Help CenterThis guide will show you how to set up Canadian payment processors Global Payments or Moneris payment terminals in an Optima APOS system running Optima GoPOS, where this guide will explain the steps of integration through either PCProg or GoPOS, as well as parameters that needs to be set on either Global Payments or Moneris payment terminals.
NOTE: Because the steps involved are very similar for both Global Payments and Moneris, we will use Moneris in the screenshots as an example in the steps involved below.
Global Payments/Moneris Payment Terminal Setup
Because there are multiple payment terminal models that use Global Payments or Moneris, there may be slightly different methods on how to get to the payment terminal processor settings with the options differing from different models for either processor. For this portion of the guide, the following will need to be set in order for full communication with the Optima APOS system.
In the payment terminal, the settings will need to be the following:
- Integration: Semi-integration
- Receipt Printing: disabled*
- Port: 80 (default)**
- Ethernet IP address: (IP address of payment terminal to be used for the APOS system)
If there are any additional application settings needed for your client such as cash back or tip functions, they will need to be enabled as well.
*NOTE: If the payment terminal hardware has a built in receipt printer, it must be disabled. For further details, please contact your payment processor vendor for support information.
**NOTE 2: The default port number is 80 for both Global Payments and Moneris. However, if there is a different port number assigned on the payment terminal, you must use that assigned port number provided.
Setup through PCProg
In PCProg, select Hardware. Then select the Insert button (+) on the bottom left hand corner of the window. Name the payment terminal in the Caption field. In the Hardware Type drop-down menu, select Payment Terminal. In the Model drop-down box, select Global Payments or Moneris.
For the field that says Ethernet IP, enter the IP address of the payment terminal.
In the field that says Ethernet port, enter the port number of the payment terminal.
Once the fields are set, click save. Close the Hardware Maintenance Window, and proceed to open the Tenders Maintenance module.
In Tenders, highlight your card tenders such as debit and/or credit, and in the EFT field drop down menu, select the payment terminal you named instead of None.
Perform these steps with any of the other card tenders.
Once the settings are made, click on Save, and then close the Tenders Maintenance window. Then, Send the updated program to the APOS system.
Setup through GoPOS
If using PCProg is not an available option for any reason, adding the Global Payments or Moneris payment terminal can be done on the GoPOS software.
In GoPOS, from the Home Screen, go to Menu > Settings > Hardware. Select Add New Hardware. From the pop-up window, select Payment Terminal, then select Continue.
Next, enter the name of the payment terminal in the field. In the Model drop down menu, select either Global Payments or Moneris. In the Connection drop down menu, select Ethernet.
In the IP Address field, enter the IP address of the payment terminal. In the Port field, enter the port number of the payment terminal. Once the information has been entered, tap on Save.
Next, tap on Back to go back to the Hardware Settings list. Tap on Back again to go back to the Home Screen.
From the Home Screen Menu, select Tenders.
From the Tenders screen, tap and hold any of the card tenders to open their maintenance window.
Next, in the EFT drop down menu, select the payment terminal you named from None, shown in the example screenshot below.
Once the EFT is selected and tied in with the card tender, tap Save, and then close the card tender maintenance window. Perform the same steps for any other card tenders.
Once the tenders are tied in with the EFT payment terminal, save and tap Back to exit the Tenders maintenance section. Tap back again to go back to the Home Screen.
Perform test transactions to verify communication and functionality of the payment terminal with the APOS unit.
If you need additional assistance relating to Optima APOS hardware, Optima GoPOS software, or Optima PCProg software, please contact Optima Support.
Toll-Free: 1-888-475-2767
Email: possupport@optimagopos.ca
If you need additional assistance to either Global Payments or Moneris payment processors, please contact your payment processor vendor technical support team.