Guides

Connecting Moneris (Payments)

The Moneris integration lets you securely store a wholesale customer's credit card and charge it against their orders and invoices — without ever typing or storing their card number in BarSight yourself.

Before You Start

You need an active Moneris Payment Gateway merchant account.
Have your Moneris Store ID and API Token ready.
Connecting requires Settings access (access level 27).

What This Integration Does

This is a payment-collection tool for your wholesale customers, not a bar or restaurant point-of-sale connection. Once set up, you can:

Store a customer's card on file (as a secure token — BarSight never stores the raw card number).
Charge that card against an outstanding order or invoice balance.
Email a customer a secure link so they can enter or update their own card.
Check whether a stored card is still valid before charging it.
Issue full or partial refunds back to the card.

Connecting Moneris

Go to Settings → Integrations.
Find the Moneris tile and click Activate.
Enter your Store ID and API Token from your Moneris merchant account.
If you plan to use the hosted Moneris Checkout payment-link flow, also enter your Checkout ID — found under Checkout Profile in your Moneris Payment Gateway dashboard. This field is optional otherwise.
Save. The button changes to Configuration once connected.

[SCREENSHOT: Moneris connection form asking for Store ID, API Token, Checkout ID]

Using Moneris

Once connected, a Moneris Vault box appears on each customer's profile, where you can view their card on file or send them a request to add one.

[SCREENSHOT: Moneris Vault box on a customer profile]

On an order's payment screen, you'll see the card status (valid/invalid), a payment amount field, and a Charge Card on File button — disabled until a card is on file for that customer.

[SCREENSHOT: Charge Card on File button on the order payment screen]

Tips and Limitations

Card capture always happens through Moneris's own secure hosted form — either an emailed one-time link or the hosted Checkout page — never typed directly into a BarSight screen.
Refunds are matched to a specific prior payment on that order, so you'll need the original charge on file to refund against it.

Related Features

See the full list of available integrations on the API Integrations overview.