Moneris Go Portal - Terminal Management
This article covers information regarding how to use Moneris Go portal to mass-configure the settings (receipts, cashback, tips, installments, and more) for all terminals that are synched to your Moneris Go portal store.
Table of Contents
Procedure
Product
Moneris Go portal - Terminal settings
Moneris Go portal - List of configurable terminal settings
The table below lists the terminal settings that you can configure from Moneris Go portal.
Terminal setting | See procedure: |
Automatic sign-out time | Moneris Go portal - Terminal settings: general |
Cardholder choice | |
Cashback by dollar | |
Cashback preset | |
Cashback support | |
Display timeout |
|
Email receipt |
|
Footer (receipt) |
|
Header (receipt) |
|
Installments enabled by Visa |
|
Manual entry transactions | |
No receipt | |
Number of Merchant copies (receipt) | |
Pass terminal timer |
|
Print delay (receipt) | Moneris Go portal - Terminal settings: receipts |
Print QR code (receipt) | |
Receipt format options (email, text, no receipt) | |
Receipts |
|
Report reset time |
|
Sign out after transaction |
|
Text receipt | |
Tip | Moneris Go portal - Terminal settings: tips |
Tip support |
|
Tip by dollar |
|
Tip by preset |
|
Transaction identifier (custom) |
Moneris Go portal - Terminal settings: general
The steps below describe how to change the general settings for all terminals that are synched to your Moneris Go portal store. General settings include automatic sign-out time, automatic sign-out after transaction, report reset time, and display timeout.
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "General" module (shown below), and configure the transaction settings as desired:
Note: To jump directly to the "General" module, click on General in the navigation pane (shown below).
Automatic sign-out time
Configure when the terminal automatically logs off a user after X seconds of inactivity:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Move the Automatic sign-out time slider to the desired value (1 sec to 180 sec).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Display timeout
Set the number of minutes of inactivity after which the terminal enters into sleep mode to conserve battery power:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Click on the Display timeout drop-down, and select the desired value (1 min, 2 min, or 5 min).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Sign out after transaction
Enable/disable automatic logoff after a user performs a terminal transaction:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Sign out after transaction" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Report reset time
Set the 23-hour and 59-second period starting at time X, when terminal reports reset to $0:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- In the Report reset time field, enter a reset time; then select AM (morning) /PM (night).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Moneris Go portal - Terminal settings: transactions
The steps below describe how to change the transaction settings for all terminals that are synched to your Moneris Go portal store. Transaction settings include, pass terminal time, debit surcharging, manual entry transactions, and custom transaction identifier.
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "Transactions" module (shown below), and configure the transaction settings as desired:
Note: To jump directly to the "Transactions" module, click on Transactions in the navigation pane (shown below).
Manual entry transactions
Enable/disable keying in transactions on the terminal.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Manual entry transactions" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Pass terminal timer
Configure how long the terminal displays the "Please pass the terminal to your customer" prompt (e.g., this prompt would display when tip prompting is enabled).
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Click on the Pass terminal timer drop-down, and select a value (0 sec to 10 sec).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Surcharge
Enable/disable the addition of a fixed dollar amount (surcharge) to Interac debit Purchase transactions on the terminal. (The surcharge amount cannot exceed $0.25.)
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Enable surcharge box, and enter the surcharge amount (not exceeding $0.25) in the Surcharge amount field.
- To disable, unmark the Enable surcharge box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Transaction identifier
Enable/disable the option to append a custom transaction identifier to debit/credit/cash Purchases, Preauthorizations, and independent Refunds performed on the terminal. If enabled, the custom transaction identifier field will appear as a line item in reports and receipts.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Transaction identifier" setting, and do one of the following:
- To enable, checkmark the Enable transaction identifier box, and enter your custom identifier in the Transaction identifier label field.
Note: If you opt to enable this feature on the terminal, you should also enable the equivalent "Custom ID" feature on the virtual terminal (see Moneris Go portal - Custom ID: store settings). - To disable, unmark the Enable transaction identifier box.
- To enable, checkmark the Enable transaction identifier box, and enter your custom identifier in the Transaction identifier label field.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Moneris Go portal - Terminal settings: receipts
The steps below describe how to change the settings for receipts issued from all terminals that are synched to your Moneris Go portal store. Receipt settings include transaction receipt format choice, print QR code, print delay, and customizable greeting headers and footers.
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "Receipts" module (shown below), and configure the receipt settings as desired:
Note: To jump directly to the "Receipts" module, click on Receipts in the navigation pane (shown below).
Cardholder choice
Enable/disable receipt format prompting on the terminal.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Cardholder choice box.
- To disable, unmark the Cardholder choice box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Email receipt
Enable/disable the "Email receipt" option on the terminal. [1]
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Email receipt" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Text receipt
Enable/disable the "Text receipt" option on the terminal. [2]
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Text receipt" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
No receipt
Enable/disable the "No receipt" option on the terminal. [3]
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "No receipt" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal that is connected to an ECR, the change is effected when the terminal reboots or receives a manual Sync command.
