Moneris PAYD Pro Reference Manual
  1. Manuals
  2. Brands
  3. Moneris Manuals
  4. Payment Terminal
  5. PAYD PRO
  6. Reference manual

Moneris PAYD Pro Reference Manual

Using for android
Hide thumbs Also See for PAYD Pro:
Table of Contents

Advertisement

Quick Links

Download this manual
Using PAYD Pro®
for Android™
Reference Guide
(10/2020)

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the PAYD Pro and is the answer not in the manual?

Questions and answers

Related Manuals for Moneris PAYD Pro

Summary of Contents for Moneris PAYD Pro

  • Page 1 Using PAYD Pro® for Android™ Reference Guide (10/2020)
  • Page 2 Need help? Web: moneris.com/support-paydpro Email: info@getpayd.com Toll-free: 1-855-423-PAYD (7293) Record your Moneris® merchant ID here: __________________________________________...

  • Page 3: Table Of Contents

    Contents Setting up for PAYD Pro ....................3 Introduction ..............................4 Before you get started ..........................5 Activating your PAYD Pro store ........................6 Setting up the PAYD App on your mobile device ................... 7 Downloading and installing the PAYD App from Google Play ................8 Setting up the PAYD PIN Pad ........................
  • Page 4 Error messages in the PAYD App ......................... 73 Error messages on the PAYD PIN Pad ......................77 Manual card entry on your mobile device ...................... 80 Sources of electromagnetic interference ......................81 Merchant Support ...................... 82 Using PAYD Pro® for Android™ Reference Guide...

  • Page 5: Setting Up For Payd Pro

    Setting up PAYD Pro In this section, we go over everything you need to know to activate your PAYD Pro store; download the PAYD® App; and pair the PAYD PIN Pad with an Android mobile device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 6: Introduction

    Introduction PAYD Pro allows you to accept Interac® Debit and credit payments right on your mobile device, just about anywhere your business takes you. This guide provides instructions on how to pair a Moneris PAYD® PAYD PIN Pad with an Android mobile device (referred to as "mobile device"...

  • Page 7: Before You Get Started

    If you need to activate your PAYD Pro store, proceed to Activating your PAYD Pro store (page 6).  If your PAYD Pro store is already activated, proceed to Setting up the PAYD App on your mobile device (page 7).

  • Page 8: Activating Your Payd Pro Store

    Note: You will shortly receive an "Activation Confirmation" Email containing your store ID and employee ID (the username you created). 10. Proceed to Setting up the PAYD App on your mobile device (page 7). * The information entered here applies to both the PAYD App and PAYD Administration. Using PAYD Pro® for Android™ Reference Guide...

  • Page 9: Setting Up The Payd App On Your Mobile Device

    If you need to download/install the PAYD App to your mobile device, proceed to Downloading and installing the PAYD App from Google Play (page 8).  If you have already downloaded/installed the PAYD App to your mobile device, proceed to Setting up the PAYD PIN Pad (page 9). Using PAYD Pro® for Android™ Reference Guide...

  • Page 10: Downloading And Installing The Payd App From Google Play

    4. Once the PAYD App is downloaded and installed on your mobile device, do not open/launch the PAYD App at this time. 5. Return to your mobile device's home screen. 6. Proceed to Setting up the PAYD PIN Pad (page 9). Using PAYD Pro® for Android™ Reference Guide...

  • Page 11: Setting Up The Payd Pin Pad

    Setting up the PAYD PIN Pad Your PAYD PIN Pad must be paired with a mobile device before it can be used to perform PAYD Pro transactions. 1. If the PAYD App is open on your mobile device, close the PAYD App now.

