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. 

Activate the plugin

You can activate the Moneris Payment Processor plugin from the Purchase Subscription page. You can approach this page via the Plugins screen or the Manage Accounts section.

From the plugins Screen

Step 1. Navigate to Home > plugins. This will open the plugins Grid View Screen. This screen is divided into five sections

Step 2. Navigate to the “Inactive” section. You should see the Moneris Payment Processor plugin listed here. Click on the Activate button on the Moneris Payment Processor plugin tile to proceed to the plugin Activation Popup screen.

Step 3. On the plugin Activation Popup screen you will have two choices:

OK And Continue Selecting

Click this button if you wish to add more plugins to your existing Tagrain edition.

Review And Checkout

Click this button if you wish to add this single plugin to your existing Tagrain edition.

Click the Review & Checkout button to proceed to the Purchase Subscription page.

Step 4. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Moneris Payment Processor plugin ticked / selected for activation. 

Step 5. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Moneris Payment Processor plugin is activated, an additional option for the Moneris Payment Type appears on the Payment Type screen.  

From the Manage Account Section

Step 1. Navigate to the admin section in the top right corner of the screen and click Manage Account. 

Step 2. On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page.

Step 3. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Moneris Payment Processor plugin unselected. You simply need to put a tick against the activation check box on the Moneris Payment Processor plugin Tile to mark the plugin as Active.

Step 4. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Moneris Payment Processor plugin is activated, an additional option for the Moneris Payment Type appears on the Payment Type screen.  

Configure the Moneris Payment Type

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.

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. Toggle the Is Active switch ON if you want the Moneris payment type to appear in the list of payment methods on the Web Register.

Step 7. Specify the Store ID. 

The Store ID is provided by Moneris at the time of onboarding. 

Step 8. Click the Save button to save the settings to create the Payment Type and exit the Payment Type Card screen. 

Map the Moneris Device ID to your 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 Device ID 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. Click the Sync Device button below the Payment Device ID field. Upon successful sync, you should see a notification banner at the bottom right corner of the screen.

A similar banner can also be seen and will appear in the Notification section on the Web Register. (As shown in the screenshot below).

Accepting Payment Using the Moneris Payment Device

In the section below, we will cover the steps explaining how to receive credit and debit card payments from a customer using Moneris as the Payment Type.

Scan a few products to the transaction grid and click the Pay button to reach the Payment screen. 

The Payment screen should list Moneris as one of the payment methods. 

Edit the Amount To Pay field to enter the amount that the customer wants to pay using the Credit / Debit Card. For illustration, we have specified $35.00 as the amount.

Click the Moneris button, to process the payment using the Moneris Payment Device.  

Selecting the No Receipt option on the Moneris Payment Device will display the following pop up screen on the POS terminal. 

• Print Customer and Merchant Copy

• Only print Customer Copy

• Don’t print anything on the payment device 

Depending upon the selection made, a credit card payment receipt is printed on the Moneris Payment Device. 

The screenshot below depicts that a payment of $263.06 was made using the Moneris Payment Device. 

A sale transaction receipt is printed upon successful payment and would reflect the amount paid using Moneris as the payment method along with other payment methods.

Suggested Readings

Moneris Payment Processor Plugin Deactivation

Collect Payment using Moneris

Refund Involving Moneris Payment Type

Void a Payment made using Moneris (From the Payment Screen)

Moneris Payment Processor Plugin Features

Sale Using Multiple Credit Cards - Moneris

Refund Using Multiple Credit Cards - Moneris

Subscription Management in Tagrain