PAYD PRO PLUS MOBILE SOLUTION

PAYD PRO PLUS MOBILE SOLUTION
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®MONERIS and PAYD are registered trade-marks of Moneris Solutions Corporation. ™MONERIS PAYD, MONERIS PAYD BE PAYMENT
READY & Design, PAYD PRO, and PAYD PRO PLUS are trade-marks of Moneris Solutions Corporation. ®BLUETOOTH is a registered
trade-mark of Bluetooth SIG, Inc. APPLE and iPad are trade-marks of Apple Inc., registered in the U.S. and other countries. INTERAC
is a registered trade-mark of Interac Inc. 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/paydproplus/support.
Using PAYD Pro Plus for Apple® iPad
PPPM_ UYA_ V1 _ E (07/15)
(07/15)
Table of Contents
Introduction Optional devices
5
6
• The Moneris PAYD PIN pad
• Power management and the PAYD PIN pad
• Charging the PAYD PIN pad
• Maintaining battery charge
• Battery icons on the PAYD PIN pad
• Powering on the PAYD PIN pad
• Sleep mode
• Exiting sleep mode
• Powering off the PAYD PIN pad
• Pairing the PAYD PIN pad to the Apple iPad
• Connecting and initializing the PAYD PIN pad
• The Moneris PAYD card reader
• Bluetooth barcode scanner
• Bluetooth receipt printer
TM
For more information
and assistance:
Web: getpayd.com/paydproplus/support
Email: [email protected]
Toll-free: 1-855-423-PAYD (7293)
Record your Moneris® merchant number here:
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8
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9
9
10
10
10
14
15
16
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Signing in and out
17
17
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19
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• Signing into your PAYD Pro Plus App
• Navigating the interface
• Signing out
• Cashing in
Inventory management
21
• Adding new products
• Editing products
• Deleting products
• Searching inventory
• Searching for specific products
• Searching for all products
• The Favourites Group
• Adding products to the Favourites Group
• Removing products from the Favourites Group
• Editing the contents of the Favourites Group
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24
26
27
27
28
29
30
32
33
1
Customer management
34
Processing payment
57
• Adding new customers
34
• Processing cash payment
57
• Searching customers
36
• Processing cheque payment
58
• Searching for a specific customer
36
• Card entry options
59
• Searching all customers
37
• Insert: chip cards
59
• Editing a customer profile
38
• Swipe: magnetic stripe cards
59
• Deleting customers
38
• Wave/tap: Contactless cards
60
• Adding a customer to the Favourites Group
39
• Maximum Contactless Dollar Value (CDV)
61
• Swipe: magnetic stripe cards on the PAYD card reader
61
• Manual card entry
62
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Processing transactions
41
• General guidelines for performing a transaction
41
• Before you begin
42
• Starting a sale
43
• Processing a sale without assigning a customer
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44
• Assigning a customer to a sale
• Searching for customers
44
• Create a new customer profile
45
• Adding a customer from the Favourites Group
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46
• Adding products to a sale
• Scanning products
47
• Searching for products
47
• Adding products from the Favourites Group
48
• Adding non-inventory items to a sale
48
49
• Editing quantities and prices
• Adjusting item quantity
49
• Adjusting product price
50
• Removing products from the bill
51
• Applying discounts
52
• Cancelling transactions
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• Processing Interac Debit payments
• Integrated debit payments
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• Processing credit card payments
• Integrated credit payments
64
65
• Processing Store Credit payments
• Processing a Store Credit belonging to a registered customer
65
• Processing a Store Credit that belongs to an unregistered
customer
66
• Processing split-tender transactions
67
• Receipt options
68
• Generating printed receipts
68
• Generating email receipts
69
• Generating SMS Text receipts
70
• Generating gift receipts
70
• Reprinting transaction receipts
72
3
Introduction
Administrative transactions
73
• Searching transactions
73
• Checking Bluetooth device status
75
• Generating reports
76
• Processing a return
77
• Customer prompts on the PAYD PIN pad
80
End of day procedures
82
82
• Cash-Out
Troubleshooting
84
• Error messages in the PAYD Pro Plus App
84
• Error messages on the PAYD PIN pad
86
• Other issues (PAYD PIN pad)
88
Other resources
PAYD Pro PlusTM lets you turn your Apple® iPad® into a mobile POS Payment
Solution, with great features that let you run your business from anywhere.
This guide provides you with instructions on how to set-up and use your
PAYD Pro Plus App.
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Note: Some of the features and functions described in this guide may or
may not be visible to you based on your merchant agreement with Moneris.
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Optional devices
The Moneris PAYD PIN pad
TM
The customer uses the PAYD® PIN pad to input payment data when prompted
during a transaction.
1
Function keys (F1, F2, F3, and F4)
• Select the option displayed above the key.
2
Alpha-Numeric keys
3
9
Cancel key
• Clear message displayed on PAYD PIN pad.
• Cancel transaction.
7
8
11
10
4
Correct key
• Clear data entered on PAYD PIN pad.
5
OK / Enter key
• Submit data, or acknowledge a message displayed on PAYD PIN pad.
6
Chip Reader (slot at the bottom of PAYD PIN pad)
• See Insert: chip cards on page 59.
7
Contactless Reader Indicator (green flashing light)
• No lights flash: PAYD PIN pad is in Sleep mode (see page 9) or is powered off.
• One light flashes: Reader is fully powered on.
• Four lights flash: Reader is capturing card data (see page 60).
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Display Screen/Contactless Reader
• WELCOME/BONJOUR screen displays while PAYD PIN pad is idle.
9
Magnetic Stripe Reader (slot along the top of PAYD PIN pad)
• See Swipe: magnetic stripe cards on page 59.
10
11
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 8-10.
2 For reset function, press and hold down until the rebooting process starts.
7
Power management and the PAYD PIN pad
Charging the PAYD PIN pad
Battery charge level
Icon
100% or less.
1.Plug the small end of USB cable into the PAYD PIN pad’s micro-USB port
located on the side near the F4 key.
75% or less.
50% or less. (Contactless reader may not read card.)
2.Plug the other end of the USB cable into a powered USB port. If you are using
a USB port on your computer, ensure the computer is turned on.
25% or less. (PAYD PIN pad may power off if it is not connected to an external
power source.)
3.Wait while the PAYD PIN pad powers up.
4.When you see the TELIUM MENU screen, set the PAYD PIN pad aside, and
leave it to charge for 3 hours.
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 10).
Description
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 9).
Power on WITH USB charging cable
Plug the USB charging cable into the micro-USB port on the PAYD PIN pad
(see page 8).
Plug the other end of the cable into a powered USB port. (The PAYD PIN pad
beeps and then powers on.)
Battery icons on the PAYD PIN pad
Icons display on WELCOME/BONJOUR screen.
