This is used when you want Theatre Manager to retain card information within the system (encrypted) for box office sales, or web sales or for settlement for hosted payment page.

• Once logged into the account online, you should plainly see the API Token. Copy and paste that into a document to store/send to Arts Management along with the info sent you by Moneris so that we may assist setting up the merchant account in Theatre Manager.
• If you do not see the API Token, in the Moneris Virtual Terminal go to Admin > Store Settings and the API Token will be displayed at the top of the page

Note:The API Token above has been removed for security. Where the black square appears, a combination of upper-case and lower-case letters and numbers will comprise your store's API Token.

This process should only be undertaken in consultation with both Moneris Support and Arts Management Support. The API Token must match the Theatre Manager merchant account setup in order for credit card processing to work.

Moneris Support may advise you to re-generate the API Token for your store in certain circumstances or for security reasons. It is done on the Admin->Store Settings page as shown below. You will be asked to click the Re-Generate API Token. If you are advised to do so, you will need to put that new token into the merchant account settings.

Please contact support@artsman.com if you are unsure where to make this change within the Theatre Manager merchant account.

By default, your eSelectplus account will be set to automatically settle each night between 10 and 11PM Eastern time. You MUST CHANGE this option to settle manually which simplifies your end of day processing and makes it easier to reconcile bank statements to your accounting system.

To alter this setting:

• Log into the eSelectplus Virtual Terminal
• Go to Admin > Store Settings
• Scroll down the page until you see the Batch Close selections
• Change the radio button to the Manually Close option

• Server software - set to Moneris
• Merchant Provider - set to Moneris
• Merchant Number - is the Merchant Number from the document sent by Moneris

• Store ID - provided by Moneris on the setup information
• API Token - obtained from the online Moneris portal
• ECR Terminal ID - provided by Moneris on the setup information
• Primary URL (Canada) - should be www3.moneris.com/gateway2/servlet/MpgRequest
• Primary URL (USA) - should be esplus.moneris.com/gateway_us/servlet/MpgRequest
• Port - should be 443

• Send address/zip - verify the setting for this feature. At one time, Moneris does not provide AVS by default and it an account add-on. If a test authorization results in a no permissions for avs_info error, unchecking this box will eliminate the error since TM will no longer send AVS info.
• Pin Pad store info, if using the P400's

Refer to general help page for more info.

• Enable Profiles - set to Active if Merchant Profiles will be used.
• Profiles API Login Key - not required. Moneris uses the same connection information from the Connection Info tab.
• Profiles API URL - not required. Moneris uses the same the connection information from the Connection Info tab.

Once you are logged into the online account setup, select Admin->Hosted Checkout config option per the image to the right.

You will see a screen similar to the bottom of the web page that lists all the configurations you have made. You can have many of them, and all you need to do is enter the Checkout_ID in Theatre Manager merchant setup to use the one you prefer.

Creating a New Profile

• If you see no lines in the list, click the Create Profile to make the following for Theatre Manager:
  • CHECKOUT_ID
  • ALIAS
• You will be asked to confirm that you want to create a new profile.

  Click OK

• Click the Edit Name on the upper left and you will see the window below

  Enter in an alias like 'Theatre Manager'

  .

Edit an existing Configuration

If you see the Checkout_id that you want to change in the list below, you can Edit by clicking the edit button. Then process to the next pages for more information about the setup.

Once the Moneris account has been activated and all the information in the following list has been obtained, the Merchant Account in Theatre Manager can be set up on each of the tabs that follow:

• Server Software - Moneris (setting selected in TM)
• Merchant Provider - Moneris Checkout Page (setting selected in TM)
• Main Store Id - xxxxxxxxxx (provided by Moneris merchant services and used to login to Moneris online portal)
• Hosted Store ID - xxxxxx (generated in Moneris online portal)
• Checkout ID - xxxxxx (generated in Moneris online portal)
• Primary URL for LIVE authorizations - set automatically
• ECR Number - 66xxxx (provided by Moneris on the setup information)
• api_token - obtained from the Moneris online portal

Tabs with specific setup info are described in the following help pages. Other tabs like the Employees and Cards tabs are populated the same as described here.

