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Setting up your Moneris Payment Gateway – Canada

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Chapter 1. Verify Your Restaurant Name Does Not Contain an Ampersand

Note: Moneris uses your Restaurant Profile information to process payments. If your restaurant profile name has an ampersand (&) this will result in a processing error. Visit the Restaurant screen and edit the name of your venue in the Name field and change & to “and”.

If your restaurant name did employ an ampersand, you could also contact Moneris support at 1 866 319 7450 and verify they have not entered your restaurant name with an ampersand.

Chapter 2. Setting up a Moneris Mobile Card Reader

Section 1. Review Your eSelectPlus Approval/Welcome Email

Before you setup TouchBistro access your Moneris approval/welcome email.

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The ECR (referred to as Terminal ID/ECR in TouchBistro) and Store ID will be required for your TouchBistro setup.

Section 2. Activate your eSelect Plus merchant account

In order to use a mobile card reader, you will need to activate your eSelect Plus merchant account:

1. Visit the eSelect Plus Activation page.

2. Enter your Merchant ID and Store ID listed at the top, and follow the instructions to activate your account.

3. It will prompt you to create a username and password for the eSelect Plus web site. Write these down.

4. Write down as well your security questions and answers.

Section 3. Generate API token for TouchBistro payment setup

Next you need to generate an API token

1. Visit eselectplus.ca.

2. Select Log in to access the Merchant Resource Center.

3. Click Admin | Store Settings to generate an API token.

4. Record this API token alongside your Terminal ID (also called Terminal ID/ECR in TouchBistro) and Store ID for use in TouchBistro setup.

Section 4. Configuring TouchBistro

1. Open your restaurant on TouchBistro.

2. Log in as Admin.

3. Tap Admin | Admin Settings in the top right hand corner.

4. Tap Payment Gateways under Settings.

5. Tap Moneris to enable it as your payment gateway. Ensure there’s a checkmark moncanimage005 Setting up your Moneris Payment Gateway Canadain the Moneris cell row.

6. Tap Setup.

7. Ensure your card reader is connected. If you are using an audio card reader, ensure the volume is turned all the way up on the iPad.

8. Tap Country and select Canada.

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9. Enter the Terminal ID/ECR, Store ID (from the welcome letter, illustrated above), and API token that you generated on the Moneris web site (access Admin | Store Settings). Enter only the number/letter combinations. Don’t enter the tilde (~).

10. Tap Save to exit the Moneris setup screen.

x

12. Tap Options.

13. Tap Batch Summary to verify if setup is correct you can view a batch summary.

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14. You should get a screen that looks like the one above.

15. Tap Done.

16. Tap Default Card Swipe Action to select if you want the customer to sign on the screen or sign a printed credit card slip.

Section 5. Create/Open Bar Tabs by Swiping Card

If want TouchBistro to populate bar tabs by swiping a credit card enable Create/Open Bar Tabs by Swiping Card. If you are a pro user, this setting is local to individual iPads. Hence, you can enable this on an iPad used at the bar and have it disabled for iPads used tableside.  If you later transfer the tab to a table, the name captured by the swipe will be carried over to the table.

Chapter 3. Setting up a Moneris PIN pad (iPP320 / VAR)

Section 1. Review your Moneris Approval/Welcome Email

Before you set up TouchBistro access your Moneris approval/welcome email.

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The Moneris approval/welcome email requires a bit of explanation:

1. Do not be alarmed that the mobile card reader items (eSelect Merchant ID, Store ID, ECR Number) are blank. You do not need those items to setup a PIN pad. This is for eSelect Plus merchant accounts.

2. Each PIN pad is identified by both an ECR and a Device Series Number (which matches the serial number on the back of your physical PIN pad).

3. Each row represents the ECR and Device Series Number for each PIN pad you physically have. In the example above, the first row (9925999/91029999) is the ECR and Device Series Number for one PIN pad. The second row (9925923/91032999) is the ECR and Device Series Number for a second PIN pad. If you have three PIN pads, you will see three rows of coupled ECR and Device Series Number numbers.

4. The first number before the slash represents your ECR. The second number after the slash represents the Device Series Number. So in the example above, the first PIN pad’s ECR would be 9925999and its Device Series Number would be 910299

5. The Merchant ID and ECR will be required in your TouchBistro setup. The Device Series Number will be used for helping identify which physical PIN pad you’re configuring for in TouchBistro.

Section 2. Before you begin

Verify you have an Internet connection.

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Check your Internet Connectivity Status icon on the TouchBistro login screen. Verify it’s white. If it is yellow or red, you’re lacking proper connectivity. Alternatively, to check, open Safari on your iPad, and try visiting a couple websites (e.g., touchbistro.com, cnn.com). If the website appears, you are online.