Battery charging
Icon
Power on WITHOUT USB charging cable
Press the Power button on the side of PAYD PIN pad (see page 6-7).
Description
Note: The battery must be sufficiently charged.
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.
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 the Bluetooth® communication range of the
Apple iPad with which it is paired.
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• The screen saver is active on the Apple iPad with which the PAYD PIN pad
is paired.
• The PAYD Pro Plus App is not open (i.e., actively running) on the Apple iPad
with which the PAYD PIN pad is paired.
• The PAYD PIN pad’s battery is not sufficiently charged (see page 9).
2.Enable SSP Mode on the PAYD PIN pad:
a.On the PAYD PIN pad’s WELCOME/BONJOUR screen, simultaneously press
and hold down the yellow
key and the
key.
b.Wait while the PAYD PIN pad reboots (this will take several seconds).
c.When you see the following screen, you have 10 seconds to press the red
key and then the green
key.
Exiting sleep mode
To exit Sleep mode, press the Power button on the side of the PAYD PIN pad
(see page 7), and then wait for the WELCOME/BONJOUR screen to display.
d.When you see the TELIUM MENU screen, select YES (F4).
Powering off the PAYD PIN pad
Note: If you see the WELCOME/BONJOUR screen instead, go back to step 2a.
1.Disconnect the USB charging cable if connected.
e.When you see the PRESS F KEY screen, press the
key.
f. When you see the FUNCTIONS menu, press the 2 key to select BT PAIRING.
g.Press the 6 key to select Security Mode.
h.Press the F2 key to highlight SSP(4), then press the green
key.
i. Wait while the PAYD PIN pad reboots back to the WELCOME/BONJOUR
screen.
2.Simultaneously press and hold down both the yellow
key. The PAYD PIN pad beeps and powers off.
key and the
Pairing the PAYD PIN pad to the Apple iPad
Follow the instructions below to pair the PAYD PIN pad to the Apple iPad.
Note: Leave the PAYD PIN pad connected to the external power source while you
perform the following steps. Confirm that the WELCOME/BONJOUR screen is
displayed on the PAYD PIN pad before you proceed.
Note: The following instructions are to be used when pairing the PAYD PIN pad
to an Apple iPad for the first time. Instructions for pairing under different
circumstances are contained in the PAYD Pro Plus online help. Access the online
help by tapping the Main Menu button, then tap Open Administration. In the
PAYD Pro Plus In-Store Administration screen, tap the Help
icon.
1.Ready your Apple iPad for Bluetooth pairing:
a.Turn on your Apple iPad.
b.Ensure that your Apple iPad’s Bluetooth menu is open and that it is
configured to be “discoverable” by another Bluetooth-ready device.
c.Set your Apple iPad aside for now.
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3.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.Simultaneously 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.Re-plug the USB charging cable back into the external power source.
e.Wait while the PAYD PIN pad beeps and powers up.
f. As soon as the version screen displays (shown here), press the red
key,
and then quickly press the green
key.
Note: The version screen displays for 10 seconds.
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g.Do one of the following:
• If you see the WELCOME/BONJOUR screen again, repeat steps 3a-f of
this procedure.
• If you now see the TELIUM MENU screen (shown here), proceed to step 4
below.
4.Pair the PAYD PIN pad with your Apple iPad:
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 2.
a.On the TELIUM MENU screen, press F4 (YES).
The PRESS F KEY screen displays.
b.Press the
key.
The FUNCTIONS menu displays.
c.Press the 2 key to select BT PAIRING.
The BT PAIRING menu displays.
d.Press the 2 key to select Pair device (iOS).
e.When the AVAILABLE DEVICES menu displays:
• If the Apple iPad has previously been paired with the PAYD PIN pad,
go directly to step g.
• If the Apple iPad has never been paired with the PAYD PIN pad, go to step f.
f. Press the 0 key to select Search devices.
The message “Search in progress...” appears, and then a list of Bluetooth
discoverable devices appears.
g.Locate the name of the Apple iPad that you want to pair with the PAYD
PIN pad (e.g., may appear as #-your tablet’s name), and press the key
representing the number (#).
Note: To scroll down the list, press F2.
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h.Do one of the following:
• If the Apple iPad 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 k.
• If the Apple iPad has never been paired with the PAYD PIN pad, wait for
the PAYD PIN pad to display the “Start pairing...” screen, then the
Bluetooth pairing passkey or code appears. Go to step i.
i. On your Apple iPad, you will see a Bluetooth pairing request with a 6-digit pass code. On the PAYD PIN pad you will see the same 6-digit code called
a passkey.
j. On your Apple iPad, tap Pair. On the PAYD PIN pad, press the green
key.
k.On the PAYD PIN pad, you will see Pairing Success and then the BT PAIRING
menu.
Note: Your Apple iPad will indicate the PAYD PIN pad ID is “Connected”.
(If your Apple iPad prompts you to download or install an app, decline the
prompt, and continue the setup steps below.)
If you see Pairing Failure (your Apple iPad will display a similar “failure”
message), go back to step 4d and retry the pairing steps.
Note: If you are still experiencing issues, please note that your Apple iPad may
not support pairing in SSP mode (2008 or earlier models). For other pairing options,
visit the PAYD Pro Plus Knowledgebase at getpayd.com/paydproplus/support
and search for “Bluetooth Pairing with Legacy Mode”.
l. On the PAYD PIN pad, press the red
key, and then wait while the PAYD
PIN pad reboots back to the WELCOME/BONJOUR screen.
5.Confirm that your Apple iPad is successfully paired with the PAYD PIN pad:
• On your Apple iPad’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.
• the version screen, which displays whenever the PAYD PIN pad is rebooted.
6.Once you have confirmed that the PAYD PIN pad you have just set up is paired
with your Apple iPad, charge the battery. See Charging the PAYD PIN pad on
page 8 for more information.
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Connecting and initializing the PAYD PIN pad
Follow these instructions to connect the PAYD PIN pad to the PAYD Pro Plus
App. If you do not have a PAYD PIN pad, you can skip these instructions.
Note: Leave the PAYD PIN pad connected to the external power source while you
perform the following steps. Confirm that the WELCOME/BONJOUR screen is
displayed on the PAYD PIN pad before you proceed.
1.Launch the PAYD Pro Plus App: from the Apple iPad’s home screen, tap the
).
app’s icon (
2.Log into the app (see Signing into the PAYD Pro Plus App on page 17 for more
information).
3.Tap the Main Menu button (
).
6. On the right pane, slide the PIN pad terminal slider to the right (Enabled).
7. Tap the Connect button.
8. In the Information popup, tap OK.
9. The popup disappears and the PAYD PIN pad status now shows “connected”.
10.Tap Initialize.
11.At the Warning popup, tap Yes.
12.Wait while the PAYD PIN pad initializes.
Note: The PAYD PIN pad display screen shows “PLEASE WAIT” while it is
initializing.
