Moneris Go Plus User instructions

(October 2022)
Moneris® Go Plus
Setting up Your Terminal

Moneris® Go Plus: Setting up Your Terminal 1
Contents
What’s in the box .........................................................................................................2
Hardware setup............................................................................................................3
Install the receipt paper..............................................................................................................................3
Charge the battery .....................................................................................................................................4
Use the charging cable .......................................................................................................................................4
Use the optional charging base ..........................................................................................................................5
Setting up and using the communication base.............................................................................................6
How to connect the power.................................................................................................................................6
How to connect the Ethernet cable....................................................................................................................7
How to pair the communication base with the terminal ...................................................................................8
How to connect to the Wi-Fi network..............................................................................................................11
Power on the terminal..............................................................................................................................15
Application setup........................................................................................................16
Set up an Admin user ...............................................................................................................................17
Review common settings..........................................................................................................................17
Sign in......................................................................................................................................................21
Wireless Communication: 4G and Wi-Fi.....................................................................................................21
Enroll in Merchant Direct®..........................................................................................22
Troubleshooting .........................................................................................................23
Merchant support.......................................................................................................24

Moneris® Go Plus: Setting up Your Terminal 2
What’s in the box
1. Confirm you have received the required hardware. If not, contact Moneris.
Moneris Go Plus
Optional charging base
USB Charging cable
Receipt paper
2. Continue to Hardware setup.

Moneris® Go Plus: Setting up Your Terminal 3
Hardware setup
Install the receipt paper
1. Lift the printer latch up to release the printer cover, then pull the
cover back to expose the paper compartment.
2. Insert the receipt paper roll into the paper compartment with the
loose end unrolling away from the terminal.
3. Unroll enough paper to extend at least one inch (2.5 cm) past the
top of the printer cover.
Note: If the paper is installed backward, your printouts will be
blank.
4. Close the printer cover and press down to snap it back into place
so that the extended paper is held securely.
Hardware setup is complete.
5. Continue to Charge the battery.

Moneris® Go Plus: Setting up Your Terminal 4
Charge the battery
Charge the terminal’s internal battery for 3 hours using one of the following methods:
Use the charging cable
Use the optional charging base (if you have it)
Use the optional communication base (available if purchased)
Recommendations: You must use the exact power adaptor and cables provided by Moneris to work with the
Moneris Go Plus terminal and base. Failure to do so may affect the operability of, or cause damage to, the
equipment. Always plug the charging cable into the power source last to avoid power surges. Use a power bar
equipped with surge protection where possible.
Use the charging cable
1. Un-fold the charging cable and insert the micro-USB connector into
the USB port on the left side of the terminal.
2. Make sure the AC adaptor is connected to the other end of the
charging cable. Plug the AC adaptor into a working electrical outlet.
Note: Use a power bar to avoid electrical surges.
3. The terminal displays the charging screen.
a. Wait for the battery charging icon to display. This indicates that
the terminal is receiving power and the battery is charging.
b. Continue charging the terminal during the rest of the setup
procedures.
4. Continue to Power on the terminal.

Moneris® Go Plus: Setting up Your Terminal 5
Use the optional charging base
Use the optional charging base if you have it, otherwise continue to Power on the terminal.
1. Unfold the charging cable and insert the USB connector into the USB
port in the back of the base.
Note: See manual in the box.
2. Make sure the AC adaptor is connected to the other end of the
charging cable. Plug the AC adaptor into a working electrical outlet.
Note: Use a power bar to avoid electrical surges.
3. Dock the terminal on the base. Ensure the terminal fits securely over
the two prongs on the base.
4. The terminal displays the charging screen.
a. Wait for the battery charging icon to display. This indicates that
the terminal is receiving power and the battery is charging.
b. Continue charging the terminal during the rest of the setup
procedures.
5. Continue to Power on the terminal.

