How to Set Up the Moneris Payment Gateway

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If you are registered with Moneris you are able to take payments through Juvonno when completing & invoicing your patients using credit cards. 

The credit card information will be stored under the Patient Accounting tab. Credit cards will be encrypted.

You must first have registered for a Moneris On-line Vault Account.


NOTE: When refunding a payment for Moneris, you will do a refund directly on the Moneris website and create a refund separately in Juvonno.


1. Payment Gateway Set up (to accept portal payments)

Go to Settings>General>System>Accounting>Payment Gateways Section.

a. Set Accept Payments in the Portal to Yes if you have the portal enabled.

b. Email Pay Online Request set to Yes then Save.



2. Modules

a. Go to Settings>General>System>Modules

b. Go to the Payment Gate field and set it to Enabled then Save.



3. Settings

a. Go to Settings>Payment Gateway.

b. Select New Payment Gateway.'


Details Section

a. Type: Select Moneris.
b. Mode: Production
c. Status: Active
d. Default: check the box





NOTE: If you select to Pay Invoice and do not see the Check Out option you need to go to Settings, Payment Gateways, make Moneris inactive, pay the invoice then go back to Payment Gateways and set it to Active and Save.  When this happens the Moneris gateway is having connectivity issues and will not allow you to pay using any Method of Payment.  This only occurs when you are using Moneris.


Under the Production Mode Section these fields must be completed:

a. Gateway URL: You require the Moneris gateway url.

b. Store/User ID: Is supplied to the client by Moneris in your documentation.

c. Token field: Log into your Moneris account and go to the Admin tab. Select the Hosted Tokenization option.  

In the Create Profile section, Source Domain field enter your Junvonno clinic url address (example:
Select "Create Profile".  You will see a prompt "Profile was successfully created".

In the Existing Profiles Section, under the Profile ID Column, copy and paste that Number into Juvonno in the Token Field.

d. Token 2 field: Blank

e. Secret field: While logged in to the Moneris portal go to the Admin tab then select the Store Settings option.  In the API Token section there is an API Token #.  Copy that number and enter it in the Juvonno in the Secret Field.






4. Invoicing the patient

a. Book an appointment on the Schedule.

b. Complete & Invoice

c. The correct Gateway that you have set up in your system will auto-populate in the Gateway field. Select the credit card type.  

d. Enter the credit card details etc. and select Process Credit Card.



Deleting an extra payment you made in error when paying through Moneris

If you have accidentally billed an invoice twice you have to reverse the item out of Juvonno.  These are the steps to reverse the item.

1) go to Invoice search
2) find the invoice and click on View Payments
3) top right corner click on the New Payment button

4) select the credit card type however where it says to use Moneris, select do not process
5) enter a negative amount


NOTE: Juvonno is not integrated to the Moneris hardware.

5. Refunds

To do a refund with Moneris, open the Patient Profile, go to the History, Payments Tab.

Click the icon to the left of the item and select either "Void" or "Refund".


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