13.When the WELCOME/BONJOUR screen appears on the PAYD PIN pad’s
display, it is initialized and ready to use.
4.On the main menu, tap Settings.
If you encounter any problems, refer to the Troubleshooting section on page 84.
5.In the Settings screen, tap Devices.
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-PAYD (7293)):
1.Make sure the media speaker on your Apple iPad is turned off.
2.Ensure that the volume level of your Apple iPad is maximized.
3.Connect the PAYD card to your Apple iPad by plugging it into the audio jack.
PAYD card reader
plugged into
audio port
(not shown)
PAYD card reader
Stabilizer flap
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Bluetooth barcode scanner
Use the Bluetooth barcode scanner to scan barcodes when processing
transactions, adding inventory, searching for products or searching for receipts.
The barcode scanner is an optional device. To purchase a Bluetooth barcode
scanner, please contact us at 1-855-423-PAYD (7293).
Signing in and out
Signing into your PAYD Pro Plus App
Depending on how the PAYD Pro Plus App has been configured, you may be
required to sign in with your Moneris PAYD credentials: Employee ID, Password
and Store ID, or you may need to enter a Quick PIN.
Bluetooth receipt printer
Use the Bluetooth receipt printer to print receipts when transactions are
completed. It is possible to connect a cash drawer to the printer. The receipt
printer and cash drawer are optional devices. To purchase a Bluetooth receipt
printer and a cash drawer, please contact us at 1-855-423-PAYD (7293).
Figure 1: The Standard login screen
Figure 2: The PIN login screen
To sign in using the standard login screen:
1. Enter your employee ID into the Employee ID field.
2.Enter your password into the Password field.
Note: Passwords are case-sensitive.
3.Enter your store’s ID into the Store ID field.
4.Tap Sign In.
To sign in using a quick PIN:
1. Tap the Employee ID drop-down menu and tap the checkmark next to your name.
2.Enter your PIN into the Type In Your Quick PIN field, then tap OK.
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Navigating the interface
The panes
Note: The PAYD Pro Plus App will always appear in “landscape” orientation, even
if the Apple iPad is tilted into a “portrait” orientation.
Accessing the main menu
• To access the main menu from any screen, tap the Main Menu button (
The main menu appears on the left side of the screen (shown below).
).
The PAYD Pro Plus App is generally divided into two panes (referred to in this
guide as the “left pane” and the “right pane”). Menus and popups slide in from
the left or right side of the screen, but generally the two panes remain visible
(one pane becomes smaller depending upon which side of the screen displays
a menu or popup).
The on-screen keyboard and numberpad
The PAYD Pro Plus App makes use of the Apple iPad’s on-screen keyboard for
data entry (i.e. customer or product names). Use this on-screen keyboard in PAYD
Pro Plus App just like you would in any other Apple iPad app. The PAYD Pro Plus
Mobile Solution can use its own number pad, or use the Apple iPad on-screen
keyboard for numeric data entry too. When your data entry is finished, tap OK or
Return to finalize your input. The keyboard is hidden again.
Signing out
When you are finished using the PAYD Pro Plus App, follow the instructions
below to sign out.
1.Tap the Main Menu button (
).
2.On the main menu, tap Sign Out.
A confirmation popup appears.
3.Tap Yes to sign out.
The Login screen appears.
• To hide the main menu:
• Tap the Main Menu button (
) again.
OR
• Tap one of the menu options e.g. Customers.
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If you are finished using the PAYD Pro Plus App for a longer period of time, you
can quit the app by dragging the app up from the multitasking screen. Consult
your Apple iPad’s documentation for further instructions on quitting running
apps.
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Cashing in
Use the Cash-In popup to count your opening till float (to account for the cash
with which you are starting the business day). The popup will appear when you
sign into the app after a cash out has been processed (see Cash-Out on page 82
for more information), or if you are logging into the app for the first time.
Follow the directions below to cash in your till.
Inventory management
You can use the Products screen to manage the business’ inventory.
Management functions include adding new inventory, editing product profiles,
and deleting products.
Note: If you do not see the Cash-In screen when you start the app, it means
that cash out process was not completed for the previous business day. Refer
to Cash-Out on page 82 for more information.
Adding new products
To cash in your till:
You can use the New Product screen to add products to the business’ inventory.
You can add inventory from two places in the PAYD Pro Plus App: from the
Products screen, or from the Sale screen.
1.In the Cash-In screen, tap inside the various denomination fields (e.g. $20,
$10, $2 etc.) and enter the quantity of those denominations you have. For
coins, if you have rolls of coins as well as loose coins, enter the quantity of
rolls in the Rolls column on the right, and enter the loose change in the left
column directly beside the denomination.
2.In the Cheque field, enter the amount of cheques that your till is opening
with (if applicable).
3.Tap the checkmark button (
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) at the bottom of the popup.
PAY D P R O P L U S M O B IL E S OL U T I O N – U S I N G PAY D P R O P L U S F O R A P P L E ® i PA D
Note: Fields highlighted in yellow are mandatory.
1.Tap the Main Menu button (
).
2.Choose one of the following:
• To add new products from the Products screen:
• Tap Products. The Products screen appears in the left pane. Proceed to
step 3.
OR
• To add new products from the Sale screen:
a.Tap Sale. The Sale screen appears.
). The Search or Create a Product popup
b.Tap the Product button (
appears.
c.Proceed to step 3.
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3.Tap the Add Product button (
).
The New Product popup appears.
OR
Tap inside the UPC field and use the on-screen keyboard to manually key in the digits from the product’s barcode.
Note: If the product does not have a barcode, you may key in your own unique
UPC code for this item.
8. If you have brand names defined, tap the Brand name drop-down arrow and select the brand to which this item belongs. If you do not have brands defined, skip this step.
4.If you wish to use the Apple iPad’s camera to take a picture of the product, follow the steps below. If you do not want to take a picture of the product, proceed to step 5.
a.Tap the camera button (
) on the left side of the popup.
Note: If prompted to allow the PAYD Pro Plus App to access your Apple iPad’s
camera, tap Yes.
b.Take the photo.
c.Tap Use Photo to use the image. Proceed to step 5.
OR
Tap Retake to retake the image. Repeat step 4b.
5.In the Information section, tap the Add to inventory checkmark (or ensure that it is coloured blue).
6.Enter the product’s name into the Name field.
9.
Use the on-screen numberpad to enter prices for the product:
a.Tap inside the Retail Price field and enter the item’s retail price in dollars and cents. Tap OK when finished.
b.Tap inside the List Price field and enter the item’s list price in dollars and cents. Tap OK when finished.
c.Tap inside the Cost Price field and enter the item’s cost (what you pay your supplier for the item) in dollars and cents. Tap OK when finished.
10.Tap inside the In-stock field and enter the item’s current on-hand value. Tap OK when finished.