Moneris® Go Plus: Setting up Your Terminal 6
Setting up and using the communication base
This optional communication base is only available upon purchase. Use the optional communication base when
there is a weak cellular signal on your terminal. The communication base enables the terminal to communicate
with Moneris using your Ethernet or Wi-Fi network.
Note: The communication base can only be connected using Ethernet connectivity.
How to connect the power
1. Unfold the charging cable.
2. Connect the charging cable to the power adaptor.
3. Then turn the communication base upside down and connect the
power adaptor cable to the power port in the back of the
communication base.
4. Make sure the AC adaptor is connected to the other end of the
charging cable. Plug the AC adaptor into a working electrical outlet.
Note: Use a power bar to avoid electrical surges.
5. Turn the communication base right side up and dock the terminal
on the base. Ensure the terminal fits securely over the two prongs
on the base.
6. Locate the power button on the left side of the terminal. Press and
hold the power button for 3 seconds to turn on the terminal. The
terminal will continue to charge while on the base.
7. Choose one of the following methods to connect the terminal/base to your local network:
Ethernet
Wi-Fi

Moneris® Go Plus: Setting up Your Terminal 7
How to connect the Ethernet cable
1. Uncoil your Ethernet cable; both ends of the cable will look the
same.
2. Turn the communication base upside down. Use one end of the
cable and insert it into the Ethernet port on the back of the base.
The Ethernet cable will clip in when it is inserted correctly.
3. Connect the other end of the Ethernet cable to your Ethernet
network infrastructure (modem, router, Ethernet wall ports, other
equipment). The Ethernet cable will clip in when it is inserted
correctly.
4. Turn the base right side up and dock the terminal on the
communication base. Ensure the terminal fits securely over the two
prongs on the base.
5. The terminal displays the charging screen.
a. Wait for the battery charging icon to display. This indicates that
the terminal is receiving power and the battery is charging.
b. Continue charging the terminal during the rest of the setup
procedures.
The Ethernet cable is now connected
6. Continue to How to pair the communication base with the terminal.

Moneris® Go Plus: Setting up Your Terminal 8
How to pair the communication base with the terminal
Now that the base is connected to your network infrastructure, you need to connect the terminal to the base.
1. Locate the power button on the left side of terminal. Press and
hold the power button on the terminal for 3 seconds or until the
terminal screen turns on.
The terminal will continue to charge while on the base.
Note: Red light on the left side of the power button indicates
the terminal is available for pairing.
2. The terminal powers on and the 60 second count down appears.
Wait while the terminal attempts to establish a connection to
Moneris.
3. The “Oops!” message may appear.
Note: Message appears because there is no established
connection.
a. Ignore this message.
b. Tap on the white circle in the navigation bar at the bottom to
go to the terminal home screen.

Moneris® Go Plus: Setting up Your Terminal 9
4. Press and hold the power button until you see the menu on the
right side of the screen, then tap Base.
The “No base can be found.” message appears.
5. Tap the Scanning Box located on the top right corner of the
screen.
a. Lift the terminal off the base.
b. Locate the QR code on the back of the base.
c. Scan the QR code using the terminal camera.
Note: If the "Invalid barcode!" message appears, tap OK and
retry.

Moneris® Go Plus: Setting up Your Terminal 10
6. When the “Connections Available” message appears, tap Pair
base.
7. When the “Pair successfully” message appears, tap OK.
Note: Green light on the left side of the base indicates base is
connected with the paired terminal.
The base connectivity information screen appears.

Moneris® Go Plus: Setting up Your Terminal 11
8. Tap the white circle in the navigation bar at the bottom to go to
the terminal screen.
The pairing process is complete.
Note: If the “Communication error, failed to pair the base!”
message appears, tap OK and retry.
How to connect to the Wi-Fi network
1. Press and hold the power button on the terminal for 3 seconds or
until the terminal screen turns on.
The terminal powers on and the 60 second count down appears.
Wait while the terminal attempts to establish a connection to
Moneris.

