Click on each link below to see detailed steps.

• Receipts: Change receipt settings.
• Taxes & flat fees: Add and/or change taxes & flat fees.
• Tips: Change tip settings.
• Transactions: Change transaction settings.
• Users: Manage users.
  

  Note: Changing your own password for low access users: If you do not have access to the Settings menu, and you want change your own password, refer to Change password for non-admin users.

   
• General application: Change General application settings.
• Sync settings with Moneris: On the Settings menu screen, tap Sync to synchronize all settings with Moneris.

1. Tap the Main menu icon, then tap Settings.
2. On the Settings menu, tap Receipts.
   • The Receipt settings screen appears.
3. Receipt formats. To give your customers a choice of receipt formats, tap the toggle next to Cardholder choice. 
   1. The options for receipt formats appear: Email, Text, and No receipt.
   2. Enable or disable each format by tapping the toggle next to it.
      

      Note: If you disable Cardholder choice, the terminal will print a customer receipt automatically.

       
4. Print QR code. By default, the application prints a QR code on each receipt. To disable printing QR codes, tap the toggle.
5. Print delay. This setting determines the delay (in seconds) between printing the customer receipt and printing the merchant receipt. The default value is zero seconds.
   1. To change the setting, tap the Print Delay field and choose a new value. 
6. 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). 
7. 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. 
8. When you are finished with the receipt settings, tap Save.
   • The application returns to the Settings menu.
9. To return to the default transaction screen, tap the Main menu icon, then tap Transactions.

 Add a header or footer 

1. On the "Custom receipt text" screen, tap Header or Footer. 
2. Tap the empty field and use the on-screen keyboard to type the text of the header or footer.
3. Tap the + sign beside the field to add the header or footer to your receipt. The header or footer now appears below the empty field.
4. To add another header or footer, follow the same steps.

 Delete a header or footer

1. Tap the – sign beside the field.

 Edit a header or footer

1. Tap the field you wish to edit. 
   

   Note: You can drag a header or footer field to change its order on the receipt.

    

1. Tap the Main menu icon, then tap Settings.
2. 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. 
   Tip calculation: Enable this setting to allow customers to tip before or after tax. Tap Before tax to allow customers to tip on subtotal before taxes or tap After tax to allow customers to tip on total after taxes. See Bill 72 in Quebec to understand tip before tax requirements.
   

   Note: This feature will be disabled until you configure taxes or fees.

    
   
3. When you are finished with tip settings, tap Save.
   The application returns to the Settings menu.
4. To return to the default transactions screen, tap the Main menu icon, then tap Transactions.

1. Tap the Main menu  icon, then tap Settings.
2. On the Settings menu, tap Transactions.
3. The Transaction settings screen appears.
4. Change each setting as needed. 
   • 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 payment card number for purchases where the card is not present (CNP), such as email and telephone orders.
   • 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, a field appears showing “Custom ID”. Replace “Custom ID” with a name for the type of information you want to record during each transaction. For 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

      
   • 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 in dollars and cents, for example, "1.00". 
   • Cashback: This feature allows you to offer cash back to customers when they make a purchase with a debit card (Interac, Debit Mastercard, and Visa Debit). To enable Cashback, tap the toggle. The other settings will appear. 
     Cashback works with insert option only, and after inserting the card the cashback option will appear.

• Cashback by dollar amount. Enable this option to allow customers to enter the dollar amount (no cents) they would like as cash back. The value must be a multiple of 5. 
• Max cashback. Enter the maximum dollar amount you wish to offer to customers as cash back; for example, $100.
• Cashback preset 1. Tap the toggle to enable this preset amount. The Preset Value field appears. Enter a preset value that your customers can select; for example, $20.
• Cashback preset 2. Tap the toggle to enable this preset amount. The Preset Value field appears. Enter a preset value that your customers can select; for example, $40.
• Cashback preset 3. Tap the toggle to enable this preset amount. The Preset Value field appears. Enter a preset value that your customers can select; for example, $60.
• Tap Save when finished with Cashback settings. The application returns to the Transaction settings screen.

4. When you are finished with the Transaction settings, tap Save.
   • The application returns to the Settings menu.
5. To return to the default transactions screen, tap the Main menu icon, then tap Transactions.