11. If the item comes with a manufacturer’s warranty, tap inside the Warranty
Period field and enter the item’s warranty period in months. Tap OK when finished. If the item does not come with any kind of a warranty, skip this step.
12. Tap inside the Description field and enter the product’s description.
13. In the Taxes section, tap the taxation option that applies to the product:
•To exempt the item from any taxes in your jurisdiction, tap Exempted.
•To apply a tax to the item, tap the applicable tax.
Note: The taxes that appear are based on the taxes of your business
location (e.g. Ontario businesses will see Exempted, HST Federal and
Provincial and HST).
7. Tap inside the UPC field and use the Bluetooth barcode scanner to scan the product’s barcode.
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14.In the Options section, set the product options following the guidelines below:
•To make the item part of your inventory, slide Inventory product to the right (Default = Enabled).
•If the product will require any type of service by your business, slide Service Required to the right (Default = Disabled).
•If a customer needs to be added to your customer database in order to purchase the product, slide Register customer required to the right (Default = Disabled).
•If an employee is able to earn commission when selling this product, slide Use commission to the right (Default = Disabled).
•If you are recording this product’s serial number at the time of purchase, slide Ask serial number when sold to the right (Default = Disabled).
•If the item is capable of being returned for a refund or exchange, slide Refundable/Exchangeable to the right (Default = Enabled).
•If the product is a gift card, slide Is a gift card to the right (Default = Disabled).
15. Tap the checkmark button (
product.
) at the bottom of the popup to save the 16. Repeat steps 3 – 15 to create other product profiles as necessary.
Note: If you do not wish to add the product, tap the Cancel button (
bottom of the popup.
5.Make any changes as necessary.
) at the
6.Tap the Save button at the bottom of the right pane.
7.Repeat steps 3 – 6 to edit other products as necessary.
Editing products
8.Tap the Main Menu button (
Once a product has been created and saved, you are able to edit its profile at
any point.
Note: Merchants with access to PAYD Pro Plus In-Store Solution can capture more
information about products by editing the product profiles in the PAYD Pro Plus
In-Store Administration.
1.Tap the Main Menu button (
).
) when finished.
2.On the main menu, tap Products.
3.On the Products screen, in the left pane, search for the item you wish to edit.
4.Once you locate it, tap its name. The right pane populates with the product’s
details.
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Deleting products
It is possible to delete products that you no longer sell, or products that were
created in error.
Note: If a product profile is deleted, its information will need to be re-entered all
over again. Deletions are permanent.
1.Tap the Main Menu button (
).
3.On the Products screen, in the left pane, search for the item you wish to
delete.
4.Once you locate it, tap its name. The right pane populates with the product’s
details.
). A confirmation prompt appears.
6.Tap Yes to delete the product. Another popup appears confirming the
product has been deleted.
7.Tap OK.
8.Repeat steps 3 – 7 to delete other products as necessary.
9.Tap the Main Menu button (
26
It is possible to search your inventory to locate products.
Searching for specific products
1.Tap the Main Menu button (
2.On the main menu, tap Products.
5.Tap the Delete button (
Searching Inventory
) when finished.
PAY D P R O P L U S M O B IL E S OL U T I O N – U S I N G PAY D P R O P L U S F O R A P P L E ® i PA D
).
2.On the main menu, tap Products.
3.In the search text field on the left pane, enter any of the following as your
search criteria:
• Product ID e.g. “12345678”
• Product Name e.g. “Building Bricks – 300 pcs”
• Product Keywords e.g. “bricks”
• Product Attributes e.g. “Multi-coloured”
• Supplier’s UPC code e.g. 0123456789000
Note: You can enter all or part of the search criteria e.g. “brick”. Tap the
Return key on the on-screen keyboard when finished entering the search
criteria.
4.Tap the Search button (
).
The search results appear in the left pane.
27
Searching for all products
The Favourites Group
1.Tap the Main Menu button (
The Favourites Group is a configurable display of items that occupies the right
pane in the Sale screen. The Favourites Group provides quick access to your
most frequently used inventory or your most frequent customers, so you can
add them quickly to a sale by a simple tap, rather than having to search for
it. You can see an example of a populated Favourites Group in the screenshot
below.
).
2.On the main menu, tap Products.
3.At the top of the left pane, tap the Search button (
).
The search results (every item entered in inventory) appear in the left pane
listed by name in alphabetical order.
For more information on configuring the tabs on the Favourites Group, refer
to the PAYD Pro PlusTM Mobile Solution – Configuration Guide, available for free
download at getpayd.com/paydproplus/support.
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Adding products to the Favourites Group
The Favourites Group is split into 5 tabs. Each tab is capable of holding up to
16 products, so you can add a maximum of 80 items to the Favourites Group.
To add products to the Favourites Group from the Sale screen:
1.Tap the Main Menu button (
).
2.On the main menu, tap Sale.
3.In the Sale screen, tap on the favourites tab at the bottom right pane where
you want to add the product.
4.Tap and hold a blank area of the screen. A grid with 16 rectangles appears.
Note: The grid lines appear faint initially. As you tap and hold, the grid lines
darken.
5.Tap one of the blank rectangles with the + symbol. The Add a Product or
Customer to your Favourites popup appears.
6.To add items to this tab in the Favourites Group, do one of the following:
• Search:
a.Tap inside the Search field at the top of the popup.
b.Enter the product’s ID, name, keywords, attributes, supplier, or the UPC
(barcode) into the field.
c.Tap the Products button (
) to the right.
The search results appear below.
d.Tap the item in the search results.
e.Repeat steps a – d as necessary to add other items to this tab.
f. Tap the Close button at the bottom to close the popup. Proceed to step 7.
• Scan:
a.Tap inside the Search field at the top of the popup.
b.Scan the product’s barcode with the Bluetooth scanner. The product
appears in the search results below.
c.Tap the item in the search results.
d.Repeat steps a – c as necessary to add other items to this tab.
e.Tap the Close button at the bottom to close the popup. Proceed to step 7.
7.Tap the Save button at the bottom of the Favourites Group.
8.Repeat steps 4 – 7 to populate the other four tabs as necessary.
To add products to the Favourites Group from the menu:
1.Tap the Main Menu button (
).
2.On the main menu, tap Products.
3.Search for the product in the left pane (see Searching for specific products
on page 27 for more information).
4.Tap the product’s name in the search results on the left pane.
5.As the product name slides to the right, it reveals the star button. Tap the
star button (
). The Select the Favourite Group popup appears.
6.Tap the Favourite Group tab name to which you are assigning the item.
7.Tap Save at the bottom of the right pane.
8.Repeat steps 2 – 7 to add additional items as necessary.
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Removing products from the Favourites Group
Editing the contents of the Favourites Group
Follow the steps below to remove products from the Favourites Group.
Take the following steps if you are replacing older items in the Favourites
Group, or if an item has been added to the wrong tab:
Note: Removing products from the group does not remove them from the
inventory database.
