Using PAYD ProTM

Using PAYD ProTM
Need help?
For telephone or e-mail assistance:
• Call us toll-free at 1-855-423-7293, or e-mail us at
[email protected] (24 hours a day, 7 days a week).
For online troubleshooting tips, frequently asked
questions (FAQ), and other help resources:
• In the PAYD App:
1.Start on the main menu (you must be signed in).
Note: If another screen is displayed, tap
to the main menu.
to go
2.Tap Help.
• On the Web:
1.Visit getpayd.com (additional copies of this guide
may be downloaded from this site).
2.For instructions on how to determine the version
of the PAYD App you are using, see page 31.
IMPORTANT: You must use the USB charging cable
provided with the PAYD PIN pad. Failure to do so may
affect the operability of or cause damage to the PAYD
PIN pad.
TM PAYD PRO, MONERIS PAYD and MONERIS PAYD & Design are trade-marks
of Moneris Solutions Corporation. ANDROID is a trade-mark of Google Inc.
® MONERIS and PAYD are registered trade-marks of Moneris Solutions
Corporation. INTERAC is a registered trade-mark of Interac Inc.
BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE, IPAD,
IPHONE, IPOD TOUCH and APP STORE are trade-marks of Apple Inc.,
registered in the U.S. and other countries. All other marks or registered
trade-marks are the property of their respective owners.
© 2015 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto,
Ontario, M8X 2X2.
All Rights Reserved. This manual 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 (“Moneris”). This guide is for informational
purposes only. 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 its affiliates nor any of our or their respective
licensors, licensees, service providers or suppliers warrant or make
any representation regarding the use or the results of the use of the
information, content and materials contained in this guide in terms of
their correctness, accuracy, reliability or otherwise. Your credit and/or
debit card processing is separately governed by the Terms and Conditions
of your Moneris VISA Merchant Agreement, your Moneris MasterCard
Merchant Agreement, your Moneris Discover Merchant Agreement and/
or your INTERAC Merchant and Terminal Agreement (collectively, the
“Merchant Agreements”), as applicable with Moneris. It is the merchant’s
responsibility to ensure that proper card processing procedures are
followed at all times. Please refer to your Merchant manuals and the
Terms and Conditions of your Merchant Agreement(s) for details. The
Moneris Merchant Operating Manual is available for free download at
getpayd.com/manuals.
Using PAYD Pro
TM
For iPad®, iPhone®
and iPod touch®
PAYDPR-Apl-YT-E (04/15)
(04/15)
Contents
Need help?
Call 1-855-423-7293
or
E-mail [email protected]
Record your Merchant ID (13 digits) here:
Record your PAYD Store ID here:
3
Important: Read First . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Hardware setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Setting up the PAYD App
on your mobile device. . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Optional features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Signing into/Signing out of
the PAYD App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
The PAYD PIN pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
Power management and the
PAYD PIN pad. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Card entry options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
52
Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Re-initializing the PAYD PIN pad . . . . . . . . . . . . . . . . . 61
Demo mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
1
Important: Read First
Before you begin
3.Determine your setup requirements:
Note: For instructions on how to use the PAYD
Merchant Resource Center to manage your store and
other registered account users (if any), refer to the
Using PAYD Merchant Resource Center guide.
Option 2:
• If you want to pair a replacement PAYD PIN pad
(that has never been set up and initialized) with
an iPad, iPhone or iPod touch that is currently
paired with an initialized PAYD PIN pad: Proceed
to Hardware setup on page 5.
This guide provides instructions on how to: Pair a
Moneris PAYDTM PIN pad with an Apple iPad, iPhone,
and iPod touch (collectively referred to as “mobile
device” or “device”); download and install the PAYD®
App to the mobile device; initialize the PAYD PIN pad;
and use the PAYD App to perform transactions.
1. Ensure that you have the following components:
• Bluetooth-discoverable mobile device.
• Moneris PAYD PIN pad and USB charging cable
(provided in your welcome kit).
Note: You will be required to plug this cable into
a powered USB port (e.g., on a computer).
• The PAYD PIN pad hardware identifier (“PAYD PIN
pad ID”) is an 8-digit alpha-numeric code starting
with “I6” (e.g., “I6012345”), which is printed on a
white label affixed to the underside of the PAYD
PIN pad:
You will be asked to refer to this PAYD PIN pad ID in
the Hardware setup steps on the following pages.
Note: This ID will also be displayed on screen during
several of the setup steps.
2.Do one of the following:
• If you have all the required components,
proceed to step 3 on page 3.
• If you do not have the required components,
please contact us:
call 1-855-423-7293
2
or email [email protected]
Option 1:
• If you want to pair a new PAYD PIN pad (that has
never been set up and initialized) with an iPad,
iPhone or iPod touch that has never been paired
with a PAYD PIN pad : Proceed to Hardware setup
on page 5.
Option 3:
• If you want to pair an initialized PAYD PIN pad
with a different iPad, iPhone or iPod touch, i.e., one
which has never been paired with the initialized
PAYD PIN pad: Proceed to Pairing an initialized
PAYD PIN pad with a different mobile device on
page 11.
ote: The PAYD PIN pad can only be used to perform
N
transactions with one mobile device at a time.
If you follow these steps to pair the PAYD PIN pad
with a different mobile device, the PAYD PIN pad
will lose its Bluetooth connection to the first device.
You will not be able to perform transactions with
the first device until you restore its Bluetooth
connection to the PAYD PIN pad (see Option 4 below
and Option 6 on page 4).
Option 4:
• If you want to restore an initialized PAYD PIN pad’s
Bluetooth connection to an iPad, iPhone or iPod
touch with which the PAYD PIN pad has previously
been paired: Proceed to Restoring a Bluetooth
connection between an initialized PAYD PIN pad
and a mobile device on page 14.
3
Option 5:
• If you want to move an initialized PAYD PIN pad to
a new Android TM mobile device, i.e., one which has
never been paired with the initialized PAYD PIN
pad: Refer to the Using PAYD Pro for Android guide;
follow Option 1 on page 3 of that guide.
Option 6:
• If you want to restore an initialized PAYD PIN pad’s
Bluetooth connection to an Android mobile device
with which the PAYD PIN pad has previously been
paired: Refer to the Using PAYD Pro for Android
guide; follow Option 4 on page 3 of that guide.
Hardware setup
1
.,
Power up the PAYD PIN pad
a. Plug the USB charging cable into the micro-USB
port on the PAYD PIN pad (see page 33).
IMPORTANT: Use the USB charging cable provided
with the PAYD PIN pad. Failure to do so may
affect the operability of or cause damage to the
PAYD PIN pad.
b. Plug the other end of the charging cable into
a powered USB port (e.g., on a computer).
c. Wait while the PAYD PIN pad beeps and powers up.
d. Wait for the TELIUM
MENU screen to display.
e. Proceed to step 2
(Configure the PAYD PIN
pad’s optional settings)
below.
2
.,
NO
YES
Configure the PAYD PIN pad’s optional settings
a. On the TELIUM MENU
screen, press F1 to select
NO.
b. When the LANGUAGE/
LANGUE screen displays,
press F1 to select ENGL.
Note: Sets the default screen text to display
in English.
c. When the CONTACTLESS
READER screen displays,
press F1 to select ENABLE.
Note: Enables the internal
contactless reader for
contactless transactions.
4
TELIUM MENU
TELIUM MENU
NO
YES
LANGUAGE/LANGUE
ENGL
FRAN
CONTACTLESS READER
ENABLE
DISABLE
5
d. When the MODE screen
displays, press F1 to scroll
to iOS, and then press the
green
key.
j. When the WELCOME/
BONJOUR screen displays,
proceed to step 3 (Ready
your mobile device for
Bluetooth pairing) below.
MODE
iOS
ANDROID
N
ote: Enables the PAYD PIN
pad to be paired with an
iPad, iPhone, or iPod touch.
.,
e. When the BEEP screen
displays, press F1 to select ON.
N
ote: Sets the PAYD PIN pad
to beep at the end of a
transaction to remind the
customer to remove their
chip card from the chip
reader.
BEEP
ON
g. If the TERMINAL ID screen
displays, press the green
key to continue.
h. Wait for the PED SERIAL
NUMBER screen to display.
Note: The PED SERIAL
NUMBER is an 8-digit
alpha-numeric code that
will also display on your
mobile device’s Bluetooth
menu once you have paired
the device with the PAYD PIN
pad. This code is used as the
PAYD PIN pad ID and is
printed on a label affixed
to the underside of the PAYD
PIN pad (see page 2).
i. P
ress the green
continue.
6
Ready your mobile device for Bluetooth pairing
a. Power on your mobile device.
OFF
b. Ensure that your mobile device’s Bluetooth
menu is open and the device is configured to be
“discoverable” by another Bluetooth-ready device.
c. Set your mobile device aside.
d. Proceed to step 4 (Access the PAYD PIN pad’s
Telium menu) on page 8.
f. When the CASHBACK screen
displays, press F4 to select NO.
N
ote: This feature is not
supported and must be
disabled.
3
WELCOME/BONJOUR
CASHBACK
YES
NO
TERMINAL ID
I6012345
PED
SERIAL NUMBER
I6012345
key to
7
4
.,
5
.,
Access the PAYD PIN pad’s Telium menu
a. Unplug the USB charging cable from the
external power source, but leave the cable
connected to the PAYD PIN pad.
b. S
imultaneously press and hold down both the
yellow
key and the
key to power off the
PAYD PIN pad.
c. Wait until the PAYD PIN pad beeps and powers off.
d. R
eplug the USB charging cable back into the
external power source.
Pair the PAYD PIN pad with your mobile device
Note: During the following steps, if you do not
respond to the screen prompts quickly enough, the
PAYD PIN pad may timeout and reboot back to the
WELCOME/BONJOUR screen. If this happens, simply
repeat step 4 on page 8.
a. On the TELIUM MENU screen, press F4 (YES).
The PRESS F KEY screen displays.
b. Press the
key.
e. Wait while the PAYD PIN pad beeps and powers up.
The FUNCTIONS menu displays.
f. As soon as the version
screen displays (shown
here), press the red
,
key and then quickly
key.
press the green
Note: The version screen
displays for 10 seconds.
The BT PAIRING menu displays.
g. Do one of the following:
•If you see the WELCOME/
BONJOUR screen again,
repeat steps 4a-f of this
procedure.
•If you now see the TELIUM
MENU screen (shown
here), proceed to step 5
(Pair the PAYD PIN pad
with your mobile device)
on page 9.
U-VVVV-I6012345
d. Press the 2 key to select Pair device (iOS).
e. When the AVAILABLE DEVICES menu displays:
•If the mobile device has previously been paired
with the PAYD PIN pad, go directly to step g.
•If the mobile device has never been paired with
the PAYD PIN pad, go to step f.
TELIUM MENU
NO
c. Press the 2 key to select BT PAIRING.
f. Press the 0 key to select Search devices.
