Moneris iWL220 User manual

05/18
Moneris® iWL220
Reference Guide

Need help?
Web: moneris.com/support-iWL220
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:
____________________________________

Moneris® iWL220 Reference Guide 1
Contents
Setting up Your Terminal ..............................................................................................5
Before you get started................................................................................................................................6
Hardware setup..........................................................................................................................................8
Registering the terminal to a base.............................................................................................................12
Converting the base mode ...............................................................................................................................12
Establishing a connection to the base..............................................................................................................13
Communications setup .............................................................................................................................14
Using dynamic IP ..............................................................................................................................................14
Using static IP ...................................................................................................................................................14
Using dial ..........................................................................................................................................................16
Using dial as backup (optional).........................................................................................................................16
Setting a dial prefix...........................................................................................................................................16
Communications troubleshooting....................................................................................................................17
Initialization and logon .............................................................................................................................19
Charging the battery after first initialization/logon .........................................................................................19
Additional options....................................................................................................................................20
Printing the contactless logo on contactless transaction receipts...................................................................20
Enabling Tip Entry, Cashback, or Invoice Number............................................................................................20
Changing printer options..................................................................................................................................20
Changing the terminal language.......................................................................................................................21
Enabling the admin password for manual entry protection ............................................................................21
Enabling loyalty and gift cards..........................................................................................................................22
Enabling tip entry (gift cards) .......................................................................................................................................22
Using Your Terminal ...................................................................................................23
Moneris iWL220 .......................................................................................................................................24
Terminal keys and hardware ............................................................................................................................25
Wireless communication and the base ......................................................................................................26
Important screen icons.....................................................................................................................................26
The iWL220 base ..............................................................................................................................................26
Communications base ..................................................................................................................................................26
Charge-only base ..........................................................................................................................................................26
Battery use...............................................................................................................................................27
Helpful hints .....................................................................................................................................................27
Important screen icons.....................................................................................................................................27
Stand-by mode .................................................................................................................................................28
Power on...........................................................................................................................................................28
Power off ..........................................................................................................................................................28
Card types................................................................................................................................................29

Moneris® iWL220 Reference Guide 2
Magnetic stripe card.........................................................................................................................................29
Chip card...........................................................................................................................................................29
Contactless card ...............................................................................................................................................29
Cardholder verification.............................................................................................................................30
Cardholder verification methods (CVM) ..........................................................................................................30
Cardholder verification limit.............................................................................................................................30
Card entry options....................................................................................................................................31
Insert: Chip cards..............................................................................................................................................31
Wave/Tap: Contactless cards ...........................................................................................................................31
Contactless Transaction Limit (CTL)..............................................................................................................................32
Swipe: Magnetic stripe cards ...........................................................................................................................32
Manual card entry ............................................................................................................................................32
Transactions.............................................................................................................................................33
General guidelines............................................................................................................................................33
Admin code shortcuts.......................................................................................................................................33
Purchase [100]..................................................................................................................................................34
Partially approved Purchase.............................................................................................................................34
Refund [101] / VOID–Purchase [106] / VOID–Refund [107] ............................................................................34
Pre-Authorization [102]....................................................................................................................................34
Cheque Authorization [105] .............................................................................................................................35
Advice using Sequence Number [103] / Force Post [103]................................................................................35
Advice List [109] ...............................................................................................................................................35
Balance Inquiry [110]........................................................................................................................................36
Prompts without tip entry................................................................................................................................36
Merchant prompts: Purchases/Pre-Auths/Refunds/Voids...........................................................................................36
Merchant prompts: Cheque Authorizations.................................................................................................................38
Merchant prompts: Advices/Force Posts .....................................................................................................................38
Customer prompts: On the terminal ............................................................................................................................40
Prompts with tip entry .....................................................................................................................................42
Merchant prompts: Purchase with tip enabled............................................................................................................42
Customer prompts on the terminal: Purchase with tip entry enabled.........................................................................43
Receipts ...................................................................................................................................................46
Signing credit card receipts ..............................................................................................................................46
Reprinting receipts ...........................................................................................................................................46
Card masking ....................................................................................................................................................46
Contactless transactions...................................................................................................................................47
Receipts ............................................................................................................................................................47
Pre-Auth receipt ...........................................................................................................................................................47
Original receipt .............................................................................................................................................................47
Partial Approval receipt ................................................................................................................................................48
Reports ....................................................................................................................................................49
Masking on reports...........................................................................................................................................49
Reprint merchant receipt [66]..........................................................................................................................49
Clerk subtotals report [82] ...............................................................................................................................49
Current batch totals report [99].......................................................................................................................50

