Moneris payd pro User Manual
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- Setup manual (14 pages) ,
- Using manual (104 pages) ,
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Summary of Contents for Moneris payd pro
- Page 1 P R O P A Y D U S I N G For Android (01/16)
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Page 2: Table Of Contents
Pairing a replacement PAYD PIN pad with your mobile device For more information Setting up the PAYD App on your mobile device • Activating your PAYD Pro store and assistance: • Downloading and installing the PAYD App from Google Play •... - Page 3 Signing into/Signing out of the PAYD App Receipts • Signing in with full credentials • Cardholder verification method (CVM) statement • Signing out • Card masking • Signing in with a quick PIN • Signature capture for receipts • The PAYD App main menu •...
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Page 4: Important: Read First
Note: For instructions on how to use Moneris PAYD Administration to manage Pairingoption2: your PAYD Pro store and any other registered account users, refer to the Using • If you want to pair a replacementPAYDPINpad (that has never been set up Moneris PAYD Administration guide. -
Page 5: Hardware Setup
, i.e., one which has never been paired with the ® ® initialized PAYD PIN pad: Refer to the Using PAYD Pro for Apple iPad, iPhone, and iPod touch guide; follow Pairing option 1 on page 5 of that guide. PowerupthePAYDPINpad... - Page 6 When the “CONTACTLESS READER” screen displays, When the “WELCOME/BONJOUR” screen displays, CONTACTLESS READER WELCOME/BONJOUR press F1 to select ENABLE. proceed to step 3 (Ready the PAYD PIN pad and your mobile device for Bluetooth pairing) below. ENABLE DISABLE Note: Enables the internal contactless reader for contactless transactions.
- Page 7 EnableSSPmode PairthePAYDPINpadwithyourmobiledevice On the “TELIUM MENU” screen, press F4 (YES). On the “TELIUM MENU” screen, press F4 (YES). The “PRESS F KEY” screen appears. The “PRESS F KEY” screen displays. Press the key. Press the key. The “FUNCTIONS” menu displays. The “FUNCTIONS”...
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Page 8: Pairing An Initialized Payd Pin Pad With A Different Mobile Device
Once the battery is fully charged, do one of the following: Note: The version screen displays for 10 seconds. • If you need to activate your PAYD Pro store, proceed to Activating your PAYD Pro store on page 18. Do one of the following: TELIUM MENU •... -
Page 9: Restoring A Bluetooth Connection Between An Initialized Payd Pin Pad And A Mobile Device
Restoring a Bluetooth connection RemovetheAndroidmobiledevicenamefromthePAYDPINpad’s Bluetoothregistry between an initialized PAYD PIN pad On the PAYD PIN pad’s “TELIUM MENU” screen, press F4 to select YES. and a mobile device The “PRESS F KEY” screen displays. Press the key. ReadyyourmobiledeviceforBluetoothpairing The “FUNCTIONS” menu displays. Power off the mobile device with which the PAYD PIN pad is currently paired. -
Page 10: Pairing A Replacement Payd Pin Pad With Your Mobile Device
Pairing a replacement PAYD PIN pad To restore a PAYD PIN pad connection... with your mobile device • ...fromoneAndroidmobiledevicetoanotherAndroiddevice: Proceed to step 3 (Remove the Android mobile device name from the RemovetheolderPAYDPINpadfromyourmobiledevice’s PAYD PIN pad’s Bluetooth registry) on page 14. Bluetoothregistry •... -
Page 11: Setting Up The Payd App On Your Mobile Device
Proceed to Downloading and installing the PAYD App from Google Play on page 19. *The information entered here applies to both the PAYD App and Moneris PAYD Administration. U S I N G PAY D P R O F O R A N D R O I D... -
Page 12: Initializing The Payd Pin Pad
Optional features Initializing the PAYD PIN pad From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. Setting the transaction details level Sign into the PAYD App (see page 30). Start on the “Settings” screen. Sets the optional transaction details (secondary transaction identifiers, Customer ID and Order ID) that you can enter during a transaction. -
Page 13: Enabling Pre-Authorizations
Enabling tip prompting Tap Interface. Specify the default payment device by tapping one of: If enabled, tip prompts appear during every debit/credit Sale or Pre-Authorization. • Pinpad: sets “Pinpad” as the default. Start on the “Settings” screen. • Swipe/Keyed: if the PAYD card reader is connected to your mobile device, sets “Swipe”... -
Page 14: Location-Mapping Transactions
Location-mapping transactions In the TaxDescriptionandTaxRate(%) fields, enter the tax name and the tax percentage. The PAYD App can map the location of PAYD financial transactions performed Note: This name will appear on the “Sale” screen but may be truncated if longer from your mobile device if: 1) The device is configured to use a location service;... -
Page 15: Pre-Filling The Username/Store Id At Sign-In