YES
The message “Search in progress...” appears,
and then a list of Bluetooth-discoverable devices
appears.
g. Locate the name of the mobile device that you
want to pair with the PAYD PIN pad (e.g., may
appear as #-your mobile device’s name), and
press the key representing the number (#).
Note: To scroll down the list, press F2.
h. Do one of the following:
•If the mobile device has previously been paired
with the PAYD PIN pad, wait for the “Pairing
Success” message to appear on the PAYD PIN pad,
and then go directly to step j on page 10.
•If the mobile device has never been paired with
the PAYD PIN pad, wait for the PAYD PIN pad to
display the “Start pairing...” screen, which shows
a 16-digit PIN code (e.g., “1234567890123456”).
Start pairing...
Enter this PIN code
when required:
1234567890123456
Note: This screen will display for 60 seconds.
8
9
i. On your mobile device’s Bluetooth menu, enter
the 16-digit PIN code, and complete the pairing.
Note: The “Pairing Success” message appears
briefly on the PAYD PIN pad following the pairing.
j. When the BT PAIRING menu displays, press the red
key, and wait for the PAYD PIN pad to reboot back to the WELCOME/BONJOUR screen.
k. Proceed to step 6 (Confirm that your mobile
device is successfully paired with the PAYD PIN
pad) below.
6
.,
Confirm that your mobile device
is successfully paired with the PAYD PIN pad
a. On your mobile device’s Bluetooth menu,
confirm that the 8-digit PAYD PIN pad ID
(e.g., “I6012345”) of the PAYD PIN pad you have
just set up is shown as “connected”.
Note: This PAYD PIN pad ID can also be found:
•on a label affixed to the underside of the
PAYD PIN pad (see page 2).
•on the version screen, which displays whenever the PAYD PIN pad is rebooted.
b. Once you have confirmed that the PAYD PIN pad
you have just set up is paired with your mobile
device, proceed to step 7 (Charge the PAYD PIN
pad’s battery to full capacity) on page 11.
7
.,
Charge the PAYD PIN pad’s battery to full capacity
a. Leave the USB charging cable plugged into the
PAYD PIN pad and the external power source
until the PAYD PIN pad’s battery is fully charged
(may take up to 3 hours).
Note: Once the battery is fully charged, the icon
at the top right corner of the PAYD PIN pad’s
screen displays solid black (
).
IMPORTANT: Use the USB charging cable provided
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
Setting up the PAYD App on your mobile device
on page 16.
Pairing an initialized PAYD PIN pad with a different
mobile device
1
.,
Ready your mobile device for Bluetooth pairing
a. Power on the other mobile device with which
you want to pair the initialized PAYD PIN pad.
b. Ensure that this mobile device’s Bluetooth menu
is open and the device is configured to be
“discoverable” by another Bluetooth-ready device.
Note: In a subsequent procedure, you will be
instructed to enter a 16-digit PIN code that
will allow your “discoverable” mobile device
to be paired.
c. Set this mobile device aside.
d. Proceed to step 2 (Access the initialized PAYD PIN
pad’s Telium menu) on page 12.
10
11
2
Access the initialized PAYD PIN pad’s Telium menu
a. If the PAYD PIN pad is powered on, simultaneously
press and hold down both the yellow
key
and the
key to power it off.
b. Wait until the PAYD PIN pad beeps and powers off.
c. Power on the PAYD PIN pad by plugging the USB
charging cable into an external power source.
d. While the PAYD PIN pad is powering up, go to
the next step.
e. As soon as the version
screen displays (shown
here), press the red
key, and then quickly
press the green
key.
U-VVVV-I6012345
.,
.,
TELIUM MENU
NO
YES
Determine your setup requirements
• If you want to RETAIN one or more existing
mobile device names in the PAYD PIN pad’s
Bluetooth registry: Proceed to step 5 (Pair the
PAYD PIN pad with your mobile device) on page 9.
• If you want to REMOVE one or more existing
mobile device names from the PAYD PIN pad’s
Bluetooth registry: Proceed to step 4
(Remove a mobile device name from the PAYD
PIN pad’s Bluetooth registry) below.
Note: If you remove an existing mobile device
name from the PAYD PIN pad’s Bluetooth
registry, you will not be able to restore Bluetooth
connection to that mobile device without
re-entering a new 16-digit Bluetooth PIN code.
4
Note: The version screen
displays for 10 seconds.
f. D
o one of the following:
•If you see the WELCOME/
BONJOUR screen again,
repeat steps 2a-e of this
procedure.
•If you now see the
TELIUM MENU screen
(shown here), proceed
to step 3 (Determine
your setup requirements)
on page 13.
3
Remove a mobile device name from the
PAYD PIN pad’s Bluetooth registry
a.On the PAYD PIN pad’s TELIUM MENU screen,
press F4 to select YES.
The PRESS F KEY screen displays.
b.Press the
key.
The FUNCTIONS menu displays.
c.Press the 3 key to select Remove paired device.
The REMOVE DEVICE menu displays.
d.Locate the name listing of the mobile device
that you want to remove (e.g., may appear as
#-your mobile device’s name), and press the key
representing the number (#) beside the name.
e.Do one of the following:
•If you want to remove another mobile device
name from the PAYD PIN pad’s Bluetooth
registry, repeat step d.
•If the message “No paired device” appears,
go to step f.
f.When BT PAIRING menu displays, proceed to
step 5 (Pair the PAYD PIN pad with your mobile
device) on page 9, and continue at step d.
12
13
Restoring a Bluetooth connection between an
initialized PAYD PIN pad and a mobile device
1
Ready your mobile device for Bluetooth
pairing
a.Power on the other mobile device with which you
want to pair the initialized PAYD PIN pad.
b.Ensure that this mobile device’s Bluetooth
menu is open and the device is configured to
be “discoverable” by another Bluetooth-ready
device.
Note: In a subsequent procedure, you will be
instructed to enter a 16-digit PIN code that will
allow your discoverable mobile device to be
paired.
c.Set this mobile device aside.
d.Proceed to step 2 (Access the initialized PAYD PIN
pad’s Telium menu) on page 15.
2
Access the initialized PAYD PIN pad’s Telium menu
a.If the PAYD PIN pad is powered on, simultaneously
press and hold down both the yellow
key
and the
key to power it off.
b.Wait until the PAYD PIN pad beeps and powers off.
c.Power on the PAYD PIN pad by plugging the USB
charging cable into an external power source.
d.While the PAYD PIN pad is powering up, go to the
next step.
e.As soon as the version
screen displays (shown
here), press the red
key, and then quickly
press the green
key.
U-VVVV-I6012345
Note: The version screen
displays for 10 seconds.
f.Do one of the following:
•If you see the WELCOME/
BONJOUR screen again,
repeat steps 2a-e of this
procedure.
•If you now see the
TELIUM MENU screen
(shown here), proceed
to step g.
TELIUM MENU
NO
YES
g.To restore a PAYD PIN pad connection...
•...from one Apple iPad, iPhone, or iPod touch
to another Apple iPad, iPhone, or iPod touch:
Proceed to step 5 (Pair the PAYD PIN pad with
your mobile device) on page 9.
•...from an Android device to an Apple iPad,
iPhone or iPod Touch: Proceed to step 2
(Configure the PAYD PIN pad’s optional settings)
on page 5.
14
15
Setting up the PAYD App
on your mobile device
1.Determine your setup requirements:
•If you paired a PAYD PIN pad with a mobile device to
which you have not yet downloaded, installed, and
set up the PAYD App, go directly to step 2.
•If you restored a Bluetooth connection between an
initialized PAYD PIN pad and a mobile device on
which you have previously been performing PAYD
transactions with the PAYD PIN pad, proceed directly
to Initializing the PAYD PIN pad on page 18.
•If you paired a replacement PAYD PIN pad with
a mobile device on which you were previously
performing PAYD transactions with a different
PAYD PIN pad (i.e., you did a PAYD PIN pad swap):
a.Make the mobile device “forget” the older PAYD
PIN pad (i.e., you must remove the older PAYD PIN
pad’s 8-digit ID from the mobile device’s Bluetooth
registry).
b.Proceed directly to Initializing the PAYD PIN pad
on page 18.
2.Do one of the following:
•If your store has not yet been activated, proceed
to Activating your PAYD store below.
•If your store has already been activated, proceed to
Downloading and installing the PAYD App from
the App Store on page 17.
Activating your PAYD store
1.Visit getpayd.com/activate.
2.In the Merchant ID field, enter your Merchant ID.
Note: Your Merchant ID is a 13-digit number provided
to you in your order confirmation e-mail from
Moneris®.
3.In the Store ID field, enter your PAYD Store ID.
Note: Your Store ID is also provided in your order
confirmation e-mail from Moneris.
4.Tap Next.
5.Enter your name and password information.
8.Tap Complete Activation.
9.When a “congratulations” confirmation screen
displays, it means your PAYD store is activated.
10.Proceed to Downloading and installing the PAYD App
from the App Store below.
Downloading and installing the PAYD App from the
App StoreSM
1.From your mobile device’s home screen, open the
App Store.
2.In the Business category, search for “PAYD” then select
the PAYD App.
Recommended: Read the PAYD “Terms of Use” before
proceeding with the download.
3.Tap Free, and then tap INSTALL APP.
4.When prompted, enter your Apple ID and password,
and then tap OK.
5.When the installation is complete, your mobile
device’s home screen displays.
Note: If prompted to allow the PAYD App to access
your device’s location data, grant this access if you
want to use the location mapping feature (see page 22).
If prompted to allow the PAYD App to access your
mobile device’s microphone, grant this access so
that you can use the PAYD card reader as backup
if required (see page 73).
If you want to e-mail transaction receipts or send
SMS text message notifications to a contact from
your mobile device’s contacts list without having
to enter the address or phone number each time
you want to take the action (see pages 54 and 55
respectively), ensure that your device’s privacy
settings are configured to allow the PAYD App to
access the device’s contacts data.
6.Proceed to Initializing the PAYD PIN pad on page 18.
6.Tap Next.
7.Select and answer the three security questions from
the drop-down lists, and enter your e-mail address.
N
ote: In the event that you forget your sign-in
password and need to have it reset, a temporary
password will be sent to this address.
16
17
Initializing the PAYD PIN pad
1.From your mobile device’s home screen, tap the PAYD
icon to launch the PAYD App.
2.Sign into the PAYD App (see page 27).
3.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
then tap Settings.
, and
4.Tap Pinpad, and then tap Initialize Pinpad.
Note: If Connect Pinpad appears instead, see page 66
for troubleshooting.
5.Wait while the PAYD PIN pad initializes. The message
“PLEASE WAIT” appears on the PAYD PIN pad.
Note: The initialization process may take a few
minutes to complete.
6.Following a successful initialization, the “Initialization
was successful. Pinpad is ready to use” message
displays on your mobile device.
7.Tap OK to acknowledge the “Success” message.
N
ote: The PAYD PIN pad displays WELCOME/
BONJOUR.
to return to the main menu.