Moneris® iWL220 Reference Guide 3
Merchant sub-totals report [95].......................................................................................................................50
Pre-auth list [62]...............................................................................................................................................50
Balance inquiry report [94]...............................................................................................................................51
Configuration report [16] .................................................................................................................................51
Tip totals report [96] ........................................................................................................................................51
Admin functions.......................................................................................................................................52
Logon [02].........................................................................................................................................................52
Logoff [03] ........................................................................................................................................................52
Re-initialization [01] .........................................................................................................................................52
End-of-day process ...................................................................................................................................53
Merchant close .................................................................................................................................................53
System close .....................................................................................................................................................54
Troubleshooting .......................................................................................................................................55
Error messages .................................................................................................................................................55
Equipment issues..............................................................................................................................................59
Merchant support.......................................................................................................61

Moneris® iWL220 Reference Guide 4
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Moneris® iWL220 Reference Guide 5
In this section, we go over everything you need to
know to set up your Moneris iWL220.
You can also view our setup videos online at
moneris.com/support-iWL220.
Setting up Your Terminal
Setting up
your
terminal

Moneris® iWL220 Reference Guide 6
Before you get started
1. Please confirm that you received the following items in your Welcome Kit.
2. Review the Installation Checklist: Moneris Wireless Communication Base (available at
moneris.com/installation.
3. If your terminal will communicate with the Moneris host over high-speed Ethernet, review the Moneris IP
Readiness Checklist (available at moneris.com/checklist) to ensure that your Ethernet service is ready to
support your terminal.

Moneris® iWL220 Reference Guide 7
4. Make sure you have the following information:
Your 13-digit Moneris Merchant ID (found in your Useful Information email).
Settlement responsibility (found in your Useful Information email): System Close (Moneris closes your
batch at the end of each day) or Merchant Close (you are responsible for closing your batch at the end
of each day).
Optional features e.g. gift cards, loyalty cards, Ernex Terminal ID (found in your Moneris Gift & Loyalty
Welcome letter).
If any of the above required elements are missing, please call Moneris Customer Care toll-free at
1-866-319-7450.
5. Depending on your requirements, begin setting up the iWL220 base as follows:
If you want the base to function as a communications base, begin at step 1 of Hardware setup on
page 8.
If you want the base to function only as a charge base, begin at step 3 of Hardware setup on page 9.

Moneris® iWL220 Reference Guide 8
Hardware setup
Follow these instructions to set up your terminal hardware. If your location does not have Ethernet networking,
skip to step 2 to set up a dial connection.
1. Hi-Speed Ethernet setup
a. Plug one end of the Ethernet cable into the base port
shown here
Note: Ensure that you plug in only the Ethernet cable.
Connecting any other cable at this stage of the setup could
cause communication errors.
b. Plug the other end of the Ethernet cable into the
router/switch/hub/internal wiring — whatever is applicable
to the high-speed Internet service at your location. (If
necessary, refer to the Moneris IP Readiness Checklist
available at moneris.com/checklist.)
Recommendation: Set up dial backup as well (follow the
Dial backup instructions on page 9) so that the terminal can
use dial backup if your Internet service is temporarily
unavailable.

Moneris® iWL220 Reference Guide 9
2. Setup for dial or dial backup (optional)
a. Grip the back panel latches on the underside of the base, and
detach the panel.
b. Plug one end of the phone cable into the MODEM port,
located in the open compartment.
c. Flatten the cable in the compartment space so that the back
panel can close.
d. Close the back panel so that it snaps back into place.
e. Plug the other end of the dial cable into an analog phone jack.
Recommendation: Use a dedicated phone line for the terminal.
Sharing the line with another device (e.g., a fax machine) can
cause communication problems.
3. Connect the power supply cable
a. Locate the power cable (which may be in a white box),
and insert the cable connector into the small circular base
port shown here
b. Plug the other end of the power cable into a power source.
Recommendations: Always plug the power cable into the power source last to avoid power
surges. Use a power bar equipped with surge protection if possible. Do not use the power cable
from your existing terminal, as it may damage your new terminal.
IMPORTANT: You must use the exact power adaptor and cables provided by Moneris to work
with the Moneris iWL220 terminal. Failure to do so may affect the operability of, or cause
damage to, the equipment.

