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Using the Moneris Payment Gateway

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Chapter 1. Accepting Credit Card Payments Via a Swiper

If you are processing card payments via a swiper (also known as a mobile card reader), use this section. Remember, since the swiper uses the audio jack, ensure the volume is turned all the way up.

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1. From the Checkout screen, tap Credit Card.

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2. Slide the credit card through the reader, magnetic strip to the bottom and facing you.

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3. Tap Pay in Full. Do not include tip. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

4. If TouchBistro is setup for sign on screen, continue with the steps under For Sign on Screen. If TouchBistro is setup for sign on receipt, follow the steps under For Sign on Slip.

Chapter 2. For Sign on Screen

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1. If you set up TouchBistro to accept on screen sign-ons, you will be prompted to pass the iPad to the customer. Tap Continue.

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2. TouchBistro will present the customer with tipping options. Instruct the customer to select a tip and tap Done when ready.

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3. TouchBistro will present the customer with a sign on screen box. Instruct the customer to sign with the tip of their finger or an iPad compatible stylus in the white box.

4. Tap Done to process the checkout.

Note, tips left on credit cards are assigned to the owner of the table. If another staff member clocks in and processes the payment, the tip will be assigned to the table owner, not the clocked-in staff member who takes the payment. For example, Sally opens and serves the table. During her break James clocks in and the table asks to pay. James processes the payment. The tip left on the credit card will be assigned to Sally.

Chapter 3. For Sign on Slip

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1. If you set up TouchBistro to require signatures on the printed slip, you will be presented with a Charge Amount screen.

2. Retain the iPad, do not pass it to the customer, and tap Pay in Full.

3. TouchBistro will print your credit card receipt printer.

4. Present the receipt to the customer for signing and inclusion of a tip.

Important: If a tip is entered on the printed receipt, TouchBistro has no way of knowing the full amount that needs to be charged to the card (bill total + tip). A manager or admin needs to reconcile tips entered on the printed receipt with the bill total recorded as paid in TouchBistro. See Reconciling Tips Written on Receipts (Managers and Admins) for information how to reconcile and get the full amount properly charged to the card.

Chapter 4. Closing the Table

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1. After the bill has been paid in full, TouchBistro will prompt you to close the table.

2. Tap one of the receipt options.

3. If the patrons wish to linger after paying and may purchase more, tap Continue Without Closing Table.

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4. If the bill was not paid in full, you will be returned to the Checkout screen. You will see the amount remaining. Advise the customers to include the tip ONLY on the last payment, otherwise tips are applied to the balance. Additional payments can be made using the options under Payment Options.

Section 1. Cases Where a Customer Might Use Multiple Payment Methods

Although it doesn’t seem readily obvious why a customer wouldn’t pay the full bill with the offered card, there are common scenarios:

• The customer is using a gift card with a balance that won’t cover the full amount.

• The customer believes he/she is near their credit limit and can only put part of the bill on the offered card.

• The customer is using a debit card and the funds remaining in the account don’t cover the full bill.

If the customers each want to pay a portion of the bill, do not use the multiple payment method.

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Tap Split by Seating on the Checkout screen and tap the seat sub bills at the bottom of the Checkout screen to arrange by-seat payments.

Chapter 5. Reconciling Tips Written on Receipts (Managers and Admins)

1. If the customer writes in a tip on the credit card receipt, a user with a manager or admin passcode needs to login and access the closed bill and enter the tip.

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2. From the floor plan layout screen, tap Orders.

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3. Tap the All Closed Bills tab.

4. Locate the bill with Tip Required. If you have a lot of closed bills, slide Only show if tip required to the green position to filter out bills not requiring tip reconciliation.

5. Tap the bill’s cell area.

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6. Tap the listed payment’s cell area.

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7. Enter the tip written on the receipt in the Tip field. Tap Done.

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8. Verify you want to charge the credit card for the new amount and tap Yes.

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9. You will see an approval message.

10. Repeat if the bill had multiple payments requiring the entry of tips.

Note, tips left on credit cards are assigned to the owner of the table. If another staff member clocks in and processes the payment, the tip will be assigned to the table owner, not the clocked-in staff member who takes the payment. For example, Sally opens and serves the table. During her break James clocks in and the table asks to pay. James processes the payment. James will not have access to the order to complete the pre-auth. Only Sally, a Manager, or an Admin can complete the pre-auth. The tip left on the credit card will be assigned to Sally.