1.Tap the Main Menu button (
).
2.On the main menu, tap Sale.
3.In the Sale screen, tap on the favourites tab at the bottom of the right pane from where you want to remove the product.
4.Tap and hold on the item you wish to remove from the tab.
The items in the tab start to wiggle and an X symbol appears in the top right corner of the items.
Note: Removing products from the group does not remove them from the
inventory database.
1.Remove items from the group that are no longer needed. Follow the
instructions on Removing products from the Favourites Group on page 32.
2.Add items to the group. Follow the instructions on Adding products to the
Favourites Group on page 30.
3.If you want to edit the tab names, refer to the PAYD Pro PlusTM Mobile
Solution – Configuration Guide, available for free download at
getpayd.com/paydproplus/support.
You can also reposition items in the Favourites Group by tapping and holding
down on the item you wish to move, until the item starts wiggling. Then you
can drag-and-drop it to another spot within the tab.
5.Tap the X symbol on the top right corner of the item you wish to remove.
The item disappears from the Favourites Group.
6.Repeat step 5 to remove additional items as necessary.
7.Tap the Save button at the bottom of the Favourites Group.
8.Repeat steps 3 – 7 to remove other items from other tabs as necessary.
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Customer management
4.In the New Customer popup, fill out the fields following the guidelines below:
• First/Last Name – Enter the customer’s first and last name into these fields.
You can use the Customers screen to add, edit and remove customers from the
database.
Adding new customers
Note: Fields highlighted in yellow are mandatory.
1.Tap the Main Menu button (
• Mobile – Enter the customer’s secondary contact phone number into this
field if available.
Note: This is necessary if you will be sending transaction receipts to your
customers via SMS text. See Generating SMS Text receipts on page 70 for
more information.
• Email – Enter the customer’s email address into this field.
Note: This is necessary if you will be emailing transaction receipts to your
customers. The Email receipt setting below needs to be enabled as well.
).
2.On the main menu, tap Customers.
3.In the Customers screen, tap the Add New Customer button (
The New Customer popup appears.
• Phone – Enter the customer’s primary contact phone number into this field.
Note: Dashes or spaces are not necessary.
).
• Birthday – Tap the drop-down arrow and select the month, day, and year
in which your customer was born. Tap the green checkmark when finished.
• Notes – Tap inside this field and use the on-screen keyboard to enter a note
about the customer.
• Company – Enter the customer’s business name into this field.
• Address – Enter the customer’s primary street address into this field.
• Address 2 – Enter the customer’s unit number (if applicable) into this field.
• City – Enter the customer’s city into this field.
• Postal Code – Enter the customer’s postal code into this field.
• Country – Tap the drop-down arrow and select the customer’s country.
By default, the merchant’s country will be selected.
• Province – Tap the drop-down arrow and select the customer’s province.
By default, the merchant’s province will be selected.
• Language – Tap the drop-down arrow and select the customer’s preferred
language of correspondence. By default, the merchant’s default language
will be selected.
• Pricing Group – Tap the drop-down arrow and select the pricing group to
which this client belongs (if applicable).
• Email receipt – Slide to the right (Enabled) to allow this client to receive
emailed copies of their transaction receipts.
Note: You must enter an email address in the Email field above.
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• Part of Mailing List – Slide to the right (Enabled) to allow this client to
receive promotional emails from your business.
Note: This feature may or may not be visible based on your Merchant
Agreement with Moneris.
• Exempted tax(es) – If this client is eligible for tax exemptions in your
jurisdiction, tap the checkmark (so that it turns blue) to exempt them from
the tax. Be sure to record their registration number and band number in
the appropriate fields.
Searching all customers
1.Tap the Main Menu button (
).
2.On the main menu, tap Customers.
3.In the Customers screen, tap the Search button (
) at the top of the
left pane.
The search results (all customers defined in the customer database) appear
below, listed alphabetically by first name.
5.When you are finished entering information about the customer, tap the
checkmark button (
) to save your work.
6.Repeat steps 3 – 5 to add other customers as necessary.
Searching customers
It is possible to search your database for customers that have been added.
Searching for a specific customer
1.Tap the Main Menu button (
).
2.On the main menu, tap Customers.
3.In the Customers screen, tap inside the search field at the top of the left pane
and enter any of the following as your search criteria:
• Customer ID e.g. “JSMI001”
• Customer Name e.g. “John Smith”
• Customer Phone Number e.g. “555-555-5555”
• Customer email address e.g. “[email protected]”
Note: You can enter all or part of the search criteria e.g. “John”. Tap the Return
key on the on-screen keyboard when finished entering the search criteria.
).
4.Tap the Search button (
The search results appear below.
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Editing a customer profile
It is possible to edit a customer’s profile after it has been saved.
Note: Merchants with access to the PAYD Pro Plus In-Store Solution can capture
more information about customers by editing customer profiles in the Customer
Details screen in the PAYD Pro Plus In-Store Administration solution.
1.Tap the Main Menu button (
).
2.On the main menu, tap Customers.
3.In the Customers screen, search for the customer you wish to edit. For more
information, see the Searching customers section on page 44.
4.Once you locate the customer, tap their name in the search results on the
left pane.
The customer’s profile loads into the right pane.
4.Once you locate the customer, tap their name in the search results on the
left pane.
The customer’s profile loads into the right pane.
5.Tap the Delete button (
). A confirmation prompt appears.
6.Tap Yes to delete the customer. Another popup appears confirming the
customer has been deleted.
7.Tap OK.
8.Repeat steps 3 – 7 to delete other customers as necessary.
Adding a customer to the Favourites Group
It is possible to add customers to the Favourites Group that appears in the
Sale screen.
5.Edit the customer’s profile as necessary. For an explanation of the various
fields, refer to step 4 of the Adding new customers section on page 34.
1.Tap the Main Menu button (
6.Once you have finished making changes, tap the Save button at the bottom
to save your work.
3.Select the favourites tab at the bottom of the right pane to which you want
to add the customer.
7.Repeat steps 3 – 6 to edit other customer profiles as necessary.
4.On the right pane, tap and hold a blank area of the screen. A grid with 16
rectangles will appear.
Deleting customers
It is possible to delete customers who no longer patronize your business,
or whose profiles were created in error.
Note: If a customer profile is deleted, their information will need to be
re-entered all over again. Deletions are permanent.
1.Tap the Main Menu button (
).
2.On the main menu, tap Customers.
).
2.On the main menu, tap Sale.
5.Tap one of the blank rectangles with the + symbol.
The Add a Product or Customer to your Favourites popup appears.
6.Tap inside the Search field at the top of the popup.
) to see a complete list of
Hint: You can also tap the Customers button (
customers that you can add to the Favourites Group.
7.Use the on-screen keyboard to enter the customer’s ID, name, phone number
or email into the search field.