Moneris® iWL220 Reference Guide 10
Remove the protective film (if applicable)
a. If your iWL220 terminal has a protective film covering the display screen, peel the film off.
Hint: Peel from the top right to the bottom left corner.
b. Go to step 5 “Install the paper roll” below.
4. Install the paper roll
a. Lift the printer latch up, and then pull back to open the lid and
expose the paper well.
b. Insert the paper roll into the paper well with the loose end
unrolling from the bottom of the roll towards the front of the
terminal.
c. Unroll enough paper to extend at least one inch (2.5 cm) past
the faceplate.
d. Close the lid, and press down to snap it back into place so that
the extended paper is pressed securely between the closed lid
and the top of the faceplate.
Note: The paper should unroll back over the top of the
printer, not unroll over the faceplate.
Note: To advance the paper from the printer when the lid is
closed, you must press and hold down the yellow key when
the terminal is powered on. DO NOT attempt to manually
advance the paper by pulling it as this will damage the printer.

Moneris® iWL220 Reference Guide 11
5. Charging the battery
a. Remove the packaging and red tab (if any) from the underside of the terminal to expose the four
gold-coloured contacts in the empty slot.
b. Place the terminal on the base so that the contacts slot on the
underside of the terminal fits securely over the leads prong on
the base.
The terminal will power on.
c. Wait for the terminal to display TERMINAL SETUP REQUIRED.
(This should take about 60 seconds.)
d. Confirm that both the Power icon and the Battery Charging
icon (thin flashing bar) appear at the top left corner on the
screen.
e. Locate the Battery Charge Level icon appearing at the top of
left on the screen: wait for this icon to indicate a charge of
100%. When this happens, the icon will display fully solid as
shown in the image on the right. (The Battery Charging icon
may continue to flash regardless of the charge level of the
battery.)
f. Proceed to Registering the terminal to a base on page 12.

Moneris® iWL220 Reference Guide 12
Registering the terminal to a base
You may register your new terminal to the communications base that was packaged with it, or you may register
the terminal to a different iWL220 base if that base is already functioning as a communications base.
1. Note the following before proceeding:
Do not register the terminal to more than one base at a time.
If you are using dial communication as default, do not register more than one terminal to the base.
If you are using Ethernet communication and/or your terminal will be connected to a restaurant POS
system, do not register more than five (5) terminals to one (1) base.
If you are registering multiple terminals to one base, register each terminal individually.
2. Record the 8-digit Base ID as printed on a label found on the underside of the communications base to
which the terminal is to be registered.
Note: The Base ID appears as “ID: 12345678”.
3. Do one of the following:
If you are registering a terminal to a new or unused communications base (i.e., there are no terminals
currently registered to this base), proceed to Converting the base mode on page 12.
If you are registering a terminal to a communications base that is already connected to one or more
initialized terminals, proceed to Establishing a connection to the base on page 13.
Tips for moving through the menus
Press the key to answer "yes" to any questions or to scroll down.
Press the key to answer "no" or to scroll up.
Press the green key to select a menu item or finish entering information and move on to the next step.
Converting the base mode
1. Dock the terminal on the base to which it is being registered.
2. Press the Admin key twice, key in 17, and press the green key.
If SWIPE ADMIN CARD appears, swipe your POS Admin card.
3. Press the green key to select CONVERT BASE.
4. Press the green key to select CONTACT MODE.
5. When PLEASE WAIT appears, wait while the base is converted.
Note: This process may take several seconds. Do not undock the terminal.
6. When CONVERSION SUCCESSFUL PRESS OK appears, press the green key.
7. Press the red key twice.
8. When TERMINAL SETUP REQUIRED appears, proceed to Establishing a connection to the base below.