1. Tap the Main menu icon, then tap Settings and enter your password.
2. On the Settings menu, tap Users .
   The Users screen appears.
3. Choose from the following tasks: 
   • View and edit user details. The application displays all users, in a compact format. Tap a specific user to see complete details for that user, then go to step 4.
   • Search for a user. Tap the Search field then go to step 5.
   • Create a new user. Tap the + sign next to the Search field. The new user screen appears. Go to step 6.

4. On the Edit user screen, you can change a user profile.
   • To change the language, tap English or French. 
   • To change a field (Username, First name, Last name, Email, Role), tap it and enter a new value.
   • To change the user role, tap the field and select a new user role.
   • To change the user password, tap Change password and enter a new password using at least 4 characters. Refer to Password rules. 
     

     Note: If your user role allows, you can change your own password. For users who do not have access to the User Management screen, refer to Changing your password - for non-Admin users.

      
   • To disable the user profile so they can no longer sign in, tap Deactivate.
     

     Note: You cannot delete your own user profile.

      
   • Tap Save.

5. In the Search field, enter a specific value, such as a username, a user’s first or last name, or even their role.
   1. The application displays all users that match your search terms. 
   2. Tap on a user to display full details.

6. On the New user screen, tap each field and fill in the required information:
   • Username. For example, rsmith 
   • First name. Enter the person's first name.
   • Last name. Enter the person's last name.
   • Language. Tap English or French.
   • Email. This is an optional but recommended field. An email address allows the user to reset their password if they forget it.
   • Password. Enter a password using at least 4 characters. The user can change it later if they wish. Consult the Password rules.
   • Confirm password. Re-enter the password. The two fields must match.
   • User role. User roles control access to the application. Before creating any new users, refer to the User roles topic.
     Tap Save to save the new user.

• Process all transactions 
• Access all settings and reports 
• Create and edit users and user roles 
  

  Note: This role cannot be changed.

   

• Process all transactions, including refunding and voiding the transactions of other users 
• Access some settings and reports

• Process purchases, but can only refund and void their own transactions 
• Access their own transactions in Reports

1. Tap the Main menu icon, then tap Settings, then tap User management.
   • The "Users" screen appears.
2. At the bottom of the screen, tap User roles.
   • Each existing user role appears in a compact format, showing the first two fields.
3. Choose a task: 
   • View and edit a user role: Tap a user role then go to step 4. 
   • Search for a user role: Tap the Search field then go to step 5.
   • Create a new user role: Tap + next to the Search field then go to step 6.

4. View and edit a user role. View the details of the user role you selected and change them if needed.
   If your own user role is Admin, you can perform these actions:
   • Tap a field to edit it.
   • For transactions, reports, and settings, tap the adjacent toggle to enable or disable which ones this user role is allowed to access. Tap Save when finished.
   • Delete the user role.
     

     Note: You cannot delete a user role if that role is currently assigned to any users.

      

5. Search for a user role. Use the on-screen keyboard to enter a specific value in the Search field, such the name of the user role (for example, High) or a word that might appear in the description of the user role (for example, manager)
   • The application displays all user roles that match your search terms.
   • Tap on a user role to display full details.

6. Create a new user role. On the “+ Add role” screen, fill in each field and review each setting.
   1. Tap the User role field and enter a name (for example, Middle). 
   2. Tap the Description field and enter a short description (for example, Supervisors) to indicate who this role might be assigned to. This field is optional. 
   3. Transactions, Reports, and Settings. Tap the toggle beside each item to enable or disable it.
   4. Tap Save to save the new user role.

1. Tap the Main menu icon.
2. Under your name, tap Edit user and enter your password.
   • The Edit user screen appears.

3. Scroll down and tap Change password.
   • The Change password screen appears.

4. On the Change password screen:
   1. Tap each field to enter your existing password and then a new password. Refer to Password rules.
      • If you have forgotten your existing password, refer to Signing in and signing out.
      • The admin user can also change your password without knowing the existing password. Refer to Users.
5. Tap Save.
   • The application returns to the Edit User screen.
6. Tap Save again.

1. Tap the Main menu icon, tap Settings, then tap General application.
   • The General application settings screen appears.
2. To change the settings, follow these instructions.
   • Automatic sign out time. The application will automatically sign you out after 30 minutes of no activity. To change this time period, slide the control handle to the left or to the right.
   • 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.
   • 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 the setting to change it to 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.
     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.
3. When you are finished with the General application settings, tap Save.
   • The application returns to the Settings menu.
4. To return to the default transaction screen, tap the Main menu icon, then tap Transactions.