8.Tap
•If you initialized a new PAYD PIN pad as a
replacement for another PAYD PIN pad, remove the
other PAYD PIN pad ID from your mobile device’s
Bluetooth registry.
9.Proceed to Enabling the PAYD PIN pad’s Wakeup on
Bluetooth feature below.
Enabling the PAYD PIN pad’s Wakeup on Bluetooth
feature
1.Disconnect the USB charging cable from the PAYD
PIN pad if it is connected.
N
ote: If the hardware manufacturer name/logo
is displayed on the PAYD PIN pad, press the Power
button on the PAYD PIN pad (see page 33) to return to
the WELCOME/BONJOUR screen.
2.If the WELCOME/BONJOUR screen is displayed, go to
the next step.
3.Simultaneously press and hold down both the
yellow
key and the
key, and wait while the
PAYD PIN pad powers off.
18
4.Once the PAYD PIN pad is powered off, press the
Power button again.
5.As soon as the version screen displays on the PAYD
PIN pad (e.g., “U-VVVV-I6012345”), press the red
key, and then quickly press the green
key.
Note: The version screen displays for 10 seconds.
6.Do one of the following:
•If the TELIUM MENU screen is displayed, go to step 7.
•If the WELCOME/BONJOUR screen is displayed, go
back to step 3.
7.Enable Wakeup on Bluetooth:
a.Press the F4 key to select YES.
b.When the PRESS F KEY screen displays, press
the
key.
c.When the FUNCTIONS menu displays, press the
2 key to select BT PAIRING.
d.When the BT PAIRING menu displays, press the
5 key to select Wakeup on Bluetooth.
e.When the WAKEUP BLUETOOTH menu displays,
press the F2 key to scroll down to On (Both).
f. When On (Both) is highlighted, press the green
key.
g.When the BT PAIRING menu displays, press the
red
key.
h.Wait while the PAYD PIN pad reboots back to the
WELCOME/BONJOUR screen.
8.The PAYD App and the PAYD PIN pad are now ready
to perform transactions.
9.Proceed to Ready to use the PAYD App? below.
Ready to use the PAYD App?
1.To learn about the PAYD App and some of its
features, read the sections listed here:
•Configuring optional PAYD App settings, see pages
20-26.
•Signing in/Signing out of the PAYD App, see pages
27-31.
•PAYD PIN pad power management and card entry
options, see pages 34 to 38.
•Performing transactions, see pages 39 to 51.
•Generating reports, see pages 56 to 60.
•Using Demo mode, see pages 62 to 63.
19
Optional features
Setting transaction details level
Sets the optional transaction details (secondary
transaction identifiers, Customer ID and Order ID) that
you can enter during a transaction.
Note: Even if optional transaction details are enabled,
you may bypass entering data in the Customer ID and
Order ID fields during a transaction. If you enter data
in one or both of these fields during a transaction, you
can subsequently retrieve the transaction by using one
or more of the identifiers as search criteria (e.g., when
generating a report or doing a Refund, Void, or Capture).
1.Start on the “Settings” screen.
to return
N
ote: If another screen is displayed, tap
to the main menu, and then tap Settings.
2.Tap Interface.
3.Specify the optional transaction details to include by
tapping one of:
•Quick Pay: excludes Customer ID and Order ID.
•Minimal: includes only Customer ID.
•Full: includes Customer ID and Order ID.
4.Tap
to return to the main menu.
N
ote: To change this setting on a different mobile
device, repeat these steps on the other device.
Enabling Pre-Authorizations
Enables option to process Pre-Authorizations.
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Interface.
3.Tap (checkmark or unmark the box) Display Preauth:
•With checkmark: The option “Process as Preauth”
displays on the “Sale” screen (see page 41).
•Without checkmark: The option “Process as Preauth”
does not display on the “Sale” screen.
4.Tap
Enabling tip prompting
If enabled, tip prompts appear only during a debit/
credit Sale or Pre-Authorization.
1.Start on the “Settings” screen.
to return
N
ote: If another screen is displayed, tap
to the main menu, and then tap Settings.
2.Tap Tip.
3.Tap (checkmark or unmark the box) Tip on
Purchase:
•With checkmark: Tip prompts appear during
a debit/credit Sale or Pre-Authorization.
N
ote: If “Pinpad” is selected as the card entry
method, the customer will be prompted to enter
a tip as a dollar amount. If “Swipe”/”Keyed” is
selected, the customer will be prompted to select a
default tip, enter a customized tip, or bypass tip.
•Without checkmark: Tip prompts do not appear
during any transaction.
4.If you enabled tip prompting, you may use the three
pre-set percentages, or set your own default values:
To change one or more default tip percentages:
a.Enter a tip percentage in one or more “Quick Tip” fields.
b.Tap Save Tip Values.
To leave the default tip percentages as they are:
a.Go directly to the next step.
5.Tap
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.
to return to the main menu.
N
ote: To enable/disable this feature on a different
mobile device, repeat these steps on the other device.
20
21
Location-mapping transactions
The PAYD App can map the location of PAYD financial
transactions performed from your mobile device if:
1) The device is configured to use a location service;
2) The device is configured to allow the PAYD App
to access the device’s location data; and 3) the
transaction response is APPROVED or DECLINED .
Note: Your mobile device may prompt you to allow
the PAYD App to access the device’s location data.
You must grant this access to use the location
mapping feature. If you want to enable this feature
on a different mobile device, repeat these steps on
the other device.
Viewing a location map
To view the mapped location of a PAYD transaction,
you must access the transaction’s “Details” screen
(see page 59) from any mobile device.
Setting sales tax
Sets region-specific percentage by which a sales tax
will be auto-calculated and added to the transaction
amount.
5.Tap
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.
Configuring quick PIN
Setting a quick PIN for sign-in
Sign into the PAYD App with a 4-digit PIN.
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Quick Login.
3.Tap (checkmark the box) PIN Login.
4.Enter a 4-digit PIN, and then re-enter it when
prompted.
5.Tap Save Quick PIN.
6.When the “Success” message appears, tap OK.
N
ote: The next time you sign in, you will be
prompted to enter your 4-digit PIN (see page 29).
Note: The sales tax will be calculated based on the
original transaction amount excluding any tip
(for information about tip prompting, see page 21).
7.Tap
to return
Note: If another screen is displayed, tap
to the main menu, and then tap Settings.
Disabling a quick PIN
1.Start on the “Settings” screen.
2.Tap Tax.
3.Tap (checkmark or unmark the box) Calculate Tax:
•With checkmark: Option to calculate/add sales tax
appears during a Sale or Pre-Authorization.
N
ote: During a Sale or Pre-Authorization you can
opt to bypass calculating/adding the sales tax to
the final transaction amount.
•Without checkmark: Option to calculate/add sales
tax does not appear during any transaction.
4.From the drop-down list, select the province
or territory in which you will perform PAYD
transactions.
22
to return to the main menu.
N
ote: To enable this feature or change this setting
on a different mobile device, repeat these steps
on the other device.
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Quick Login.
3.Tap (unmark the box) PIN Login.
4.When the “Success” message appears, tap OK.
N
ote: If you want to set a new (or the same) quick
PIN, follow Setting a quick PIN for sign-in above.
5.Tap
to return to the main menu.
N
ote: To disable this feature on a different mobile
device, repeat these steps on the other device.
Note: Once the province/territory is selected, the
PAYD App displays the tax type and percentage that
will be used to calculate tax that will be added to
transactions.
23
Pre-filling Username/Store ID at sign-in
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 27).
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Login Credentials.
3.Fill in the field(s) that you want to have pre-filled
whenever you launch the PAYD App.
Note: To disable this feature, leave the field(s) blank.
4.Tap Save Login Credentials.
5.When the “Success” message appears, tap OK.
6.Tap
to return to the main menu.
N
ote: To enable/disable this feature or change this
setting on a different mobile device, repeat these
steps on the other device.
Setting e-mail address to receive exported reports
Sets an e-mail address to which transaction reports
will be sent when you export report results
to a comma-separated values (CSV) file (see page 56).
Note: Results include the following transaction data
(CSV fields appear in quotations): Store ID (“store id”),
Terminal (PAYD PIN pad) ID (“terminal”), Batch Number
(“batch”), Date and Time (“date time”), Transaction
Type (“type”), Order ID (“order no”), Customer ID (“cust
id”), Amount (“amount”), Card Type (“card type”),
Account Number (“card”), Result (“result”), Auth Code
(“auth code”), Response Code (“response code”), Clerk ID
(“clerk”), and Customer E-mail (“email”).
N
ote: To enable/disable this feature or change this
setting on a different mobile device, repeat these
steps on the other device.
Auto-sending transaction receipts to set merchant
address
Sets an e-mail address to which the PAYD App will
automatically e-mail PAYD transaction receipts. The
PAYD App e-mails receipts only for APPROVED or
DECLINED responses.
Note: The receipt will be e-mailed to the set address
in the background (i.e., the PAYD App will give no visual
indication that the e-mail has been sent).
1.Start on the “Settings” screen.
to return
Note: If another screen is displayed, tap
to the main menu, and then tap Settings.
2.Tap Merchant Email.
3.In the Merchant Email Address field, enter the e-mail
address to which a receipt will automatically be sent
following a transaction performed from this mobile
device.
Note: To disable this feature, leave the field blank.
4.Tap Save Merchant Email.
5.When the “Success” message appears, tap OK.
6.Tap
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.
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Export to CSV.
3.In the Export Email Address field, enter the e-mail
address to which the CSV-format text file will be sent
when you export your report results.
Note: To disable this feature, leave the field blank.
4.Tap Save Export Email.
5.When the “Success” message appears, tap OK.
6.Tap
24
to return to the main menu.
25
Signing into/Signing out
of the PAYD App
Setting default PAYD screen
Sets a default screen (“Sale”, “Reports”, “ Totals”, or
“Settings”) to open whenever you sign into the PAYD App.
Note: “Sale” is pre-set as the default screen.
1.Start on the main menu.
Note: If another screen is displayed, tap
Signing in with full credentials
Follow these steps to sign in using full credentials.
.
2.Press and hold down the main menu item (Sale,
Reports, Totals, or Settings) that you want to set
as your default screen.
Note: If you have configured a quick PIN, see page 29.
1.From your mobile device’s home screen, tap the PAYD
icon to launch the PAYD App.
2.Wait for the PAYD “full” sign-in screen to display:
N
ote: “Help” and “Sign Out” cannot be set as default
screens.
3.Release your hold on the menu item when a
confirmation message appears indicating that the
default screen has been set.
N
ote: Whenever you sign in with your credentials,
the default screen that you have just set will display.
To change this setting on a different mobile device,
repeat these steps on the other device.
Setting default language of 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.
3.Enter your credentials in the sign-in fields:
N
ote: Some fields may be pre-filled (see Pre-filling
Username/Store ID at sign-in on page 24).
•PAYD Username
•PAYD Store ID
•PAYD Password
26
27
4.Tap Sign In.
•If prompted to allow the PAYD App to access your
device’s location data, grant this access if you want
to use the location mapping feature (see page 22).
