Wait while the terminal connects to Moneris to obtain your account settings.
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.
When 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, [email protected]. This field is required for the first user.
Confirm email. Enter your email address again.
Password. Enter a password you will remember. It must be at least 4 characters long.
Confirm password. This field must match the Password field.
Tap Go to begin configuring your Moneris Go application.
Note: If you make any changes to the settings, those changes will be synced to your other Moneris Go terminals if you have more than one.
Review the “Receipt settings” screen. To accept the default settings and move to the next screen, tap Next. You will be able to change the settings later.
To change the settings now, 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.
Print delay. This setting determines the delay (in seconds) between printing the customer receipt and printing the merchant receipt.
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.
Review the “Tip settings” screen. To accept the default settings and move to the next screen, tap Next. You will be able to change the settings later.
To change the settings now, 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 Pre-set 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 Pre-set 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 Pre-set value field and enter a percentage or a dollar amount depending on your tip pre-set type above, then tap the checkmark.
Review the “Transaction settings” screen. To accept the default settings and move to the next screen, tap Next. You will be able to change the settings later.
To change the settings now, 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 value.
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 that 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.
Review the “General application settings” screen. To accept the default settings and move to the next screen, tap Next. You will be able to change the settings later.
To change the settings now, tap each toggle or field:
Automatic sign out time. The application will automatically sign you out after 120 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.
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. Note: The application will remember the last 3 users who tapped “Remember me on this terminal.”
Tap the Password field and enter your password, then tap Sign in.
The application displays the Purchase screen. You are ready to process your first sale.
