Moneris Go Plus User manual

(October 2022)
Moneris® Go Plus
Using Your Terminal

Moneris® Go Plus: Using Your Terminal 1
Contents
Setting up your terminal.....................................................................................................................................2
Moneris Go Plus .........................................................................................................................................3
Hardware - Front of terminal .............................................................................................................................3
Hardware - Rear of terminal...............................................................................................................................3
On-screen buttons..............................................................................................................................................4
Navigating the terminal......................................................................................................................................4
The Main menu...................................................................................................................................................5
Signing in.............................................................................................................................................................6
Forgot your password?.......................................................................................................................................6
Signing out ..........................................................................................................................................................7
Wireless communication: 4G and Wi-Fi .......................................................................................................8
Network status indicator....................................................................................................................................8
Signal strength indicator for cellular communication ........................................................................................8
Battery use.................................................................................................................................................9
Helpful hints .......................................................................................................................................................9
Battery status indicators.....................................................................................................................................9
Power on.............................................................................................................................................................9
Power saving mode ............................................................................................................................................9
Restart ..............................................................................................................................................................10
Power off ..........................................................................................................................................................10
Card entry options....................................................................................................................................11
Transactions.............................................................................................................................................12
Transaction guidelines......................................................................................................................................12
Purchase ...........................................................................................................................................................13
Purchase – Card not present ............................................................................................................................17
Purchase - Partial approval...............................................................................................................................21
Purchase - Cash.................................................................................................................................................23
Pre-authorization..............................................................................................................................................24
Pre-authorization – card not present...............................................................................................................27
Pre-authorization – Completion or void...........................................................................................................28
Refund ..............................................................................................................................................................32
Independent refund .........................................................................................................................................36
Independent refund – card not present...........................................................................................................39
Void...................................................................................................................................................................40
Balance inquiry .................................................................................................................................................44
Receipts ...................................................................................................................................................45
Customer copy..............................................................................................................................................................45
Merchant copy..............................................................................................................................................................45
Reprinting receipts .......................................................................................................................................................46
Purchase receipt example ............................................................................................................................................47
Partial approval receipt ................................................................................................................................................47

Moneris® Go Plus: Using Your Terminal 2
Card masking ................................................................................................................................................................47
Reports ....................................................................................................................................................48
Merchant Direct reporting ...............................................................................................................................48
Reports in the Moneris Go Plus application.....................................................................................................48
Filtering transactions on the Reports and End of day screens .....................................................................................50
Finding a transaction using Scan or Search ..................................................................................................................51
Settings....................................................................................................................................................52
Receipt settings ................................................................................................................................................53
Working with headers and footers...................................................................................................................53
Tip settings........................................................................................................................................................54
Transaction settings..........................................................................................................................................55
User management ............................................................................................................................................56
Users .............................................................................................................................................................................56
User roles......................................................................................................................................................................58
Edit user – changing your own password.........................................................................................................61
General application settings.............................................................................................................................62
End of day process....................................................................................................................................63
Troubleshooting.......................................................................................................................................64
Error messages .................................................................................................................................................64
Equipment issues..............................................................................................................................................65
Other issues ......................................................................................................................................................65
Merchant support ....................................................................................................................................66
Setting up your terminal
If you have not already set up your terminal hardware and software, refer to the Moneris® Go Plus
Setting up Your Terminal guide at moneris.com/en/support/moneris-go/monerisgoplus.
Note: No setup is required for cellular (4G) communication. It is enabled by default.