•If prompted to allow the PAYD App to access your
mobile device’s microphone, grant this access so
that you can use the PAYD card reader as backup
if required (see page 73).
•If prompted to change your password, enter the
required data, and tap Save Password.
•If prompted to select and answer three security
questions, see Configure security questions/
answers on page 31.
Signing in with a quick PIN
Follow these steps to sign in using a 4-digit quick PIN.
Note: To enable this method of signing in, see Setting
a quick PIN for sign-in on page 23.
1.From your mobile device’s home screen, tap the PAYD
icon to launch the PAYD App.
2.Wait for the “Enter PIN” sign-in screen to display:
5.Your default PAYD screen displays once you are
signed in.
Note: To change the default screen, see page 26.
Signing out
To ensure that unauthorized PAYD transactions cannot
be performed from your mobile device, sign out of the
PAYD App when you are not using it.
1.Start on the main menu.
Note: If another screen is displayed, tap
2.Tap Sign Out.
.
3.When the PAYD sign-in screen displays, it means you
are signed out.
N
ote: Depending on how you have configured the
PAYD App, the “full” sign-in screen may display
(see page 27) or the “Enter PIN” sign-in screen may
display (see page 29).
3.In the Enter PIN field, enter your 4-digit quick PIN.
You will be signed in automatically once you enter
the last digit. (If you are not signed in, tap Sign In.)
4.Your default PAYD screen displays once you are
signed in.
Note: To change the default screen, see page 26.
Signing out
To sign out, see page 28.
28
29
The PAYD main menu
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
at the top of the screen.
tap
Can’t remember your quick PIN?
1.From your mobile device’s home screen, tap the PAYD
icon to launch the PAYD App.
2.When the PAYD “Enter PIN” sign-in screen displays, tap
Forgot PIN?.
3.When the PAYD “full” sign-in screen displays, enter
your full sign-in credentials (see Signing in with full
credentials on page 27).
N
ote: If you have also forgotten your sign-in
password, see Need to reset your sign-in password?
on page 30.
4.Once you are signed in, you may change or disable
your quick PIN (see Disabling a quick PIN on page 23).
Configure security questions/answers
The questions/answers that you configure will be
used to identify you in the event that you forget your
password. (Periodically you may be prompted to answer
one of the questions when signing in.)
Need to reset your sign-in password?
1.From your mobile device’s home screen, tap the PAYD
icon to launch the PAYD App.
2.On the PAYD “full” sign-in screen, tap Forgot
Password?.
3.Enter your Username and Store ID, and tap Next.
4.Answer the security question, and tap Next.
5.When the “Success” message appears, tap OK.
6.A temporary password will be e-mailed to the address
that you registered to your PAYD store sign-in account.
7.When you next sign in (see page 27), be sure to enter
the temporary password in the PAYD Password field.
N
ote: 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 the PAYD Merchant
Resource Center.
30
Note: The same security questions/answers also apply
to the PAYD Merchant Resource Center.
1.Select a question from each of the three drop-down
lists, and enter an answer for each.
2.In the Email Address field, enter your e-mail address.
N
ote: The temporary password will be sent to this
address in the event that you forget your sign-in
password and need to have it reset.
3.Tap Save Security Questions.
4.When the “Sale” screen displays, proceed to
Initializing the PAYD PIN pad, and begin at step 3.
Determining the PAYD App’s version number
1.Start on the “Settings” screen.
N
ote: If another screen is displayed, tap
tap Settings.
and then
2.The version number of the PAYD App appears near
the bottom of the “Settings” screen (appears as “PAYD
mobile app v#.##”).
31
The PAYD PIN pad
The customer uses the PAYD PIN pad to input data when
prompted to do so during a transaction.
• For names and descriptions of labelled areas on the
PAYD PIN pad, see page 33.
9
7
1
2
3
4
5
8
11
10
1
2
3
4
5
6
32
To see the labelled areas on the PAYD PIN pad, see page 32.
Function keys (F1, F2, F3, and F4)
• Select the option displayed above the key.
Alpha-Numeric keys
Cancel key
•Clear message displayed on PAYD PIN pad.
• Cancel transaction.
Correct key
•Clear data entered on PAYD PIN pad.
OK / Enter key
•Submit data, or acknowledge a message displayed
on PAYD PIN pad.
6
7
Chip Reader (slot at the bottom of PAYD PIN pad)
• See Insert: chip cards on page 36.
8
Display Screen/Contactless Reader
•WELCOME/BONJOUR screen displays while PAYD
PIN pad is idle.
9
10
11
Contactless Reader Indicator (green flashing light)
•No lights flash: PAYD PIN pad is in Sleep mode
(see page 35) or is powered off.
•One light flashes: Reader is fully powered on.
•Four lights flash: Reader is capturing card data
(see page 37).
Magnetic Stripe Reader (slot along the top of
PAYD PIN pad)
•See Swipe: magnetic stripe cards on page 36.
Micro-USB port (located on right side)
•Plug USB charging cable here.
Power button1 / Reset button2 (located on right side)
1
For power functions, see pages 34-35.
2For reset function, while PAYD PIN pad is powered
on, press and hold down until the rebooting process
starts.
33
Power management and
the PAYD PIN pad
Maintaining battery charge
• 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 Powering off the PAYD PIN pad on
page 35).
Battery icons on the PAYD PIN pad
Icons display on WELCOME/BONJOUR screen.
Battery charging
Icon
Description
The battery is charging. Charging occurs when the
PAYD PIN pad is connected to an external power
source via the USB charging cable provided with
the PAYD PIN pad and the battery is not already
fully charged.
Battery charge level
Icon
Description
100% or less.
75% or less.
50% or less. (Contactless reader may not read
card.)
25% or less. (PAYD PIN pad may power off if
it is not connected to an external power source.)
Powering on the PAYD PIN pad
The WELCOME/BONJOUR screen displays when the
PAYD PIN pad is fully powered on (see also Sleep mode
on page 35).
Sleep mode
The PAYD PIN pad will go into Sleep mode (the hardware
manufacturer name/logo will display) and then power
off after 10 minutes if the PAYD PIN pad is not connected
to an external power source and is operating under one
or more of the following conditions:
• The PAYD PIN pad is not within communication
(Bluetooth) range of the mobile device with which
it is paired.
• The screen saver is active on the mobile device with
which the PAYD PIN pad is paired.
• The PAYD App is not open (i.e., actively running)
on the mobile device with which the PAYD PIN pad
is paired.
• The PAYD PIN pad’s battery is not sufficiently charged
(see page 34).
Exiting Sleep mode
1. To exit Sleep mode, press the Power button on the
PAYD PIN pad (see page 33), and then wait for the
WELCOME/BONJOUR screen to display.
Powering off the PAYD PIN pad
1.Disconnect the USB charging cable if connected.
2.Ensure the WELCOME/BONJOUR screen is displayed.
N
ote: If the hardware manufacturer name/logo is
displayed instead, see Exiting Sleep mode above.
3.Simultaneously press and hold down both the
yellow
key and the
key. (The PAYD PIN pad
beeps and powers off.)
Power on WITH USB charging cable:
1. Plug the USB charging cable into the micro-USB
port on the PAYD PIN pad (see page 33).
2.Plug the other end of the cable into a powered USB
port. (The PAYD PIN pad beeps and then powers on.)
Power on WITHOUT USB charging cable:
1.Press the Power button on the PAYD PIN pad
(see page 33).
Note: The battery must be sufficiently charged.
34
35
Card entry options
Insert: chip cards
Tip for proper card swipe:
1.The PAYD PIN pad displays “SWIPE OR INSERT CARD”
or “SWIPE, TAP OR INSERT CARD”.
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.)
N
ote: Unless the PAYD
PIN pad prompts
otherwise, the card
should not be swiped
even if it has a
magnetic stripe.
Wave/tap: contactless cards
4.The customer leaves the chip card inserted until
“REMOVE CARD” displays on the PAYD PIN pad.
3.Note the following:
2.The customer inserts
their card into the PAYD
PIN pad’s chip reader.
3.The customer may be
prompted to enter
data, including a PIN.
Tip for proper card insertion:
Hold the PAYD PIN pad with one hand, and insert the
card in the chip reader with the other hand. (This will
prevent the PAYD PIN pad’s contactless reader from
inadvertently reading the card data as a contactless
transaction.)
Swipe: magnetic stripe cards
Note: If the card has a chip, it must be inserted
(see Insert: chip cards above.)
1.The PAYD PIN pad
displays “SWIPE OR
INSERT CARD” or “SWIPE,
TAP OR INSERT CARD”.
2.You or the customer
swipes their card on
the PAYD PIN pad’s
magnetic stripe reader.
N
ote: If the card is a
credit card, you should
swipe the card.
•If the card is a debit card, the customer will be
prompted to enter a PIN.
3.You may be prompted to capture the customer’s
signature on your mobile device.
36
1.The PAYD PIN pad
displays “SWIPE, TAP
OR INSERT CARD”.
2.The customer taps/
waves their card over
the PAYD PIN pad’s
display screen.
•The PAYD PIN pad’s
battery charge level
should be at least 50%
(see page 34) to ensure
a successful tap.
•Only Sales and Refunds can performed as
contactless transactions.
•The customer will not be prompted for a PIN.
•The transaction amount must be equal to or less
than the maximum Contactless Dollar Value set
for the card (see below).
4.The PAYD PIN pad beeps and four green lights flash
when the contactless reader is reading the card
data.
5.You may be prompted to capture the customer’s
signature on your mobile device.
Maximum Contactless Dollar Value (CDV)
To determine the maximum CDV for a card type,
contact us.
•Credit cards: If a credit card is tapped for an
amount that exceeds its maximum CDV, the PAYD
PIN pad will display “CONTACTLESS TRANSACTION
LIMIT EXCEEDED” (see message on page 70).
• Debit cards: If a debit card is tapped for an amount
that exceeds its maximum CDV, the PAYD PIN pad will
display “MUST INSERT CARD” (see message on page 70).
37
Tips for proper card tap/wave:
• The card must have one of these labels:
Visa payWave or MasterCard PayPass or
Amex expresspay or Interac Flash.
• 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.
Manual card entry on PAYD PIN pad
If all available card entry methods fail, you may
manually enter the card number for credit cards and
some chip debit cards.
1.Initiate the Sale (or Pre-Authorization) on your
mobile device.
2.For detailed transaction steps to do a Sale, see
page 39 (for a Pre-Authorization, see page 41), but
note that you must tap (checkmark the box) Keyed
entry on pinpad.
N
ote: If you are unable to use the PAYD PIN pad to
capture the card data, try using the PAYD card reader
(see page 73).
Transactions
General guidelines for performing transactions
•Keep the PAYD PIN pad and your mobile device in
close proximity to each other.
•Do not attempt to perform transactions near strong
sources of electromagnetic interference (see page 75).
•Confirm that the PAYD App IS NOT in Demo mode
(see page 63).