Section 3. Setting your PIN pad’s Configuration Screens

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1. Ensure your Moneris iPP320 is connected to one of the three Ethernet LAN Ports on the back of the AirPort (as illustrated above). You may already have one or two printers plugged into Ethernet Ports. Do not unplugged your printers. Plug the PIN pad into the remaining Ethernet Port. Ensure you do not plug it into the port at the bottom (just above the power port). This is the WAN Port.

2. Ensure the power cable for your Moneris terminal is plugged in.

3. If you’re not entered into the configuration screen, power cycle the PIN pad by pressing down the yellow CORR key and while holding down the CORR key, press the moncanimage013 Setting up your Moneris Payment Gateway CanadaPunctuation key and hold down both together.

4. When you see the Version Information screen (the screen displays an alphanumeric series like U-0202-61243327), press the red CANC key and then quickly press the green OK key.

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5. On the Language screen, press F1 for English.

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6. On the Contactless Reader screen, you’re given the choice to enable or disable the “tap to pay” feature. If you support “tap to pay” press F1 to select Enable. If you don’t support “tap to pay” press F4 to select Disable.

Note: If you enable tap to pay, the iPP320 will by pass the customer tipping screen. Only enable tap to pay if you will not take tips with this device.

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7. On the Mode screen, press F1 to scroll down until PCI is highlighted. Press the green Ok button.

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8. On the Ethernet IP Type screen, select Dynamic by pressing F4.

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9. On the IP Host Setup screen, press F1 to scroll down until Public(2048) is highlighted. If you scroll too far you may see a second Public option. Ensure you select Public(2048). Press the green OK button.

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10. On the second IP Host Setup screen, press F1 until Production is highlighted. Press the green OK button.

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11. On the Auto DNS screen, press F1 to select YES.

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12. On the IP Config Retry Period screen, select the default 10 seconds by pressing the green OK button.

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13. On the Host Time Out screen, select the default 20 seconds by pressing the green OK button.

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14. On the Beep screen, press F1 to select ON.

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15. On the Cash Back screen, press F4 to select NO.

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16. On the Surcharge screen, press F1 until NONE  is highlighted. Press the green OK button..

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17. On the Status Report screen, press F4 to select NO.

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18. The PIN pad will show the Terminal ID screen. Press the green OK button to advance.

19. After a couple of seconds it will say Welcome/Bonjour.

20. Press F2 on the terminal.

21. Press F3 on the terminal.

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22. The screen will now read “TERMINAL IP ADDR XX.XX.XX.XX.XX”.

23. Please write this down this IP address as they will be needed later on.

Section 4. Setting Your PIN Pad MAC Address

We need to tell your AirPort router what your PIN pad’s MAC address is. To do this follow these steps:

1. If you’ve not previously downloaded and installed AirPort Utility on your iPad in order to set up your local WIFI network. Visit the Apple AppStore. This is a free utility.

2. Search for the app AirPort Utility.

3. Install it and open it.

4. Tap your Airport icon.

5. Tap Edit.

6. Tap Advanced.

7. Tap DHCP and NAT.

8. Tap Reservations.

9. Tap New Reservations.

10. In Description enter something descriptive indicating this is a reservation for your PIN pad. For example “iPP320”.

11. On the back of your PIN pad you will see a MAC address. There may be a sticker covering it. If so, peel back the sticker to reveal the MAC address. Do not throw away the sticker. This sticker may have your terminal serial number which you will need shortly.

12. Tap MAC Address on the Airport Utility New Reservation screen.

13. Enter your MAC address from the back of the PIN pad. Remember it’s case sensitive.

14. Tap Ipv4 Address.

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15. Enter the PIN pad’s IP address you wrote down previously.

16. Tap Done until you return to the initial details screen and you’re prompted Update Settings.

17. Tap Update.

18. Wait until the AirPort utility finishes updating your Airport. This could take a few minutes.

19. Ensure the light is green on the Airport. You can now exit from the Airport Utility app.

Section 5. Configuring TouchBistro

1. Open your restaurant on TouchBistro.

2. Log in as Admin.

3. Tap Admin | Admin Settings in the top right hand corner.

4. Tap Payment Gateways.

5. Tap on Moneris and ensure that a check mark appears in the cell row.

6. Tap Setup.

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7. Enter the Moneris Merchant ID from the welcome letter (e.g., 009920699999) in the Merchant ID field. Enter only the number combination. Don’t enter the tilde (~).

8. Tap Manage Terminals.

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9. Tap on the blue plus sign moncanimage033 Setting up your Moneris Payment Gateway Canada icon in the top left-hand corner of the screen.

10. Give the terminal a unique name (e.g., Bar PIN pad terminal).

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11. Physically locate the PIN pad you want to use (e.g., as your Bar PIN pad terminal). Turn the PIN pad over and locate the sticker with the serial number on the back. Ensure this matches with one of the Device Series Numbers in your welcome letter.

