Moneris Go Plus

Moneris Go Plus - Setting Up Your Terminal


What's in the box

What's in the box

  1. Confirm you have received the required hardware. Contact Moneris if anything is missing.

Moneris Go Plus

Optional charging base

USB Charging cable

Receipt paper

  1. Continue to Hardware setup.

 

Hardware Setup

Remove the protective film (if applicable)

If your terminal has a protective film covering the display screen, peel the film off.

Hint: Peel from the top right to the bottom left corner.

 

Install the receipt paper

  1. Lift the printer latch up to release the printer cover, then pull the cover back to expose the paper compartment.
  1. Insert the receipt paper roll into the paper compartment with the loose end unrolling away from the terminal
  1. Unroll enough paper to extend at least one inch (2.5 cm) past the top of the printer cover.

    Note: If the paper is installed backward, your printouts will be blank.

     
  1. Close the printer cover and press down to snap it back into place so that the extended paper is held securely.
 
  • Hardware setup is complete.
  1. Go to the next step: Charge the battery.

 

Charge the battery

Charge the battery

Charge the terminal’s internal battery for 3 hours using one of the following methods:

  • Use the charging cable
  • Use the optional charging base (if you have it)
  • Use the optional communication base (available if purchased)

Recommendations: You must use the exact power adaptor and cables provided by Moneris to work with the Moneris Go Plus terminal and base. Failure to do so may affect the operability of, or cause damage to, the equipment. Always plug the charging cable into the power source last to avoid power surges. Use a power bar equipped with surge protection where possible.

 

Use the charging cable

  1. Un-fold the charging cable and insert the micro-USB connector into the USB port on the left side of the terminal. 
  1. Make sure the AC adaptor is connected to the other end of the charging cable. Plug the AC adaptor into a working electrical outlet.

    Note: Use a power bar to avoid electrical surges.

     

 

  1. The terminal displays the charging screen. 
    1. Wait for the battery charging icon to display. This indicates that the terminal is receiving power and the battery is charging.
    2. Continue charging the terminal during the rest of the setup procedures.  
  1. Continue to Power on the terminal

 

Using the optional charge base

Use the optional charging base if you have it, otherwise continue to Power on the terminal.

  1. Unfold the charging cable and insert the USB connector into the USB port in the back of the base. 

    Note: See manual in the box.

     
  1.  Make sure the AC adaptor is connected to the other end of the charging cable. Plug the AC adaptor into a working electrical outlet.

    Note: Use a power bar to avoid electrical surges. 

     
  1. Dock the terminal on the base. Ensure the terminal fits securely over the two prongs on the base. 
  1. The terminal displays the charging screen.
    1. Wait for the battery charging icon to display. This indicates that the terminal is receiving power and the battery is charging.
    2. Continue charging the terminal during the rest of the setup procedures. 
  1. Continue to Power on the terminal

 

Power on the terminal

  1. Locate the thin power button on the left side of the terminal. 
  2. Press and hold the power button for about 3 seconds until the terminal screen turns on.
    • The terminal powers on.
    • Your hardware setup is complete.
  3. Continue to Application setup.

 

Application Setup

Application Setup

To set up Moneris Go quickly, simply respond to the prompts on screen. If you need help, follow the step-by-step instructions in each section below:

Tap Go

  1. Tap Go.
  2. Wait while the terminal connects to Moneris to obtain your account settings.
    • For any connection problems, refer to the No connection error message.
  1. Enter your merchant ID using the on-screen keypad then tap the OK  key. You can find your merchant ID in your welcome email from Moneris.

Set up an Admin user

  1. The Add user screen appears. Tap each field and enter the required information. You will automatically be assigned the Admin user role. This user role can access all functions and create new user roles.

    Note: If an Admin user has already been created, the application will skip this step.

     
    • Language. Tap English or French. Your selection will become the default language for all other users. However, other users can change the language if desired.
    • Username. You will need to enter your username each time you use the terminal. Make sure your username is easy to remember and easy to type.
    • First name. Enter your first name.
    • Last name. Enter your last name.
    • Email. For example, john.smith@company.ca. This field is required for the first user.
    • Confirm email. Enter your email address again to confirm.
    • Password. Enter a password you will remember. It must be at least 4 characters long. Review all Password rules.
    • Confirm password. Enter your password again to confirm.
  2. When finished, tap Next.

Review common application settings

  1. Tap Go to begin configuring your Moneris Go application.

    Note: If you make any changes to these settings, those changes will be reflected on your other Moneris Go terminals. The settings for all of your Moneris Go terminals will be kept in sync.

