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Moneris PAYD Using Manual

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Download this manual See also: Setup Manual
P A Y D
®
U S I N G
For Apple
iPad
,
®
®
iPhone
and iPod touch
®
®
(01/16)

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Summary of Contents for Moneris PAYD

  • Page 1 P A Y D ® U S I N G For Apple iPad ® ® iPhone and iPod touch ® ® (01/16)

  • Page 2: Table Of Contents

    Before you begin Setting up the PAYD App on your mobile device • Activating your PAYD store • Downloading and installing the PAYD App from the App Store • Ready to use the PAYD App? Optional features • Setting the transaction details level •...

  • Page 3: Important: Read First

    StoreID (refer to your Moneris Welcome e-mail for these IDs). password reset, a temporary password will be sent to this address. Note: Based on your PAYD account, you may not be able to accept credit cards. In the EmployeeID and Password/Confirmpassword fields, enter the If you want to accept credit cards as well as cash, please visit getpayd.com...

  • Page 4: Downloading And Installing The Payd App From The App Store

    To begin using the PAYD App, you must sign in (see page 15). Follow the steps below to download and install the PAYD App to your mobile To learn about the PAYD App and some of its features, read the sections listed device.

  • Page 5: Optional Features

    “Swipe” as the default. If the PAYD card reader is not connected to your the transaction by using one or more of the identifiers as search criteria (e.g., when mobile device, sets “Keyed”...

  • Page 6: Enabling Tip Prompting

    1) the device is configured to use a location service; Start on the “Settings” screen. 2) the device is configured to allow the PAYD App to access the device’s location Note: If another screen is displayed, tap to return to the main menu, and data;...

  • Page 7: Configuring A Quick Pin

    Pre-filling the Username/Store ID at sign-in Start on the “Settings” screen. Pre-fills the PAYD “full” sign-in fields with your PAYD Username and PAYD Store ID credentials whenever you launch the PAYD App (see page 15). Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.

  • Page 8: Setting An E-Mail Address To Receive Exported Reports

    Note: Receipts will be e-mailed to the set address in the background (i.e., the (“batch”), Date and Time (“date time”), Transaction Type (“type”), Order ID (“order PAYD App will give no visual indication that an e-mail has been sent following no”), Customer ID (“cust id”), Amount (“amount”), Card Type (“card type”), a transaction).

  • Page 9: Setting A Default Payd App Screen

    Setting the default language of the PAYD App The language of the PAYD App is determined by the language set for your mobile device. Note: If your device is configured for a language other than English or French, the PAYD App defaults to English.

  • Page 10: Signing Out

    Note: Some fields may be pre-filled (see page 11). Note: To enable this method of signing in, see Setting a quick PIN for sign-in Note: If you do not have a PAYD account, tap the Register button and follow the on page 10.

  • Page 11: The Payd App Main Menu

    The PAYD App main menu Can’t remember your quick PIN? From this menu, you can access any transaction, report, or setting in the PAYD App. From your mobile device’s home screen, tap the PAYD  icon to launch the •...

  • Page 12: Determining The Payd App's Version Number

    Settings. When you want to swipe a card (e.g., during a Sale or Pre-Authorization The version number of the PAYD App appears near the bottom of the transaction), you must connect the PAYD card reader to your mobile device “Settings”...

  • Page 13: Transactions

    To e-mail a transaction receipt, see page 33. your own Order ID, it will be generated automatically. Note: If you enabled the PAYD App to auto-send receipts to a set merchant In the Amount($) field, enter the Sale amount (#.##).

  • Page 14: Sale With Cash

    To e-mail a transaction receipt, see page 33. If you need to manually enter the card data: Note: If you enabled the PAYD App to auto-send receipts to a set merchant Disconnect the PAYD card reader if it is connected to your mobile device.

  • Page 15: Customer Prompts In The Payd App

    To e-mail a transaction receipt, see page 33. device, retrieve the device from the customer. Note: If you enabled the PAYD App to auto-send receipts to a set merchant • If “Please swipe card” appears on your mobile device, swipe the card on the address, the PAYD App automatically e-mails a receipt to the address connected PAYD card reader (see page 21).

  • Page 16: Voiding/Refunding A Transaction

    To e-mail a transaction receipt, see page 33. Select one or more of the following criteria: Note: If you enabled the PAYD App to auto-send receipts to a set merchant Note: The original transaction receipt includes the transaction identifiers address, the PAYD App automatically e-mails a receipt to the address (the submitted with the original transaction.

  • Page 17: Capturing A Pre-Authorization

    Date: To retrieve transactions processed within a date range other than today: Tap the Today drop-down list, and select a date range from the list; Note: If you enabled the PAYD App to auto-send receipts to a set merchant otherwise, skip this step to retrieve only transactions processed today.

  • Page 18: Receipts

    Signature capture for receipts Note: If you enabled the PAYD App to auto-send receipts to a set merchant address (see page 13), the PAYD App automatically e-mails a receipt to the address (the PAYD The “Customer Signature”...

  • Page 19: Sending An Sms Text Message Transaction Notification

    Note: To use this feature, your mobile device’s privacy settings must be configured to allow the PAYD App to access your device’s contacts data. (Your mobile device may prompt you to allow the PAYD App to access the device’s contacts data. You must grant this access to use this feature.) When the “Contacts”...

  • Page 20: Reporting

    Reporting You may do any of the following: • To display the next 10 transactions if applicable, tap More (to maximum of 300). • To export the report results in CSV format in a text file, tap ExportReport Transactions Report (near top of screen).

  • Page 21: Totals (Batches) Report

    Unique transaction identifier. Auto-generated if no Order ID entered for transaction. Note: Totals for a batch can be viewed from the PAYD App for up to three months from the date a batch is closed. Card type or “Cash”.

  • Page 22: Troubleshooting

    PIN (see page 19). Error messages in the PAYD App PIN. If an error message is displayed in the PAYD App (i.e., on your mobile device) The“ExportReport”button 1. Set an e-mail address to receive exported reports (see and is listed in the table below, tap OK and then follow the instructions in doesnotappearonthe page 12).
  • Page 23 Issue Solution Alocationmapdoesnot Your mobile device is not configured to use location displayonthe“Details” services and/or the PAYD App does not have access to screen. your device’s location data. For telephone or e-mail assistance: 1. To enable location-mapping, see page 9.
  • Page 24 Notes ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________...
  • Page 25 Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither Moneris or any of...

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