3.In the Customers screen, search for the customer you wish to delete.
For more information, see the Searching customers section on page 36.
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8. Tap the Customers button (
) to the right. The system searches the
customer database and search results appear below.
9. Tap a customer’s name in the search results. They are added to the Favourites
Group. Repeat steps 6 - 8 as necessary to add other customers to the tab.
10.Tap the Close button at the bottom of the popup.
11.Tap the Save button at the bottom of the right pane.
Processing transactions
General guidelines for performing a transaction
Generally speaking, purchase transactions occur in the following sequence:
1.Start the sale.
2.If applicable, assign a customer.
3.Select the product(s) the customer is buying.
4.If applicable, edit the prices and/or quantities and/or apply discounts.
5.Process payment.
6.Process receipts.
This section explains how to perform the following tasks:
• Starting a sale
• Assigning a customer to a sale
• Adding products to a sale
• Editing quantities and prices
• Applying discounts
• Cancelling transactions
• Processing payments:
• cash
• cheque
• entering payment cards
• debit cards
• credit cards
• store credit
• split tender
• Receipt options
• Customer prompts on the PAYD PIN pad
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Before you begin
Starting a sale
Please be aware of the following terms before you begin processing
transactions:
To start a sale, follow the instructions below.
• Integrated versus non-integrated merchants:
• All integrated merchants have their Interac ® Debit and credit payments
processed by Moneris, and are able to use the PAYD PIN pad to accept
credit and Interac Debit payments from their customers.
• Non-integrated merchants do not use Moneris’ secure Interac Debit and
credit processing. They will need to process debit and credit cards outside
of the PAYD Pro Plus App.
1.Tap the Main Menu button (
).
2.On the main menu, tap Sale.
• The bill – This term refers to the left pane of the Sale screen where the
customer’s items for purchase are displayed.
• Continue the sale – This instruction refers to adding products to the bill and
manipulating quantities and prices, and applying discounts.
• Complete the transaction – This instruction refers to selecting a payment
method, processing the payment method, and finally processing the receipt.
• Receipts – The PAYD Pro Plus App has the ability to print paper receipts from
a Bluetooth receipt printer, send a receipt via SMS text message, and the
ability to email a receipt copy to a customer. For the purposes of this guide,
the term “process receipts” at the end of instructions refers to these output
types. You can select your receipt output type in the Settings – Receipts
screen. To learn more about configuring your receipts and the output type,
refer to the PAYD Pro PlusTM Mobile Solution Configuration Guide available for
free download at getpayd.com/paydproplus/support.
All the instructions pertaining to processing sale transactions in this guide
make the assumption that you have started the sale. Please refer to Starting
a sale on page 43 for instructions on how to begin a sale transaction.
Processing a sale without assigning a customer
It is possible to process a sale without assigning a customer. Simply start the
sale and add products to the bill. Proceed to the Adding products to a sale
section on page 46 for instructions.
The features and functionality documented in this guide may or may not be
visible to you based on your Merchant Agreement with Moneris.
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Assigning a customer to a sale
There are three methods for assigning a customer to a sale:
• Search
• Create new
• Tap to add from the Favourites Group
Searching for customers
Follow the instructions below to search for a customer to add to the sale.
1.Start the sale. See Starting a sale on page 43 for more information.
2.Tap Select Customer at the top of the right pane.
The Search or Create a Customer popup appears.
3.Search for a specific customer.
OR
Search your entire list of customers. See Searching customers on page 36
for more information on how to search your customer database.
4.Once you locate the customer in the search results, tap their name.
The customer’s name appears at the top of the right pane.
Create a new customer profile
5.Continue the sale.
Follow the instructions below to create a profile for the customer and attach
them to the sale.
1.Start the sale. See Starting a sale on page 43 for more information.
2.Tap Select Customer at the top of the right pane.
The Search or Create a Customer popup appears.
3.Tap the New Customer button (
The New Customer popup appears.
).
4.Create a profile for the new customer. For more information, refer to the
Adding new customers section on page 34.
The customer is added to your database, and their name appears at the top
of the right pane.
5.Continue the sale.
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Adding a customer from the Favourites Group
Scanning products
1.Start the sale. See Starting a sale on page 43 for more information.
1.Start the sale. See Starting a sale on page 43 for more information.
2.Tap the tab in your Favourites Group that contains your customers.
2.Tap the Products button (
) in the top of the left pane.
The Search or Create a Product popup appears.
3.Tap the customer’s name.
The customer’s name appears at the top of the right pane.
4.Continue the sale.
3.Scan the product’s barcode.
The product is added to the bill.
4.Repeat step 3 to scan additional products to add to the bill.
Adding products to a sale
There are 3 methods of adding products to a sale:
• Scan
• Search
• Tap to add from the Favourites Group.
5.Complete the transaction.
Note: If the message “Product ID not found in inventory” appears, the barcode
you scanned is not associated with the product. Tap OK and cancel the sale (see
Cancelling transactions on page 56 for more information). Edit the product to
associate the barcode with the item. See Editing products on page 24 for more
information.
Searching for products
1.Start the sale. See Starting a sale on page 43 for more information.
2.Tap the Products button (
) in the top of the left pane.
The Search or Create a Product popup appears.
3.In the popup’s search field, enter any of the following as your search criteria:
• Product ID e.g. “12345678”
• Product Name e.g. “Building Bricks – 300 pcs”
• Product Keywords e.g. “bricks”
• Product Attributes e.g. “multi-coloured”
• Supplier’s UPC code e.g. 0123456789000
Note: You can enter all or part of the search criteria e.g. “brick”. Tap the Return
key on the on-screen keyboard when finished entering the search criteria.
4.Tap the Search button (
).
The search results appear below.
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5.Tap the product to add it to the transaction.
Editing quantities and prices
6.Repeat steps 2 – 5 as necessary to populate the bill with other items the
customer wants to purchase.
Once products are on the bill, it is possible to edit the quantity of items being
sold, as well as the product’s price.
7.Complete the transaction.
Note: It is also possible to tap the Search button (
) without entering any
search criteria to generate a full list of available products.
Adjusting item quantity
There are two ways to adjust a product’s quantity once it is on the bill:
scanning the item again or tapping the quantity adjustment buttons.
Adding products from the Favourites Group
Scanning
If the Favourites Group is enabled, and populated with products, follow the
instructions below.
• To adjust the quantity of an item by scanning, simply scan the item’s barcode
multiple times as necessary. The quantity indicator to the left of the product’s
name on the bill will increase each time the item is scanned. There is also an
overall item count at the top of the right pane on the checkout button that
increments as well.
1.Start the sale. See Starting a sale on page 43 for more information.
2.On the right pane, tap the tab at the bottom of the Favourites Group that
contains the customer’s desired item.
3.Tap the item’s name/image.
The product is added to the bill.
