Add Moneris as a Payment Type

In this article:

We will cover the steps to add and configure the Moneris Payment Type.

Please Note - Tagrain Moneris Payment Processor has been tested with the Moneris A920, If you intend to use a different device then please contact us in advance to confirm compatibility with Tagrain.

Introduction

Moneris Payment Processor plugin is a software module that seamlessly integrates with Tagrain POS and allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers at the POS using the Moneris Payment Device. This integration helps your cashier by removing the need to manually enter the amount and card details at the POS. See: Features of the Moneris Payment Processor Plugin.

Quote - The Moneris Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Moneris Payment Device.

Info - Available only for Canada, Moneris Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Moneris Payment Device.

Note - The Moneris Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription.

Alert - After you subscribe to the Moneris Payment Processor plugin, you will have to map the Moneris Payment Processor Device to your POS terminal to be able to accept card payments.

Prerequisites

The only prerequisite to collect credit and debit card payments using Moneris is to add Moneris as a payment type in Tagrain.

Subscribing to Moneris Payment Processor Integration plugin is a multi-step process.

--Activate the plugin

--Configure the Moneris Payment Type

--Generate Moneris Payment Device ID

For more details, refer to the article: Moneris Payment Processor Integration Plugin Activation

Add the Moneris Payment Type

The moment you activate the Moneris Payment Processor Integration plugin, a default Payment Type - Moneris is automatically created in the Payment Type drop-down. (As shown in the screenshot below)

Configure the Moneris Payment Type

The steps to configure the Moneris Payment Type are as follows:

Step 1. Navigate to Home > Setup > Payment Type. This will open the Payment Type screen.

Step 2. Click the Add Payment Type button to open the Create Payment Type screen.

Step 3. Specify the name for the Payment Type. In this illustration, we have specified “Moneris” as the payment type name.

Step 4. Select a Payment Type from the list of predefined payment methods. Each payment method is treated differently by the application. In this illustration, we have selected “Moneris” as the payment type name.

Additional Payment Types like Moneris, Gift Certificates, Store Credit, and On Account, are available on activation of the Moneris Payment Processor Integration, the Gift Cards and Credit Memo, and the Customer and Credit Management plugins respectively

Step 5. Specify the order in which you want the payment types to be displayed on the Web Register. For example, if you want the Cash method to be displayed first in the list, you need to mention its display order as 1. In this illustration we have specified 6 as the Display Order.

Step 6. Specify the Store ID.

The Store ID is provided by Moneris in the Welcome Email.

The Merchant ID can be found in the Welcome Email sent to you by Moneris.

Merchant ID is located under the “Let’s Get Started” heading in the email.

Sample Merchant ID - 0030XXXXXXXXX

Step 7. Click the Save button to save the settings to create the Payment Type and exit the Payment Type Card screen.

Map the Moneris Payment Type to the POS Terminal

You must map the Moneris payment type that you just created to your POS terminal to be able to accept debit and credit card payments using the Moneris Payment Device.

The steps to map the Moneris payment type are explained below:

Step 1. Navigate to Home > Setup > Store Management. This will open the Store Management screen.

Step 2. Click on the POS button to open the POS List View Screen. This screen displays a list of POS already defined in the application.

Step 3. Click on the Edit button on the POS List View Screen to open the settings page for the corresponding POS. You should see the Payment Device ID field.

Step 4. Enter the Payment Device ID and then click the Sync Device button. This will sync your Moneris Payment Device with your POS terminal.

Step 5. Click the Save button to save and exit the POS screen.

The Device Pairing Code is displayed on the device when you power on the device. For the Device Friendly Name, you can specify a name of your choice. For illustration we have specified Link 2500.

When you click the Save button, on the Moneris Device ID Generation pop up screen, the Moneris Payment Device Id is generated and populated in the Payment Device ID field.

Add Moneris as a Payment Type

Add Moneris as a Payment Type

Introduction

Prerequisites

Add the Moneris Payment Type

Configure the Moneris Payment Type

Map the Moneris Payment Type to the POS Terminal

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