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12. In the TouchBistro ECR enter your first PIN pad’s ECR (i.e., the numbers before the slash that cross reference with Device Series Numbers found on the back of your PIN pad). Enter only the number combinations. Don’t enter the tilde (~).

13. In the Terminal IP Address field, enter in the IP address that was written down.

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14. Tap Tip Options to enable tips on your PIN pad. Select which cards you want to authorize for tips (Debit only or Debit & Credit Card).

15. Tap Initialize Terminal in the top right of the screen. It should say “Initialization successful for payment terminal”.

16. Tap Test Connection. It should say “Communications successful with payment terminal.”

17. Tap Done to return to the Payment Terminals screen.

18. Tap on the blue plus sign moncanimage033 Setting up your Moneris Payment Gateway Canada icon in the top left-hand corner of the screen to add any additional PIN pad terminals. Ensure you get the Terminal IP Address for each additional terminal (see Get your terminal’s IP address).

Chapter 4. Setting up a Terminal to Accept Moneris Gift Cards

After setting up your PIN pads, you can now configure them to process Moneris gift cards.

Section 1. Activate your eSelect Plus merchant account

In order to use gift cards, you will need to activate your eSelect Plus merchant account:

1. Visit the eSelect Plus Activation page.

2. Enter your Merchant ID and Store ID listed at the top, and follow the instructions to activate your account.

3. Moneris will send you an approval/welcome email.

Section 2. Generate API token for TouchBistro Payment Setup

Next you need to generate an API token. For gift card acceptance, Moneris should have sent you a welcome letter with a Terminal ID and Store ID. Locate that letter and then follow these steps to generate your API token.

1. Visit eselectplus.ca.

2. Select Log in to access the Merchant Resource Center.

3. Follow the instructions to generate an API token (access Admin | Store Settings).

4. Record this API token alongside your Terminal ID (also called Terminal ID/ECR in TouchBistro) and Store ID for use in TouchBistro setup.

Section 3. Setting Up TouchBistro

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5. On the Payment Terminals screen, tap the Information moncanimage038 Setting up your Moneris Payment Gateway Canadaicon associated with a terminal you wish to accept and process Moneris gift cards.

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6. Tap Gift Card Bin Range.

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7. Enter the following range (first cell) 60383600000 and (second cell) 60383699999 The first number terminates with five 0s. The second number terminates with five 9s.

8. Tap the Add moncanimage041 Setting up your Moneris Payment Gateway Canada icon.

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9. If Moneris has issued you a custom gift card range, repeat this process to add your custom range.

10. Tap Done.

11. Repeat this for any additional terminal you wish to process Moneris gift cards.

Section 4. Complete the eSelect Plus Details

12. Tap Payment Gateways.

13. Tap Setup.

14. Ensure your card reader is connected. If you are using an audio card reader, ensure the volume is turned all the way up on the iPad.

15. Tap Country and select Canada.

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17. Enter the Terminal ID, Store ID (from the welcome letter, illustrated above), and API token that you obtained from Moneris. Enter only the number/letter combinations. Don’t enter the tilde (~).

18. Tap Save to exit the Moneris setup screen.

Chapter 5. Configuring your Moneris eSelect Plus Hosted Pay Settings

Moneris offers a hosted pay solution. That is, when a payment needs to be processed, one is directed to a page hosted by Moneris to process the actual payment details. TouchBistro supports payments by this method as well.

Section 1. Configuring your account with Moneris

Before you set up TouchBistro to accept hosted pay page payments, you need to first set up your hosted pay page details on the Moneris site. Locate the welcome email Moneris sent to you with your Username, Store ID, and password.

1. Visit Moneris.com.

2. Click on Login at the top.

3. Select eSelect Plus from the drop-down menu.

4. Log in to eSelectPlus using your Username, Store ID, and Password from the welcome email.

5. Click on Admin at the top.

6. Click on Hosted Paypage Config.

7. Click on Generate a New Configuration.

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8. Note the ps_store_id (also known as your hpp_id) and hpp_key codes generated. You will need these for your TouchBistro configuration.

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9. Enter the following information under Basic Configuration:

Option

Description

Description

TouchBistro

Transaction Type

Select either Purchase or Preauthorization

Payment Methods

Ensure Credit Cards is enabled

Response Method

Select Sent to your server as a POST

Approved URL

https://api.touchbistro.net/moneris/hppapprove

Declined URL

https://api.touchbistro.net/moneris/hppdecline

10. Click Save Changes. New options will appear.

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11. Under Response/Receipt Data click on the Configure Response Fields button.

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12. Check Return the txn_number.

