Moneris POS integration

What the integration does

SeroPOS works with Moneris Go terminals through Moneris' cloud connection. When the cashier chooses card on the payment screen, SeroPOS sends the amount to the terminal assigned to that till and waits for the customer to tap, insert or swipe. The approval, card details and any tip come back to SeroPOS and are saved with the sale.

Because the amount comes from the till, totals in SeroPOS and Moneris agree without anyone keying the sale into the terminal. That makes the day-end check shorter, and it removes the common mistake of charging $45.00 for a $54.00 bill. It also means refunds and voids can be matched to the original card payment later.

Setting up Moneris in SeroPOS

Turn on Moneris Payments in the till's settings and open Moneris Pay Settings with the gear icon. Enter the Merchant ID, Store ID, API token and Terminal ID that Moneris gave you. Leave the switch on TEST while you try it out, then move it to Production when you are ready to take real cards.

Each till can have its own terminal. Under Card Terminal for This Till in Admin, Tools, give the till a name, such as Front Till or Patio, and enter the terminal ID it should use. Choose Save for this till, or Use shared if every till charges on the same device.

• Turn on Moneris Payments in settings
• Enter Merchant ID, Store ID, API token and Terminal ID
• Test in TEST mode, then switch to Production
• Assign a terminal to each till
• Run Sync Terminal with Moneris

Terminal behaviour, read from Moneris

Many choices about how a Moneris terminal behaves are set on the Moneris side: whether it asks for a tip and what the preset percentages are, whether an Interac debit surcharge applies, whether cashback is offered, and whether it prompts for a receipt. SeroPOS syncs those settings and shows them read-only under Terminal Behaviour, together with whether voids and refunds are allowed and which cards are accepted.

If something looks wrong, such as no tip prompt on a terminal you use for table service, change it with Moneris, then press Sync Terminal with Moneris so the till shows the new behaviour. That way the till and the terminal always describe the same set-up, and staff are not surprised by a prompt they did not expect. Seeing these settings on the till is also useful when training new staff on what the customer will be asked.

Refunds and voids

To refund a card sale, open it in Recent Transactions and choose Refund Sale or Void Sale. SeroPOS asks which payment to void or refund, and card refunds run on the terminal. A banner on the settings screen notes that refunds go direct to the card. If a linked refund cannot be completed, you can try linked refunds again.

When the customer is in front of you with the card, Independent Refund, Customer Presents Card refunds it without needing the original transaction link. If a payment stalls, the dialog's Close, Check Terminal Before Charging Again option reminds staff to confirm on the terminal before taking the card a second time.

Moneris and your processing rate

You need your own Moneris merchant account and a Moneris Go terminal. If you already have both, connecting them to SeroPOS takes a few minutes. If you are reviewing what you pay for card processing, send us a recent statement and we'll quote a rate. Moneris supplies the terminal and the credentials, and SeroPOS only needs those four values to start charging on it.

Moneris card payments appear in the SeroPOS daily sales report under payments by method, in the register report for each shift, and in the sales payment report, so you can match each day's card total against your Moneris deposit. Tips taken on the terminal are counted in the same reports, which helps when you share them out at the end of the shift.