  • Page 12: Pairing A New Payd Pin Pad With Your Mobile Device

    Wait while the PAYD PIN Pad beeps and powers on. d. When the "LANGUAGE/LANGUE" screen displays, proceed to step 2 (Configure the PAYD PIN Pad's default language) on page 11. Using PAYD Pro® for Android™ Reference Guide...
  • Page 13 PAYD PIN Pad's terminal ID). c. Set the mobile device down beside the PAYD PIN Pad. d. Proceed to step 4 (Pair the PAYD PIN Pad with your mobile device) on page 12. Using PAYD Pro® for Android™ Reference Guide...
  • Page 14 When the "WELCOME/BONJOUR" screen displays, proceed to step 5 (Confirm that WELCOME/BONJOUR your mobile device is successfully paired with the PAYD PIN Pad) below. Note: The battery icon in the upper right corner on the screen may appear fuller than is shown here. Using PAYD Pro® for Android™ Reference Guide...
  • Page 15 The terminal ID (e.g., "I6012345") can also be found on a label affixed to the underside of the PAYD PIN Pad (see page 5). b. Proceed to step 6 (Initialize the PAYD PIN Pad) on page 14. Using PAYD Pro® for Android™ Reference Guide...
  • Page 16 6. Initialize the PAYD PIN Pad The PAYD PIN Pad must be successfully initialized from your mobile device before you can use it to perform PAYD Pro transactions. Follow the steps below to initialize the PAYD PIN Pad. Note: If the PAYD PIN Pad is already initialized, go to step 6k of this procedure.
  • Page 17 Use the USB charging cable provided to work with the PAYD PIN Pad. Failure to do so may affect the operability of or cause damage to the PAYD PIN Pad. b. Once the battery is fully charged, proceed to Ready to use the PAYD App? (page 23). Using PAYD Pro® for Android™ Reference Guide...

  • Page 18: Pairing An Initialized Payd Pin Pad With A Different Mobile Device

    Unpair the PAYD PIN Pad so that the mobile device forgets the PAYD PIN Pad's terminal ID. d. Power off the mobile device, and set it aside. e. Proceed to step 2 (Reset the initialized PAYD PIN Pad to its factory defaults) on page 17. Using PAYD Pro® for Android™ Reference Guide...
  • Page 19 When the "PED SERIAL NUMBER" screen displays, press the green key to continue. SERIAL NUMBER I6012345 When this "BLUETOOTH PAIRING" screen displays, proceed to step 3 (Ready your mobile device for Bluetooth pairing) on page 11. Using PAYD Pro® for Android™ Reference Guide...

  • Page 20: Pairing A Replacement Payd Pin Pad With Your Mobile Device

    If the PAYD App is open and/or you are signed in, close the PAYD App. e. Set the mobile device aside. Proceed to step 2 (Reset the older PAYD PIN Pad to its factory defaults) on page 19. Using PAYD Pro® for Android™ Reference Guide...
  • Page 21 When this older PAYD PIN Pad is powered off completely, set it aside, and do not attempt to use it again. h. Pair the new/replacement PAYD PIN Pad with your mobile device (proceed to Pairing a new PAYD PIN Pad with your mobile device on page 10). Using PAYD Pro® for Android™ Reference Guide...

  • Page 22: Other Payd Pin Pad Settings

    The PAYD PIN Pad is now configured to display the new default language (you do not have to re- initialize the PAYD PIN Pad). If you also want to change the language of the PAYD App, see page 34. Using PAYD Pro® for Android™ Reference Guide...
  • Page 23 SERIAL NUMBER I6012345 When this "BLUETOOTH PAIRING" screen displays, proceed to step 2 (Pair the PAYD BLUETOOTH PAIRING PIN Pad with your mobile device using legacy mode) on page 22. PAIR PAIR ADMIN Using PAYD Pro® for Android™ Reference Guide...
  • Page 24 (Confirm that your mobile device is successfully paired with the PAYD PIN Pad) on page 13. Note: The battery icon in the upper right corner on the screen may appear fuller than is shown here. Using PAYD Pro® for Android™ Reference Guide...

  • Page 25: Ready To Use The Payd App

    Signing in/signing out of the PAYD App, see pages 36 to 37.  PAYD PIN Pad power management and card entry options, see pages 43 to 50.  Performing transactions, see pages 51 to 62.  Generating reports, see pages 68 to 70. Using PAYD Pro® for Android™ Reference Guide...

  • Page 26: Configuring Payd App's Optional Features

    Configuring PAYD App's optional features Configuring PAYD App's optional settings In this section, we go over everything you need to know to configure the optional settings in the PAYD App. Using PAYD Pro® for Android™ Reference Guide...

  • Page 27: Optional Features

    Full: Includes the customer ID and order ID. 4. Tap the main menu icon ( ) to return to the main menu. Note: To change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 28: Setting A Default Payment Device

    Without checkmark: Option to "Process as Preauth" does not display on the "Sale" screen. 4. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 29: Enabling Tip Prompting

    5. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 30: Setting A Tax Rate

    3. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 31: Location-Mapping Transactions

    Viewing a location map To view the mapped location of a PAYD transaction, you must access the transaction's "Details" screen (see page 69) from any mobile device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 32: Setting A Quick Pin For Sign-In

    4. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 33: Pre-Filling The Employee Id/Store Id At Sign-In

    6. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 34: Setting An Email Address To Receive Exported Reports

    6. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 35: Auto-Sending Transaction Receipts To A Set Merchant Address

    6. Tap the main menu icon ( ) to return to the main menu. Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps on the other device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 36: Setting A Default Payd App Screen

    ) to return to the main menu, and then tap Settings. 2. The version number of the PAYD App displays near the bottom of the "Settings" screen (displays as "PAYD Mobile App v#.##"). Using PAYD Pro® for Android™ Reference Guide...

