Installing Theatre Manager

Online Portal Setup

Online Portal Setup

You will need to log into your Moneris Resource Center online account

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.

Checkout Type

Checkout Type

The first things you see is a short list of options on the left side of the web page, along with a prototype checkout page.

Set the checkout Type

  • Click the section that says Checkout Type
  • Click the option I have my custom order form and want to use Moneris simply for payment processing.
  • Click 'Checkout Type' to collapse it

Multi Currency

Multi Currency

Most likely, you will NOT need to accept multiple currencies.

Since that is the case, UNCHECK the enable multi-currency button. that will cause the currency choices to disappear from the the area indicated on the checkout form

 

If, however, you do want to take some selected currencies (such as USD, or where ever your main customers come from, then CHECK the enable multi-currency button.

If you do that, you will also need to check and uncheck the currencies that you wish to accept.

We understand that all currencies are converted to CAD and so you will receive CAD in your bank account.

 

 

Payment Options

Payment Options

Indicate what digital wallets you want to accept. There are two main ones at time of writing
  • Apple Pay
  • Google Pay
If you check these, there are other things you will be asked. You may need to contact Moneris to see what things mean.

Click the Display Supported Cards checkbox to show miniature logos of the cards you accept on your web site.

 

 

 

 

 

There are more options that you should make the same as the image to the right.

You MUST select Transaction Type as Purchase

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branding and Design

Branding and Design

There are three areas that are highlighted that we think you may want to change:
  • Colours -these are colours that the web page will be displayed in. They use the internet RGB hex colours and you can change these to suit your web site theme.
  • Process Text - this is the text that will display on the button to accept the patrons credit card and to process it. You may select what you wish. We suggest Pay
  • Cancel Text - this is the text that will display on he screen to allow the use to use the 'Back' button. You may select what you wish. We suggest Back

 

 

 

 

 

 

 

 

 

Order Confirmation

Order Confirmation

For this section, you must select Use Own Page and nothing else. This is because Theatre Manager must receive the confirmation Moneris that the card was accepted or rejected before it will process the shopping carts.