Moneris® Go Plus: Using Your Terminal 3
Moneris Go Plus
Use this wireless, all-in-one terminal and PINpad to process transactions virtually anywhere with cellular
coverage and/or Wi-Fi coverage. Both you and your customer will enter information and respond to prompts on
the terminal. When directed on screen, pass the terminal to the customer. When the customer has finished,
they will pass the terminal back to you as directed on screen. Simply respond to the prompts to complete a
transaction.
Hardware - Front of terminal
Label Hardware
element
Function
A Printer
Prints receipts and reports.
B Contactless
reader
Reads card information when a card is tapped
(page 11)
C Front camera
Scans QR codes on a receipt to help you find a
transaction to refund, void, or reprint receipts.
D Magnetic stripe
reader
Reads card information when a card is swiped
(page 11).
E Touch screen
display
Displays information and allows you to enter
information by touching the screen.
F Chip card reader
Reads card information when a chip card is
inserted (page 11).
Hardware - Rear of terminal
Label Hardware
element
Function
G Rear camera
Scans QR codes on a receipt to help you find a
transaction to refund, void, or reprint receipts.
H Metal contacts
Connect the terminal with the optional
charging base

Moneris® Go Plus: Using Your Terminal 4
On-screen buttons
The screen of your terminal is touch sensitive, like a smartphone. You can move around the application and
choose options by touching the appropriate element on screen. Here are the most common icons and buttons:
Screen element Action performed
≡ Main menu icon
Go to the Main menu.
Cancel key
Cancel a transaction and return to the Purchase screen.
<
Delete key
Delete one or more characters in a data-entry field.

OK key Submit the data shown on-screen. For example, tap OK to indicate the
transaction amount is correct.
Accept/confirm the choice or information displayed on-screen.
<
Back icon
Go back to the previous screen/menu.
⋮
Additional options icon Display additional options
Navigating the terminal
Touch screen interaction
Your Moneris Go Plus features a large color touch screen.
To access a function displayed on screen (for example, a button, a menu, a field), simply use your finger to
tap the item on the screen.
To view content (for example, a menu or report) that extends past the bottom of
the screen, swipe up. Swipe down to go back to the top of the screen.
Getting to the Main menu
To get to the Main menu, tap the Main menu ≡ icon.
If the Main menu icon is not available, tap the Back
<
icon until the Main menu icon is
visible.
Main menu

Moneris® Go Plus: Using Your Terminal 5
The Main menu
To navigate to the Main menu, refer to Getting to the Main menu (page 4).
Menu item Use this menu item to:
Edit user Change your password. Refer to Edit user (page 61).
Transactions Display the Purchase screen to process a Purchase transaction (page 13). This is the
default transaction. It will appear whenever you sign in.
From the Purchase screen, tap the additional options
⋮
icon to access other
transactions: Independent refund (page 36) and Pre-authorization (page 24).
ReportsDisplay the Reports screen (page 48) in order to:
View the 24-hour summary of transactions (page 48)
View transaction details (page 48)
View the End of day report (page 63)
Refund a purchase (page 32)
Void a purchase (page 40)
Complete or void a pre-authorization (page 28)
Settings Display the Settings menu (page 52) in order to:
Change receipt settings (page 53)
Change Tip settings (page 54)
Change Transaction settings (page 55)
Manage users (page 56)
Change General application settings (page 62)
Sync terminal settings with Moneris (page 52)
Sign out Sign out (page 7) of the terminal.
Sign out at the end of the day and whenever your terminal is left unattended.
This will help to keep your terminal secure.
To allow the application to sign you out automatically, refer to General
application settings (page 62). There are two options for automatic sign out.

Moneris® Go Plus: Using Your Terminal 6
Signing in
To ensure the security and integrity of your terminal, you must sign in before performing any transactions or
other functions.
1. To sign in to Moneris Go Plus:
a. Tap the Username field and enter your username.
b. Tap Remember me on this terminal. The application will remember your
username so that you don’t have to enter it the next time you sign in.
Note: The application can remember up to 3
usernames. If you were not the last person to use the
terminal, tap the Username field, and select your
username from the dropdown list.
c. To delete a name from the list, tap the x beside the
name.
d. Tap the Password field and enter your user
password.
e. Tap Sign in.The application signs you in and displays the default
transaction screen.
Forgot your password?
If you can’t remember your password, follow these steps.
1. Tap the Username field and enter your username.
2. Tap “Forgot Password?”
As shown on screen, the application sends a message to your email address
with a link to allow you to reset your password.
3. Access your email and click on the link to set a new password.
4. Return to the terminal and tap OK to continue.
5. Sign in using your new password.
Note: If your user profile does not include an email address, the application will ask
you to obtain assistance from your Admin user or any other user who has access to
User management settings. Follow the instructions on screen or refer to User
management - Users (page 56).
Ok
Ok

