This screen allows you to change your receipt settings as needed to suit your business.
Tap the Main menu icon, then tap Settings.
On the Settings menu, tap Receipts. The Receipt settings screen appears.
To give your customers a choice of receipt formats, tap the toggle to turn the option on or off next to the following:
Cardholder choice: This will enable or disable all the below option
NOTE: If you disable Cardholder choice, the terminal will print a customer receipt automatically.
Email receipt: This will enable or disable the email receipt option.
Text receipt: This will enable or disable the text receipt option.
No receipt: This will enable or disable the no receipt options.
Custom receipt text. To add header or footer text to your customer receipts, tap Custom receipt text then refer to Working with headers and footers below.
When you are finished with the receipt settings, tap Save. The application returns to the Settings menu.
To return to the default transaction screen, tap the Main menu icon, then tap Transactions.
Working with headers and footers
You can add up to 6 lines in the header or footer of customer receipts. Each line can include up to 30 characters.
Add a header or footer
On the "Custom receipt text" screen, tap Header or Footer.
Tap the empty field and use the on-screen keyboard to type the text of the header or footer.
Tap the plus ( + ) sign beside the field to add the header or footer to your receipt. The header or footer now appears below the empty field or existing lines.
To add another header or footer, follow the same steps. Delete a header or footer
Tap the minus ( – ) sign beside the field. Edit a header or footer
Tap the field you wish to edit.
NOTE: You can drag a header or footer field to change its order on the receipt.
When you are finished with the tip settings, tap Save. The application returns to the Settings menu.
To return to the default transaction screen, tap the Main menu icon, then tap Transactions.
Tip Settings
Tip Settings
Change your tip settings as needed.
Tap the Main menu icon, then tap Settings.
On the Settings menu, tap Tips. The Tip settings screen appears. Tips: Enable this setting to prompt customers to leave a tip. Once you enable Tips the tip options will appear. Tip by dollar: Enable this setting to allow customers to enter a tip as a dollar amount. Tip by percentage: Enable this setting to allow customers to enter a tip as a percentage of the total amount. Tip preset type: Decide if you want your preset tips to be fixed dollar values or percentages of the purchase total, then tap Dollar or Percentage as required. Depending on your choice, enter dollar amounts (no cents) or percentages for the pre-set tips below. Tip Preset 1: Enable this setting to allow customers to enter a pre-set tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip preset type above. Tip Preset 2: Enable this setting to allow customers to enter a pre-set tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip preset type above. Tip Preset 3: Enable this setting to allow customers to enter a pre-set tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip preset type above.
When you are finished with the tip settings, tap Save. The application returns to the Settings menu.
To return to the default transactions screen, tap the Main menu icon, then tap Transactions.
Transactions Settings
Transactions Settings
Use this screen to manage settings related to transaction options.
Tap the Main menu icon, then tap Settings.
On the Settings menu, tap Transactions. The Transaction settings screen appears.
Change the transaction identifier. Transaction identifier: Enable this setting to create a custom field which you can use to capture specific information during your transactions. Once you tap the toggle to on, a field appears showing “Custom ID”. Transaction identifier label: Replace “Custom ID” with a text for the type of information you want to record during each transaction. Example: Invoice # or Customer name.
NOTE: The transaction information you enter in this field on the terminal will appear in the Customer ID field in Merchant Direct.
When you are finished with the transaction settings, tap Save. The application returns to the Settings menu.
To return to the default transactions screen, tap the Main menu icon, then tap Transactions
General Application Settings
General Application Settings
Change these general settings as needed to align the way you work.
Tap the Main menu icon, tap Settings, then tap General application. The General application settings screen appears.
To change the settings, follow these instructions: Automatic sign out time: The application will automatically sign you out after 120 minutes of no activity. To change this default period, tap the control handle. Sign out after transaction: This option is disabled by default. If you enable it, the application will sign you out after you complete each transaction. Report reset time: This is the time when your reports will reset to $0. To change it, tap the field and set a new time. For example, if you set it for 12:00am, the reports in the application will cover the period from 12:00 a.m. to 11:59 p.m. It is best to set the Report reset time 2 to 3 hours outside of your typical business hours – if you close at 10 p.m. set it for 12 a.m., if you close at 2 a.m. set it for 4 a.m. If you are open 24 hours, choose a logical break point like a shift change. Recommendation: If you changed the Report reset time, contact Moneris to change your batch close time (usually set to 11 p.m.) to reflect your Report reset time. This way, the time period covered in your batch file will match the time period covered in your reports. Manage Face ID: This option may be enabled at time of Sign in. You may choose to disable it if you do not want to use Face ID to sign in to Moneris Go app. You can enable it again at any time.
When you are finished with the General application settings, tap Save. The application returns to the Settings menu.
To return to the default transaction screen, tap the Main menu icon, then tap Transactions.
Tap to Pay on iPhone Settings
Tap to Pay on iPhone Settings
Change these Tap to Pay on iPhone settings as needed to match the way you work.
Tap the Main menu icon, then tap Settings.
On the Settings menu, tap Tap to Pay on iPhone. The Tap to Pay on iPhone settings screen appears.
To change the settings, follow these instructions.
Location permissions: Use this toggle option to go to the iPhone setting option to enable or disable the location access for Moneris Go app on your iPhone.
Tap to Pay on iPhone: Use this toggle option to enable business details to be shared with Apple and will be linked to your Apple ID.
Learn more: This link will take you to the Moneris site where you can learn about Moneris products and services.
Manage your Apple ID: This link will open a new screen to accept payments from contactless cards and devices using your iPhone and Apple ID.
Tap Manage your Apple ID. A new screen will appear.
Tap Continue with This Apple ID.
The linking process will begin with your Apple ID.
The screen will update with “Account Linked” with a checkmark which indicates the account is successfully linked with your Apple ID. You will return to the Tap to Pay on iPhone screen.
Tap the Back < icon in the title bar to return to the previous screen
To return to the default transactions screen, tap the Main menu icon, then tap Transactions.
Language and Password Settings
Language and Password Settings in My Account
Login to the Moneris Go app, then follow these steps to change your app language or reset your password.
On the Main menu, tap My Account.
On the My Account screen, edit information:
Change Language:
Toggle to English or French to change the language of the app.
Tap Save. The application returns to the Main menu.
NOTE: You will not be able to edit your name or email address since this is used for your Sign in to the Moneris Go app.
NOTE: User cannot change their own role.
Reset Password:
Tap Reset password. The Reset password message appears indicating an email has been sent to your email on file to reset your password.
Tap OK. The application returns to the My Account screen.
Tap Save. The application returns to the Main menu.
Change password on Go Portal:
Proceed to check your registered email account and open the “Moneris change password request”.
Tap on the Reset password link in the email. The link opens to the Moneris Portal site.
Continue to follow the password reset process. Your password reset is done. You will use your new password to Sign in to the Moneris Go app.