Back Office Admin

Back Office 

Payment Method Settings

1. Under Payment Type in Add Payment Method, the Moneris payment will be added. 
   
2. After selecting Moneris, configure the rest of the Payment Method fields.
   
1. For more information on Payment Methods, see the Payment Method Settings article.

EMV Settings

1. When creating a new EMV Settings: for the Type select Moneris.
   
   
2. After the selection, ensure other fields for the EMV Settings are filled in.
   
   
1. For more information on EMV Settings, see the EMV Payment Settings article.
   

Batch Settings

1. If Print Batch Report toggle is enabled, then the Batch report will be printed after submitting the batch.
   
2. Batch Submit Device - select the device used to process batch payments including Moneris.
3. For Default Batch Payment, select device as Moneris.
4. Moneris is an option only when the Moneris Payment toggle is enabled in the Admin page.
5. On the Batch screen, Moneris related payments will appear and Moneris appears as a Type dropdown option.
   
6. Note: This does not apply to Offline scenarios.
   

Managing the Payment in POS

Hardware Settings

1. On the Operations screen, tap Hardware Settings.
   
1. Remember: the Moneris payment type must be enabled in Admin settings for the Store.
   
   
2. On the Card Reader tab: under Select Card Reader, all available devices will be visible. Select the needed device.
   
   
3. Once the device is connected, a check mark will appear near the Device Name.
   

Payment Scenarios

Create a Sale

1. The Moneris payment method buttons are available at the bottom of the page. Select Moneris payment method by clicking on the buttons.
   
1. Or tap on the Payment  option. The Payment screen appears. Here you can see all the payment options enabled in the BO settings. Choose the Moneris payment name to perform payment through the device.
   
   
2. After selecting Moneris, select Process Payment at the bottom.
   
   
3. Tap or swipe or insert the card in the device and payment will be completed.
1. If no device is connected, a pop-up with the message 'Device is not connected' appears.
   
   
4. After payment completion, the Receipt screen appears (if the Show Digital Receipt Screen toggle is enabled in BO). Choose whether the receipt/bill is to be sent via SMS or Email or Print.
   
   
   
5. After choosing the Receipt option, the receipt will be sent/printed accordingly and you are returned to the Order screen.

Sale

1. Place an Order in POS.
   
   
2. The Check will go to the Batch via the Moneris device.
   
   
3. When the Batch process completed in device, all payments will be processed.
   
   
4. In the Payment section: the Moneris payment appears when the Payment Type is enabled for the Store. 
   
   
5. After selecting Moneris as a Payment Method and pressing process payment, then tap or swipe or insert the card in the device and payment will be completed.
   
1. Tap - By default, tap the card and payment will start processing. If this fails see the swipe method.
   
2. Swipe - Swipe the card in the card reader device and the payment will start processing.
   
3. Insert - Click process EMV and insert the card in the Card Reader device then click process. The payment will be processed on the Card.
   

Payment Process 

1. After the payment process is initiated on the device, the transaction amount will be sent to the terminal.
   
   
2. In the terminal, you can insert / swipe / tap the Card, and the response will be sent back to the POS - whether success or failure or timed out from the terminal.
   

Payment Success

1. After initiating the payment process in the POS: the request will be sent to the Moneris device, and the payment will begin processing on the terminal.
   
   
2. After the payment is processed, message received from the terminal will appear on the terminal. 
   
   
3. In POS: the loader will be stopped, and the Signature Pad screen and Digital Receipt screen will appear (if enabled) and the Check will be closed. If it is a partial payment, the Check will not be closed.
   

Payment Failure

1. After clicking Process: if there is No balance on the Card (or the device is busy or there's Network failure), the payment will not be processed in the terminal and the error response will be sent back to the POS.
2. The payment will be considered as a failure payment and the error message received from the terminal will appear in POS.
3. If the payment is retrieved by swiping the failure payment: if the payment is processed, then payment will close.
4. A failure payment allows for a maximum of 3 retry attempts. If the application is unable to fetch the transaction then it will automatically delete the failure transaction.
5. The payment process is started in POS and in the terminal, but no action like insert/swipe/tap was performed. The POS will check during the time out period and payment will be added as failure payment. After the time out period, the 'TIME OUT' error message appears.
   