Once you are logged into the online account setup, select Admin->Hosted PayPage config option.

You will see a screen similar to below.

• If you see no lines in the list, click the Generate a New Configuration to make the following for Theatre Manager:
  • ps_store_id
  • hpp_key
• If you see your ps_store_id in the list below, you can edit or verify information by proceeding to the next pages.

Once the Moneris account has been activated and all the information in the following list has been obtained, the Merchant Account in Theatre Manager can be set up on each of the tabs that follow:

• Server Software - Moneris (setting selected in TM)
• Merchant Provider - Moneris (Hosted Pay Page) (setting selected in TM)
• Main Store Id - xxxxxxxxxx (provided by Moneris merchant services and used to login to Moneris online portal)
• ps_store_id - xxxxxx (generated in Moneris online portal)
• hpp_key - xxxxxx (generated in Moneris online portal)
• Primary URL for LIVE authorizations - www3.moneris.com/gateway2/servlet/MpgRequest
• ECR Number - 66xxxx (provided by Moneris on the setup information)
• api_token - obtained from the Moneris online portal

Tabs with specific setup info are described in the following help pages. Other tabs like the Employees and Cards tabs are populated the same as described here.

On the whole, the P400 helps for new sales, INTERAC and tapping for payment. It slows the mass refund process when a show is cancelled because it requires calling each person who bought at the box office to get their card and enter it manually.

Pro

Con

Payment methods that can be setup and accepted are: INTERAC, All major card types (visa, mastercard, diners, amex, UCB, JCB, discover, and more) e-wallet payment methods like Apple Pay. Discuss what you want to accept with your Moneris representative and set up those payment methods in TM for box office only Payments can be Tapped, Inserted (chip and pin), or Swiped (if the patron has an old style card without chip) Uses ONE merchant account for all web, phone and in person purchases. When accepting Pin Pad payments, Theatre Manager tells the Pin Pad the amount and activates it. It receives all authorization data back from Moneris The customer receipt is stored in the database and: can be printed on a ticket printer if desired copied from the payment detail and copy/pasted into an email and emailed to the customer if desired The merchant receipt is also stored in the database meaning you don't have to print them and deal with the additional paper Supports PCI schedule A-EP certification for your venue - meaning that Theatre Manager workstations are never in PCI scope Multiple workstations can share a Pin Pad. You might want one for each box office window multiple back office workstations can share if you'd like End of Day is largely unchanged. Theatre Manager issues a message to each pin pad to settle itself

You cannot Void a payment taken through the pin pad. You can only issue a refund to the pin pad Refunds Moneris does not allow automatic refund to anything charged by Pin Pad. A refund for any payment taken through the Pin Pad requires that you must either call the customer and ask for their card to type it into the pin pad -or- ask Moneris for independent refund capability if you want to type the refund into Theatre Manager Have the customer be present so that they can tap their card It affects mass refunds to cancelled shows if the payment was taken through the Pin Pad. Those must be refunded one by one. All internet sales can be mass refunded as before. If most sales are internet, then this will not materially affect your business processes. If most sales are in person, it will add to the burden of refunds. A venue may need to change business practices for mass ticket refunds to a pass/gift certificate for people who paid via pin pad.

Theatre Manager is designed that the EMV devices can be shared between workstations. However, you probably want one for each box office window and one for the rest of the office to manually enter cards.

	You can use Moneris EMV devices, even if you still want to use your existing provider. You just need to set up an EMV only merchant account in Theatre Manager.
	Note: check the firmware version of your pinpad. Version 19.05 works. 19.06 is known to be broken. Contact Moneris if you need to ask them to fix it.

Pre-Preparation Steps (with Moneris) for CLOUD EMV DEVICES (P400)

You will need a Moneris E-Select+ account. You need to contact Moneris for this - Arts Management cannot arrange one.