     
  1. Review the Receipt settings screen and choose an action:
    • To accept the settings shown and move to the next screen, tap Next. You will be able to change the settings later.
    • To change the settings, tap each toggle or field:
    • Customer receipt format. When “Cardholder choice” is enabled, you can enable or disable the receipt options available to your customers. If Cardholder choice is disabled, the application will automatically print the customer receipt.
    • Print QR code. This setting is enabled by default. To stop printing QR codes on all receipts, tap the toggle to disable the setting. 
    • Print delay. This setting determines the delay (in seconds) between printing the customer receipt and printing the merchant receipt. To change it, tap the field and set a new value. 
    • Number of merchant receipts. By default, the terminal will not print a merchant receipt. If you want a receipt for each transaction, tap the field and select a new value (1 or 2 receipts).
    • Custom receipt text. Use this setting to add lines of text (headers and footers) to the top and bottom of your customer receipts. 
  1. When finished, tap Next.
  1. Review the Tip settings screen and choose an action:
    • To accept the settings shown and move to the next screen, tap Next. You will be able to change the settings later.
    • To change the settings, tap each toggle or field:
    • Tips: Enable this setting to prompt customers to leave a tip. Once you enable Tip Support 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 pre-set type: Decide if you want your pre-set 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-defined tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip pre-set type above, then tap the checkmark.
    • Tip Preset 2: Enable this setting to allow customers to enter a pre-defined tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip pre-set type above, then tap the checkmark.
    • Tip Preset 3: Enable this setting to allow customers to enter a pre-defined tip. Tap the Preset Value field and enter a percentage or a dollar amount depending on your tip pre-set type above, then tap the checkmark.
  1. When finished, tap Next.
  1. Review the Transaction settings screen and choose an action: 
    • To accept the settings shown and move to the next screen, tap Next. You will be able to change the settings later. 
    • To change the settings, tap each toggle or field: 
    • Pass terminal timer. When a customer response is needed, the application displays the “Please pass the terminal to your customer” screen for 1 second. Tap the minus sign or plus sign to change this time period. 
    • Manual entry transactions. This setting allows you to manually enter a card number for email and telephone orders. 
    • Transaction identifier. Enable this setting to create a custom field which you can use to capture specific information. Once you tap the toggle, a field appears showing “Custom ID”. You can replace “Custom ID” with a name for the type of information you want to record for each transaction. For example, Invoice # or Customer name. 
    • Surcharge. Enable this setting to charge your customers a fee for Interac debit transactions. Once you tap the toggle, a field appears for you to enter the amount of the surcharge. 
    • Cashback. Enable this setting to offer cashback to customers paying with debit or pre-paid cards.
  2. When finished, tap Next.
  1. Review the General application settings screen and choose an action:
    • To accept the settings shown and move to the next screen, tap Next. You will be able to change the settings later.
    • To change the settings, tap each toggle or field:
    • Automatic sign out time. The application will automatically sign you out after 30 minutes of no activity. To change this time period, tap the control bar.
    • Sign out after transaction. This option is disabled by default. If you enable it, the application will sign you out after each transaction.
    • Display timeout. By default, the terminal goes into sleep mode after 1 minute of no activity in order to save battery power. To increase this time, tap Display timeout and select 2 minutes or 5 minutes.
    • 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.
  2. When finished, tap Next.
  1. Tap Go to sign in to the application. 

Sign in

  1. Sign in to the application.
    1. Tap the Username field and enter your username.
    2. Tap Remember me on this terminal. The application will remember your user name so that you don’t have to enter it the next time you sign in.
    3. Note: The application will remember the last 3 users who tapped “Remember me on this terminal ”.
    4. Tap the Password field and enter your password.
    5. Tap Sign in
  1. The application displays the default Purchase screen.

 

Choose what to do next

 

Wireless Communication: Wi-Fi

Wireless Communication: Wi-Fi

The terminal is already set up to use long-range cellular communication (4G or 3G) to send and receive information to and from the Moneris host. The terminal communicates via 4G by default for faster communication and uses 3G as a fallback where 4G is not available. 

If you set up a Wi-Fi network, the terminal will switch to Wi-Fi when the Wi-Fi signal is stronger.

 

To setup a Wi-Fi network

This section explains how to enable Wi-Fi communication on the Moneris Go Plus as part of the software configuration. 

When you tap Wi-Fi in the communication settings, the Android settings appear for Wi-Fi.

You can now enable Wi-Fi and set up static IP if needed.

  1. Swipe down from the top of the screen to display the Android quick settings menu.
  2. Tap the Wi-Fi toggle to turn it on.
  3. Long press the Wi-Fi toggle to open the Android Wi-Fi The device displays a list of available Wi-Fi networks.
  4. Tap the Wi-Fi network you want to connect to.

    Note: Tap Forget to deselect the current Wi-Fi network, then select the correct Wi-Fi network.

     
  5. Enter the password.
  6. To configure static IP, follow these steps. Otherwise, skip to step 7.
    1. Scroll down to IP settings.
    2. Tap DHCP and select Static IP from the menu.
    3. Enter the static IPgateway IP addressDNS IP address and any other required settings.
  7. Tap Connect.

To disconnect Wi-Fi:

  1. Swipe down from the top of the screen to get to the Wi-Fi icon.
    You may have to swipe down again to see the full panel.
  2. Tap on the Wi-Fi icon to turn it off.

 

Access Moneris Go Portal

Access Moneris Go Portal

It's easy to manage your business with the Moneris Go Portal. You can:

  • View real-time reporting
  • Access a virtual terminal (perform financial translations online)

To access the Moneris Go Portal, follow the steps below:

  1. Locate the welcome email you received from Moneris, as it has all the information you’ll need to get your account up and running smoothly.
  2. Click on the Register now button. This will open the webpage to the Moneris Go Portal.
  3. Click on Moneris Go Portal support for more information. You can get information on various topics such as: sign up for Moneris Go portal access, activate your user account, add first store to primary account plus more.

 

Enrol in Merchant Direct

Enrol in Merchant Direct

Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day reports. To sign up for Merchant Direct, follow these steps.

If you have already enrolled in Merchant Direct, you do not have to enroll again.

  1. Go to Moneris.com.
  2. In the top, right area of the screen, click Login and select Merchant Direct.
  1. Click Create Account.
  1. Fill in the fields in the online form to complete your enrolment.