Moneris Core Countertop V400c Manual
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Moneris Core Countertop V400c Manual

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Moneris Core® Countertop
V400c
Using your Terminal
(November 2020)

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Summary of Contents for Moneris Core Countertop V400c

  • Page 1 Moneris Core® Countertop V400c Using your Terminal (November 2020)
  • Page 2 Need help? Web: moneris.com/support-v400c Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...

  • Page 3: Table Of Contents

    Customer prompts (on the optional external PIN pad) ................... 26 Purchase and Pre-authorization ........................... 27 Refund ..................................29 Void ....................................30 Receipts ..............................31 Processing receipts from a transaction ......................31 Customer copy ................................31 Merchant copy ................................32 Reprinting receipts ............................32 Moneris Core® V400c: Using your Terminal...
  • Page 4 System close ..............................39 Merchant close ..............................40 Troubleshooting ............................41 On-screen Quick Help ............................41 Error messages on the V400c terminal ......................42 Equipment issues ............................. 43 Other issues ..............................44 Merchant support ............................ 45 Moneris Core® V400c: Using your Terminal...

  • Page 5: Setting Up Your Terminal

    Set up your terminal hardware The Moneris Core® Countertop V400c Setting up Your Hardware guide available at moneris.com/support-v400c. Set up your terminal software The Moneris Core® V400c Setting up Your Software guide available at moneris.com/support-v400c. Moneris Core® V400c: Using your Terminal...

  • Page 6: Moneris Core® V400C Terminal

    Both you and your customer will enter information and respond to prompts on the terminal. When directed on screen, pass the terminal to the customer. When the customer has finished, they will pass the terminal back to you as directed on screen. Respond to the prompts to complete the transaction. Moneris Core® V400c: Using your Terminal...

  • Page 7: Terminal Keys And Hardware

    Read card information when a chip card is inserted. Display screen Displays information. Contactless reader (embedded Read card information when a card is tapped. in display screen) Go to the Main menu. Pound key Moneris Core® V400c: Using your Terminal...

  • Page 8: On-Screen Buttons

     Note: You can also press the green key on the terminal keypad to perform the same action. Go back to the previous screen/menu. To view the website address of the Moneris support page for your terminal. Help icon Navigating the terminal Touch screen interaction Your Moneris terminal features a color touch screen.

  • Page 9: Start Up

    Swipe right to return to screen 1. If the “Card Not Present” function is disabled, the icon for “Card Not Present” will not appear on the Main menu. You will see the Language icon instead. Moneris Core® V400c: Using your Terminal...

  • Page 10: Main Menu

    Setting up Your Software guide available at moneris.com/support-v400c. Display the Software Update menu. You can check for software updates, sync your settings with the Moneris cloud, or sync all functions with the Moneris host. Software Update For more information, go to the V400c Online Operating Manual available at moneris.com/support-v400c.

  • Page 11: Security Prompts

    2. Tap the Passcode field and enter your passcode. 3. Tap OK. Enter Clerk ID Key in your clerk ID, then tap OK. To set up clerk IDs, refer to the Moneris Core® Countertop V400c Setting up Your Software guide available at moneris.com/support-v400c.

  • Page 12: Optional P400 External Pin Pad

    Embedded contactless reader Keypad Green OK key Yellow correction key Red cancel key Chip card reader The external PIN pad will remain at the idle screen until it is being used for a transaction. Moneris Core® V400c: Using your Terminal...

  • Page 13: Card Entry Options (Terminal And Optional External Pin Pad)

    If the amount is greater than the contactless limit for the card, when the customer taps their card, the terminal displays “Limit exceeded” followed by “Insert or swipe”. To complete the transaction for the same amount, the customer inserts or swipes their card. Moneris Core® V400c: Using your Terminal...

  • Page 14: Swipe: Magnetic Stripe Cards

    1. The screen displays “Tap, insert, or swipe”. 2. The customer swipes the card on the terminal’s (or external PIN pad’s) magnetic stripe reader. Note: If the card has a chip, the card must be inserted into the chip reader. Moneris Core® V400c: Using your Terminal...

  • Page 15: Transactions

    Transaction guidelines To process financial transactions, follow these general guidelines. 1. Make sure you are connected to Moneris. Look for LAN or the network connection icon in the notification area at the top of the screen. If the connection icon is red, refer to the connection error messages on page 42.