Moneris® Go Plus: Setting up Your Terminal 12
2. Press and hold the power button until you see the menu on the
right side of the screen, then tap Base.
The “No base can be found.” message may appear.
3. Tap the Scanning Box located on the top right corner of the
screen.
a. Lift the terminal off the base.
b. Locate the QR code on the back of the base.
c. Scan the QR code using the terminal camera.
Note: If the “Invalid barcode!” message appears, tap OK and
retry.

Moneris® Go Plus: Setting up Your Terminal 13
4. When the “Connections Available” pop-up appears, tap Only use
base wifi.
5. When the “Successfully connected to the base wifi.” Message
appears, tap OK.
Note: Green light on the left side of the base indicates base is
connected with the paired terminal.
Note: If the base Wi-Fi pairing was not successful, the following
message will appear:

Moneris® Go Plus: Setting up Your Terminal 14
6. Press and hold the power button until you see the menu on the
right side of the screen, then tap Base.
a. Tap the network you want to connect to.
b. Enter the password for the selected Wi-Fi network. You will
be connected to the network.
Note: The network selected will show as Connected.
The “Successfully connected to the base wifi.” message appears.
7. Tap on the white circle in the navigation bar at the bottom to go
to the terminal home screen.
8. You can swipe down from the top of the screen to view the
dropdown settings panel at any time.
9. You can swipe down again to see the full settings panel. Tap on
each button to turn on and off as needed.

Moneris® Go Plus: Setting up Your Terminal 15
10. Continue to Application setup.
Power on the terminal
1. Locate the thin power button on the left side of the terminal.
2. Press and hold the power button for 3 seconds or until the terminal screen turns on.
The terminal powers on.
The hardware setup is complete.
3. Continue to Application setup.

Moneris® Go Plus: Setting up Your Terminal 16
Application setup
To set up Moneris Go Plus quickly, simply respond to the prompts on screen. If you need help, follow the step-
by-step instructions in each section below.
1. Tap Go.
2. Wait while the terminal connects to Moneris to obtain your account
settings.
For any connection problems, refer to Troubleshooting on page 23.
Password rules. In the next step, you will be asked to set up a password.
Think of a password now while keeping these rules in mind.
It must be at least 4 characters.
No more than 2 repeating characters. For example, lou449 is acceptable
but lou444 is not.
No common sequences like 123 or abc. For example, jp126 is acceptable
but jp123 is not.
3. Enter your merchant ID using the on-screen keypad then tap the OK

key.
You can find your merchant ID in your welcome email from Moneris.

Moneris® Go Plus: Setting up Your Terminal 17
Set up an Admin user
4. The Add initial user screen appears. Tap each field and enter the required
information. You will automatically be assigned the Admin user role. This
user role can access all functions and create new user roles.
Note: If an Admin user has already been created, the application will skip
this step.
Language:Tap English or French. Your selection will become the
default language for all other users. However, other users can change
the language if desired.
Username:You will need to enter your username each time you use the
terminal. Make sure your username is easy to remember and easy to
type.
First name:Enter your first name.
Last name:Enter your last name.
Email address:For example, [e-mail]. This field is
required for the first user.
Confirm email:Enter your email address again.
Password:Enter a password you will remember. It must be at least 4
characters long.
Confirm password:This field must match the Password field.
When finished, tap Next.
Review common settings
5. Tap Go to begin configuring your Moneris Go Plus application.
Note: If you make any changes to these settings, those changes will be
reflected on your other Moneris Go Plus terminals. The settings for all of
your Moneris Go Plus terminals will be kept in sync.