Setting an e-mail address to receive exported Disabling a quick PIN reports Start on the “Settings” screen. Note: If another screen is displayed, tap to return to the main menu, and Sets an e-mail address to which transaction reports will be sent when you then tap Settings. -
Page 16: Auto-Sending Transaction Receipts To A Set Merchant E-Mail Address
Auto-sending transaction receipts Setting a default PAYD App screen to a set merchant e-mail address Sets a default screen (“Sale”, “Reports”, “ Totals”, or “Settings”) to open whenever you sign into the PAYD App. Sets an e-mail address to which the PAYD App will automatically e-mail PAYD transaction receipts. -
Page 17: Signing Into/Signing Out Of The Payd App
Signing into/Signing out Tap SignIn. • If prompted to change your password, enter the required data, and tap of the PAYD App SavePassword. • If prompted to select and answer one or more security questions, see page 35. Your default PAYD screen displays once you are signed in. Note: To change the default screen, see page 29. -
Page 18: Signing In With A Quick Pin
Signing in with a quick PIN The PAYD App main menu Follow these steps to sign in using a 4-digit quick PIN. From this menu, you can access any transaction, report, or setting in the PAYD App. • To return to this menu from any other screen, simply tap at the top of the Note: To enable this method of signing in, see Setting a quick PIN for sign-in screen. -
Page 19: Need To Reset Your Sign-In Password
PAYDPassword field. be sent to this address. Note: You will subsequently be prompted to create a new password, which you will use from that point on to sign into the PAYD App and Moneris PAYD Tap SaveSecurityQuestion(or SaveSecurityQuestions). Administration. -
Page 20: The Payd Pin Pad
The PAYD PIN pad The customer uses the PAYD PIN pad to input data when prompted to do so Functionkeys(F1,F2,F3,andF4) during a transaction. • Select the option displayed above the key. • For names and descriptions of labelled areas on the PAYD PIN pad, see page 37. Alpha-Numerickeys Cancelkey • C lear message displayed on PAYD PIN pad. -
Page 21: Power Management And The Payd Pin Pad
Power management Powering on the PAYD PIN pad The “WELCOME/BONJOUR” screen displays when the PAYD PIN pad is fully and the PAYD PIN pad powered on (see also Sleep mode below). Power on WITH USB charging cable: Plug the USB charging cable into the micro-USB port on the PAYD PIN pad Maintaining battery charge (see page 36). -
Page 22: Powering Off The Payd Pin Pad
Card entry options Exiting Sleep mode To exit Sleep mode, press the Power button on the PAYD PIN pad (see page 36), and then wait for the “WELCOME/BONJOUR” screen to display. Insert: chip cards Powering off the PAYD PIN pad The PAYD PIN pad displays “SWIPE OR INSERT Disconnect the USB charging cable if connected. -
Page 23: Wave/Tap: Contactless Cards
• If the card is a debit card, the customer will be prompted to enteraPIN. Maximum Contactless Dollar Value (CDV) You may be prompted to capture the customer’s signature on your mobile To determine the maximum CDV for a card type, contact us. device. -
Page 24: Transactions
Transactions In the Amount($) field, enter the Sale amount (#.##). If the tax 00%($) field/box appears and is checkmarked, the tax that will be • added displays in the field while the total transaction amount (including the tax) displays in the Total($) field. General guidelines for performing transactions Note: If you do not want to add the tax to this transaction, tap (unmark) the tax 00% ($) box. -
Page 25: Pre-Authorization With Credit Card
In the AmountTendered($) field, enter the amount tendered by the customer. In the Amount($) field, enter the Pre-Authorization amount (#.##). • If the tax 00%($) field/box appears and is checkmarked, the tax that will be Note: The Change Due ($) field will automatically display the amount owed to added displays in the field while the total transaction amount (including the the customer. -
Page 26: Customer Prompts On The Payd Pin Pad
Customer prompts on the PAYD PIN pad When “EXPIRY DATE” appears on the PAYD PIN pad, key in the card expiry date (MMYY), and press the green key. When “Follow prompts on pinpad” appears on your mobile device, do the following: •... -
Page 27: Customer Prompts In The Payd App
Customer prompts in the PAYD App ...This table continues from the previous page. Prompts Customer action(s) When “Please specify a tip amount” appears on your mobile device, do the SELECTACCOUNT For chequing: Presses (CHQ). following: CHQSAV For savings: Presses (SAV). Hand your mobile device to the customer. -
Page 28: Voiding/Refunding A Transaction
The transaction is complete. • Date: To retrieve transactions processed within a date range other than • To e-mail a transaction receipt, see page 58. today: Tap the Today drop-down list, and select a date range from the list; otherwise, skip this step to retrieve only transactions processed today. Note: If you enabled the PAYD App to auto-send receipts to a set merchant •... -
Page 29: Capturing A Pre-Authorization