  • Page 16: Processing Purchase Transactions When Your Internet Connection Is Down

    Store and Forward (SAF). Store and Forward processing allows you to continue to accept purchase transactions even when the terminal is unable to connect to the Moneris host. SAF purchases are stored securely on the terminal and are automatically forwarded to Moneris once the host connection is available.

  • Page 17: Purchase - Debit/Credit

    1 Email, 2 Text, 3 Print, and 4 None. Note: You can choose which receipt options customers will see. (Refer to “Receipt Settings” in the Moneris Core® Countertop V400c Setting up Your Software guide available at moneris.com/support-v400c).

  • Page 18: Partially Approved Purchase

    Note: Respect the customer's privacy. Do not look at the balance, whether printed or on screen. The terminal prints only one copy of the receipt, the customer copy. 6. After viewing or printing the balance, the customer taps OK to end the balance inquiry. Moneris Core® V400c: Using your Terminal...

  • Page 19: Refund - Debit/Credit

    8. The customer passes the terminal back to you. Press the green key to continue, if needed. Note: If you have the external PIN pad, the customer will not be prompted to pass the terminal. 9. When “Transaction Approved” appears, tap OK. Moneris Core® V400c: Using your Terminal...

  • Page 20: Void

    Note: Even if you have the optional external PIN pad, the receipt output selection will still be displayed on the terminal, so you will need to ask the cardholder how they would like their receipt. Moneris Core® V400c: Using your Terminal...

  • Page 21: Pre-Authorization

    Note: If you have the external PIN pad, the customer will not be prompted to pass the terminal. 8. The customer passes the terminal back to you. Press the green key to continue, if needed. 9. When “Transaction Approved” appears, tap OK. 10. Process any printed receipts (see page 31). Moneris Core® V400c: Using your Terminal...

  • Page 22: Completion

    To cancel the pre-authorization and release the pre-authorized funds, enter a single zero then tap OK.  The “Processing your request” message appears. 6. When “Transaction Approved” appears, tap OK. 7. Process any printed receipts (see page 31). Moneris Core® V400c: Using your Terminal...

  • Page 23: Merchant Prompts (On The Terminal)

    This prompt appears if your account is set up for store and forward (SAF) currently offline! processing and if your terminal is unable to connect to the Moneris host. For more information, go to Processing transactions when your Internet You can cancel this connection is down.

  • Page 24: Refund

    Note: If you have the optional external PIN pad, neither you nor the customer will not be prompted to pass the terminal. Transaction Approved Tap OK to print any receipts. Moneris Core® V400c: Using your Terminal...

  • Page 25: Customer Prompts (On The Terminal)

    This screen appears when the tip feature is turned on. a tip? There are 4 possible tip options the customer can choose, depending on how you have set up tip entry (refer to “Tip Settings” in the Moneris Core® Countertop V400c Setting up Your Software guide available at moneris.com/support-v400c).
  • Page 26 Canadian dollars and the currency of the card, for example: 1 $ N.NN CAD 2 £ N.NN GBP The customer taps their preferred currency on screen, or presses the corresponding number on the terminal keypad. Moneris Core® V400c: Using your Terminal...

  • Page 27: Refund

    (a smartphone, for example) or other mobile format. Tap, insert or swipe See Card entry options (terminal and optional external PIN pad) on page 11 for more information on card entry. For UnionPay cards, only swipe is allowed. Moneris Core® V400c: Using your Terminal...

  • Page 28: Void

    This table shows, in order of appearance, the prompts that a customer would see on the external PIN pad during a financial transaction. The prompts will depend on the transaction being processed and on the features you have enabled. Moneris Core® V400c: Using your Terminal...

  • Page 29: Purchase And Pre-Authorization

    This screen appears when the tip feature is turned on. a tip? There are 4 possible tip options the customer can choose, depending on how you have set up tip entry (refer to “Tip Settings” in the Moneris Core® Countertop V400c Setting up Your Software guide available at moneris.com/support-v400c).
  • Page 30 This message appears when the terminal is processing the payment request. Please do not remove The sentence "Please do not remove your card" appears only if the customer your card inserted a chip card into the PIN pad. Moneris Core® V400c: Using your Terminal...

  • Page 31: Refund

    The customer enters their PIN, then taps OK on screen. They can also key in their PIN on the PIN pad’s keypad, and then press the green key. Note: Please respect the cardholder’s privacy, and encourage them to protect their PIN. Moneris Core® V400c: Using your Terminal...