Moneris® Go Plus: Setting up Your Terminal 18
6. Review the Receipt settings screen and choose an action:
To accept the settings shown and move to the next screen, tap Next.
You will be able to change the settings later.
To change the settings, tap each toggle or field:
Customer receipt format:When “Cardholder choice” is enabled,
you can enable or disable the receipt options available to your
customers.If Cardholder choice is disabled, the application will
automatically print the customer receipt.
Print QR code:This setting is enabled by default. To stop printing
QR codes on all receipts, tap the toggle.
Print delay:This setting determines the delay (in seconds) between
printing the customer receipt and printing the merchant receipt.
Number of merchant receipts:By default, the terminal will not
print a merchant receipt. If you want a receipt for each transaction,
tap the field and select a new value (1 or 2 receipts).
Custom receipt text:Use this setting to add lines of text (headers
and footers) to the top and bottom of your customer receipts.
When finished, tap Next.
7. Review the Tip settings screen and choose an action:
To accept the settings shown and move to the next screen, tap Next.
You will be able to change the settings later.
To change the settings, tap each toggle or field:
Tips: Enable this setting to prompt customers to leave a tip. Once
you enable Tip Support the tip options will appear.
Tip by dollar:Enable this setting to allow customers to enter a tip as
a dollar amount.
Tip by percentage:Enable this setting to allow customers to enter a
tip as a percentage of the total amount.
Tip pre-set type:Decide if you want your pre-set tips to be fixed
dollar values or percentages of the purchase total, then tap Dollar
or Percentage as required. Depending on your choice, enter dollar
amounts (no cents) or percentages for the pre-set tips below.
Tip Pre-set 1:Enable this setting to allow customers to enter a pre-
defined tip. Tap the Pre-set value field and enter a percentage or a
dollar amount depending on your tip pre-set type above, then tap
the checkmark.
Tip Pre-set 2:Enable this setting to allow customers to enter a pre-
defined tip. Tap the Pre-set value field and enter a percentage or a
dollar amount, then tap the checkmark.
Tip Pre-set 3:Enable this setting to allow customers to enter a pre-
defined tip. Tap the Pre-set value field and enter a percentage or a
dollar amount, then tap the checkmark.
When finished, tap Next.

Moneris® Go Plus: Setting up Your Terminal 19
8. Review the Transaction settings screen and choose an action:
To accept the settings shown and move to the next screen, tap Next.
You will be able to change the settings later.
To change the settings, tap each toggle or field:
Pass terminal timer:When a customer response is needed, the
application displays the “Please pass the terminal to your customer”
screen for 1 second. Tap the minus sign or plus sign to change this
time period.
Manual entry transactions:This setting allows you to manually
enter a card number for email and telephone orders.
Transaction identifier:Enable this setting to create a custom field
which you can use to capture specific information. Once you tap
the toggle, a field appears showing “Custom ID”. You can replace
“Custom ID” with a name for the type of information you want to
record for each transaction. For example, Invoice # or Customer
name.
Surcharge: Enable this setting to charge your customers a fee for
Interac debit transactions. Once you tap the toggle, a field appears
for you to enter the amount of the surcharge.
Cashback: Enable this setting to offer cashback to customers paying
with debit or pre-paid cards.
When finished, tap Next.
9. Review the General application settings screen and choose an action:
To accept the settings shown and move to the next screen, tap Next.
You will be able to change the settings later.
To change the settings, tap each toggle or field:
Automatic sign out time:The application will automatically sign you
out after 120 minutes of no activity. To change this time period, tap
the control bar.
Sign out after transaction:This option is disabled by default. If you
enable it, the application will sign you out after each transaction.
Display timeout:By default, the terminal goes into sleep mode
after 1 minute of no activity in order to save battery power. To
increase this time, tap Display timeout and select 2 minutes or 5
minutes.
Report reset time:This is the time when your reports will reset to
$0. To change it, tap the field and set a new time. For example, if
you set it for 12:00am, the reports in the application will cover the
period from 12:00 a.m. to 11:59 p.m. It is best to set the Report
reset time 2 to 3 hours outside of your typical business hours – if
you close at 10 p.m. set it for 12 a.m., if you close at 2 a.m. set it for
4 a.m. If you are open 24 hours, choose a logical break point like a
shift change.
When finished, tap Next.