Moneris Moneris Go User instructions

(September 2020)
Moneris Go®
Setting up Your Terminal

Moneris Go®: 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 optional charging base ......................................................................................................................................4
Use the charging cable....................................................................................................................................................5
Power on the terminal........................................................................................................................................5
Application setup ......................................................................................................................................... 6
Set up an Admin user .........................................................................................................................................6
Review common settings....................................................................................................................................7
Sign in .................................................................................................................................................................9
Wireless Communication: 4G and Wi-Fi...................................................................................................... 10
Enroll in Merchant Direct®.......................................................................................................................... 11
Troubleshooting......................................................................................................................................... 12
Merchant support ...................................................................................................................................... 13

Moneris Go®: Setting up Your Terminal 2
What’s in the box
1. Confirm you have received the required hardware. If not, contact Moneris.
Moneris Go terminal
Optional charging base
USB Charging cable
Receipt paper
2. Go to Hardware setup on page 3.

Moneris Go®: Setting up Your Terminal 3
Hardware setup
Install the receipt paper
1. Place the terminal face-down on a clean, dry, flat surface.
2. Lift the printer latch up to release the printer cover, then pull the
cover back to expose the paper compartment.
3. Insert the receipt paper roll into the paper compartment with the
loose end unrolling from the bottom of the roll and away from
the terminal.
4. 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.
5. Close the printer cover, and press down to snap it back into place
so that the extended paper is held securely.
6. Turn the terminal over so that the screen is once again facing up.
You are ready to print receipts and reports.

Moneris Go®: Setting up Your Terminal 4
Charge the battery
Charge the terminal’s internal battery for 3 hours using one of the following methods:
Charging cable (see page 5).
Optional charging base (see below)
Recommendations: You must use the exact power adaptor and cables provided by Moneris to work with the
Moneris Go 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 optional charging base
1. Unfold the charging cable and insert the USB connector into the USB
port in the back of the base.
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 on a
power bar.
3. Dock the terminal on the base. Ensure that the metal contacts on the
underside of the terminal fit securely over the leads prong on the base.
4. The terminal displays the charging screen.
a. Wait for the battery icon to display the lightning bolt symbol. 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. Refer to Power on the terminal on page 5.

Moneris Go®: Setting up Your Terminal 5
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 on
a power bar.
3. The terminal displays the charging screen.
a. Wait for the battery icon to display the lightning bolt symbol. 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.
c. Go to the next section Power on the terminal.
Power on the terminal
1. Locate the thin rectangular power button on the right side of the terminal.
2. Press and hold the power button for about 2 seconds until the screen illuminates.
The terminal powers on.
The hardware setup is complete. Continue to the next section Application setup.

Moneris Go®: Setting up Your Terminal 6
Application setup
To set up Moneris Go 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 12.
Set up an Admin user
3. The Add 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 Language and choose 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, [email protected]. This field is
required for the first user.
Password. Enter a password you will remember. It must be at least 4
characters long.
Confirm password. This field must match the Password field.
4. Tap Next.

Moneris Go®: Setting up Your Terminal 7
Review common settings
5. Tap Go to begin configuring your Moneris Go application.
Note: If you make any changes to these settings, those changes will be
reflected on your other Moneris Go terminals. The settings for all of your
Moneris Go terminals will be kept in sync.
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 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).
When finished, tap Next.

Moneris Go®: Setting up Your Terminal 8
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:
Tip Support: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 Percent:Enable this setting to allow customers to enter a tip
as a percentage of the total amount.
Tip Preset 1:Enable this setting to allow customers to enter a tip as
a pre-set percentage. Tap the Preset Value field and enter a
percentage (for example, 10), then tap OK.
Tip Preset 2:Enable this setting to allow customers to enter a tip as
a pre-set percentage. Tap the Preset Value field and enter the
percentage; for example, 15. Tap OK.
Tip Preset 3:Enable this setting to allow customers to enter a tip as
a pre-set percentage. Tap the Preset Value field and enter the
percentage; for example, 20. Tap OK.
When finished, tap Next.
8. 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 2 minutes of no activity. Tap the minus sign or plus sign to
change this time period.
Sign out after transaction. This option is disabled by default. If you
enable it, the application will sign you out after each transaction.
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.
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.

Moneris Go®: Setting up Your Terminal 9
9. Tap Go to sign to the application.
Sign in
10. Sign in to the application.
a. Tap the Username field and enter your username.
b. Tap the Password field and enter your password.
c. Tap Sign in.
11. The application displays the Sale screen. This is the default screen.
You are ready to process your first sale.
For instructions on using your terminal, visit
moneris.com/en/support/devices/monerisgo to download the Using your
terminal guide.