The transaction is complete. Tap SearchTransactions. • To e-mail a transaction receipt, see page 58. A transaction list appears. To display the next 10 transactions if applicable, tap More (to maximum • Note: If you enabled the PAYD App to auto-send receipts to a set merchant of 300). -
Page 30: Receipts
Note: If a signature is captured, it will not be included in e-mailed receipts; credit card was used for the transaction, the receipt includes information about however, a receipt with signature will be stored on Moneris PAYD Administration the cardholder verification method used for the transaction (see below). -
Page 31: E-Mailing A Transaction Receipt
E-mailing a transaction receipt Sending an SMS text message transaction notification When the APPROVED DECLINED response appears on your mobile device, follow these steps to e-mail a transaction receipt. When the APPROVED DECLINED response appears on your mobile device, Note: If you enabled the PAYD App to auto-send receipts to a set merchant address follow these steps to send an SMS (short message system) text message (see page 28), the PAYD App automatically e-mails a receipt to the address (the notification. -
Page 32: 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 33: Details Screen (Transactions)
Details screen (transactions) When the “Daily Summary” screen displays, you may review one or more of the following sub-reports: The “Details” screen displays (shown on page 64) when you tap a transaction Daily Summary Totals record listed in a Transactions Report (e.g., you may be performing a Void, For the selected date range, displays transaction types and totals grouped Refund, or Capture, or simply reviewing transactions). -
Page 34: Re-Initializing The Payd Pin Pad
“I6012345” is the terminal ID (i.e., PAYD PIN pad ID). Following a successful re-initialization, the “Initialization was successful. This number may be requested by Moneris to help Pinpad is ready to use” message displays on your mobile device. track a transaction. -
Page 35: Troubleshooting
Troubleshooting Error message Solution TheRequesthastimedout. There may be too much interference in your area and/ Pleaseensureyoursignal or your mobile device is too far from its wireless network isstrongandtryagain. access point. Error messages in the PAYD App 1. Move to a location within your wireless network coverage area where there are no sources of If an error message is displayed in the PAYD App (i.e., on your mobile device) interference (see page 77), and retry the operation. - Page 36 Issue Solution Issue Solution “InitializePinpad”button 1. Ensure that the PAYD PIN pad is powered on. Nothinghappens Your mobile device’s privacy settings are configured to whenyoutap deny the PAYD App access your device’s contacts list, doesnotappear. 2. Tap ConnectPinpad. or you do not have any contact listings stored on your 3.
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Page 37: Error Messages On The Payd Pin Pad
Error messages on the PAYD PIN pad Error message Solution CONTACTLESS If the card has a chip, insert it into the chip reader; If an error message appears on the PAYD PIN pad, first press the red key once TRANSACTION otherwise, swipe the card. -
Page 38: Other Issues (Payd Pin Pad)
CARD”prompt. Youareunabletopairthe Your mobile device (esp. 2008 or earlier models) may not PAYDPINpadwithyour support pairing in SSP mode. mobiledevice(e.g.,you 1. For other pairing options, visit the PAYD Pro geta“failure”messageor Knowledgebase at getpayd.com/paydpro/support youarebeingpromptedto search for “Bluetooth pairing with legacy mode”. -
Page 39: Using The Payd Card Reader
Using the PAYD card reader Initiate the Sale (or Pre-Authorization), and then tap Swipe. • If the CustomerID and OrderID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both of the fields;... -
Page 40: Manual Card Entry On Your Mobile Device
Manual card entry on your mobile device Sources of electromagnetic interference If you are unable to perform a Sale or Pre-Authorization using the PAYD card Listed below are some common sources of electromagnetic interference that reader (see page 74), follow the steps below to manually enter the transaction may impair the operability of the PAYD PIN pad: entirely on your mobile device. -
Page 41: Need Help
Need help? Notes For telephone or e-mail assistance: ________________________________________________________________ • Call us toll-free at 1-855-423-PAYD (7293), or e-mail us at info@getpayd.com ________________________________________________________________ (24 hours a day, 7 days a week). ________________________________________________________________ For online troubleshooting tips, frequently asked questions (FAQ), and other help ________________________________________________________________ resources: ________________________________________________________________... - Page 42 ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________...
- Page 43 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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