•Confirm the operational status of the PAYD PIN pad.
It is:
•Powered on (see page 34).
•Displays WELCOME/BONJOUR.
•Sufficiently charged (see page 34).
•The transaction is complete once an APPROVED or
DECLINED response displays on your mobile device.
Sale with debit/credit card
Debit or credit card sale of goods and services.
1.Start on the “Sale” screen.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Sale.
to return
2.Tap Pinpad.
•If the Customer ID and Order ID fields appear and
you want to track the transaction with your own
identifier(s), enter the required data in one or
both fields; otherwise, leave these fields blank to
bypass entering any identifier.
Note: If you enter your own Order ID, it must
be unique. If you don’t enter your own Order ID,
it will be generated automatically.
3.In the Amount ($) field, enter the Sale amount (#.##).
•If the Sales Tax ($) box/field appears and is
checkmarked, the tax that will be added displays
in the field while the total transaction amount
(includes the tax) displays in the Total ($) field.
If you do not want to add the tax to this transaction,
tap (unmark) the Sales Tax ($) box.
4.Use the PAYD PIN pad to capture the card data:
•If you want the card to be inserted, tapped,
or swiped on the PAYD PIN pad, go to step 5.
•If you need to manually enter the card data on
the PAYD PIN pad, see page 42.
5.Tap Process Transaction.
38
6.When “Follow prompts on pinpad” appears on your
mobile device, see page 44.
39
Sale with cash
Pre-Authorization with credit card
Cash sale of goods and services.
Authorization of an amount on a credit card if the
final transaction amount is unknown.
1.Start on the “Sale” screen.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Sale.
to return
2.Tap Cash.
•If the Customer ID and Order ID fields appear and
you want to track the transaction with your own
identifier(s), enter the required data in one or
both fields; otherwise, leave these fields blank to
bypass entering any identifier.
Note: If you enter your own Order ID, it must
be unique. If you don’t enter your own Order ID,
it will be generated automatically.
3.In the Amount ($) field, enter the Sale amount
(#.##).
•If the Sales Tax ($) box/field appears and is
checkmarked, the tax that will be added displays
in the field while the total transaction amount
(includes the tax) displays in the Total ($) field. If
you do not want to add the tax to this transaction,
tap (unmark) the Sales Tax ($) box.
4.In the Amount Tendered ($) field, enter the amount
tendered by the customer.
N
ote: The Change Due ($) field will automatically
display the amount owed to the customer.
5.Tap Process Transaction.
6.Wait for the APPROVED or DECLINED response
to appear on your mobile device.
7.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
IMPORTANT: To receive funds, you must perform
a Capture at a later time (see page 50).
1.Start on the “Sale” screen.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Sale.
to return
2.Tap (checkmark the box) Process as Preauth.
3.Tap Pinpad.
•If the Customer ID and Order ID fields appear and
you want to track the transaction with your own
identifier(s), enter the required data in one or
both fields; otherwise, leave these fields blank to
bypass entering any identifier.
Note: If you enter your own Order ID, it must
be unique. If you don’t enter your own Order ID,
it will be generated automatically.
4.In the Amount ($) field, enter the Pre-Authorization
amount (#.##).
•If the Sales Tax ($) box/field appears and is
checkmarked, the tax that will be added displays
in the field while the total transaction amount
(includes the tax) displays in the Total ($) field. If
you do not want to add the tax to this transaction,
tap (unmark) the Sales Tax ($) box.
5.Use the PAYD PIN pad to capture the card data:
•If you want to have the card inserted or swiped on
the PAYD PIN pad, go to step 6.
•If you need to manually enter the card data on the
PAYD PIN pad, see page 42.
6.Tap Process Transaction.
7.When “Follow prompts on pinpad” appears on your
mobile device, see page 44.
•To send an SMS text message notification, see
page 55.
8.Tap
40
to return to the main menu.
41
Manually entering card data on the PAYD PIN pad
Ensure that you have entered the transaction amount,
selected/added the sales tax if enabled, and entered
any optional tracking identifiers (Customer ID and/
or Order ID) if applicable before you follow the steps
below.
1.Tap (checkmark the box) Keyed entry on pinpad.
2.Tap Process Transaction.
3.When “Follow prompts on pinpad” appears on your
mobile device, go to the next step.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
•To send an SMS text message notification, see
page 55.
9.Tap
to return to the main menu.
4.Wait for “SWIPE, TAP OR INSERT CARD” or “SWIPE OR
INSERT CARD” to appear on the PAYD PIN pad.
5.On the PAYD PIN pad, key in the card number, and
key.
press the green
6.When “EXPIRY DATE” appears on the PAYD PIN pad,
key in the card expiry date (MMYY), and press the
green
key.
•If “PURCHASE $#.##-OK?” appears on the PAYD
PIN pad:
a.Hand the PAYD PIN pad to the customer.
b.The customer presses the green
key.
c.When “ENTER TIP AMOUNT $0.00” appears on
the PAYD PIN pad, the customer keys in a tip
amount and presses the green
key (or to
bypass entering a tip, they press green
key
without keying in an amount).
d.When “PURCHASE $#.##-OK?” appears on the
PAYD PIN pad, the customer confirms the
displayed amount and presses the green
key.
Note: If the customer wants to change the tip
amount, they press the yellow
key once, and
then they rekey the tip amount when prompted.
e.When “PLEASE WAIT” appears on the PAYD PIN
pad, the customer returns the PAYD PIN pad to
you.
7. Wait while the transaction is processed.
•If the “Customer Signature” screen displays
on your mobile device, capture the customer’s
signature (see page 53).
8.When APPROVED or DECLINED response appears
on your mobile device, the transaction is complete.
42
43
Customer prompts on the PAYD PIN pad
...This table continues from the previous page.
When “Follow prompts on pinpad” appears on your
mobile device, do the following:
Prompts
Customer action(s)
PLEASE WAIT
Waits while the transaction
is processed.
2. The customer responds to any prompt that appears
on the PAYD PIN pad.
APPROVED
THANK YOU
REMOVE CARD
Removes their card from chip reader.
Note: The PAYD PIN pad beeps until
the card is removed.
APPROVED
THANK YOU
OBTAIN CARD
Retrieves their card.
WELCOME/BONJOUR
Returns the PAYD PIN pad to you
(go to step 3).
1. Hand the PAYD PIN pad to the customer.
Note: Potential prompts (and the actions to take for
each) are listed in order of appearance in the table
below. Only some of the listed prompts will appear
for any one transaction.
Prompts
Customer action(s)
SWIPE, TAP OR INSERT Enters their card on the PAYD PIN pad
CARD
(see pages 36-38 for options).
or
SWIPE OR INSERT
CARD
SELECT LANGUAGE
ENGL
FRAN
For English prompts: Presses F1 (ENGL).
For French prompts: Presses F4 (FRAN).
SELECT
<Application name>
YES
NO
To select the displayed application:
Presses F1 (YES). To view the next
available application: Presses F4 (NO).
<Application name>
-OK?
YES
NO
Presses F1 (YES) to use the displayed
application.
I PRE-AUTHORIZE
UP TO
$#.##-OK?
key to confirm
Presses the green
the displayed Pre-Authorization
amount.
<TRANSACTION NAME> Presses the green
key to confirm
$#.##-OK?
the displayed transaction amount.
ENTER TIP AMOUNT
$0.00
To add a tip: Keys in an amount and
key.
presses the green
To bypass adding a tip: Presses the
key without entering
green
anything.
<TRANSACTION NAME> Presses the green
key to confirm
$#.##-OK?
the displayed transaction amount.
3.Retrieve the PAYD PIN pad from the customer.
N
ote: If the WELCOME/BONJOUR screen is not
already displayed on the PAYD PIN pad, press the
green
key.
•If the “Customer Signature” screen displays
on your mobile device, capture the customer’s
signature (see page 53).
4.Wait for the APPROVED or DECLINED response
to appear on your mobile device.
5.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
N
ote: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
•To send an SMS text message notification, see
page 55.
6.Tap
to return to the main menu.
Note: If the customer wants to change
the tip amount, they press the yellow
key once, and then they rekey the
tip amount when prompted.
SELECT ACCOUNT
CHQ
SAV
For chequing: Presses F1 (CHQ).
For savings: Presses F4 (SAV).
ENTER PIN & OK
Keys in their Personal Identification
Number (PIN) and presses the green
key.
This table continues on the next page...
44
45
Customer prompts in the PAYD App
When “Please specify a tip amount” appears on your
mobile device, do the following:
6.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
To add a default tip percentage:
To add a different tip as an amount or percentage:
7.Tap
1.Hand your mobile device to the customer.
2.The customer does one of the following:
a.The customer taps one of the three displayed
percentages.
a.The customer taps Custom Tip.
•To send an SMS text message notification, see
page 55.
to return to the main menu.
b.The customer chooses a tip type:
•To add a percentage-based tip, they tap %.
•To add a dollar-amount tip, they tap $.
c.In the Please specify tip field, the customer enters
a value (percentage or dollar amount) and taps OK.
To bypass adding a tip:
a.The customer taps No Tip (go directly to step 4).
3.When “Please confirm totals” appears, the customer
confirms the displayed totals and taps OK.
Note: If the customer wants to change the tip
amount, they tap Back, and then they re-enter the
tip when prompted (see To add a different tip as an
amount or percentage above; begin at step b).
4.When “Processing Transaction” or “Please swipe
card” appears on your mobile device, retrieve the
device from the customer.
•If “Please swipe card” appears on your mobile
device, swipe the card on the connected PAYD
card reader.
•If the “Customer Signature” screen displays
on your mobile device, capture the customer’s
signature (see page 53).
5.Wait for the APPROVED or DECLINED response to
appear on your mobile device.
46
47
Voiding/Refunding a transaction
3.Tap Search Transactions.
Note: If you want to reverse a debit/credit transaction
on the same day it was originally processed, you must
do a Void for the full amount.
4.Tap the transaction that you want to reverse.
Reverses a debit/credit or cash transaction.
If you want to reverse a debit/credit transaction
processed on a different day, you must do a Refund.
Debit transactions must be refunded for the full
amount. Credit transactions can be refunded for
a full or partial amount.
Cash transactions are always reversed (refunded)
for the full amount regardless of the date on which
the original transaction was processed.
1.Start on the “Reports” screen.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Reports.
to return
2.Do one of the following:
To display the last 10 transactions processed today:
a.Leave all search fields blank, and go directly to
step 3.
To narrow the scope of your search:
a.Select one or more of the following criteria:
Note: The original transaction receipt includes
the transaction identifiers submitted with the
original transaction.
•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; otherwise, skip this step to retrieve only
transactions processed today.
•Order ID: Enter the ID in the Order ID field (a full
or partial ID may be entered).
•Customer ID: Enter the ID in the Customer ID
field (a full or partial ID may be entered).
•Amount: Enter the amount in the Amount ($)
field.
A transaction list appears.
•To display the next 10 transactions if applicable,
tap More (to maximum of 300).
