Moneris Go Plus - Pay at the Table Transaction Flows
This article provides instructions for capturing payment at a customer's table using the new Pay at the Table functionality on the DX8000 terminal.
Table of Contents
Overview
This article provides instructions on using the Go Plus terminal to:
- collect payment from one cardholder
- split the bill by seat
- split the bill evenly
- split the bill using custom amounts
There are also overall operating instructions and troubleshooting steps.
Overall operating instructions
How do I sign in to the Pay at the Table application?
Users can sign in to the Pay at the Table application in one of two ways:
- using a PIN
- swiping the server ID card
Sign in using a PIN
To sign in with a PIN, follow the instructions below:
- At the Sign in screen, tap inside the field and enter your PIN.
- Tap the Sign in button.
- Wait while the terminal connects with your restaurant POS. Once connected, the Tables screen appears with the list of tables assigned to the server ID.
Sign in with the server ID card
To sign in with the server ID card, follow the instructions below:
- At the Sign in screen, swipe your server ID card along the terminal's magnetic stripe reader.
- Tap the Sign in button.
- Wait while the terminal connects with your restaurant POS. Once connected, the Tables screen appears with the list of tables assigned to the server ID.
How do I view the tables assigned to me in the Pay at the Table application?
After you have signed in, you are presented with the Tables screen.
View table details
To view an open table's details, tap on the table in the Tables screen. The outstanding balance and payment options appear.
Collecting payment on the Go Plus terminal
One guest pays the full amount for the table
Once the bill is finalized on the restaurant POS system, that amount will be pushed to the table on the Go Plus terminal. Follow the instructions below to bill one guest for the full amount for the table.
From the Tables screen:
- Tap Pay full amount. The How would your guests like to pay prompt appears.
- Choose the payment type:
- To have the guest pay by cash:
- Tap the Cash button.
- Enter the cash amount the guest is paying.
- Provide change.
- When the Purchase complete screen appears, proceed to step 3.
- To have the guest pay with a credit or debit card:
- Tab the Card button.
- When prompted, pass the terminal to the guest.
- The guest selects the tip percentage or amount they are leaving as a tip.
- At the card entry prompt, the guest taps, inserts, or swipes their payment card on the terminal.
- When the Purchase complete screen appears, proceed to step 3.
- To have the guest pay by cash:
- On the Purchase complete screen, the guest selects the receipt output:
- To email the receipt to the guest:
- Tap Email.
- The guest uses the onscreen keyboard to enter their email address.
- Proceed to step 4.
- To send the receipt via SMS text:
- Tap Text.
- The guest uses the onscreen keyboard to enter a mobile number.
- Proceed to step 4.
- To print a hardcopy of the receipt:
- Tap Print. The terminal prints out a transaction receipt.
- Proceed to step 4.
- To proceed without generating a receipt:
- Tap No receipt.
- Proceed to step 4.
- To email the receipt to the guest:
- When prompted to pass the terminal back to server, the guest returns the terminal to you.
- At the Table has been successfully closed prompt, tap Continue.
- The terminal returns to the Tables screen and is now ready to process the next payment.
Each guest pays their own portion of the bill
Note: This is an optional data field for the table, so it will only appear if the table has seats defined in the restaurant management software.
From the Tables screen:
- Tap Split by seat. The Please select a seat to pay screen appears.
- Tap the seat for the first customer to pay. The How would your guests like to pay? prompt appears.
- Choose the payment type:
- To have the guest pay by cash:
- Tap the Cash button.
- Enter the cash amount the guest is paying.
- Provide change.
- When the Purchase complete screen appears, proceed to step 4.
- To have the guest pay with a credit or debit card:
- Tap the Card button.
- When prompted, pass the terminal to the guest.
- The guest selects the tip percentage or amount they are leaving as a tip.
- At the card entry prompt, the guest taps, inserts, or swipes their payment card on the terminal.
- When the Purchase complete screen appears, proceed to step 4.
- To have the guest pay by cash:
- The guest at that seat selects their preferred receipt output:
- To email the receipt to the guest:
- Tap Email.
- The guest uses the onscreen keyboard to enter their email address.
- Proceed to step 5.
- To send the receipt via SMS text:
- Tap Text.
- The guest uses the onscreen keyboard to enter a mobile number.
- Proceed to step 5.
- To print a hardcopy of the receipt:
- Tap Print. The terminal prints out a transaction receipt.
- Proceed to step 5.
- To proceed without generating a receipt:
- Tap No receipt.
- Proceed to step 5.
- To email the receipt to the guest:
- When prompted to pass the terminal back to server, the guest returns the terminal to you.
- At the table detail screen, you can see the seat that just finished paying is now marked as "Paid". Tap one of the Unpaid seats.
- Repeat steps 2-6 until all guests have paid.
- When the Table Closed screen appears, tap Continue. The terminal returns to the Tables screen and is now ready to process the next payment.
Split the whole bill evenly between the guests
Once the bill is finalized on the restaurant POS system, that amount will be pushed to the table on the Go Plus terminal.
The “Split by Amount – Split Evenly” option allows the server to divide the open table amount evenly between a user-enterable number of payments.
For example, if there are 6 guests and the total bill comes to $120, the even split would require each guest to pay $20. The server would enter 6 guests and allow the Pay at the Table app to calculate the amount split.
Follow the instructions below to split the bill evenly by the number of guests and collect payment from each of them.
From the Table screen:
- Tap Split by amount.
- At the How would your guests like to pay? prompt, tap Split evenly. The Split evenly screen appears.