Moneris® Go Plus: Using Your Terminal 7
Signing out
Sign out at the end of the day or whenever the terminal will be left unattended to prevent unauthorized
transactions.
1. To sign out of Moneris Go Plus:
a. Tap the Main menu ≡ icon.
b. At the bottom of the menu, tap Sign out.
Note: To allow the application to sign you out automatically, refer to General
application settings (page 62). There are 2 methods of automatic sign out.

Moneris® Go Plus: Using Your Terminal 8
Wireless communication: 4G and Wi-Fi
The Moneris Go Plus uses long-range cellular communication (4G or 3G) to send and receive information to and
from the Moneris host. The terminal communicates via 4G by default for faster communication and uses 3G as a
fallback where 4G is not available.
If you set up a Wi-Fi network, the terminal will switch to Wi-Fi when the Wi-Fi signal is stronger. To setup a Wi-Fi
network, refer to the Moneris® Go Plus Setting up your terminal guide.
Network status indicator
Icons on the
status bar
Description
The terminal is currently connected to and using the authorized carrier's 4G wireless network.
4G and 3G do not appear in the status bar for the DX8000.
The terminal is currently connected to and using your local Wi-Fi network.
To confirm 4G/3G wireless communication:
1. Confirm that there is sufficient signal strength (see the Signal strength indicator table below).
Signal strength indicator for cellular communication
Icon Description
5 bars: Terminal is receiving a very strong signal from the network and can process transactions.
4 bars: Terminal is receiving a strong signal from the network and can process transactions.
3 bars: Terminal is receiving a good signal from the network and can process transactions.
2 bars: Terminal is receiving a signal from the network and can process transactions but may take
longer to complete them.
1 bar: The terminal is receiving a weak signal and may not be able to process transactions and/or
print receipts.
0 bars: The terminal is not receiving any signal and CANNOT process transactions.

Moneris® Go Plus: Using Your Terminal 9
Battery use
To maintain battery charge, use any method below:
Direct-to-terminal charging cable: Connect this cable to the USB port on the left side of the terminal. Plug
the other end into a working power outlet or use a USB port on your computer as the power source.
Charging base: Dock the terminal on the optional charging base.
Optional communication base: Dock the terminal on the optional communication base.
If needed, refer to the Moneris® Go Plus Setting up Your Terminal guide at
moneris.com/en/support/moneris-go/monerisgoplus.
Helpful hints
Check the battery charge level (see icons below) before use.
Power off (page 10) the terminal when not in use or being charged.
Battery status indicators
The battery icon displays in the status bar. The icon reflects the battery charge status/charge level.
Terminal connected to external power source
The "lightning bolt" portion of the battery icon appears when the terminal is connected
to an external power source.
25% charge or less
Recharge the battery as soon as possible. The terminal may be close to powering off.
Data will not be lost if this happens.
0% charge
The terminal will power off unless connected to a power source. Data will not be lost if
the terminal powers off.
Power on
1. Locate the thin power button on the left side of the terminal.
2. To power on the terminal, press and hold the power button for about 3 seconds until the screen turns on.
Power saving mode
If there is no activity on the terminal for several minutes, the display screen will darken then shut down to save
battery power. To wake up the screen, briefly press the power button.

Moneris® Go Plus: Using Your Terminal 10
Restart
1. Ensure that the terminal is not connected to a power source. If needed:
Unplug the charging cable from the terminal; or
Undock the terminal from the optional charging base.
2. Locate the power button on the left side of the terminal. Press the button until you see the menu on the
right side of the screen.
A screen appears with five options: Power off, Restart, Screenshot, Services and Base.
3. Tap Restart.
The screen displays “Restarting …”
4. The terminal shuts down and restarts.
Power off
1. Ensure that the terminal is not connected to a power source. If needed:
Unplug the charging cable from the terminal; or
Undock the terminal from the optional charging base.
2. Locate the power button on the left side of the terminal. Press the button until you see the menu on the
right side of the screen.
A screen appears with five options: Power off, Restart, Screenshot, Services and Base.
3. Tap Power off.
The screen displays “Shutting down…”
4. The terminal powers off.