  • Page 37: Payd Pro Transactions

    PAYD Pro transactions In this section, we go over everything you need to know to use the PAYD PIN Pad and the PAYD App to perform PAYD Pro transactions on an Android mobile device. Using PAYD Pro® for Android™ Reference Guide...

  • Page 38: Signing Into/Signing Out Of The Payd App

    If the PAYD App prompts you to answer one security question, enter the answer, and tap Next. 5. Your default PAYD App screen displays once you are signed in. Note: To change the default screen, see Setting a default PAYD App screen (page 34). Using PAYD Pro® for Android™ Reference Guide...

  • Page 39: Signing Out

    3. When the PAYD App sign-in screen displays, it means you are signed out. Note: Depending on how you have configured the PAYD App, the full sign-in screen may display (see page 36) or the "Enter PIN" sign-in screen may display (see page 38). Using PAYD Pro® for Android™ Reference Guide...

  • Page 40: Signing In With A Quick Pin

    You will automatically be signed in once you enter the last digit; otherwise, tap Sign In. 4. Your default PAYD App screen displays once you are signed in. Note: To change the default screen, see Setting a default PAYD App screen (page 34). Using PAYD Pro® for Android™ Reference Guide...

  • Page 41: The Payd App Main Menu

    From the main menu, you can access any transaction, report, or setting in the PAYD App.  To return to this menu from any other screen, simply tap the main menu icon ( ) at the top of the screen. Using PAYD Pro® for Android™ Reference Guide...

  • Page 42: Need To Reset Your Sign-In Password

    10. When the "Password reset successfully" message displays on PAYD Administration's sign-in screen, it means your password has been reset. Note: You must enter the new password when signing into the PAYD App/PAYD Administration. Using PAYD Pro® for Android™ Reference Guide...

  • Page 43: Can't Remember Your Quick Pin

    Note: If you have also forgotten your sign-in password, see Need to reset your sign-in password? (page 40). 4. Once you are signed in, you may change or disable your quick PIN (see Setting a quick PIN for sign-in on page 30). Using PAYD Pro® for Android™ Reference Guide...

  • Page 44: Configuring Your Security Question/Answer

    6 (page 14); begin at step c.  If the PAYD PIN Pad with which you have paired your mobile device is already initialized, proceed to Ready to use the PAYD App? (page 23). Using PAYD Pro® for Android™ Reference Guide...

  • Page 45: The Payd Pin Pad

     Plug USB charging cable here. Power button (located on right side)  For power functions, see pages 45 to 46.  For reset function, press and hold down until the rebooting starts. Using PAYD Pro® for Android™ Reference Guide...

  • Page 46: Bluetooth Connectivity Indicator

    To maintain battery charge while the PAYD PIN Pad is powered on, connect it to an external power source via the USB charging cable provided with the PAYD PIN Pad.  Power off the PAYD PIN Pad when it is not in use or being charged (see page 47). Using PAYD Pro® for Android™ Reference Guide...

  • Page 47: Powering On The Payd Pin Pad

    Press the power button on the PAYD PIN Pad (see page 43). Note: The battery must be sufficiently charged (see page 44). 2. Wait while the PAYD PIN Pad beeps and powers on to the "WELCOME/BONJOUR" screen. Using PAYD Pro® for Android™ Reference Guide...

  • Page 48: Sleep Mode

    The PAYD PIN Pad’s battery is sufficiently charged (see page 44). Exiting Sleep mode 1. To exit Sleep mode, press the power button on the PAYD PIN Pad (see page 43), and then wait for the "WELCOME/BONJOUR" screen to display. Using PAYD Pro® for Android™ Reference Guide...

  • Page 49: Powering Off The Payd Pin Pad

    PAYD PIN Pad starts to power off, and then wait while it powers off completely (the screen is blank when the PAYD PIN Pad is powered off). Using PAYD Pro® for Android™ Reference Guide...

