How to Set Up a Moneris Vault Payment Gateway

  • Updated

When your clinic is connected to Moneris Vault, you can securely process credit card payments in Juvonno during checkout and through the Patient Portal. Payment information is encrypted and managed by Moneris Vault, so sensitive card details are not stored directly in Juvonno.

Once the integration is set up, saved payment methods appear in the patient's profile under the Accounting tab. This allows returning patients to make payments without re-entering their card information and helps staff complete checkout more efficiently.

 

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

and the following information from your Moneris account: 

  • Moneris Gateway URL 
  • Moneris Store ID Store
  • Moneris API Token 
  • Moneris Profile ID

Check out Getting the Store ID, Token and Passphrase from Moneris below to learn how to find this information or reach out to Moneris for support. 

 

Permissions

  • User Type access granted to General System Settings 

 

Enabling Payment Gateways 

Follow these steps if the payment gateways module hasn't been enabled in your General System Settings: 

  1. Go to Settings
  2. Under System & Company Settings, select General 
  3. Click Modules
  4. Navigate to the Integrations section
  5. Find Payment Gateways and set this to Enabled 
  6. 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: 

  1. Go to Settings
  2. Under System & Company Settings, select General
  3. Click Accounting
  4. Navigate to the Payment Gateways section
  5. Set Accept Payments in Portal to Yes

  6. Set Email Pay Online Request to Yes

     

 

  1. Click Save 

 

Tip: Setting Email Pay Online Request to Yes is what allows you to send a patient a request for payment from the Invoice Search with a single click! 

 

Setting Up Moneris Vault 

  1. Go to Settings
  2. Under Accounting, select Payment Gateways 
  3. Click +New Payment Gateway

 

 

  1. 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   

 

 

  1. 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 
    • Passphrase: Enter the API Token  from Moneris (see below for details on finding this in your Moneris account)  
  2. Save your changes 

 

 

Getting the Store ID, Token and Passphrase from Moneris 

Following these steps to find the Token: 

  1. Log into the Moneris portal
  2. Go to Settings 
  3. Select Developer tools 
  4. Click Hosted Tokenization 
  5. Click Create profile 
  6. Find Source Domain 
  7. Enter your Juvonno URL 
  8. Click Create Profile 
    • A message should say that the profile was successfully created
  9. Copy the Profile ID and paste it in the Token field in Juvonno      

Follow these steps to find the Passphrase and the Store ID: 

  1. Log into the Moneris portal
  2. Go to Settings 
  3. Select Developer tools 
  4. Navigate to the API Token section
  5. Find Store ID 
  6. Copy this number and paste it in the Store ID field in Juvonno 
  7. Find the API Token 
  8. Copy this number and paste it in the Passphrase field in Juvonno

 

Tip: 

This article includes steps for locating information in an external system. While we do our best to keep these instructions current, we do not have access to those platforms, and their settings or workflows may change over time.

If something looks different or you need help finding a specific item, we recommend reaching out to the provider's support team.

 

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

 

 

 

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