Chapter 6. Using an iPP320 PIN Pad in Register Mode

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1. From the Checkout screen, tap Debit or Credit depending on card type offered by the customer.

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2. Tap Pay in Full. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

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3. TouchBistro will prompt you the PIN pad has become active and is now waiting to process a card payment.

4. Hand the PIN pad to the customer and allow them to slide or insert their card, confirm the purchase, and enter a tip. Note: the IPP320 does not support a % tip option. The tip must be entered as a dollar value.

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5. If the bill was paid in full, you will be prompted to print or email the customer a receipt or close the table without issuing a receipt.

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6. If the bill was not paid in full, you will be returned to the Checkout screen. You will see the amount remaining. Advise the customers to include the tip ONLY on the last payment, otherwise tips are applied to the balance. Additional payments can be made using the options under Payment Options.

Section 1. Cases Where a Customer Might Use Multiple Payment Methods

Although it doesn’t seem readily obvious why a customer wouldn’t pay the full bill with the offered card, there are common scenarios:

• The customer is using a gift card with a balance that won’t cover the full amount.

• The customer believes he/she is near their credit limit and can only put part of the bill on the offered card.

• The customer is using a debit card and the funds remaining in the account don’t cover the full bill.

Section 2. Switch to another PIN Pad

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Your iPad defaults to a PIN pad defined by the administrator. If for some reason your default PIN paid is not operational, you can tap the Information usingmonerisimage026 Using the Moneris Payment Gatewayicon next to Payment Terminal and send the payment to one of the listed alternate terminals.

Chapter 7. Credit Card Voids, Returns, and Reprints

Note: You need Manager or Admin access to use these functions.

Section 1. Voids and Returns

1. If you need to process a void, a return, or reprint a credit card slip, return to the Edit Payments screen.

2. Starting at the Floor Plan screen tap Orders | All Closed Bills and tap the bill’s associated Information usingmonerisimage026 Using the Moneris Payment Gateway icon.

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3. Tap View Payments.

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4. Tap the function you wish to perform.

5. Tap Void Payment if you want to void a payment that is still in the current batch. A void will not appear on the customer’s credit card bill.

6. Tap Perform Credit Card Return to refund all or part of the payment to the customer’s credit card. The return will appear on the credit card bill and can be performed if you’ve submitted a batch.

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7. Enter the amount and tap Done.

8. Confirm you want to process the return.

Section 2. Creating a Return Invoice and Balancing your Sales

Although you’ve voided or refunded the payment, TouchBistro does not delete the actual bill. You need to balance a voided/refunded bill with a bill indicating a sale return. So tap the Information  icon associated with the bill you voided/refunded and tap Return Sale.

1.  After tapping Return Sale, TouchBistro creates the returned sale invoice under My Bar Tabs. So tap that.

2  The return sale invoice is automatically named after the bill number of the voided or returned bill. In this example, created a Return Sale invoice for bill 9242. To look for the tab named 9242 Return Sale. Tap it to open it.

3.  When you open the return sale invoice, you will notice all items in the voided bill are negative quantities. As well TouchBistro correctly calculates the returned tax. Tap the Checkout icon to close out this return invoice.

4.  Tap the Non-Integrated Credit Refund option.

5. Tap the card type that was refunded (for example MasterCard).

6. Tap Full Refund.

7. Close the sales return invoice.

8. Your end of day will properly reflect the original bill and the matching void/return. In the example pictured above, we’ll assume we’ve only performed a single transaction for the day. An order for $39.52 which was then voided and matched with a $39.52 return.

Section 3. Reprint a Credit Card Slip

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1. If you need to reprint a credit card slip tap Payment Info from the Edit Payments screen.

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2. Tap Reprint Slip.

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3. On the Signature Line screen, tap Yes if you need to reprint the credit card slip with the signature line. For example, you sent the slip to print and the paper ran out. You need to reprint the slip with the signature line because the customer still needs to sign the slip. Tap No if you just need to generate an additional copy that doesn’t require a signature.