Moneris® Go Plus: Using Your Terminal 11
Card entry options
Insert: Chip cards
When the screen displays “Tap, insert, or swipe”, the customer inserts the card
into the terminal’s chip reader.
Note: Unless the device prompts otherwise, do not swipe a chip card even if the
card has a magnetic stripe.
The customer may be prompted to key in a PIN.
The chip card must remain inserted until the screen displays “Please
remove your card”.
Wave/Tap: Contactless cards
When the screen displays “Tap, insert, or swipe”, the customer taps their
card, or mobile device, over the contactless reader which is located above
the display screen.
Note: If the customer is using a mobile device, they may be directed to
enter a passcode on their smartphone or tablet.
Note:The transaction amount must be equal to or less than the contactless transaction limit set for
the card. If the amount is greater than the contactless limit for the card, when the customer taps their
card, the terminal displays “Limit exceeded” followed by “Insert or swipe”. To complete the
transaction for the same amount, the customer inserts or swipes their card.
Swipe: Magnetic stripe cards
When the screen displays “Tap, insert, or swipe”, the customer swipes the
card on the terminal’s magnetic stripe reader. The card’s magnetic stripe
faces the terminal. The card can be swiped from top to bottom or bottom
to top.
Note: If the card has a chip, the card must first be inserted into the
terminal’s chip reader.
Manual entry
You can manually key in a customer’s credit card information for a card-not-present transaction, that is, a
transaction where the customer is not present at your place of business. The following settings are required:
“Manual entry” is enabled in your user role (page 58).
"Manual entry transactions" are enabled in Transaction settings (page 55).
Scan
The Moneris Gift Card program allows you to scan the bar code of a gift card as a method of entering the card
information. Merchants who are not subscribed to the gift card program will not see the option to scan a card.

Moneris® Go Plus: Using Your Terminal 12
Transactions
Transaction guidelines
To process financial transactions, follow these general guidelines.
1. Make sure you are connected to Moneris. Look for the presence of the Wi-Fi icons and check the signal
strength indicator in the status bar at the top of the screen. If the Wi-Fi icons is not present, the terminal will
not be able to process the transaction. If you are using 4G/3G communication and signal strength is 2 bars or
below, the transaction may be processed slowly, or the terminal may not be able to process the transaction.
Refer to the No connection error message (page 64).
2. Determine which transaction you want to process (for example, Purchase, Preauthorization, Refund,
Independent refund, Void). Purchase is the default transaction.
3. Start the transaction on the terminal and follow the prompts. For instructions, refer to pages 13-44.
If prompted, pass the terminal to your customer so they can respond to the customer prompts.
If card entry is required to complete the transaction, the customer (if present) enters their card using
tap, insert, or swipe.
The merchant prompts and the customer prompts may vary depending on:
the transaction type (for example, Purchase or Refund)
the payment type (for example, credit or debit)
the method of card entry (for example, insert, swipe, tap, or manual entry)
any features you have turned on (for example, tipping)
The merchant prompts and the customer prompts may vary depending on:
If a transaction is canceled, the terminal audibly announces the cancellation over the terminal speaker.
4. Process any printed receipts (page 46).
Customer receipt: Give this copy to the customer. If the customer is holding the terminal, they can tear
off the receipt themselves.
Merchant receipt: Keep this copy for your records.

