Payment Integration Setup

Transcription

1 Payment Integration Setup The following is a step by step instructions for the setup of Edge / Moneris payment integration. 1. Ensure you have received your Ingenico IPP320 Pinpad(s) and any documentation with regards to your Store Id and API Token. 2. Contact Moneris support at to assist you in loading the necessary drivers. 3. Be certain to ask Moneris support about your refund limits now as a change later will require a reinitialization of your terminals and this can be time consuming. 4. Install the pinpad driver and Initialize your terminals with the help of the Moneris support rep through the moneris gateway. Edge DOES NOT initialize the moneris equipment nor provide the pinpad driver. 5. Check that all pinpads are utilizing the same communications port on all computers. 6. Open Control Panel -> 1) Device Manager -> 2) Ports (COM & LPT) Sagem port (Right click choose Properties)-> 3) Port Settings -> 4) Advanced and check that the 5) port number on all computers are the same.

2 7. You are now ready to set up the Edge Program. Select Tools -> Store Options -> Register. 8. Enter the Port number under Payment Connection in the lower left. 9. Enter the Moneris Store ID and API token provided to you by Moneris. 10. Check off Moneris Tip Prompt on terminal to prompt your client for a tip with each transaction on the terminal. 11. Check off the Moneris print receipt prompt on to have a merchant copy printed with each transaction. 12. Phone Edge at when you are ready to turn on the moneris Integration checkbox as this requires a password. 13.If you haven t already, go to Store Options -> Hardware/ Forms and set the print receipt option to Always. 14. Ensure your receipt printer is set to the default printer on your computer. 15. You are now ready to process transactions.

3 Edge / Moneris Integration Workflow When you process a transaction in Edge that contains a Credit / Debit card, you will se a small popup window awaiting client input on the pinpad when you click the finish button as shown in this example. The checkbox on the popup form for receipt is the Merchant copy as set up in store options. Please note the first transaction of the day will take slightly longer as it will now load another program into memory on your computer. The Moneris Interface program will appear on your taskbar This is used to show the current or last interaction with the moneris server. It will remain active in the tray until the Edge program is closed. Please instruct your employees to leave it there as closing it will delay the next transaction! The rest of the processing occurs on the pinpad by your client. They may or may not be prompted for a tip depending on your settings in Store Options. They then swipe, insert or tap the card. They would the select accounts and enter a pin. If no tip is added the transaction will complete upon approval.

4 If the transaction is approved for a different amount because of a tip entry, the tip screen will appear. Assign the tip to the appropriate service provider. If you do not claim or process tips through Edge, click the cancel button. This will change the amount tendered so you will balance at the end of the day. This will also assign the tip amount as change to the transaction. The moneris interface which can be accessed from the taskbar, shows all of the details of both the info outgoing (left) and incoming (right) from the moneris server for the last transaction processed.

5 Log Files We maintain log files to facilitate reprinting receipts, facilitate voids and to assist with any troubleshooting that may be necessary. The version added a folder to your Edge program directory labeled Moneris. This folder contains the necessary program files as well as the log files. The bottom 4 highlighted here MUST never be removed! These are necessary for the interface to work. The other files start with the transaction number from Edge followed by a date and time stamp. In the example above transaction #33007 contained 3 debit/credit cards, each with an approval. Transaction # contained one card. Reprinting receipts will also contain the data within for the cardholder copy of the receipt.

6 Moneris Caveats Certain functionality in Edge had to be modified for those going to Moneris Integration. Voids on refunds that used a credit/debit card will not be allowed. Voids on regular sales requires the same card be present. These changes are out of our hands and are related to the design of the moneris servers!