5.When the transaction “Details” screen displays,
confirm this is the transaction that you want to
reverse (see page 59).
N
ote: If this transaction is not the one that you want
to reverse, tap
(repeat step 4).
6.Tap Void this transaction (or tap Refund this
transaction).
•If the Refund Amount ($) field appears, enter the
amount to be refunded.
7.Tap Process Transaction.
•If “Follow prompts on pinpad” appears on your
mobile device, do one of the following:
•hand the PAYD PIN pad to the customer (see
page 44).
•manually enter the card data on the PAYD PIN
pad yourself (continue on page 42 and begin at
step 4).
8.Wait for the APPROVED or DECLINED response to
appear on your mobile device. (If the PAYD PIN pad
was used to capture card data, retrieve the PAYD
PIN pad from the customer.)
9.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address (the
PAYD App will not notify you that the e-mail has
been sent).
•To send an SMS text message notification, see
page 55.
10.Tap
to return to the main menu.
b.Tap Sort by, and select a sort-by option from the
drop-down list.
Note: Sort results by Amount, Customer ID, Date,
Order ID, Card Type, or Transaction Type.
48
49
Capturing a Pre-Authorization
6.Tap Capture this transaction.
1.Start on the “Reports” screen.
Note: If the Pre-Authorization is completed for an
amount that is less than the original, the hold on
the remaining amount will be released.
Completes a Pre-Authorization so that the funds are
transferred to your account at settlement.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Reports.
to return
2.Do one of the following:
To display the last 10 transactions processed today:
a.Leave all search fields blank, and go to step 3.
To narrow the scope of your search:
a.Select one or more of the following criteria:
Note: The original transaction receipt includes the
transaction identifiers submitted with the original
transaction.
•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; otherwise, skip this step to retrieve only
transactions processed today.
•Order ID: Enter the ID in the Order ID field (a full
or partial ID may be entered).
•Customer ID: Enter the ID in the Customer ID
field (a full or partial ID may be entered).
•Amount: Enter the amount in the Amount ($)
field.
7.In the Capture Amount ($) field, enter the amount
to be completed (captured).
8.Tap Process Transaction.
Note: Your mobile device displays the “Follow
prompts on pinpad” message, and the PAYD PIN
pad displays “PLEASE WAIT”. This is part of normal
operation. A “Customer Signature” screen will not
display on your mobile device.
9.Wait for the APPROVED or DECLINED response
to appear on your mobile device.
10.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
•To send an SMS text message notification, see
page 55.
11.Tap
to return to the main menu.
b.Tap Sort by, and select a sort-by option from the
drop-down list.
Note: Sort results by Amount, Customer ID, Date,
Order ID, Card Type, or Transaction Type.
3.Tap Search Transactions.
A transaction list appears.
•To display the next 10 transactions if applicable,
tap More (to maximum of 300).
4.Tap the “Preauth” transaction that you want to
complete.
5.When the transaction “Details” screen displays,
confirm this is the transaction that you want to
complete (see page 59).
Note: If this transaction is not the one that you want
(repeat step 4).
to complete, tap
50
51
Receipts
When a transaction is completed, a receipt is always
generated. If a debit or credit card was used for the
transaction, the receipt includes information about
the cardholder verification method used for the
transaction (see below).
Cardholder verification method (CVM) statement
The CVM statement appearing near the bottom in a
receipt is determined by the card type and card entry
method used during the transaction for which the
receipt was generated.
Note: The CVM statement is not included in receipts
for cash or swiped/contactless debit transactions.
CVM statement
Card type
Card entry method
NO SIGNATURE TRANSACTION
• credit
• tap (contactless)
SIGNATURE
• credit
• swipe (stripe)
• manual entry
VERIFIED BY PIN
• credit
• debit
• insert (chip)
Card masking
To reduce the risk of fraudulent card use, masking and
truncation are applied to card numbers in 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.
Signature capture for receipts
The “Customer Signature” screen displays on your
mobile device if you are required to capture the
customer’s signature.
Note: If a signature is captured, it will not be included
in e-mailed receipts; however, a receipt with signature
will be stored on your PAYD Merchant Resource Center
and can be viewed or printed from that interface at
any time (see the Using PAYD Merchant Resource
Center guide). A receipt with signature can also be
viewed via the hyperlink included in any SMS text
message notification sent for the transaction.
The captured customer signature can also be viewed
when you retrieve the transaction’s details in a
Transactions Report (see page 56) or when you are
doing a Void or Refund (see page 48) or Capture (see
page 50).
When the “Customer Signature” screen displays on
your mobile device, do the following:
1.Retrieve the PAYD PIN pad if it was used to capture
the card data.
Note: The WELCOME/BONJOUR screen displays on
the PAYD PIN pad.
2.Have the customer “write” their signature above
the “Customer Signature” line on the screen of your
mobile device.
•If the customer wishes to redo their signature,
they tap Clear and then sign again.
3.Once the customer approves their signature, they
tap Done.
4.Wait for the APPROVED or DECLINED response
to appear on your mobile device.
5.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address
(the PAYD App will not notify you that the e-mail
has been sent).
•To send an SMS text message notification, see
page 55.
52
6.Tap
to return to the main menu.
53
E-mailing a transaction receipt
When the APPROVED or DECLINED response appears
on your mobile device, follow these steps to e-mail a
transaction receipt.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address (see page 25), the
PAYD App automatically e-mails a receipt to the
address (the PAYD App will not notify you that the
e-mail has been sent).
1.Under “Receipt” (bottom of the screen), tap
.
2.When the “Send Receipt” screen displays, enter an
e-mail address as follows:
To manually enter an e-mail address:
a.In the Email Address field, enter the address to
which you want to send the receipt.
b.Tap
.
To select an e-mail address from your mobile
device’s contacts list:
N
ote: 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.)
a.Tap
.
b.When the “Contacts” screen displays, tap the
Firstname Lastname of the contact to whom you
want to send the receipt.
c.Tap the [email protected] (e-mail address) to
which to send the receipt.
3.When “Receipt successfully sent” appears, tap OK.
4.If you want to e-mail a receipt to additional
addresses, repeat steps 1 to 3 as many times as you
require.
5.When you are finished, tap
main menu.
54
to return to the
Receipts
Sending an SMS text message transaction
notification
When the APPROVED or DECLINED response appears
on your mobile device, follow these steps to send
an SMS (short message system) text message
notification.
Note: The text message includes a hyperlink to a
transaction receipt. If a customer signature was
captured for the transaction, the signature will appear
on the displayed receipt’s “SIGNATURE” line.
1.Under “Receipt” (bottom of the screen), tap
.
2.When the “Send Receipt” screen displays, enter a
phone number as follows:
To manually enter a phone number:
a.In the Phone Number field, enter the phone
number to which you want to send the SMS text
message.
b.Tap
.
To select a phone number from your mobile
device’s contacts list:
N
ote: 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.)
a.Tap
.
b.When the “Contacts” screen displays, tap the
Firstname Lastname of the contact to whom you
want to send the text message.
c.Tap the (123) 456-7890 phone number to which
to send the text message.
3.When “Receipt successfully sent” appears, tap OK.
4.If you want to send a 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
main menu.
to return to the
55
Receipts
Reporting
Transactions Report
Search for and display transactions by date, Order
ID, Customer ID, or amount. You may also export the
search results.
1.Start on the “Reports” screen.
to return
N
ote: If another screen is displayed, tap
to the main menu, and then tap Reports.
2.Do one of the following:
To display the last 10 transactions processed today:
a. Leave all search fields blank, and go to step 3.
To narrow the scope of your search:
a. Select one or more of the following criteria:
Note: The original transaction receipt includes
the transaction identifiers submitted with the
original transaction.
•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; otherwise, skip this step to retrieve
only transactions processed today.
•Order ID: Enter the ID in the Order ID field (a
full or partial ID may be entered).
•Customer ID: Enter the ID in the Customer ID
field (a full or partial ID may be entered).
•Amount: Enter the amount in the Amount ($)
field.
b. Tap Sort by, and select a sort-by option from the
drop-down list.
Note: Sort results by Amount, Customer ID, Date,
Order ID, or Card Type, or Transaction Type.
3.Tap Search Transactions.
A transaction list appears.
4.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 Export Report (near top of screen).
Note: The file will be sent to the e-mail address
that you specified in your Export to CSV setting
(see page 24).
•To view the details of a listed transaction, tap the
desired transaction (see page 59).
to return to the
5.When you are finished, tap
transaction list, or tap
to return to the main menu.
Totals (Batches) Report
Displays open and closed batch totals (sub-totals
include transaction totals, tip totals, and device
ID totals) so that you can determine the amount
deposited in your back account for a batch that has
been closed.
Note: Totals for a batch can be viewed from the PAYD
App for up to three months from the date a batch is
closed.
1.Start on the “Totals” screen.
N
ote: If another screen is displayed, tap
to the main menu, and then tap Totals.
to return
2.Select a date range from the drop-down list.
3.Tap Search Batches.
•If the “Totals” screen displays listing one or more
“Daily Total” records, tap the record that you want
to view.
4.When the “Daily Summary” screen displays, you
may review one or more of the following subreports:
Daily Summary Totals
For the selected date range, displays transaction types and totals grouped by card type (or “Cash”).
a.To display this sub-report, tap
56
.
57
Tip Totals
For the selected date range, displays tip totals
grouped by the PAYD username (Clerk ID) under which the tip amounts were accrued.
a.To display this sub-report, tap
.
Note: If “No tip totals for today” appears, it means
no tip amounts were accrued for the specified date
range.
Terminal Totals
For the selected date range, displays transaction
types and totals (excluding cash) grouped by batch
number and device ID.
a.To display this sub-report, tap
.
Note: Totals grouped under a device ID starting
with “I6” indicate those transactions were
performed on a PAYD PIN pad with the same ID.
Totals grouped under a device ID starting with
“66” indicate those transactions were performed
entirely on the PAYD App (i.e., without the use of
a PAYD PIN pad). A blank screen indicates no debit/
credit transactions were performed for the
specified date range.
Details screen (transactions)
The “Details” screen displays (shown on page 60) when
you tap a transaction record listed in a Transactions
Report (e.g., you may be performing a Void, Refund,
or Capture, or simply reviewing transactions).
Note: Line items 1 to 9 and item 15 display by default.
To display line items 10 to 14, tap More Details.
1.You may do one or more of the following if applicable:
•To perform a Refund or Void, continue at step 6
on page 49.
•To perform a Capture, continue at step 6 on page 51.
•To e-mail a transaction receipt, see page 54.
•To send an SMS text message notification, see
page 55.
•Tap
to return to the transaction list, or tap
to return to the main menu.
5.When you are finished, tap
to return to the
“Totals” list, or tap
to return to the main menu.
58
59
1
Transaction name.
2
Transaction date
(DD/MM/YYYY) and
time (hh:mm:ss).
3
Unique transaction
identifier. Autogenerated if no Order ID
entered for transaction.
4
Card type or “Cash”.
