| Monex POS Machine Technical Support Desk:
1-866-286-7787 ext. 3 |
Monday – Friday
8:30AM to Midnight EST
Saturday – Sunday 10:00AM to 6:00PM EST |
| Leasing: 1-877-257-2094 |
| Phone Card Support: 1-866-286-7787 |
Our office hours are 8:30AM to 8:00PM EST Monday to Friday.
Try our new LIVE CHAT during office hours for the fastest response. |
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 How do I perform a Debit Transaction?
1) Select SALE
2) Press OK
3) Select DEBIT
4) Input PURCHASE AMOUNT
5) Press OK
6) Input CASH BACK amount (if applicable)
7) Press OK
8) Confirm Total
9) Press OK
10) Have customer confirm purchase and enter PIN
11) Terminal prints receipt
12) If an additional receipt is required press OK
13) If an additional receipt is not required press CAN |
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How do I perform a Credit Transaction?
1) Select SALE
2) Select CREDIT
3) Input PURCHASE AMOUNT
4) Press OK
5) Swipe Card
6) Press OK
7) Verify Transaction
8) Press OK
9) Terminal prints receipt
10) Have customer sign receipt
11) Press OK for additional receipt
12) If an additional receipt is not required press CAN |
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What is a Pre-Authorized Transaction?
A Pre-Authorized Transaction is used to reserve funds from a customer. For example: a restaurant will swipe a client card as a pre-authorized transaction for the sale amount, and then return the receipt to the customer who can then add a tip. The tip amount is then added to pre-authorized amount to equal the total billing amount. The transaction is then closed.
NOTE: All Pre-authorized transactions must be closed prior to performing a Batch-Close. Pre-Authorized option is only available to sales performed via credit card |
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How do I perform a Pre-Authorized Transaction?
NOTE: All Pre-Authorized Transactions must be closed prior to performing a Batch-Close.
1) Select PRE-AUTH
2) Press OK
3) Swipe customer credit card
4) Press OK
5) Input EXPIRY DATE
6) Press OK
7) Enter Amount
8) Press OK
9) Terminal prints receipt
10) Press OK to print customer receipt copy
11) Have customer sign receipt
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How do I Close a Pre-Authorized Transaction?
NOTE: All Pre-Authorized Transactions must be closed prior to performing a Batch-Close.
1) Select PRE-AUTH COMP
2) Enter PRE-AUTH REF# (found on receipt)
3) Press OK
4) If amount has changed Press CORR and enter the new total
5) Press OK
6) Verify amount
7) Press OK
8) Terminal prints receipt
9) Press OK for additional receipt
10) If an additional receipt is not required press CAN
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What is a Batch-Close?
The Batch Close function deposits the money collected from your sales to your account. |
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How do I perform a Batch Close?
1) Press ADMIN
2) Select REPORTS
3) Select CLOSE BATCH
4) Press OK
5) Input Manager Password
6) Press OK
7) Terminal prints report
8) Select YES
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How long does it take for deposits to be deposited into my account?
Debit transactions are typically deposited the following business day. Credit deposits are typically deposited within 2 business days.
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How do I print a duplicate of the last receipt?
1) Press ADMIN button.
2) Press 2.
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How do I initialize my terminal?
1) Press ADMIN
2) Press OTHER
3) Select TERMINAL INT
4) Press OK
5) Input Manager Password |
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How do I perform a Key Exchange?
1) Press ADMIN
2) Press Other
3) Select KEY EXCHANGE
4) Input Manager Password
5) Press OK |
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Can I begin processing debit transactions while waiting for my credit application to be approved?
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How can I get my monthly statement?
Monex offers statements through their secure portal located at www.monexgroup.com. If you do not have access to the internet a paper statement can be mailed for a fee. |
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How do I access the Monex Merchant Portal?
1) Visit www.monexgroup.com.
2) Click the LOGIN Tab
3) Enter your Merchant ID and Password |
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What is my Merchant Portal Password?
1) Visit www.monexgroup.com.
2) Click the LOGIN Tab
3) Enter your Merchant ID
4) Click Forgot Password
5) Your password will be sent to the Email account used when signing your Monex Agreement. If you did not provide an email account call Monex Customer Service at 1-866-286-7787 option 1. |
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What is my Merchant ID?
Your Merchant ID is a 10 digit identification number that can be found on the top of your terminal receipts. These numbers usually start with 303, 403,or 404. |
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How long does it take to change my bank account?
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I’m selling my business, how long will it take to transfer services to the new owner?
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What is the meaning of DBA name?
‘Doing Business As’ Name. |
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Does my lease automatically transfer to the new owner after a transfer of ownership?
No, you must contact your leasing company to inform them of the ownership change. |
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