13. Select Save Response Settings at the bottom.

14. Click Return to main configuration.

15. You can now configure your TouchBistro application.

Section 2. Configuring TouchBistro

1. Open your restaurant on TouchBistro.

2. Log in as Admin.

3. Tap Admin | Admin Settings in the top right hand corner.

4. Tap Payment Gateways under Settings.

5. Tap on Moneris and ensure that a check mark appears in the cell row.

6. Tap Setup.

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7. Enter the ps_store_id in the HPP_ID field. Enter the hpp_key in the HPP Key field.

8. Tap Done.

Chapter 6. Testing Your Setup

1. Scroll to the bottom of your payment setup page.

2. Tap Test Payment Gateway.

3. Tap Untested next to each feature you support and follow the on-screen prompts.

Chapter 7. Selling Gift Cards

When you activate or load a gift card, TouchBistro logs the sale in the Gift Card Activity report’s Gift Card Activity section (pictured above). However, it’s important to log any value added to a gift card as a menu item sale to help balance out your cash drawer and credit card receipts as well as accurately log payment methods.

Although it might seem unnecessary to log a gift card value addition as a sale when the Gift Card Activity report already captures a sale, it only provides half the necessary information. Imagine, for example, a customer topped up a gift card for $50  and paid with a $50 bill. Your Gift Card Activity report would show a $50 value addition but your End of Day sales report would have no record of the $50 cash payment. Your cash drawer would be $50 over and you could only guess that that $50 represents the $50 gift card top up. As well, many customers will want to pay for the gift card value add with  a credit card. To be able to process a sale, you need a gift card value menu item to execute the credit card sale.

To ensure complete and accurate accounting, follow the following steps:

Section 1. Setting Up Your Menu

1. Access Menu.

2. Tap Sales Category. Create a Sales Category called Gift Cards or Merchandise (if you want to sell other non food/drink items).

3. Create a Menu Category called Gift Cards. Set the Sales Category for Gift Cards or Merchandise (depending on what you created in step 2).

4. Ensure you disable Taxation by removing the checkmark from the included tax. Tap Done

5. Tap Icon and set an appropriate icon.

6. Tap Save.

7. Access Menu Items. Tap Gift Cards.

8. Create a  Gift Card Value Add menu item under the Gift Cards category.

9. Give the menu item name something like Gift Card Value Add. This will will be used when a new card is purchased and value is added to it or when an existing card is topped up.

10. Set it for an Open Price.

11. Ensure Taxes is set to No Tax.

12. Enable Is a Gift Card.

13. Return to the Menu setting screen and tap Menus.

14. Tap a menu category (for example Full Menu).

15. Tap Add Menu Category and add our Gift Cards menu category.

16. Tap Save and then add the Gift Cards menu category to additional Menus as necessary.

Section 2. Processing the Order

1.  Open your cash register.

2.  Tap your Gift Card menu category.

3.  Tap your Gift Card Value Add menu item.

4.  Enter the value you wish to add to the card and then tap Set Price.

5.  Double check you set this menu item up not to charge tax. In most jurisdictions, you do not charge tax on values added to a gift card, as the tax is paid when the gift card is used to pay for a good or service. Tap the Checkout icon.

6.  Tap the Information  icon associated with Gift Card payment option. Select an option. In this example, we’re going to reload (add additional value) to an existing gift card.

7.  Enter the amount you wish to add to the card. You can swipe the card or tap Manual Entry and input the gift card number manually.

8.  Confirm the amount by tapping Yes.

9.  You will see the new balance. Tap OK.

10. Even though we’ve added a value to the card, we have yet to actually collect payment for the value addition. You can now tap a payment option to collect. If the customer wants to pay cash, tap Cash. Or tap a integrated payment option if the customer wants to pay with a card.

11. After selecting your payment method, tap Pay in Full and complete the sale as you would complete any other menu sale.

If you need to load a gift card (or perform another gift card function) without accessing the register screen, access Admin | Admin Settings | Payment Gateways. Tap the Gift Cards option.

Section 3. Reporting

When you do your end of day, you will be prompted to generate the Gift Card Activity Report along with the usual End of Day Report.

In the pictured example above, our Gift Card Activity report shows we sold one menu item flagged as a gift card (the Gift Card Value Add menu we created above). It also logs the actual value addition we did, indicating the amount loaded onto the card. Waiter indicates the staff member who added the card value.

In the pictured example above, our End of Day report also captures the gift card menu item sale in Sales Totals. It’s important to keep gift card value associated with their own sales category to help separate out such sales and keep food/alcohol cost reports accurate.

The Gift Card Activity report helps us properly account for sales we can recognize for that day or period. For example, we have $92.11 in pre-tax sales. However, our Gift Card Activity report indicates $50 was a gift card value addition. We know to deduct $50 from today’s sales, leaving us with $42.11 in sales we can realize for that day. Of course, when the customer spends the $50 gift card on food, drinks, merchandise, or services, TouchBistro will capture those menu sales and the $50 will be realized then.