4.Repeat step 3 for any other items in the current tab.
5.Repeat steps 2 – 4 for items that reside on other tabs in the Favourites Group.
6.Complete the transaction.
Adding non-inventory items to a sale
It is possible to add an item that is not yet in your inventory database to a sale.
Refer to the Adding new products section on page 21 for more information.
Using the quantity adjustment buttons
1.Tap the product’s name on the bill.
A popup appears to the right.
2.Change the quantity:
a.To increase the item quantity, tap the + symbol button.
OR
b.To decrease the item quantity, tap the – symbol button.
3.Tap outside of the popup to close it.
The item’s quantity is adjusted.
4.Repeat steps 1 – 3 to adjust other item quantities as needed.
5.Complete the transaction.
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4.Tap the left arrow (
) at the top of the Price popup.
5.Tap outside of the popup to close it.
The item’s price is adjusted.
6.Repeat steps 1 – 5 to adjust other item prices as needed.
7.Complete the transaction.
Removing products from the bill
If a product has been added to the bill by mistake, or if the customer changes
their mind about something before paying, follow the instructions below to
remove the product(s) from the bill.
1.Tap the product’s name on the bill.
A popup appears to the right.
2.Change the product quantity:
• To decrease the item’s quantity, tap the – symbol button.
OR
• To remove the product from the bill, tap the Delete button (
Adjusting product price
Adjusting a product’s price on the bill affects only the transaction on which the
price is being changed. It does not affect the item’s price outside the current
transaction. Follow the instructions below to change the retail price of a
product for one transaction only.
).
3.Repeat steps 1 and 2 as necessary to remove other products from the bill.
4.Complete the transaction.
Note: If you wish to change the item’s overall price (applicable for any
transaction), refer to the Editing products section on page 24.
1.Tap the product’s name on the bill.
A popup appears to the right.
2.In the popup, tap the
symbol to the right of Retail Price.
The Price popup appears.
3.Tap inside the New Retail Price field and use the on-screen numberpad to enter
a new price in dollars and cents. Tap the OK or Return button when finished.
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Applying discounts
Discounts can be applied to products once they have been added to the bill.
It is also possible to apply a discount to the overall transaction.
To apply discounts to specific items on the bill:
1.Tap the product’s name on the bill.
A popup appears to the right.
2.In the popup, tap the
symbol to the right of Discount.
The Discount popup appears.
3.In the Discount popup, take the following action:
• To apply a percent discount:
a.Tap the % button (ensure it is coloured blue).
b.Use the horizontal slider to select the discount amount. Sliding to the
right increases the amount; sliding to the left decreases the amount.
OR
Key in a percentage amount in the Discount field (between the $ and
% buttons). Tap the OK button when finished.
c.Select whether you want the discount applied to individual items or all
items. For example, if 5 of the same item are being sold, will the discount
apply to all 5 items, or only to 3 of 5?
• To apply the discount to a limited number of items, tap the Qty
button, then use the on-screen numberpad to key in the quantity to
which the discount applies. Tap the OK or Return button when finished
OR
• To apply the discount to the total quantity of that one product, tap All.
d.Proceed to step 4.
• To apply a dollar discount:
a.Tap the $ button (ensure it is coloured blue).
b.Use the horizontal slider to select the discount amount. Sliding to the
right increases the amount; sliding to the left decreases the amount.
OR
Key in a dollar amount, in the Discount field (between the $ and %
buttons). Tap the OK button when finished.
c.Select whether you want the discount applied to individual items or all
items. For example, if 5 of the same item are being sold, will the discount
apply to all 5 items, or only to 3 of 5?
• To apply the discount only to limited number of items, tap the Qty
button, then use the on-screen numberpad to key in the quantity to
which the discount applies. Tap the OK button when finished.
OR
• To apply the discount to the total quantity of that one product, tap All.
d.Proceed to step 4.
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4.Tap the left arrow button (
) at the top of the Discount popup.
5.Tap outside of the popup to close it.
The discount is applied to the item.
6.Repeat steps 1 – 5 to discount other items on the bill as necessary.
7.Complete the transaction.
To apply a discount to the entire transaction:
1.Tap the total amount at the top of the left pane. A popup appears below.
2.Tap the
symbol to the right of the TRX DISCOUNT line. The TRX DISCOUNT
popup appears.
3.Choose the following discount type:
• To apply a percent discount:
a.Tap the % button (ensure it is coloured blue).
b.Use the horizontal slider to select the discount amount. Sliding to the
right increases the amount; sliding to the left decreases the amount.
OR
Key in a percentage amount, in the Discount field (between the $ and %
buttons). Tap the OK button when finished.
c.Proceed to step 4.
• To apply a dollar discount:
a.Tap the $ button (ensure it is coloured blue).
b.Use the horizontal slider to select the discount amount. Sliding to the
right increases the amount; sliding to the left decreases the amount.
OR
Key in a dollar amount, in the Discount field (between the $ and %
buttons). Tap the OK button when finished.
c.Proceed to step 4.
• To apply a defined discount code:
a.Tap inside the Promotion Code field and enter the discount code.
Note: Promotion codes are defined and managed using the PAYD Pro Plus
In-Store solution. Click the
icon in PAYD Pro Plus In-Store solution for
more help on creating promotion codes.
b.Proceed to step 4.
4.Tap the left arrow button (
) to return to the transaction. You will see
the discount applied to every item on the bill.
5.Complete the transaction.
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Cancelling transactions
It is possible to cancel a transaction before payment has been processed.
1.Tap the total amount at the top of the left pane. A popup appears below.
2.Tap the Clear Transaction button.
A confirmation popup appears.
3.Tap Yes to clear the transaction.
4.The Sale screen reappears awaiting the start of a new transaction.
Processing payment
This section explains how to process payments to complete a transaction.
Each of the instructions in this section assume that you have finalized the
transaction (e.g. selected the customer, added the items and applied any
discounts/price adjustments as necessary).
Note: If you have a receipt printer and cash drawer, the drawer will not open
until the transaction completes and the receipt prints. The receipt printer controls
when the drawer opens.
Processing cash payment
Follow the instructions below to process a cash payment for a transaction.
Note: Merchants using the PAYD Pro Plus App with a Cash-only account will only
be able to process cash and cheque transactions.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
2.Tap Cash. The total amount due appears on the right pane.
3.Do one of the following:
• If the customer is providing cash greater than the amount due:
a.Tap inside the amount field on the right (where the total amount due
is showing). The on-screen numberpad appears.
b.Enter the amount the customer has given to you and tap OK.
OR
Tap one of the “nearest rounded” amounts on the right side of the
numberpad.
c.Proceed to step 4.
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• If the customer has exact change:
a.Tap the OK button.
b.Proceed to step 4.
Card entry options
• If the customer is paying with cash and another tender type:
• Refer to Processing split tender transactions on page 67 for more
information.