5
Card number (masked)
or “Cash”.
6
Displays if Customer ID
entered for transaction.
7
Transaction amount
including sales tax but
excluding tip.
8
Tip amount.
9
Total amount including
sales tax and/or tip if
entered.
10 Transaction performed
by user signed in under
this username.
11
12
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.
Transaction Response
code:
•< 50: Transaction
approved.
•>= 50: Transaction
declined.
•NULL: Transaction
was not sent for
authorization.
13
Auth code (6-8 digits)
from the card-issuing
institution.
14
Location of transaction
(see Location-mapping
transactions on page
22).
15
Customer signature
(displays if captured
during transaction).
60
Re-initializing the
PAYD PIN pad
1
2
3
4
5
6
7
8
9
10
11
12
13
14
1.Start on the “Settings” screen.
Note: If another screen is displayed, tap
to return
to the main menu, and then tap Settings.
2.Tap Pinpad.
3.Tap Initialize Pinpad.
Note: If Connect Pinpad appears instead, see page 66
for troubleshooting.
4.Wait while the PAYD PIN pad re-initializes. The
message “PLEASE WAIT” appears on the PAYD PIN
pad.
Note: The re-initialization process may take a few
minutes to complete.
5.Following a successful re-initialization, the
“Initialization was successful. Pinpad is ready to
use” message displays on your mobile device.
6.Tap OK to acknowledge the “Success” message.
Note: The PAYD PIN pad displays WELCOME/BONJOUR.
7.Tap
to return to the main menu.
15
61
Demo mode
Demo mode allows you practise using the PAYD App
without affecting your merchant account. Transactions
processed in Demo mode are for demonstration
purposes only.
Performing transactions:
•The required fields (Card Number, Amount ($), and
Exp (MMYY), and CVV) are pre-filled.
•Transactions are always approved.
E-mailing receipts/sending SMS text message
notifications:
•The merchant name displays as “PAYD Mobile Demo”
to make demo transactions easy to identify.
Viewing Demo reports:
•Transactions are stored in the Demo batch.
Note: Once you submit a Demo transaction or attempt
to e-mail a receipt for a Demo transaction, an advisory
notice appears to inform you that Demo mode is
enabled. You must tap OK to acknowledge this message.
When Demo mode is enabled, it will not be possible
to configure a quick PIN (see page 23) nor will it
be possible to configure any PAYD PIN pad-related
features.
Receipts
Enabling Demo mode
If you are currently signed into the PAYD App, sign out
(see page 28) before following the steps below.
IMPORTANT: Transactions processed in Demo mode
are for demonstration purposes only and will NOT
affect your merchant accounts.
1.On the PAYD sign-in screen, tap Try PAYD in demo
mode.
2.When the Demo mode advisory notice appears,
read it, and then tap OK.
Note: If the sign-in screen continues to display but
Quit Demo Mode appears (bottom of the screen),
tap this text, and then go back to step 1.
3.Once Demo mode is enabled, your default PAYD
screen displays.
Note: If you tap
to go to the main menu, you will
see the text Demo Mode displayed at the top of this
screen. This text appears only on this screen, when
the PAYD App is in Demo mode.
IMPORTANT: Ensure that you exit Demo mode
before attempting to perform live transactions
(see below).
Exiting Demo mode
1.Start on the “Demo Mode” main menu.
Note: If another screen is displayed, tap
to the Demo Mode main menu.
to return
2.Tap Sign Out.
3.The PAYD App exits Demo mode and automatically
returns to the “live” PAYD sign-in screen.
62
IMPORTANT: If you have a PAYD account and you
want to resume performing LIVE transactions that
WILL affect your merchant account, you must sign
in using your own credentials (see page 27).
63
Troubleshooting
Error messages in the PAYD App
If an error message is displayed in the PAYD App
(i.e., on your mobile device) and is listed in the table
below, tap OK and then follow the instructions in
the table’s Solution column. If the problem is still not
resolved, call us at 1-855-423-7293.
Note: For error messages displayed on the PAYD PIN
pad and/or other PAYD PIN pad hardware issues, see
pages 69 to 72.
Error message
Solution
An error occurred
on the pinpad.
Transaction was not
processed.
An application or communication
error occurred.
1.Retry the transaction. (See also
the issues listed on pages 65-68.)
Application PAYD
already exists.
Replace version XXX
with version XXX.
You have already installed an
earlier version of the PAYD App.
1.Delete the unusable PAYD App
from your mobile device.
2.Download and install the latest
version of the PAYD App (see
page 17).
Card Read Error.
Please swipe again.
The connected PAYD card reader
could not read the card data when
the card was swiped on it.
1.Try swiping again (see page 73).
Sign In Failed.
Please Try Again.
1.Try signing in again.
2.If the text Quit Demo Mode
appears at the bottom of the
sign-in screen, tap Quit Demo
Mode to return to the “live”
sign-in screen, and try signing
in again.
3.If the authentication fails, and
you are:
• trying to sign in using your full
credentials, use the password
reset feature (see page 30)
• trying to sign in using your
quick PIN, use the forgot PIN
feature (see page 31).
4.If the problem persists, redo the
setup procedures starting on
page 17.
64
Receipts
Error messages in the PAYD App continued...
Error message
Solution
The Request has
timed out. Please
ensure your signal
is strong and try
again.
There may be too much
interference in your area and/or
your mobile device is too far from
its wireless network access point.
1.Move to a location within your
wireless network coverage area
where there are no sources of
interference (see page 75), and
retry the operation.
Unable to connect
to Pinpad...
The PAYD App/your mobile device
cannot detect the PAYD PIN pad.
1.Confirm that the PAYD PIN pad
is powered on (see pages 34-35).
2.Confirm that the PAYD PIN pad
is in range of your mobile device
and operating in a suitable
environment (see page 75).
3.Confirm that the 8-digit PAYD
PIN pad ID (e.g., “I6012345”) is
shown as “connected” on your
mobile device’s Bluetooth menu.
4.If the error message still displays,
press the PAYD PIN pad’s Reset
button (see page 33).
5.Wait for the PAYD PIN pad to
reboot back to the WELCOME/
BONJOUR screen before you
retry the transaction.
65
Other issues (PAYD App)
Issue
Solution
PAYD App and/or
PAYD PIN pad stalls
or freezes midway
during a transaction.
1.If a card is inserted, remove it
from the chip reader.
2.Press the PAYD PIN pad’s Reset
button (see page 33).
3.Wait while the PAYD PIN pad
reboots (the WELCOME/BONJOUR
screen displays in about 10
seconds).
4.When the PAYD App resumes
operation on your mobile device,
retry the transaction.
5.If the issue recurs, close the
PAYD App.
6.Press the PAYD PIN pad’s Reset
button.
7.Wait for the PAYD PIN pad to
reboot back to the WELCOME/
BONJOUR screen.
8.Re-launch the PAYD App, sign
in (see page 27), and retry the
transaction.
“Initialize Pinpad”
button does not
appear.
66
1.Ensure that the PAYD PIN pad is
powered on.
2.Tap Connect Pinpad.
3.If the Initialize Pinpad button
still does not appear, press
the PAYD PIN pad’s Reset button
(see page 33).
4.Wait for the PAYD PIN pad to
display WELCOME/BONJOUR.
5.Tap Connect Pinpad.
6.If the issue recurs, sign out of the
PAYD App.
7.Power off your mobile device.
8.Press the PAYD PIN pad’s Reset
button (see page 33).
9.Restart your mobile device, and
try initializing the PAYD PIN pad
again:
•If you are initializing for the
first time, go back to page 18.
•If you are re-initializing, go
back to page 61.
Other issues (PAYD App) continued...
Issue
Solution
You get a DECLINED 1.Press the PAYD PIN pad’s Reset
response, and the
button (see page 33) to reboot
PAYD PIN pad
the PAYD PIN pad.
continues to display 2.Retry the transaction.
WELCOME/BONJOUR. 3.If the issue recurs, re-initialize
the PAYD PIN pad (see page 61).
The text Demo Mode
displays across the
top of the main
menu.
Demo mode is enabled.
1.To disable Demo mode, see
Exiting Demo mode on page 63.
A Demo mode
transaction is
declined.
You may have changed a pre-filled
value in a required field.
1.Initiate the transaction again,
but do not change any of the
pre-filled values.
You cannot
remember your
sign-in password
or quick PIN.
1.Reset your password (see page
30), or reset your quick PIN
(see page 31).
The “Export Report”
button does not
appear on the
“Reports” screen.
1.Set an e-mail address to receive
exported reports (see page 24).
2.Redo the report and try
exporting it again (the Export
Report button should now
appear near the top of the
“Reports” screen).
Nothing happens
when you tap
Your mobile device’s privacy
settings are configured to deny
the PAYD App access your device’s
contacts list, or you do not have
any contact listings stored on your
device.
1.Configure your device’s privacy
settings to allow the PAYD App to
access to your device’s contacts
list, and then retry to access your
contacts list from the PAYD App.
67
Other issues (PAYD App) continued...
Issue
Solution
The “Swipe” option
does not appear on
the transaction page
when the PAYD card
reader is connected.
Your mobile device was unable
to detect the PAYD card reader
connection.
Note: The Swipe option will replace
the Keyed option only if a PAYD card
reader is properly connected to your
mobile device.
1.Ensure the PAYD card reader
is securely connected to your
mobile device (see page 73).
2.If your mobile device has a
protective sleeve, ensure it is not
preventing the PAYD card reader
from being completely plugged
in.
3.When Swipe is displayed as a
card entry option, tap it and
continue the transaction.
Nothing happens
when you swipe
the card on the
connected PAYD card
reader.
You may not have swiped the card
correctly and/or the PAYD App does
not have access to your mobile
device’s microphone settings.
1.Try swiping the card again
(see page 73 for correct swipe
position).
2.If this does not work ensure your
mobile device is configured to
allow the PAYD App to access the
device’s microphone, and then
retry swiping the card.
3.If you are unable to perform the
transaction using the PAYD card
reader, you may try manually
entering the card data on your
mobile device (see page 74).
A location map does
not display on the
“Details” screen of
a transaction.
Your mobile device is not
configured to use location services
and/or the PAYD App does not have
access to your device’s location
data.
1.To enable location-mapping, see
page 22.
You want to
determine the
version number
of the PAYD App.
1.See Determining the PAYD App’s
version number on page 31.
68
Error messages on the PAYD PIN pad
If an error message appears on the PAYD PIN pad,
first press the red
key once or twice to clear
the message, then retry the transaction. If the error
message reappears and is listed in the table below,
follow the instructions in the table. If the problem is
still not resolved, call us at 1-855-423-7293.
Note: For error messages displayed in the PAYD App
on your mobile device and/or other PAYD App-related
issues on your mobile device, see pages 64 to 68.
Error message
Solution
BATTERY
CHARGING
IN PROGRESS
The PAYD PIN pad battery is
recharging from a very low charge
level.
1.Wait for the WELCOME/
BONJOUR screen to display
(may take several minutes)
before you attempt to perform
a transaction.