Number of merchant copies
Set the number of merchant copy receipts that the terminal prints for each transaction.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Click on the Number of merchant copies drop-down, and select a number (0 to 2).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Print QR code
Enable/disable the appearance of a QR code on terminal transaction receipts. (If the QR code is printed on a receipt, you can use the terminal to scan the receipt and retrieve the transaction record.)
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Print QR code" setting, and do one of the following:
- To enable, select the Enable radio button.
- To disable, select the Disable radio button.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Print delay
Set the delay time (in seconds) between when the terminal prints the cardholder copy receipt and when it prints the merchant copy receipt.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Click on the Print delay drop-down, and select a value (2 sec to 5 sec).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Header
Configure a customized greeting message in the header line(s) on terminal transaction receipts. (To view the placement location in a receipt, see receipt examples in Moneris Go portal - Receipts.)
To configure a header line:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Custom receipt text" area, and click on the Header button to display the header settings.
- To add a new header line, click on Add header, and enter your greeting text in the new header field (or leave the field unfilled if you want to add a blank header line).
Note: If you choose to enter text in the header field, please ensure that you leave the field's last 2 character spaces blank (unfilled). Although the header field will allow you to enter up to 32 alpha-numeric characters, if you do not leave the last 2 character spaces unfilled, a "saving changes" error will occur when you attempt to save the updated receipt settings. - To reposition a header line, click on it and drag the header line to the desired position above/below another header line.
- To add a new header line, click on Add header, and enter your greeting text in the new header field (or leave the field unfilled if you want to add a blank header line).
- Click on the Save button.
- When the "Changes saved response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
To remove one or more header lines:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step d.
- Go to the "Custom receipt text" area, and click on the Header button to display the header settings.
- Locate any header line that you want to remove, and click on its Delete icon.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Footer
Configure a customized greeting message in the footer line(s) on terminal transaction receipts. (To view the placement location in a receipt, see receipt examples in Moneris Go portal - Receipts.)
To configure a footer line:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Go to the "Custom receipt text" area, and click on the Footer button to display the footer settings.
- To add a new footer line, click on Add footer, and enter your greeting text in the new footer field (or leave the field unfilled if you want to add a blank footer line).
Note: If you choose to enter text in the footer field, please ensure that you leave the field's last 2 character spaces blank (unfilled). Although the footer field will allow you to enter up to 32 alpha-numeric characters, if you do not leave the last 2 character spaces unfilled, a "saving changes" error will occur when you attempt to save the updated receipt settings. - To reposition a footer line, click on it and drag the footer line to the desired position above/below another footer line.
- To add a new footer line, click on Add footer, and enter your greeting text in the new footer field (or leave the field unfilled if you want to add a blank footer line).
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
To remove one or more footer lines:
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step d.
- Go to the "Custom receipt text" area, and click on the Footer button to display the footer settings.
- Locate any footer line that you want to remove, and click on its Delete icon.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
- This option is supported only if "Cardholder choice" is enabled. See Cardholder choice above.
- This option is supported only if "Cardholder choice" is enabled. See Cardholder choice above.
- This option is supported only if "Cardholder choice" is enabled. See Cardholder choice above.
Moneris Go portal - Terminal settings: cashback
The steps below describe how to change the settings for cashback prompting on all terminals that are synched to your Moneris Go portal store. When enabled, cashback prompting displays during contact-based debit Purchase transactions performed on the terminal.
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "Cashback" module (shown below), and configure the cashback settings as desired:
Note: To jump directly to the "Cashback" module, click on Cashback in the navigation pane (shown below).
Cashback support
Enable/disable cashback prompting on the terminal.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Cashback support box.
- To disable, unmark the Cashback support box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Cashback by dollar
Enable/disable the option for cardholders to enter a cashback amount on the terminal to a maximum dollar amount that you define. [1]
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Cashback by dollar box, and enter the maximum dollar amount limit in the Max amount field.
- To disable, unmark the Cashback by dollar box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Cashback by preset
Enable/disable the option for cardholders to select a pre-defined cashback dollar amount on the terminal. [2] There are three pre-defined dollar amount settings; each can be configured/enabled independently.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Cashback preset # box, and enter a dollar amount in the corresponding Preset value field.
- To disable, unmark the Cashback preset # box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
- This option is supported only if "Cashback support" is enabled. See Cashback support above.
- This option is supported only if "Cashback support" is enabled. See Cashback support above.
Moneris Go portal - Terminal settings: tips
The steps below describe how to change the settings for tip prompting on all terminals that are synched to your Moneris Go portal store. When enabled, tip prompting displays during Purchase and Preauthorization transactions.
Note: If one or more taxes or flat fees are enabled and configured on your terminal(s), you may also configure tip calculation before or after taxes and apply flat fees to transactions. Taxes, flat fees, and tip calculation before/after taxes can be enabled and configured only from any terminal that is synched to this store (for instructions, please refer to the documentation for your terminal.)