Void

1. Moneris must be connected to POS to void payment and batch process must not be completed.
   
   
2. Delete the payment in payment screen and full payment will be voided.
   
   
3. After closing the check, it will be moved to the Closed tab.
   
   
4. The check can be reopened, then select Void.
   
   
5. The Payment page appears and the message ‘Payment made on this check, kindly delete the payment to void the menu item’ appears.
   
   
6. When Manual Submit is enabled, the Check will not close and the system will redirect to Payment page. From there you can delete the payment and void the check.
   

Batch

1. Upon clicking Submit Batch in the Batch screen on POS, the checks in the Batch will be cleared.
   
   
2. The Transaction Time will be based on the device batch submission.
   
   
3. 'Batch settlement success' pop up will appear in POS.
   

1. Complete the transaction by clicking the Submit Batch button.
   
   
2. On the Batch screen, where all transactions are displayed and Tips for the transaction can be changed or applied before batching. Moneris payments will be visible.
   
   
3. Manually click Submit Batch to process the Checks.
1. If Submit Batch is selected before processing offline checks, the message ‘Run Process offline before batch’ appears.
   
   
4. Under Default Batch Payment, Moneris is included only when the Moneris Payment toggle is enabled in Admin. You can select Moneris as the Default Batch Payment in BO.
   
   
5. On the Batch screen, the Moneris related payments appear along with Moneris as the Device.
   
   
6. If the batch is processing, the Submit button at the bottom of the screen will be disabled and the loading graphic will be displayed until the batch completes.
   
   
7. After initiating a Batch, a Tip cannot be applied.
   

Refund

1. A sale is place and performed close day, but you need to refund a payment.
   
   
2. Navigate to the Refund screen, where all the Checks placed on the selected Date will appear.

Refund with Receipt

1. Select the check to refund and clicks on Refund Check button.
   
   
2. The Refund pop-up appears, which displays all the payment types - including Moneris - and the Amount to be refunded. 
   
   
3. Provide a Reason before selecting the Payment Type.
   
1. If attempting to select a Payment Type before then, the 'Provide reason for Refund' alert appears.
   
   
4. Select the payment after selecting ''Do you want to refund? Confirm' with Yes and No options appears.
1. If yes, the 'Refund Success' pop up will appear.
2. If no, you remain on the same screen.
   
   
5. After issuing a Refund for the Check: if attempting to refund the same Check, the message 'Check is already refunded' will appear.
   

Refund without Receipt

1. Click Refund Without Reference.
   
   
2. The Refund pop-up appears, which displays all the payment types - including Moneris. The Amount will not appear.
   
   
3. Provide a Reason before selecting the Payment Type.
   
1. If attempting to select a Payment Type before then, the 'Provide reason for Refund' alert appears.
   
   
4. Manually enter the Amount.
   
   
5. Select the payment after selecting 'Do you want to refund? Confirm' with Yes and No options appears.
1. If cash, the 'Refund Success' pop up will appear.
2. If card payment, such as Moneris, you are redirected to the Card screen. Swipe/Tap/Insert the Card (EMV). The Amount will be refunded to the Card and the 'Refund Success' pop up will appear.

Refund Menu Item

1. When Refund Menu Item is selected: you can select the Item which the customer wants a Refund on the Amount. Select Refund Check or Refund Item.
   
   
2. After selecting Menu Item, the Refund pop-up appears - with the Amount to be refunded.
   
   
3. To select the Payment Type, you must first provide a Reason. Otherwise, the ‘Provide reason for Refund’ appears.
   
   
4. After providing the Reason and the payment method Moneris is selected, the message ‘Do you want to refund? Confirm’ appears with Yes and No options.
   
1. If Yes is selected, the Refund pop-up will be closed and a success message appears - indicating the completion of the Refund process.
   
2. If No is selected, you revert to the previous screen.
   

Manual Submit

1. If the Manual Submit for Credit Card toggle is enabled in BO: after completing a credit card transaction, the system allows to manually submit the Order to complete.
1. If the toggle is disabled, the system will work as-usual.
   
   
2. Select the service type as Dine In / Bar Tab.
   
   
3. Place the Order then select Moneris payment.
   
   
4. Tap / Swipe / Insert the CC using payment devices.
   
   
5. After processing the payment: the Receipt screen appears.
   
1. If Send Receipts is selected, the CC copy and Merchant copy will be generated.
   
2. If No Thanks is selected, the Receipt will not be generated.
   
   
6. After selecting an option: the Check will not close and the Payment screen appears.
   
   
7. Manually click Submit to close the Check. The Digital Receipt screen appears - where the Receipt will be generated.