  • Page 32: Void

    The customer taps 1 Chequing or 2 Savings, or presses the corresponding like to use? number keys on the keypad. Please enter your PIN The customer uses the keypad to enter their PIN, then presses the green key. Moneris Core® V400c: Using your Terminal...

  • Page 33: Receipts

    The customer has up to 4 options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None, depending on how you have set up the receipt options. For all receipt settings, refer to “Receipt settings” in the Moneris Core®...

  • Page 34: Merchant Copy

    The terminal displays all transactions that match your search criteria. If the results extend past the screen, swipe up to see more.  To perform another search, tap Back. To cancel the search and return to the idle screen, tap Cancel. Moneris Core® V400c: Using your Terminal...

  • Page 35: Receipt Examples

    Refund. Amount. This is the dollar amount of the transaction. Tip. This line appears if you have tipping turned on. Total. This is the total sale amount including any tip. Moneris Core® V400c: Using your Terminal...

  • Page 36: Partial Approval Receipt

    When printed on receipts, all card numbers are masked except for the last 4 digits. Masking replaces a card’s numbers with asterisks (e.g., ************1234). The expiry date is not printed on any copy of any receipt. These measures help to prevent fraud. Moneris Core® V400c: Using your Terminal...

  • Page 37: Reports

    To view the Reports menu: From the Main menu, tap Reports, then Transactions or Settings. Merchant Direct reporting In addition to viewing reports on your Moneris terminal, you can also view reports online by logging into Merchant Direct. (For enrolment instructions, refer to the Moneris Core® Countertop V400c Setting up Your Software guide available at moneris.com/support-v400c.) Merchant Direct allows you to view and download...

  • Page 38: Terminal Totals Report

    This report also displays the tip amount (if any) and prints the transaction totals at the end of the transaction details. If you wish to see the totals only, generate the Terminal Totals report (see page 36). Moneris Core® V400c: Using your Terminal...

  • Page 39: Pre-Authorization Report

    To enter or change the date, tap the date field, key in a new date using the terminal keypad, and tap OK. Tap Entire Batch to see tip totals for all transactions in the current batch.  Moneris Core® V400c: Using your Terminal...

  • Page 40: Settings Reports

    2. View the report and print it if you wish. To print, tap Print or press 1 on the keypad.  To clear the screen and go back to the Settings Reports menu, tap OK.  Moneris Core® V400c: Using your Terminal...

  • Page 41: End Of Day Process

    System close If your account is set up for system close, Moneris automatically closes your batch for you at the end of each day. If you would like to verify your totals for the day, follow these instructions.

  • Page 42: Merchant Close

    Merchant close If you do not wish to have your batch closed automatically each day, contact Moneris Customer Care toll-free at 1-866-319-7450 to discuss merchant close. If your account is set up for merchant close, you must verify transaction totals and close the batch yourself using the terminal.

  • Page 43: Troubleshooting

    On-screen Quick Help The V400c terminal features on-screen Quick Help on every screen in the Moneris Core application. Tap the ? icon on the screen to access the Quick Help. It will provide an explanation, and in some cases, instructions, about the elements specific to the particular screen you are viewing.

  • Page 44: Error Messages On The V400C Terminal

    A message will appear on the screen if an error occurs. In the table below, find the error message that appears on the terminal and try the solution. If the error message re-appears, contact Moneris Customer Care for assistance at 1-866-316-7450.

  • Page 45: Equipment Issues

    Blank receipts and reports The paper roll is installed backward. The terminal appears to be To re-install the paper roll, refer to “Install the paper roll” in the Moneris Core® V400c Setting up Your Hardware guide at moneris.com/support- printing receipts and reports but the paper is blank.

  • Page 46: Other Issues

    If the customer is not present at your business location (for example, Internet orders, telephone orders), you can perform a card-not-present transaction. To find out more, go to the V400c Online Operating Manual available at moneris.com/support-v400c. Moneris Core® V400c: Using your Terminal...

  • Page 47: Merchant Support

    Visit moneris.com/support-v400c  download additional copies of this guide and other resources;  consult the Moneris V400c Online Operating Manual in WebHelp format to understand all the options  on your terminal and how to use them. Visit shop.moneris.com to purchase point-of-sale supplies and receipt paper ...
  • Page 48 All other marks or registered trade-marks are the property of their respective owners. © 2020 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This document shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation.

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