• If you DO NOT HAVE an E-Select+ account, contact Moneris. It might involve changing you merchant provider - and you might want to talk to the support team about:
  • pro's/con's of changing completely to Moneris and/or
  • feature comparison of Moneris to other providers and/or
  • OR (if you want), you can keep your existing merchant provider and only use Moneris for EMV pin pad authorizations.
• If you have an E-select+ Account
  • Contact your Moneris representative to arrange for the number of P400 cloud connected device you think you need.
  • You must tell Moneris that you are using it with Theatre Manger
  • Moneris must provision it with their software, so get them to confirm they will do that to work with Theatre Manager
• Theatre Manager can share EMV devices amongst workstations. However, you probably want:
  • one for each box office window and
  • maybe also one for the rest of the office to manually enter cards.

Very Important: DO NOT allow Moneris to settle the EMV devices automatically at a preset time each day. Theatre Manager will settle the devices during end of day to make accounting far more straightforward.

Theatre Manager Setup Steps (after you have your EMV devices)

Once you have your Moneris information and pin pads, follow these steps in Theatre Manager:

Step	Item	General Instructions
1	Turn off Power saving	The pin pad requires a constant connection to the database while the authorization is occurring. there are two things to do: Make sure that the computer is set to NEVER go to sleep On windows, make sure the ethernet connection is set so that the computer can't make it sleep.
2	Plug in the Pin Pad	Download this abridged version of the Moneris P400 installation instructions and follow it until the steps say come back to this web page to do the remainder of the steps Make sure to use the Moneris Cloud Setup Plug the ethernet cable into an ethernet jack Set the Pin Pad to use Dynamic IP address
3	Moneris Merchant Account	Make sure you have a Moneris Merchant Account set up in Theatre Manager. I you already have a moneris account for hosted payments or web sales, you likely should use the same one. On the authorization tab in the pin-pad area of the Theatre Manager merchant setup, please: enter the StoreID and enter API key provided by Moneris change the authorization timeout to be at least 90 seconds to allow for manual entry of card data for phone orders
4	Plug in EMV Devices	Physically plug the EMV devices in, power them up and connect them to your ethernet network. Place the devices where you think they will be best used for your box office and administration areas. The EMV devices will go through a startup process and should eventually show a screen with a pairing number on them.
5	Create Device Records	In Theatre Manager, open the Device List. For each pin pad that you have: Create a new EMV device Enter the relevant information on the above help page Click the Pair button. Theatre Manager will ask for the pair code for that device. If pairing occurs successfully, the device will no longer show the pair code. Repeat for all EMV pin pads that you've received. If pairing does not occur: Make sure the merchant account is set to the one you are using for Moneris (see step 1) Make sure the pin pad is on, connected to the internet and is showing the pair code (see step 2) Make sure the setup data about the pin pad is entered properly (step 3) Contact Moneris to make sure that the pin pad is set to 'cloud' setting Try the 'pair' process again for the same device
6	Edit Hardware Preferences	After pairing all devices in as above, you will need to go to each workstation and decide which EMV device is associated with the workstation. Log in to the workstation - any user is fine Edit the Hardware Preferences and associate each computer with one of the pin pads setup in step 3. e.g: Each box office window computer could be associated with its own device. All Admin computers could be associated with a common device for manual card entry.
7	Payment Receipts	You will need to import a new payment receipt ticket face designed specifically to satisfy Moneris signature & receipt requirements
8	Setting up Payment Methods	If you are currently using Moneris for all credit card authorization In payment methods code tables, add in any new card types you are taking. At a minimum, this might include INTRAC to take debit carts You probably already have VISA, MC, AMEX and perhaps some others. if so, do not add them again. Only add new card types that you now intend to take. proceed to step 9 If you are switching all your merchant processing to Moneris, follow instructions on converting to a new merchant If you are going to use Moneris for EMV devices only, in conjunction with your existing merchant provider, you will need to: Add duplicate credit card in payment methods code tables For each CC payment method you take like: VISA, MC, DINR, etc -and- Assign to your new Moneris merchant account record Make sure you have a payment method INTRAC to handle debit card payments in the payment methods code tables
9	Restart Theatre Manager	Quit Theatre Manager and Log in again Test a tap/swipe/chip and pin credit card payment to see that the that EMV device gets activated and the card is accepted. Test a manually entered credit card payment to see that the that EMV device gets activated and you can type in the card and its expiry date Optionally, if you signed up for debit with Moneris, try a debit card
10	Optional tests	Go to the device list, edit each device setup and try the PinPad Totals button - to see authorization amounts and counts for each pinpad. Try your end of day: You will get a new batch and deposit # for each EMV device Each device will be closed and summarized into its own GL Entry Reports will show the separate batches If an EMV device is out of balance, you will see an error message during end of day View a receipt in the payment record for a patron who you accepted an EMV authorization for. Have a look at all the payment requests that were taken, even including the failed or declined cards. You may need to come here and ask for support if your EMV device is out of balance. You can also go to patrons, orders and various other places from here Print a real ticket receipt for a payment taken via EMV to make sure they appear correctly on your ticket stock on your printer
11	Debugging	If you are having trouble with getting pinpad authorization to work, there are some troubleshooting tips: Enable outgoing firewall rules for the url specified for the device in the device setup. Currently, it is ippos.moneris.com. This is required for all: workstations paired to the pinpad device -and- all the web listeners. Refer to Router/Firewall Rules for more info. You can verify the correct communication steps are occurring with the pin pad device by looking at the web listener log for EMV devices If the pin pad is communicating with Moneris and retrieving data, you can look at pin pad receipts, transaction data, and Moneris responses using Pin pad Request List. This list shows both successful authorizations and declines. If all cards are beling declined with an error code 069 and a message like Bad Message Error/No CVM Results, please contact Moneris and have them configure the CAT indicator for the PinPad to be card present. You can test the OpenTotal command on the device setup. This interrogates a pinpad for current charges and refunds, if any. This command is used by end of day and if you cannot do this or get permission denied, please contact Moneris to have them fix it

