How to Set Up the Payment Module with Moneris?

This documentation guides you through using the new Progression payment module so you can send Moneris payment links to your clients.

Please note that this module is currently in beta.
You may encounter issues or errors.

If needed, contact our technical support team:

Take Advantage of the Beta Phase

Test the payment module.
Share your feedback and improvement ideas with us!

Creating Your Account with Moneris

1- Obtain a Service Agreement with Moneris.

Fill out the form available on our mobile payment page ⚠️ [LIEN ANG] to get in touch with the Moneris representative responsible for Progression, who will guide you through the process.

2- Retrieve the Required Connection Information from Moneris.

You will need the following three details:

Your API Key (API Token):
This can be found in Moneris under: Admin / Store Settings
The API Key section should appear at the top.
Your Merchant ID (Store ID):
This information is available in your Moneris account.
Your Payment Identifier (Checkout ID):
To obtain this, you will need to create a "Moneris Checkout" profile by following these steps: Checkout Profile Creation⚠️ [LIEN PPT]

Configuration in Progression

1- In Progression, under the "Management" section, navigate to the "Client Payment" section.

2- Click "Add an Integration" to add a new provider account.

3- Next, click "Add" next to the provider "Moneris."

4- Enter the information provided by the payment platform (API Key, Merchant ID, Checkout ID), then click "Submit."

5- Then go to the “Automation” section.

6- Set up a new email OR use an existing email.

7-In the email configuration, check the box “Include a payment link in the email” and select the payment platform (Moneris or Favorites), you can then save.

Send payment link

1- Depending on your automated email sending setup, progress a task to the triggering email sending step (status).

2- A payment link is automatically added to the email.

3- You can see the payment status in the “Customer Payment” tab of the task.

4- Once the payment is made, you can view the transaction number in the "Invoice" tab of the task by clicking on the "Payments" button.

Warning

Payments must be manually entered into your accounting system AFTER the invoice has been transferred. There is no automatic link between payments and the accounting system.

Good to know

1) In the event of a partial payment (e.g. a deposit), the task totals will be updated for efficient tracking of your payments.

2) You haven't received payment, but the customer tells you they paid?

Visit the “Customer Payment” tab in the Progression task to track payment history.
The transaction is possibly being processed by the supplier.

Tips and tricks

If you want greater control over your payment request process, you can:

create an additional step (status) in the process of your tasks (e.g. Payment request)
create an email sending automation specifically for the payment request
configure this email sending so that it triggers on the new step (status) (e.g. Payment request)

Our technical support team can help you!

Do not hesitate to contact us: support@progressionlive.com