  • Page 50: Card Entry Options

    Hold the PAYD PIN Pad with one hand, and swipe the card in the magnetic stripe reader with the other hand (this will prevent the PAYD PIN Pad's internal contactless reader from inadvertently reading the card data as a contactless transaction). Using PAYD Pro® for Android™ Reference Guide...
  • Page 51 The card must be within 0.5 in. (1.3 cm) of the PAYD PIN Pad's display screen, but it does not have to touch it.  The card must be tapped or waved by itself. It should not be waved while in a wallet with other cards. Using PAYD Pro® for Android™ Reference Guide...
  • Page 52 1. In the PAYD App, initiate a Sale (or Pre-Authorization). 2. For detailed transaction steps to a Sale, see page 52 (for a Pre-Authorization, see page 54). 3. On the "Sale" screen, tap (checkmark the box) Keyed entry on pinpad. Using PAYD Pro® for Android™ Reference Guide...

  • Page 53: Transactions

     If the "Pinpad has been disconnected" pop-up displays, tap the OK button (see page 73 for troubleshooting). 5. A transaction is complete once the PAYD App displays an "APPROVED" or "DECLINED" response. Using PAYD Pro® for Android™ Reference Guide...

  • Page 54: Sale With Debit/Credit Card

    If tip prompting is enabled, see Customer prompts on the PAYD PIN Pad (tip prompting enabled) on page 58. If you need to manually enter the card data on the PAYD PIN Pad: a. See Manually entering card data on the PAYD PIN Pad (page 55). Using PAYD Pro® for Android™ Reference Guide...

  • Page 55: Sale With Cash

     To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67). 7. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 56: Pre-Authorization With Credit Card

    When the "Follow prompts on pinpad" screen displays, see Customer prompts on the PAYD PIN Pad (page 56). If you need to manually enter the card data on the PAYD PIN Pad: a. See Manually entering card data on the PAYD PIN Pad (page 55). Using PAYD Pro® for Android™ Reference Guide...

  • Page 57: Manually Entering Card Data On The Payd Pin Pad

     To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67). 9. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 58: Customer Prompts On The Payd Pin Pad

    Returns the PAYD PIN Pad to you (go to step 3). 3. Retrieve the PAYD PIN Pad from the customer. Note: If the "WELCOME/BONJOUR" screen is not already displayed on the PAYD PIN Pad, press the red key until it does. Using PAYD Pro® for Android™ Reference Guide...
  • Page 59  To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67). 5. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 60: Customer Prompts On The Payd Pin Pad (Tip Prompting Enabled)

    If the "SWIPE, TAP OR INSERT CARD" screen displays on the PAYD PIN Pad, continue on page 56; begin at step 2.  If the "ENTER CARD #" screen displays on the PAYD PIN Pad, the customer returns the PAYD PIN Pad to you (continue on page 55; begin at step 5). Using PAYD Pro® for Android™ Reference Guide...

  • Page 61: Customer Prompts In The Payd App

     To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67). 6. Tap the main menu icon ( ) to return to the main menu Using PAYD Pro® for Android™ Reference Guide...

  • Page 62: Voiding/Refunding A Transaction

    6. When the transaction "Details" screen displays, confirm this is the transaction that you want to reverse (see page 69), and then: Note: If you do not want to reverse this transaction, tap the back icon ( ), and repeat step 5. Using PAYD Pro® for Android™ Reference Guide...
  • Page 63  To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67).  Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 64: Capturing A Pre-Authorization

    If the tax AA% ($) field/box displays and is checkmarked, the tax that will be added displays in the field while the total transaction amount (with the tax) displays in the Total ($) field. Using PAYD Pro® for Android™ Reference Guide...
  • Page 65  To send an SMS text message notification, see Sending an SMS text message transaction notification (page 67). 11. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 66: Receipts

    Masking replaces a card’s numbers (except for the last 4) with "*"s (e.g., ************1234). Truncation displays only the last 4 digits of a card (e.g., 1234). The expiry date does not appear in any receipt. Using PAYD Pro® for Android™ Reference Guide...

  • Page 67: Signature Capture For Receipts

    PAYD Administration and can be viewed or printed from there at any time (see the Using Moneris PAYD Administration guide). A receipt with signature can also be viewed via the hyperlink included in any SMS text message notification sent for the transaction.