Moneris® iWL220 Reference Guide 13
Establishing a connection to the base
1. Dock the terminal on the base to which it is being registered. (If you converted the base to Contact mode in
a previous step, the terminal will already be docked.)
2. Press the Admin key twice, key in 17, and press the green key.
If SWIPE ADMIN CARD appears, swipe your POS Admin card.
3. Scroll down to REGISTER BASE, and press the green key.
4. Scroll down to REM ALL BASES, and press the green key.
The message NO KNOWN BASES appears for a moment. If the prompt DO YOU WISH TO DELETE ALL BASES?
appears, press the key to select YES.
5. From the REGISTER BASE menu, press the green key to select CONTACT MODE.
6. Wait while the terminal attempts to establish a connection to the base.
The BLUETOOTH PAIRING PLEASE WAIT message appears.
When the Bluetooth pairing is successful, the terminal displays PAIRING TO BASE XXXXXXXX SUCCESSFUL
PRESS OK, where XXXXXXXX is the 8-digit ID of the communication base.
7. Press the green key to return to the REGISTER BASE menu.
If BASE NOT FOUND appears, see Troubleshooting on page 17.
8. Press the red key three times to go back to the TERMINAL SETUP REQUIRED screen.
9. Confirm that your terminal screen appears as shown here:
a. Wireless Signal (signal strength indicator) icon
b.
Base ID (for example, 12345678)
c.
Ethernet indicator (Eth) appears only if the terminal is connected to a functioning
Ethernet network.
10. Proceed to Communications setup on page 14.

Moneris® iWL220 Reference Guide 14
Communications setup
Your terminal must be configured to communicate with the Moneris host.
1. Do one of the following based on your requirements:
If you are using dynamic IP as default, proceed to Using dynamic IP below.
If you are using static IP as default, proceed to Using static IP below.
If you are using dial as default, proceed to Using dial on page 16.
If you are using dial as backup, proceed to Using dial as backup on page 16.
Using dynamic IP
The terminal is already configured for dynamic IP communications.
1. Do one of the following:
If you are using dial backup and need to enter a prefix (e.g., 9) to connect to an outside line, proceed to
Setting a dial prefix on page 16.
If you are not using dial backup or you are but do not need to enter a prefix, proceed to Initialization and
logon on page 19.
Using static IP
Contact your Internet Service Provider (ISP) to gather the following information: the base’s IP address, Mask ID,
Gateway address, and DNS addresses.
1. Press the Admin key twice, key in 17, and press the green key.
2. Scroll down to BASE IP SETUP, and press the green key.
The BASE IP SETUP menu appears.
3. Do one of the following:
If you registered your terminal to the communications base that was packaged with it and no other
terminals are presently registered to that base, go to step 4.
If you registered the terminal to a static IP-enabled base that is already connected to one or more
initialized terminals:
a. Press the red key once to return to the TERMINAL SETUP REQUIRED screen.
b. Proceed to Initialization and logon on page 19.
4. Press the green key to select ETHERNET SETUP.
5. Press the green key to select ETHERNET TYPE.
6. Scroll up to STATIC, and press the green key.
7. Configure the IP parameters as follows:
Note: To enter a decimal point, press the 0(zero) key and then press the Admin key.

Moneris® iWL220 Reference Guide 15
a. Scroll down to BASE IP ADDR, and press the green key. Then key in the base’s IP address, and press
the green key.
b. Scroll down to BASE MASK ID, and press the green key. Then key in the base’s Mask ID, and press
the green key.
c. Scroll down to BASE GATEWAY, and press the green key. Then key in the base's Gateway address,
and press the green key.
8. Press the red key once to return to the BASE IP SETUP menu.
9. Enter the DNS address information:
Note: To enter a decimal point, press the 0(zero) key and then press the Admin key.
a. Scroll down to DNS SETUP, and press the green key.
b. Scroll down to PRIM ADDRESS, and press the green key. Key in the Primary DNS Address, and press
the green key.
c. Scroll down to SEC ADDRESS, and press the green key. Key in the Secondary DNS Address, and press
the green key.
10. Press the red key twice.
The REBOOT TERMINAL message appears, and then the terminal reboots.
The PLEASE WAIT FOR BASE CONNECTION message appears
11. Wait for TERMINAL SETUP REQUIRED or REINITIALIZATION REQUIRED to appear and then go to the next
step.
12. Press the Admin key twice, key in 17, and press the green key.
13. Scroll down to BASE IP SETUP, and press the green key.
14. Press the red key once.
15. When the terminal displays TCP HOST CONNECTION OK PRESS OK, press the green key.
If TCP CONNECTION FAILED or HOST CONNECTION FAILED appears, see Communications
Troubleshooting on page 17.
16. When the terminal displays TERMINAL SETUP REQUIRED or REINITIALIZATION REQUIRED, do one of the
following:
If you are using dial backup and need to enter a prefix (e.g., 9) to connect to an outside line, go to
Setting a dial prefix on page 16.
If you are not using dial backup or you are but do not need to enter a prefix, go to Initialization and
logon on page 19.

