Creating a Payment Request – Moneris Go Portal

This overview guides Atlas agents through the process of creating and sending payment requests via the Moneris Go Portal.

Steps to Create a Payment Request:

1. Log In and Select Store:

   • Log into the Moneris Go Portal.

   • Select the correct store from My Stores if multiple stores are linked.

2. Access Payment Requests:

   • From the sidebar menu, click Payment Requests.

   • On the Payment Requests page, click Create Payment Request.

3. Select Due Date:

   • Choose from predefined options: Due on receipt, Net 7 (default), Net 15, Net 30, Net 45, Net 60, End of month, End of next month.

   • Alternatively, select a Custom Date from the calendar.

4. Fill in Mandatory Fields:

   • Customer email: The payment link will be sent here.

   • Product description: Include the Shipper and Registration Number.

   • Price: Enter the amount due.

5. Optional Fields:

   • Notes: Internal notes not visible to the customer.

   • Custom transaction identifier: If configured for your account.

6. Send or Save Request:

   • Click Send to deliver the payment request immediately.

   • Save as Draft or exit to delete without sending.

7. After Payment is Processed:

   • Upload a copy of the transaction to AtlasNet for recordkeeping.

Key Message:
Following these steps ensures accurate, timely payment requests while maintaining proper documentation in AtlasNet for each transaction.