Payment receipts are optional and can be printed on demand. However, if you have customers who request a receipt, Moneris has specific requirements if the payment was made using EMV devices. We have created one you can download and import that meets Moneris requirements and is designed specifically for the P400.

• Download a template Moneris EMV ticket face from the ArtsMan web site
• Unzip the file so that you see the MonerisEMVTicketFace.tmf file on your desktop
• Open the list of Ticket Faces window which should look similar to the image to the right.
  • Click the Import button at the top of the window
  • look for the file called MonerisEMVTicketFace.tmf on your desktop and import it
  • after importing the new ticket face, it will appear in the list of ticket faces. Look for the ticket face number of this Moneris EMV ticket face in the list. It will be used in the next step

You have now imported a ticket face file. You can now edit this ticket face if you want to make any additional customized changes to the receipt layout based on any possible ticket face background images you may have preprinted on the ticket stock.

Additional Steps to implement the ticket face

• Receipt Ticket - Change the ticket face number there to be the one you recorded above
• Print Receipts - has 3 options to consider:
  • Automatically for Patron Present. Moneris give you the option of always printing a receipt, or only printing a receipt on demand. We recommend only printing a receipt on demand. Uncheck this option unless you always want to print are receipt of the ticket printer for any credit card payment.
  • Automatically for Telephone and Mail Order. Moneris may require a signature for card numbers typed into the EMV machine for payments taken over the phone since the card is not present. Check this option if you wish, although we recommend not. The better alternative is to batch print the receipt along with tickets if emailing or holding at will call. The receipt should automatically include a signature line.
  • Prompt User if receipt required If you are unsure if you want to print receipts for tapped in chip/pin authorizations, but you want to give the patron the choice, you can check this option.
    • We recommend not to since this adds an extra prompt you have to agree to when selling payments at the box office.
    • If you don't print the receipt you can go to the payment window and print a receipt if asked.
    • For years, most people have neither asked for nor requireda reeipt. This is even more true these days of social distancing.
    • again, receipts can always be batch printed for will call or mail to patron tickets.
• Print Receipts xx times. This is designed for situations where you, the merchant, want a receipt copy as well as the customer. It you always, print for the customer, enter 1. If you want one for yourself as well, enter 2.