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "Tips" module (shown below), and configure the tip settings as desired:
Note: To jump directly to the "Tips" module, click on Tips in the navigation pane (shown below).
Tip support
Enable/disable tip prompting on the terminal.
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Tip support box.
- To disable, unmark the Tip support box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Tip by dollar [1]
Enable/disable the option for customers to enter a tip as a dollar amount on the terminal.
- If one or more taxes or flat fees are enabled and configured on your terminal, you may also configure tip calculation based on the transaction amount before or after taxes and flat fees are applied. (Taxes, flat fees, and tip calculation before/after taxes can be enabled and configured only from a terminal that is synched to this store. For instructions, please refer to the documentation for your terminal.)
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Tip by dollar box.
- To disable, unmark the Tip by dollar box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Tip by percent [2]
Enable/disable the option for customers to enter a tip as a percentage on the terminal.
- If one or more taxes or flat fees are enabled and configured on your terminal, you may also configure tip calculation based on the transaction amount before or after taxes and flat fees are applied. (Taxes, flat fees, and tip calculation before/after taxes can be enabled and configured only from a terminal that is synched to this store. For instructions, please refer to the documentation for your terminal.)
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Tip by percent box.
- To disable, unmark the Tip by percent box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
Tip by preset percentage [3]
Enable/disable the option for customers to select a pre-defined tip percentage on the terminal. (There are three pre-defined tip percentage settings; each can be configured/enabled independently.)
- If one or more taxes or flat fees are enabled and configured on your terminal, you may also configure tip calculation based on the transaction amount before or after taxes and flat fees are applied. (Taxes, flat fees, and tip calculation before/after taxes can be enabled and configured only from a terminal that is synched to this store. For instructions, please refer to the documentation for your terminal.)
Note: If you save a new configuration for this setting, it will be overwrite the corresponding setting on every terminal that is synched to this store. The overwrite will be effected on each terminal as described below in the note at step c.
- Do one of the following:
- To enable, checkmark the Tip preset # box, and enter a percentage value in the corresponding Preset # value field.
- To disable, unmark the Tip preset # box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
- This option is supported only if "Tip support" is enabled (see Tip support above).
- This option is supported only if "Tip support" is enabled (see Tip support above).
- This option is supported only if "Tip by percent" is enabled (see Tip by percent above).
Moneris Go portal - Terminal settings: Installments by Visa
The steps below describe how to access the settings for enabling/disabling Installments enabled by Visa ("Visa installments") on all terminals that are synched to your Moneris Go portal store. If you enable one or more installment plans (to a maximum of three), your synched terminals will display the option for cardholders to pay for a qualifying Purchase or Preauthorization over a defined time period in fixed, equal installment payments.
Note: For more information on the Visa installments solution, see Moneris Go portal - Installments Enabled by Visa.
- Log into the Moneris Go portal, and access the store that is synched to the terminal(s) that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My stores). - On the sidebar menu (shown below), click on Settings > Terminal.
Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
- When the "Terminal settings" page displays (shown below), continue to the next step.
- Scroll to the "Installments by Visa" module (shown below), and configure the installment settings as desired:
Note: To jump directly to the "Installments by Visa" module, click on Installments by Visa in the navigation pane (shown below).
To enable Visa installments prompting on the terminal:
- Checkmark the Enable Installments by Visa box.
- In the "Set purchase limits" area, optionally set a minimum and maximum qualifying Purchase amount:
- To set the minimum, enter a dollar value in the Minimum field (the default is set to $100.00).
- To set the maximum, enter a dollar value in the Maximum field (the default is set to $9,999,999). [1
- Select (enable) up to three installment plans:
Note: An installment plan is implemented in monthly durations (3x, 6x, 12x, 18x, 24x, 36x, or 48x months). You may enable any combination of merchant-funded plans and/or consumer-funded plans. [2]- To enable an installment plan, checkmark the box in the desired plan.
- To disable an installment plan, unmark the box in the undesired plan.
- If you want to reset the default plan settings, click on Reset. Otherwise, proceed directly to step e.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
To disable Visa installments prompting on the terminal:
- Unmark the Enable Installments by Visa box.
- Click on the Save button.
- When the "Changes saved" response displays, the operation is complete.
Note: On a synched standalone terminal, the change is effected when a user ends their login session on the terminal, reboots the terminal, or performs a manual Sync on the terminal. On a synched integrated terminal, the change is effected when the terminal reboots or receives a manual Sync command from the ECR to which the terminal is connected.
- If you leave this field blank, the maximum qualifying Purchase amount is automatically set to the cardholder's available credit limit.
- In a "Merchant-funded plan", you (the merchant) are responsible for paying the installment funding fees to the issuer. In a "Consumer-funded plan", the cardholder is responsible for paying the installment funding fees to the issuer.