Software and communication setup

Secure your terminal

A high security user ID and passcode are required to protect the terminal.  Use this user ID/passcode to perform protected transactions and to set up other users/clerks on the terminal.

Note:  If you are setting up a replacement terminal and your previous terminal was also a Moneris Core terminal, the user ID/passcode setup prompt will not appear.  Moneris will download the high security user ID/passcode you created when setting up your first terminal.

1.      At the Let's secure this device screen, tap the User ID field and enter a user ID consisting of 1 to 4 digits, then tap OK.

2.      Tap the Passcode field and enter a passcode consisting of 4 to 10 digits, then tap OK.

§        You cannot use 3 or more consecutive numbers such as 12387 or 654968,

§        You cannot use 3 or more repeating numbers such as 9996 or 811114.

3.      Tap the Personal Identifier field and enter a name, then tap OK.

§        This field is optional.

§        It can be letters or numbers.

§        It could be your name or employee number, or other descriptor such as Manager or Supervisor.

4.      Tap OK at the bottom of the screen to submit the information you entered.

The terminal displays "Congratulations, you're payment ready!"

5.      Go to Edit your settings below to review the most common settings on your terminal to ensure they match the needs of your business.

Edit your settings

The Quick Setup menu appears after you tap 1 Edit your Settings or you press 1 on the keypad.

1.      Tap each menu item to view the settings. You can edit them, if needed.

Tip Settings

Use this screen to turn tip entry on or off.  Once tipping is on, you can set the options that your customers will see when leaving a tip.  

Multi-Terminal Settings

 Use this screen to enable multi-terminal support, such as multi-terminal batch close and multi-terminal reports.

Clerk Settings

Use this screen to turn clerk IDs on or off. Once clerk IDs are on, you can create new clerk IDs and display clerk IDs.  

Receipt Settings

Use this screen to:

  • enable the options for how a customer can receive their receipt (email, text, and no receipt, in addition to printing which is always available)

  • enable or disable specific options for customer receipts (for example, enable print and text only)

  • set the print delay (in seconds) between the customer and merchant copies being printed

  • specify the number of merchant receipt copies

  • set up or modify a header on your receipts

  • set up or modify a footer on your receipts

 

2.      When finished reviewing or editing your settings, tap Next.

The "Congratulations, you're payment ready!" message appears.

3.      Tap OK.

4.      Go to the next section below:  Enroll in Merchant Direct.

Enroll in Merchant Direct®

Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day reports.  To sign up for Merchant Direct, follow these steps.

Note: If you have already enrolled for Merchant Direct, you do not have to enroll again.

1.      Go to Moneris.com

2.      In the top, right area of the screen, click Login and select Merchant Direct.

3.      Click Online Enrolment.

4.      Fill in the fields in the online form to complete your enrolment.

5.      Go to the next section below:  Choose what to do next.

Choose what to do next

§        To process a Purchase transaction, refer to Purchase and start at step 2.

§        To process another transaction: From the Main menu, tap Transactions then select the transaction you wish to perform.

§        To change settings: From the Main menu, tap Settings.

§        For an overview of the terminal, refer to Using your terminal . 

If you are experiencing problems with setting up communication on your terminal, go to troubleshooting your communication setup .