Skip to content
English - Canada
Support Form
Remote Support
  • There are no suggestions because the search field is empty.

Moneris Batch Automated Payment

This function is used to batch charge all members with an on account balance for each payment period. It will charge the balance at the end of the chosen month. This function creates a file that will be uploaded to Moneris for processing.

 

Before continuing with these instructions you must configure the Moneris Vault Settings in Integrations. These settings are used to configure the settings required to communicate with the Moneris Server.

 

The following procedure must be followed for each member you want to be part of the batch processing.

  1. Click Admin
  2. Click Customers
  3. Search and select a customer.
  4. Click Set Auto Payment
  5. Click Moneris Vault ID
  6. Copy and paste the data key created when you created the profile for the member on eselectplus.ca into the On Account Data Key field. 
  7. If you would like to apply a specific amount to their Membership Account monthly then copy and paste the data key into the Membership Account Data Key field and enter the amount to be charged in the Membership Payment Amount field. 
  8. Click OK

 

Applying Moneris Auto Payments

To charge the batch on a monthly basis use the following procedure.

  1. Click Admin
  2. Click Customers
  3. Click Batch/Automated Payment
  4. Click Moneris Automated Payments
  5. Select whether this should be a batch for On Account or Membership Account.
  6. Select the month the payment is being applied.   
  7. Click Generate Payments List
  8. You will see the list of members that will be charged. Print this list for your records. Review the list.
  9. Click Upload Payment File and enter username name and password provided by Moneris. It is best to keep the password in a place on your computer where you can copy and paste in the password because it is usually complex and mistakes are easily made. 

Note: When entering in your Username and Password for the Moneris Vault, it is not the password you use to login to the Moneris Gateway Merchant Resource Center. The username is usually your Moneris Store ID. You will need to call Moneris and get the password for FTP Protocol.

  1. If you get "Payments failed to upload" you will need to try again.

 

Please Note: Non completed transactions will have been created in the POS for all the transactions you were trying to upload and process. You can ignore these. They will not show up in any reports.

  1. It can take up to 30 minutes for Moneris to process the uploaded file.
  2. Click on Retrieve Moneris Payments To get the results of the payments. If the file is not ready yet you will get the message "There are no payment files to retrieve", just wait a few minutes before you try again. There may be some declined due to expired cards or insufficient funds. You will need to deal with these manually. Completed transactions will be created for all the successful payments. Voided transactions will be created for any payments that were unsuccessful.