When your clinic is registered with Moneris Vault, Juvonno allows you to securely process credit card payments directly during the checkout process. This integration enables fast, streamlined payment collection while keeping sensitive payment information protected through encryption.
Once set up, saved payment methods will appear under the Patient Accounting tab. Credit card information is securely tokenized and managed through Moneris Vault, allowing returning patients to be billed efficiently without re-entering payment details. This helps simplify billing workflows for clinics while maintaining compliance and security standards.
To use this feature, you will need an active Moneris Vault account and the appropriate user permissions within Juvonno to configure system settings and payment gateways.
When to Use This
- When enabling payment gateways for the first time
- When setting up patient portal payments
- When adding a new Moneris Vault payment gateway
- When configuring secure credit card processing in Juvonno
What You Need
- An active Moneris Vault account
Permissions
- User Type access granted to General System Settings
Enabling Payment Gateways
Follow these steps if Payment Gateways hasn't been enabled in your General System Settings:
- Go to Settings
- Under System & Company Settings, select General
- Click Modules
- Navigate to Integrations
- Find Payment Gateways and set this to Enabled
- Click Save
Setting Up the Payment Gateway to Accept Payments through the Patient Portal
If you would like accept payments via the patient portal, enable the following in your General System Settings:
- Go to Settings
- Under System & Company Settings, select General
- Click Accounting
- Navigate to Payment Gateways
- Find Accept Payments in Portal and set to Yes
- Locate Email Pay Online Request and set to Yes
This allows you to send a patient a request for payment from the Invoice Search with a single click
- Click Save
Adding a Payment Gateway
- Go to Settings
- Under Accounting, select Payment Gateways
- Click +New Payment Gateway
- Complete the Details section
- Processor Type: Select Card not present
- Gateway: Select Moneris
- Clinic: If you have more than one clinic, choose the relevant clinic
- Name: Enter the label that will show during checkout
- Mode: Select Production
- Status: Select Active
- Admin Default: Check this box if this card should be defaulted when the payment gateway is selected
- Only 1 default can be set for Card not present processors
- Portal Default: Check this box if clients should be able to pay invoices through the portal and/or secure appointments using a credit card
- Only 1 default can be set for the patient portal
- Complete the Production Mode section
- Gateway URL: Enter Moneris URL
- Store / User ID: Enter from Moneris
- Token: Enter your token from your Moneris account (see below for details on finding this in your Moneris account)
- Token 2: Leave blank
- Secret: Enter the API Token # from Moneris (see below for details on finding this in your Moneris account)
- Save your changes
Finding Your Moneris Token and Secret
Follow these steps to find your Token:
- Log into the Moneris portal
- Go to Admin
- Select Hosted Tokenization - if this information isn't available, contact Moneris
- In Create Profile, find Source Domain
- Enter your Juvonno URL (e.g., clinic.juvonno.com)
- Click Create Profile
- A message should say Profile was successfully created
Follow these steps to find your Secret:
- Log into the Moneris portal
- Go to Admin
- Select Store Settings
- Navigate to the API Token section
- Find the API Token #
- Copy this number to enter in the Secret field in Juvonno
Result
Once setup is complete, your clinic will be able to securely process credit card payments through Juvonno using Moneris Vault. Patients can pay during checkout or through the patient portal, while encrypted credit card information is securely stored for future transactions and streamlined billing workflows.
Avoid Common Issues
Payment Gateway option is not visible
- Ensure your User Type has access to General System Settings permissions
- Confirm that the Payment Gateways module has been enabled under Settings > General > Modules > Integrations
Cannot process credit card payments at checkout
- Verify that a Payment Gateway has been created and set to Active
- Confirm that the correct Clinic is selected in the gateway setup (if using multiple clinics)
- Ensure Processor Type is set to Card not present and Gateway is set to Moneris
Credit card option not appearing in Patient Portal
- Check that Accept Payments in Portal is set to Yes in Settings > General > Accounting > Payment Gateways
- Confirm a gateway has Portal Default enabled
Payment gateway not saving or working correctly
- Confirm all required Moneris credentials have been entered correctly (Store/User ID, Token, Secret/API Token)
- Make sure the Gateway URL is entered exactly as provided by Moneris
- Verify Mode is set to Production for live payments
Troubleshooting
How do I process a refund through a payment gateway?
Refunds are not processed directly through Juvonno when using Moneris Vault. Instead, you must complete the refund in two steps:
- Log into your Moneris Vault account and process the refund to return funds to the patient
- In Juvonno, go to the invoice and select Refund Invoice
- In the payment gateway dropdown, choose Do Not Process
I don’t see the Refund Invoice option
- Your User Type may not have the correct permissions enabled
- Contact your clinic administrator to confirm your access to invoice refund functionality
Payment gateway setup fields are unclear or failing validation
- Double-check that all Moneris credentials were copied exactly from your Moneris portal
- Confirm you created the Hosted Tokenization profile with your correct Juvonno URL
- If issues persist, verify with Moneris that your API Token and Store settings are active and enabled