Moneris® iWL220 Reference Guide 16
Using dial
To set up dial as your default method of communicating with the Moneris host, follow these steps.
1. Press the Admin key twice, key in 08 and, press the green key.
2. Press the green key to select COMMS TYPE.
3. Scroll up to DIAL, and press the green key.
4. When the GENERAL PARAMETERS menu appears, press the red key two times.
The TERMINAL SETUP REQUIRED or REINITIALIZATION REQUIRED message appears.
5. Do one of the following:
If you need to enter a prefix (e.g., 9) to connect to an outside line, follow the steps under Setting a
dial prefix on this page.
If you do not need to enter a prefix, proceed directly to Initialization and logon on page 19.
Using dial as backup (optional)
If you do not need to enter a prefix (e.g., 9) to connect to an outside line, proceed directly to Initialization and
logon on page 19. If you do need to enter a prefix to connect to an outside line, go to Setting a dial prefix,
directly below:
Setting a dial prefix
1. Press the Admin key twice, key in 15, and press the green key.
2. Press the green key to select PREFIX.
3. Key in the prefix number (e.g. 9), and press the green key.
4. Press the red key twice.
When the terminal displays TERMINAL SETUP REQUIRED or REINITIALIZATION REQUIRED, proceed to
Initialization and logon on page 19.

Moneris® iWL220 Reference Guide 17
Communications troubleshooting
Error Message Solution
BASE NOT FOUND The terminal cannot establish a connection to a communications base.
1. Press the green key to clear the message.
2. Press the red key repeatedly until the TERMINAL SETUP REQUIRED
screen appears.
3. Ensure that the terminal is docked securely on the base to which you wish
to register it.
4. Confirm that you have the 8-digit Base ID of the actual base to which you
are registering the terminal.
Note: If you are attempting to register the terminal to a base that is
already connected to more than one iWL220 terminal, ensure that the
Base ID that you are using for the registration is the same ID that is
displayed on the READY screen of the other terminal(s).
5. Redo the steps beginning from the Registering the terminal to a base
procedure on page 12.
HOST CONNECTION
FAILED
or
TCP CONNECTION
FAILED
The terminal cannot establish a connection to the Moneris host.
If the terminal is configured for Ethernet:
1. Press the green key to return to the TERMINAL SETUP REQUIRED
screen.
2. Confirm that the Ethernet cable is securely plugged into the Ethernet port
located in the back of the base. Refer to High-Speed Ethernet setup on
page 8.
Note: If you unplug the cables from the communications base, ensure
that you replug the Ethernet cable first before plugging in the power cable.
3. Confirm that the router and hub/switch (if any) are functioning (refer to
the Moneris IP Readiness Checklist at moneris.com/checklist to confirm
that your firewall rules have been updated).
4. Confirm that the network is functioning.
Public Internet: Contact your ISP (Internet service provider) for
assistance.
Corporate WAN: Call your corporate help desk to confirm that the
corporate WAN is functioning properly.
BASE ID (e.g., "12345678")

Moneris® iWL220 Reference Guide 18
Error Message Solution
5. Once you have confirmed that your network is functioning: Press the
Admin key twice, key in 11, and press the green key.
6. When the HOST SETUP menu appears, press the red key once.
7. Do one of the following depending on what appears:
If TCP HOST CONNECTION OK PRESS OK appears, press the green
key. Go to step 8.
If the TCP CONNECTION FAILED error recurs (static IP configuration
only):
c. Press the Admin key twice, key in 17, and press the green
key.
d. Scroll down to BASE IP SETUP, and press the green key.
e. Re-enter the static IP values then go back to Using static IP on
page 14), and continue at step 4 of that procedure.
8. Do one of the following:
If you are using dial backup and need to enter a prefix (e.g., 9) to
connect to an outside line, proceed to Setting a dial prefix on page 16.
If you are not using dial backup or you are but do not need to enter a
prefix, proceed to Initialization and logon on page 19.
If the terminal is configured for dial:
1. Press the green key to return to the TERMINAL SETUP REQUIRED
screen.
2. Confirm that the dial cable is securely plugged into the MODEM port
located in the compartment inside the base. Refer to Setup for dial or dial
backup on page 9.
3. Confirm that the COMM TYPE is set to DIAL. Refer to Using dial on
page 16.
4. If the terminal must use a prefix to dial out, ensure that the dial PREFIX
parameter has been configured correctly. Refer to Setting a dial prefix on
page 16.
5. Return to Initialization and logon on page 19.