Application setup

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.

3. 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.

4. 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 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.

5. When finished, tap Next.

6. 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.

7. 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. 

8. When finished, tap Next.

9. 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.

10. When finished, tap Next.

11. 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.  

12. When finished, tap Next.

13. 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.

14. When finished, tap Next.

15. Tap Go to sign in to the application. 

16. Sign in to the application.
    13. Tap the Username field and enter your username.
    14. 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.”
    15. Tap the Password field and enter your password.
    16. Tap Sign in. 
17. The application displays the Purchase screen which is the default screen.