  • Page 68: Emailing A Transaction Receipt

    4. If you want to email a receipt to additional addresses, repeat steps 1 to 3 as many times as you require. 5. When you are finished, tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 69: Sending An Sms Text Message Transaction Notification

    4. If you want to send an SMS text message notification to additional phone numbers, repeat steps 1 to 3 as many times as you require. 5. When you are finished, tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 70: Reporting

    To view the details of a listed transaction, tap the desired transaction (see page 69). 5. When you are finished, tap the back icon ( ) to return to the transaction list, or tap the main menu icon ) to return to main menu. Using PAYD Pro® for Android™ Reference Guide...
  • Page 71 Total amount including tax and/or tip if entered. Transaction performed by user signed in under this employee ID. Moneris host identifier (e.g., if "I60123450010690030" is the number, then "I6012345" is the terminal ID (i.e., PAYD PIN Pad ID). This number may be requested by Moneris to help track a transaction.

  • Page 72: Batch Totals Report

    5. When you are finished, tap the back icon ( ) to return to the "Totals" list, or tap the main menu icon ( to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 73: Re-Initializing The Payd Pin Pad

    7. When the PAYD App displays the "Initialization was successful. Pinpad is ready to use" pop-up, tap the OK button. 8. When the PAYD PIN Pad displays the "WELCOME/BONJOUR" screen, the operation is complete. 9. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 74: Troubleshooting

    Troubleshooting Troubleshooting In this section, we go over everything you need to know to troubleshoot any issues. Using PAYD Pro® for Android™ Reference Guide...

  • Page 75: Error Messages In The Payd App

    1. Move to a location within your wireless network coverage area where there are no is strong and try sources of interference (see page 80), and retry the operation. again. Using PAYD Pro® for Android™ Reference Guide...
  • Page 76 5. When the PAYD PIN Pad is powered off, press its power button (see page 43), and then wait while the PAYD PIN Pad powers on. 6. When the "WELCOME/BONJOUR" screen displays, retry the transaction. Using PAYD Pro® for Android™ Reference Guide...
  • Page 77 PAYD PIN Pad powers on to the "WELCOME/BONJOUR" screen. Pad continues to display 3. Retry the transaction. "WELCOME 4. If the issue recurs, re-initialize the PAYD PIN Pad (see page 71). /BONJOUR". Using PAYD Pro® for Android™ Reference Guide...
  • Page 78 1. To enable location mapping, see page 29. transaction's "Details" screen. You want to 1. See Determining the PAYD App's version number (page 34). determine the version number of the PAYD App. Using PAYD Pro® for Android™ Reference Guide...

  • Page 79: Error Messages On The Payd Pin Pad

    1. Retrieve the PAYD PIN Pad, and remove the chip card. 2. Request another form of payment. ERROR The chip card was removed during the transaction. 1. Retrieve the PAYD PIN Pad, and retry the transaction. CARD REMOVED Using PAYD Pro® for Android™ Reference Guide...
  • Page 80 3. If the issue recurs, insert the card into the chip reader if the card has a chip; otherwise, swipe the card. WRONG CARD The card that was swiped cannot be used for this transaction. TYPE Ask for another card and retry. Using PAYD Pro® for Android™ Reference Guide...
  • Page 81 The PAYD PIN Pad battery charge level may be too low. reader does not See "TAP NOT ACCEPTED" (page 78). beep when a card is tapped/waved at the "SWIPE, TAP OR INSERT CARD" prompt. Using PAYD Pro® for Android™ Reference Guide...

  • Page 82: Manual Card Entry On Your Mobile Device

    (the PAYD App will not notify you that the email has been sent).  To send an SMS text message notification, see page 67. 8. Tap the main menu icon ( ) to return to the main menu. Using PAYD Pro® for Android™ Reference Guide...

  • Page 83: Sources Of Electromagnetic Interference

    Anti-theft barriers, etc.  Elevator shafts  Cash registers  Blenders and food processors  Air conditioning units, ventilation fans  Large, metal, horizontal or vertical surfaces (e.g., appliances, metallic blind or countertops, etc.) Using PAYD Pro® for Android™ Reference Guide...

  • Page 84: Merchant Support

    Merchant Support Merchant Support At Moneris, help is always here for you 24/7. Using PAYD Pro® for Android™ Reference Guide...
  • Page 85  Visit moneris.com/support-paydpro  Consult the FAQs on how to set up and use PAYD Pro.  Download PAYD Pro guides to assist with getting started, configuration, and usage instructions.  Visit shop.moneris.com to purchase point-of-sale supplies and accessories. ...
  • Page 86 All other marks or registered trade-marks are the property of their respective owners. © 2020 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This document shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation.

Table of Contents