Chapter 8. Using Hosted Pay

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1. From the Checkout screen, tap the Information usingmonerisimage026 Using the Moneris Payment Gatewayicon next to Credit Card.

2. Tap Charge Using Hosted Pay Page.

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3. Tap Pay in Full. Do not include tip.

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4. Enter the credit card details and tap Process Transaction.

5. If TouchBistro is setup for sign on screen, follow the steps under For Sign on Screen.

6. If TouchBistro is setup for sign on receipt, follow the steps under For Sign on Slip.

Chapter 9. Using Moneris Gift Cards

Section 1. Processing a Gift Card with PIN Pad (Canada only)

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1. The checkout screen will have a payment option labeled Gift Card.

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2. TouchBistro will prompt you to slide the gift card through the iPP320 PIN pad. You can press the PIN pad’s red cancel button to process the card manually.

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3. You will be prompted to enter the CVC security code printed on the back of the gift card.

4. Tap Next.

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5. You will see the Charge Amount screen. You can choose to pay the full amount by pressing the green Pay in Full button or enter in a custom amount.

6. Tap Charge to process the payment.

Section 2. Manually Processing a Gift Card (PIN Pad users)

If you have a PIN Pad but need to process a gift card manually, do the following

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1. If you need to bypass the card swipe prompt and manually process a gift card (for example, the card’s magnetic stripe appears damaged), tap Gift Card’s Information usingmonerisimage045 Using the Moneris Payment Gatewayicon.

2. You can also use another available PIN pad for manual entry by tapping Use <the other PIN pad name>. In the example pictures above, the alternative PIN pad is called “Counter”.

Section 3. Processing a Gift Card (Swiper Users)

1. If you are using a swiper, simply tap Gift Card and then enter the card number on the front and the CVC code on the back.

2. Tap Next.

3. Tap Charge.

Section 4. Managing the Gift Card

You can activate/add funds to a gift card, process a refund onto the gift card (return a dollar amount to the card), or view a gift card’s balance from the checkout.

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1. To access the Gift Cards options menu, tap the Information usingmonerisimage045 Using the Moneris Payment Gatewayicon associated with the Gift Card link.

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2. When you select a gift card option, TouchBistro will prompt you to swipe the gift card. You can press the red Cancel button on your PIN pad to process the card manually.

1) Activate or Reload Gift Card

Activating or reloading a gift card requires Manager approval. If the user is not a manager, they will see a Manager Confirmation screen first before they are shown the Activation/Reload screen.

To activate/reload a card:

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1. Tap Activate/Reload Gift Card.

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2. TouchBistro will display the Activate/Reload screen, showing the captured card number.

3. Enter in amount the customer wants to put on the card and CVC (found on the back).

4. Tap Activate/Reload.

2) Processing a refund amount back onto a gift card

If a purchase was made with a gift card and you need to process a return and refund the purchase price back onto the gift card, follow these steps:

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1. Tap Gift Card Return.

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2. TouchBistro will display the Gift Card Refund screen, showing the captured card number.

3. Enter the amount, the CVC (found on the back), and reference number. The reference number for the payment can be found on the receipt that was printed when paying with the gift card.

4. Tap Refund.

Note: Similar to activating a gift card, performing a refund for a gift card requires Manager approval. If the user is not a manager, they will see a Manager Confirmation screen first before they are shown the refund screen.

3) View remaining balance on gift card

If you wish to check a gift card’s balance before processing it follow these steps:

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1. Tap View Balance.

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2. TouchBistro will display the Gift Card Balance screen, showing the captured card number.

3. Enter the CVC (found on the back).

4. Tap View Balance.

Section 5. Manually Processing Gift Card Options

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If you’ve chosen to activate, reload, refund, or view a gift card balance manually (possibly because the card’s magnetic stripe appears to be damaged), the procedure is similar as above, but you simply need to complete the Card Number field.

Chapter 10. Submitting Your Batch

Tap Admin | Payment Gateway Options (if you’re an Admin) or Options | Payment Gateway Options (if you’re logged in as a manager staff type).

If you are using a swiper, tap Batch Summary. If you are using an iPP320 tap Terminal Batch Summary and select your terminal.

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