- Tap inside the How many guests would like to split the bill? field and enter the number of guests who will be paying.
- The next Split evenly screen that appears shows the total outstanding balance and the amount that each guest needs to pay. Tap on the first Unpaid guest in the list to collect their payment.
- In the next Split evenly Custom amount screen, choose the payment type:
- To have the guest pay by cash:
- Tap the Cash button.
- Enter the cash amount the guest is paying.
- Provide change.
- When the Purchase complete screen appears, proceed to step 6.
- To have the guest pay with a credit or debit card:
- Tap the Card button.
- When prompted, pass the terminal to the guest.
- The guest selects the tip percentage or amount they are leaving as a tip.
- At the card entry prompt, the guest taps, inserts, or swipes their payment card on the terminal.
- When the Purchase complete screen appears, proceed to step 6.
- To have the guest pay by cash:
- On the Purchase complete screen, the guest selects the receipt output:
- To email the receipt to the guest:
- Tap Email.
- The guest uses the onscreen keyboard to enter their email address.
- Proceed to step 7.
- To send the receipt via SMS text:
- Tap Text.
- The guest uses the onscreen keyboard to enter a mobile number.
- Proceed to step 7.
- To print a hardcopy of the receipt:
- Tap Print. The terminal prints out a transaction receipt.
- Proceed to step 7.
- To proceed without generating a receipt:
- Tap No receipt.
- Proceed to step 7.
- To email the receipt to the guest:
- When prompted to pass the terminal back to server, the guest returns the terminal to you.
- At the table detail screen, you can see the seat that just finished paying is now marked as "Paid". Tap one of the Unpaid seats.
- Repeat steps 4-8 until all guests have paid.
- When the Table Closed screen appears, tap Continue. The terminal returns to the Tables screen and is now ready to process the next payment.
Split the bill into custom amounts to be paid individually by each guest
Once the bill is finalized on the restaurant POS system, that amount will be pushed to the table on the Go Plus terminal.
The “Split by Amount – Custom Amount” option allows the server to divide the open table amount between a series of user-enterable amounts. For example, if the table's total bill comes out to $250 and one guest is paying for four people while another guest pays for two people, the bill can be split out to $80 and $170. Follow the instructions below to split the table total and collect custom amounts from the paying guests.
From the Table screen:
- Tap Split by amount.
- At the How would your guests like to pay? prompt, tap Custom amount. You are presented with the Full Table Balance screen.
- At the Please enter the dollar amount prompt, tap inside the field and use the on-screen keyboard to enter the amount that the first guest is paying, then tap Charge.
- At the next Custom amount screen, select the payment type the customer is using:
- To have the guest pay by cash:
- Tap the Cash button.
- Enter the cash amount the guest is paying.
- Provide change.
- When the Purchase complete screen appears, proceed to step 5.
- To have the guest pay with a credit or debit card:
- Tab the Card button.
- When prompted, pass the terminal to the guest.
- The guest selects the tip percentage or amount they are leaving as a tip.
- At the card entry prompt, the guest taps, inserts, or swipes their payment card on the terminal.
- When the Purchase complete screen appears, proceed to step 5.
- To have the guest pay by cash:
- On the Purchase complete screen, the guest selects the receipt output:
- To email the receipt to the guest:
- Tap Email.
- The guest uses the onscreen keyboard to enter their email address.
- Proceed to step 6.
- To send the receipt via SMS text:
- Tap Text.
- The guest uses the onscreen keyboard to enter a mobile number.
- Proceed to step 6.
- To print a hardcopy of the receipt:
- Tap Print. The terminal prints out a transaction receipt.
- Proceed to step 6.
- To proceed without generating a receipt:
- Tap No receipt.
- Proceed to step 6.
- To email the receipt to the guest:
- When prompted to pass the terminal back to server, the guest returns the terminal to you. The Full Table Balance is now reduced by the amount the previous guest finished paying.
- Repeat steps 3-6 until the outstanding amount is $0.
- When the Table Closed screen appears, tap Continue. The terminal returns to the Tables screen and is now ready to process the next payment.
Troubleshooting
Pay at Table Error: Failed to connect to RMS
This error indicates a connectivity issue with the restaurant management system (RMS).
Remedy:
- Ensure the terminal is connected to the same network as the RMS.
- Tap OK to clear the error message.
- Swipe down from the top of the screen if needed to reveal the status bar. Check the battery charge level and charge the battery as required. Swipe down again to see the full status panel.
- Ensure that your terminal is within range of your wireless router.
- Ensure the terminal is connected to the desired Wi-Fi network (in this case, the same network as your restaurant POS system).
- Ensure that your Wi-Fi network is working. Contact your Internet Service Provider or your network help desk as needed. Tap Mobile data to turn it on
(icon is green with up/down arrows) if the Mobile data is off (icon is grey). Contact your Internet Service Provider or your network helpdesk as needed.
- Restart your terminal. Press and hold the power button for about 2 seconds until a menu appears. Tap Reboot, then tap Reboot again to confirm.
Pay at Table Error: Merchant server not connected
This error indicates that the restaurant POS is not connected to the Moneris RMS.
Remedy:
- Check the restaurant POS connection.
- Ensure the configured Merchant ID is correct.
Pay at Table Error: Server not found
This error indicates that the server ID entered does not exist on the restaurant POS.
Remedy:
- Ensure you enter the correct server ID - try reentering the server ID again.
- Ensure the terminal is connected to the network.
- If the error persists, contact Moneris Customer Care - the agent will need to make some changes in Moneris' back-end systems
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