CANNOT SWIPE CHIP
CARD
1.Insert the chip card into the
PAYD PIN pad’s chip card reader.
CARD BLOCKED
REMOVE CARD
The chip card cannot be used.
1.Ask for another form of
payment.
CARD NOT
SUPPORTED
PLEASE RETRY
1.Swipe the card again.
2.If this does not work, manually
enter the card (see page 38).
3.If this does not work, request
another form of payment.
CARD PROBLEM
Retry the transaction. If the
message reappears:
•If card was inserted:
1.Swipe the card.
• If credit card was swiped:
1.Manually enter the card (see
page 38) or request another
form of payment.
•If debit card was swiped:
1.Request another form of
payment.
CARD READ ERR
The card data could not be read
when the card was swiped or
tapped.
1.Retry the transaction.
69
Error messages on the PAYD PIN pad continued...
Error Message
Solution
CONTACTLESS
TRANSACTION
LIMIT EXCEEDED
If the card has a chip, insert it
into the chip reader; otherwise,
swipe the card.
DECLINED BY CARD
The chip card has declined the
transaction.
1.Retrieve the PAYD PIN pad, and
remove the chip card.
2.Request another form of
payment.
ERROR
CARD REMOVED
The chip card was removed during
the transaction.
1.Retrieve the PAYD PIN pad, and
retry the transaction.
MUST INSERT CARD
If the card has a chip, insert it into
the chip reader; otherwise, swipe
the card.
NO CARD
The card was not entered on the
PAYD PIN pad in the required time.
NO SUPPORTED
APPLICATIONS
REMOVE CARD
•If card inserted: Remove the
card from the chip reader, and
swipe it when prompted.
•If card tapped: If it has a chip,
insert it into the chip reader;
otherwise, swipe the card.
NOT ACCEPTED
REMOVE CARD
or
NOT ACCEPTED
USE MAG STRIPE
REMOVE CARD
1.Remove the chip card from the
chip reader.
2.If prompted, swipe the card on
the magnetic stripe reader.
3.Credit only: If swiping does not
work, manually enter the card
number (see page 38).
Debit only: Ask for another form
of payment.
NOT COMPLETED
The customer took more than 30
seconds to respond to the prompts.
1.Retry the transaction.
PLEASE
CHARGE
THE TERMINAL
The PAYD PIN pad’s battery charge
is low.
1.Connect the PAYD PIN pad to an
external power source via the
USB charging cable.
2.When “BATTERY CHARGING IN
PROGRESS” appears, see page 69.
70
Error messages on the PAYD PIN pad continued...
Error Message
Solution
REFUND LIMIT
EXCEEDED
The total value of Refunds
performed today is greater than
your daily Refund Limit.
1.Contact us for a temporary
increase in your daily Refund
Limit.
2.Ensure that you have the
original Sale receipt available
for reference.
TAP NOT ACCEPTED
1.Cancel the transaction.
2.Ensure that the PAYD PIN pad
battery has a charge level of at
least 50% (see page 34), and retry
the transaction.
3.If the issue recurs, insert the card
into the chip reader if the card
has a chip; otherwise, swipe the
card.
WRONG CARD TYPE
The card that was swiped cannot
be used for this transaction.
1.Ask for another card and retry.
71
Other issues (PAYD PIN pad)
Issue
Solution
The PAYD PIN pad
and/or PAYD App
stalls or freezes
midway during a
transaction.
1.If the card is inserted, remove it
from the chip reader.
2.Close the PAYD App.
3.Power off the PAYD PIN pad, and
then power it on again (see
pages 34-35).
4.Re-launch the PAYD App, and
sign in (see page 27).
5.Retry the transaction.
The screen displays
the hardware
manufacturer
name/logo instead
of WELCOME/
BONJOUR
The PAYD PIN pad is in Sleep mode.
1.Press the Power button (see
page 33) to wake the PAYD
PIN pad and return it to the
WELCOME/BONJOUR screen.
2.To prevent the PAYD PIN pad
from going into Sleep mode
when not connected to an
external power source, see Sleep
mode on page 35.
The PAYD PIN pad
powers off
The PAYD PIN pad may have gone
into Sleep mode and then shut
down to conserve power.
1.To power on the PAYD PIN pad,
press the PAYD PIN pad’s Power
button (see page 33).
2.If this does not work (the battery
charge may be depleted),
connect the PAYD PIN pad to an
external power source via the
USB charging cable.
3.To prevent the PAYD PIN pad
from going into Sleep mode
and/or powering off when not
connected to an external power
source, see Sleep mode on
page 35.
The contactless
reader does not
beep when a card
is tapped/waved
at the “SWIPE, TAP
OR INSERT CARD”
prompt.
72
The PAYD PIN pad battery charge
level may be too low.
1.See solution for “TAP NOT
ACCEPTED” on page 71.
Using the Moneris PAYD card reader
If you are unable to perform a credit card transaction
using the PAYD PIN pad, follow the steps below to use
the PAYD card reader as a backup device (to order a
PAYD card reader, please contact us at 1-855-423-7293):
1. Make sure the media speaker on your mobile
device is turned off.
2.Ensure that the volume level of your mobile device
is maximized.
3.Connect the PAYD card reader:
PAYD card
reader
plugged into
audio jack
(not shown)
Stabilizer
flap
(not shown)
PAYD card
reader
4.Initiate the Sale (or Pre-Authorization), and then
tap Swipe.
•If the Customer ID and Order ID 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; otherwise, leave the fields blank
to bypass entering any identifier.
Note: If you enter your own Order ID, it must be
unique. If you don’t enter your own Order ID, it will
be generated automatically.
5.In the Amount field, enter the transaction amount.
•If the Sales Tax ($) box/field appears and is
checkmarked, the tax that will be added displays
in the field while the total transaction amount
(includes the tax) displays in the Total ($) field. If
you do not want to add the tax to this transaction,
tap (unmark) the Sales Tax ($) box.
73
6.Tap Process Transaction.
•If “Please specify a tip amount” appears on your
mobile device, see page 46.
•If “Please swipe card” appears on your mobile
device, swipe the credit card on the PAYD card
reader.
•If the “Customer Signature” screen displays
on your mobile device, capture the customer’s
signature (see page 53).
7.Wait for the APPROVED or DECLINED response
to appear on your mobile device.
8.The transaction is complete.
•To e-mail a transaction receipt, see page 54.
Note: If you enabled the PAYD App to auto-send
receipts to a set merchant address, the PAYD App
automatically e-mails a receipt to the address (the
PAYD App will not notify you that the e-mail has
been sent).
•To send an SMS text message notification, see
page 55.
9.Tap
to return to the main menu.
Manual card entry on your mobile device
If you are unable to perform a Sale or Pre-Authorization
using the PAYD card reader (see page 73), follow
the steps below to manually enter the transaction
entirely on your mobile device. (i.e. neither the PAYD
PIN pad nor the PAYD card reader will be used).
1.If the PAYD card reader is connected to your mobile
device, disconnect the PAYD card reader.
2.Initiate the Sale (or Pre-Authorization) on your
mobile device.
3.Tap Keyed.
•If the Customer ID and Order ID fields appear and
you want to track the transaction with your own
identifier(s), enter the required data in one or both
fields; otherwise, leave these fields blank to bypass
entering any identifier.
4.In the Amount ($) field, enter the transaction
amount (#.##).
•If the Sales Tax ($) box/field appears and is
checkmarked, the tax that will be added displays
in the field while the total transaction amount
(includes the tax) displays in the Total ($) field. If
you do not want to add the tax to this transaction,
tap (unmark) the Sales Tax ($) box.
5.In the Card Number field, enter the card’s number.
6.In the Exp (MMYY) field, enter the card expiry date.
•If the CVV field appears, enter the 3- or 4-digit card
verification value (code).
7.Tap Process Transaction.
•If “Please specify a tip amount” appears on your
mobile device, see page 46.
•If the “Customer Signature” screen displays on your
mobile device, capture the customer’s signature
(see page 53).
8.Tap
to return to the main menu.
Sources of electromagnetic interference
Listed below are some common sources of
electromagnetic interference that may impair the
operability of the PAYD PIN pad:
• Motors and compressors
• Computer screens and televisions
• Radio transmitters and other wireless devices
operating at 2.4GHz (e.g., Wi-Fi devices, wireless
routers, cordless phone bases, etc.) - at least 2 m
(6.5 feet) away
• Microwave ovens - at least 3 m (10 feet) away
• 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.)
Note: If you enter your own Order ID, it must
be unique. If you don’t enter your own Order ID,
it will be generated automatically.
74
75
Notes
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76
77
Need help?
For telephone or e-mail assistance:
• Call us toll-free at 1-855-423-7293, or e-mail us at
[email protected] (24 hours a day, 7 days a week).
For online troubleshooting tips, frequently asked
questions (FAQ), and other help resources:
• In the PAYD App:
1.Start on the main menu (you must be signed in).
Note: If another screen is displayed, tap
to the main menu.
to go
2.Tap Help.
• On the Web:
1.Visit getpayd.com (additional copies of this guide
may be downloaded from this site).
2.For instructions on how to determine the version
of the PAYD App you are using, see page 31.
IMPORTANT: You must use the USB charging cable
provided with the PAYD PIN pad. Failure to do so may
affect the operability of or cause damage to the PAYD
PIN pad.
TM PAYD PRO, MONERIS PAYD and MONERIS PAYD & Design are trade-marks
of Moneris Solutions Corporation. ANDROID is a trade-mark of Google Inc.
® MONERIS and PAYD are registered trade-marks of Moneris Solutions
Corporation. INTERAC is a registered trade-mark of Interac Inc.
BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE, IPAD,
IPHONE, IPOD TOUCH and APP STORE are trade-marks of Apple Inc.,
registered in the U.S. and other countries. All other marks or registered
trade-marks are the property of their respective owners.
© 2015 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto,
Ontario, M8X 2X2.
All Rights Reserved. This manual 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 (“Moneris”). This guide is for informational
purposes only. 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 its affiliates nor any of our or their respective
licensors, licensees, service providers or suppliers warrant or make
any representation regarding the use or the results of the use of the
information, content and materials contained in this guide in terms of
their correctness, accuracy, reliability or otherwise. Your credit and/or
debit card processing is separately governed by the Terms and Conditions
of your Moneris VISA Merchant Agreement, your Moneris MasterCard
Merchant Agreement, your Moneris Discover Merchant Agreement and/
or your INTERAC Merchant and Terminal Agreement (collectively, the
“Merchant Agreements”), as applicable with Moneris. It is the merchant’s
responsibility to ensure that proper card processing procedures are
followed at all times. Please refer to your Merchant manuals and the
Terms and Conditions of your Merchant Agreement(s) for details. The
Moneris Merchant Operating Manual is available for free download at
getpayd.com/manuals.
Using PAYD Pro
TM
For iPad®, iPhone®
and iPod touch®
PAYDPR-Apl-YT-E (04/15)
(04/15)
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