Moneris® Go Plus: Using Your Terminal 13
Purchase
Follow these steps to process a Purchase transaction using a debit or credit card.
1. Start at the Purchase screen. This is the default transaction.
If your terminal is at a different screen, tap the Main menu ≡ icon, then
tap Transactions.
2. Use the on-screen numeric keypad to enter the purchase amount, then tap
the OK

key.
3. The transaction identifier prompt appears only if enabled under
Transaction settings (page 55). The label “Custom ID” will be replaced by
your customized label (for example, Customer number).
Tap the field, enter a value using the on-screen keyboard, then tap Go
.
To bypass the prompt, tap Go without entering a value.

Moneris® Go Plus: Using Your Terminal 14
4. Pass the terminal to your customer so they can respond to the customer
prompts.
5. If tip entry is turned on, the customer enters a tip (or no tip).
To enable tip entry, refer to Tip settings(page 54).
6. The Purchase total screen appears, showing:
The total sale, including the tip (if any);
The “Tap, insert or swipe” prompt;
The cards (for example, Interac, Visa) and mobile wallets (for example,
Apple Pay) you accept.
7. The customer enters their card on the terminal. Depending on the type of
card, they can tap, insert, or swipe it. For more information on card entry
options (page 11).
Additional prompts may appear such as cashback and surcharge if
these options are enabled under Transaction settings (page 55).

Moneris® Go Plus: Using Your Terminal 15
8. If prompted, the customer enters their PIN. There may be additional
customer prompts.
9. The “Processing, please wait” message appears.
If the customer inserted a chip card, the message “Do not remove your
card” also appears.
10. Once the purchase is approved, the “How would you like your receipt?”
prompt appears, showing the customer the available options for receiving
a receipt: Print, Text, Email, and No Receipt.
Note: You can choose which receipt options customers will see. Refer to
Receipt settings (page 53).
11. The customer selects a receipt format (or no receipt) by tapping one of the
options on screen. If the customer chooses Text or Email, they are
prompted to enter the appropriate information.

Moneris® Go Plus: Using Your Terminal 16
12. The customer passes the terminal back to you, as directed by the
application.
13. The application prints receipts if requested.
If the customer requested a printed receipt, give them the cardholder
copy.
If you enabled merchant receipt printing, keep the merchant copy for
your records.
14. When the “Transaction Complete” prompt appears, tap OK to return to
the default Purchase screen.
15. The default transaction screen appears.
The application is ready to process your next transaction.

Moneris® Go Plus: Using Your Terminal 17
Purchase – Card not present
If your business receives orders by Internet, mail, or telephone, follow these steps to process a Purchase
transaction where you can manually enter the customer’s credit card information.
1. Start at the Purchase screen. This is the default transaction.
If your terminal is at a different screen, tap the Main menu ≡ icon, then
tap Transactions.
2. Tap the card entry field (Tap, insert or swipe) to display the card entry
options.
3. Tap Manual entry, then OK.
Note: Manual entry must be enabled in your user role (page 58) and in
Transaction settings (page 55).
4. Enter the purchase amount, then tap the OK

key.
Note: The order of these initial steps is flexible. You can enter the
purchase amount first, or you can choose the method of card entry first.
Both will work.

Moneris® Go Plus: Using Your Terminal 18
5. At the card entry screen:
a. Verify the purchase amount. To re-enter the amount, tap xin the title
bar to cancel the transaction.
b. Tap each credit card field and enter the information required.
c. Tap Confirm.
If you did not enter a CVV, continue at step 6.
Otherwise, skip to step 7.
6. Tap one of the available choices to indicate why you did not enter the
CVV.
7. If tip entry is turned on, you can enter a tip amount as specified by the
customer.
To enable tip entry, refer to Tip settings (page 54).

Moneris® Go Plus: Using Your Terminal 19
8. The “Processing, please wait” message appears.
9. Once the purchase is approved, the “How would you like your receipt?”
prompt appears, showing the available options for receiving a receipt.
Note: You can choose which receipt options will appear. Refer to Receipt
settings (page 53).
a. Select a receipt format on behalf of the customer or ask them if
speaking on the telephone.
b. If you selected Text or Email, enter the appropriate information.
10. The application prints receipts if requested.
If you enabled merchant receipt printing, keep the merchant copy for
your records.