. If the custom transaction identifier field displays, enter the requested data.
   Note:  To configure a custom transaction identifier, see Moneris Go portal - Custom ID: store settings.
7. Click on the Submit button to send the transaction for processing.
8. When the "Refund" window displays the "approved" or "declined" response (shown below), the transaction is complete. Do one of the following:
   
   To view, print, or send (email/text) the transaction receipt:
   1. Click on the View receipt button.
   2. Continue in Moneris Go portal - Sending/printing a transaction receipt.
      To initiate a new Purchase, Preauthorization, or independent Refund: 
      1. Click on the Start New Payment button.