Moneris

Tailoring Your Product: Receipt Settings

Tailoring Your Product

Receipt Settings

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Step 1

Navigate to Receipt Settings

Access the Receipts menu to choose how receipts are generated.

From the Quick Setup menu, tap Receipt

Getting to Receipt Settings on Moneris Desk/5000

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Step 2

Change Receipt Settings

Change Receipt Delivery Settings

1. Tap the toggle beside Cardholder Choice if you want to give your customers a choice of how to receive their receipts.

2. Tap the toggle beside each of the following options to make them available to your customers:

Email Receipt: Option for customers to get their receipt by email.
Text Receipt: Option for customers to get their receipt by text.
No Receipt: Option for customers to choose not to receive a receipt.

Note: The option to print the receipt does not appear on the list since a printed receipt must always be available to the customer.

Change Number of Merchant Receipts

This setting determines how many copies of the merchant receipts are printed. To change the default, tap the field, select a new value, and tap OK.

Note: A merchant receipt is always printed if a customer signature is required, even when the Number of Merchant Receipts is set to zero.

Setting up Merchant Receipts on Moneris Desk/5000

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Step 3

Change Header and Footer Settings

To set up a header or a footer for your receipts, tap Header Settings or Footer Settings and choose a language. Tap each field you want to fill out, enter the text you wish, then tap OK.

1. Header Settings

The header settings allows you to print information at the top of your receipts, such as your website address or other social media contacts. You do not need to enter the name of your business or your address in the header. This information will be included automatically on your receipts.

NOTE: The information you enter in the header will only appear on a printed receipt, not when the receipt is sent to the customer by text or email.

2. Footer Settings

The footer settings allow you to print information at the end of your receipts, such as holiday greetings, a message of appreciation (eg. “Thank you for your business”), or links for online customer surveys.

Note: Information you enter in the footer will only appear on the receipt when printed from the terminal. It will not appear on the receipt if it is sent by text or email to the customer.

Save Receipt Settings

When you are finished setting the receipt options, tap Save.

The screen returns to the Quick Setup menu.

Tap Next to complete the Quick Setup
When the Congratulations screen appears, tap OK. The terminal displays the Purchase transaction screen.
To go to the Main menu, press the pound (#) key on the keypad.

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Lesson Complete

Receipt Settings

Let's secure your terminal

Continue to Security Settings

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