  Moneris does not require you to print one for yourself if they are stored electronically and can be reprinted. Theatre Manager stores all payments and Moneris EMV responses precisely for this purpose so you can reprint later if need be. We suggest not printing a merchant copy in this electronic age.

	If you are using a Moneris P400 connected to your workstation, you cannot void or delete a credit card entered using the pin pad. Moneris does not support voiding in the pin pad because they require a log for each interaction. So you must refund.
	You many see a button on the lower left that says Linked. IF you click on it and the original payment was taken online, you will be able to refund against that payment without needing the card.

Refunding a payment with the P400

Instead, you will need to

• Add a payment to the order. Refer to the general process for more information.
• Select a credit card payment method when it becomes time in the process from the first step.

  You will see a window like below:

  

• Enter a NEGATIVE AMOUNT for the payment to indicate a refund.
• (optionally), click the button to enter the card data manually if the customer gave you their card over the phone
• Click the Refund Payment button. The customer's action change depending if you selected
  • Patron taps, inserts, or swipes card on EMV device:
    • the customer will need to tap or insert their card on the pin pad
    • The customer must be present at the box office with their credit card for them to do this.
  • Employee enters credit card manually into EMV
    • you will need to enter the full card number and expiry date on the pin pad since card data is never entered into TM.
    • This is useful for refunds when the customer is not present and they gave you their card over the phone.

No Permissions For AVS_Info

When the merchant account is setup in Theatre Manager and a test transaction is processed the error message above may appear. This error message is the result of missing options in the setup of the Merchant Account by Moneris. To correct the issue:

• the Moneris representative will need to be contacted.
• A request will need to be submitted to enable AVG and CID/CVV2 processing. This process can take up to 5 business days.
• Additional Moneris account setup charges will apply for implementing these charges.

Mandatory Address in Patron Records

• Login to Theatre Manager as the Master User.
• Click Setup >> System Preferences.
• Select the Mandatory Data tab.
• Check the boxes in Full Profile Patron Data for:
• Patron Address
• Patron Postal Code (Zip Code)
• Click Save.

An address and postal code (zip code) will now be required for all patron records added or updated in Theatre Manager.

Turning Off Credit Card Address Verification

• Click Setup >> System Tables >> Merchant Accounts.
• Double click on the current Merchant Account to open it.
• Select the Authorization tab.
• Remove the check from Fraud Prevention >> Send address/zip.
• Click Save.

The Address and Postal Code (Zip Code) will no longer be sent with the credit card number for authorization.

Independent Refunds is a Moneris add-on feature. You must contact them if you receive the message below and you want to issue refunds to patron's credit cards.

Your Moneris merchant account and/or your Store ID may need to be setup to process Independent Refunds if you want to allow credit card refunds in Theatre Manager. Since this is entirely a dependant on Moneris and how they setup your merchant account, enabling independent refunds requires that you:

• Contact your MONERIS REPRESENTATIVE
• Tell them that you want to issue refunds to credit cards
• MONERIS may ask you for additional banking information
• Test out a refund for a small amount to ensure it works, other wise you'll get the message above

Even if the merchant account is enabled for refunds and refunds can be performed through the web portal, Independent Refunds must be enabled for the Store ID before a refund will be accepted by Moneris from Theatre Manager.

Should Moneris detect suspicious activity on the account they could remove the option to process Independent Refunds to protect the account from fraud. To enable this feature once more the person who setup the Moneris account will need to contact them directly. A verbal request to enable Independent Refunds will need to be made and the following information well be required throughout the call:

• Merchant Account Number & Store ID
• Full Business Address
• Deposit Bank Name
• Deposit Bank Account Number