1.The PAYD PIN pad displays “SWIPE OR INSERT
CARD” or “SWIPE, TAP OR INSERT CARD”.
4.Process the receipts. If change is to be given, the change amount will be
displayed on the right pane.
Insert: chip cards
2.The customer inserts their card into the PAYD
PIN pad’s chip reader.
5.Tap Done to complete the transaction.
Note: Unless the PAYD PIN pad prompts otherwise,
the card should not be swiped even if it has a
magnetic stripe.
Processing cheque payment
3.The customer may be prompted to enter data, including their PIN.
Follow the instructions below to accept a cheque as payment for a transaction.
4.The customer leaves the chip card inserted until “REMOVE CARD” displays
on the PAYD PIN pad.
Note: Merchants using the PAYD Pro Plus App with a Cash-only account will only
be able to process cash and cheque transactions.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
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.)
2.Tap Cheque. The total amount due appears on the right pane.
Swipe: magnetic stripe cards
3.Tap the OK button.
Note: If the card has a chip, it must be inserted (see Insert: Chip cards above).
4.Process the receipts.
1.The PAYD PIN pad displays “SWIPE OR INSERT
CARD” or “SWIPE, TAP OR INSERT CARD”.
5.Tap Done to complete the transaction.
2.You or the customer swipes the card on the
PAYD PIN pad’s magnetic stripe reader.
Note: If the card is a credit card, you should swipe
the card.
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• If the card is a debit card, the customer will be prompted to enter a PIN.
Maximum Contactless Dollar Value (CDV)
Tip for proper card swipe:
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.)
To determine the maximum CDV for a card type, contact us at
1-855-423-PAYD (7293).
• 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”. Insert the chip credit card (see Insert: chip cards on
page 59 for more information).
• Debit cards: If an Interac Debit card is tapped for an amount that exceeds
its maximum CDV, the PAYD PIN pad will display “MUST INSERT CARD”.
Insert the chip credit card (see Insert: chip cards on page 59 for more
information).
Wave/tap: Contactless cards
1.The PAYD PIN pad displays “SWIPE, TAP OR
INSERT CARD”.
2.The customer taps/waves their card over the
PIN Pad’s display screen.
3.Note the following :
• The PAYD PIN pad’s battery charge level should
be at least 50% (see page 8) 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 Maximum Contactless Dollar
Value on page 61).
4.The PAYD PIN pad beeps and four green lights flash when the contactless
reader is reading the card data.
Tips for proper card tap/wave:
• 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.
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Swipe: magnetic stripe cards on the PAYD card reader
If something has prevented Bluetooth communication between the PAYD PIN
pad and the Apple iPad, you can use the PAYD card reader as a backup method
to process credit card transactions.
Note: The PAYD card reader cannot be used for Interac Debit transactions.
1.Insert the PAYD card reader into the audio port on the Apple iPad. Turn the
Apple iPad volume up full.
2.Process the transaction.
3.At the Payments screen, tap Credit card.
4.On the right pane, tap Process Transaction (the button displays a Card
Reader icon).
5.When prompted by the app, swipe the magnetic stripe slowly through the
reader from left to right.
6.Follow the prompts on the screen to complete the transaction.
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Manual card entry
Processing Interac Debit payments
If all available card entry methods fail, you may manually enter the card
number for credit cards and some chip debit cards on the PAYD PIN pad. If that
also fails, or you don’t have a PAYD PIN pad, you may manually enter the card
number for credit cards on the screen of the PAYD Pro Plus App.
Integrated merchants can use the PAYD PIN pad to accept and process Interac
Debit cards. Non-integrated merchants must use a different method to process
payment for Interac Debit cards.
Note: If the PAYD PIN pad is enabled in Settings – Devices, you will be prompted
to manually key in the card information on the PAYD PIN pad. If it is disabled,
you will be prompted to enter the card data on the screen of the app.
Note: If you are a non-integrated merchant, and you select Debit as payment,
the following message appears: “Please visit www.getpayd.com to sign up
for credit and debit payment processing.” You will not be able to complete the
transaction.
1.On the left pane of the Payments screen, tap Credit Card.
2.On the right pane, tap the Manual button.
3.Enter the credit card number:
• On the PAYD PIN pad:
a.At the “SWIPE, TAP OR INSERT CARD” prompt, key in the credit card
number. Press the green
key when finished.
b.At the “EXPIRY DATE” prompt, enter the card’s 4-digit expiry date in
MM/YY format. Press the green
key when finished.
c.Proceed to step 4.
• On the PAYD Pro Plus App screen:
a.In the Card Number field, enter the card number.
b.Enter the card’s 3-digit CVC code in the CVD field.
Note: The Card Validation Code (CVC) is a 3-digit code located on the back
of the card.
d.Tap the drop-down arrow for Expiration Date and use the calendar
selector to select the month and year of the card’s expiry date. Tap the
checkmark (
) button when finished.
e.Tap Process Transaction.
f. Wait while the transaction processes.
4.Follow the prompts on the screen to complete the transaction.
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Integrated debit payments
Follow the instructions below to process payment using Interac Debit and the
PAYD PIN pad. Before proceeding, ensure the following conditions are met:
a.Ensure the PAYD PIN pad is powered on and at the WELCOME/BONJOUR
screen. See Powering on the PAYD PIN pad on page 9 for more information.
b.Ensure that the PAYD PIN pad is paired to the Apple iPad and is showing
connected ( ) on the main menu. See Checking Bluetooth device status
on page 75 for more information.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
2.Tap Debit. The total amount due appears on the right pane.
3.Tap Process Transaction. The screen displays “Transaction in progress…”.
Note: If you see the message “PIN Pad is not connected or paired”, tap OK and
refer to the Troubleshooting section on page 84.
4.Hand the PAYD PIN pad to the customer.
5.The customer enters their card on the PAYD PIN pad. See Card entry options
on page 59 for more information.
6.The customer follows the prompts on the PAYD PIN pad. See Customer
prompts on page 80 for more information.
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7. When the payment is successfully processed, the PAYD PIN pad returns
to the WELCOME/BONJOUR screen.
3. Tap Process Transaction. The screen displays “Transaction in progress…”.
Note: If you see the message “PIN Pad is not connected or paired”, tap OK and
refer to the Troubleshooting section on page 84.
8. Retrieve the PAYD PIN pad from the customer.
9. Process the receipts.
4. Hand the PAYD PIN pad to the customer.
10.Tap Done to complete the transaction.
5. The customer enters their card on the PAYD PIN pad. See Card entry options
on page 59 for more information.
Processing credit card payments
Integrated merchants can use the PAYD PIN pad or the PAYD card reader
to accept and process credit cards. Non-integrated merchants must use a
different method to process payment from credit cards.
6. The customer follows the prompts on the PAYD PIN pad. See Customer
prompts on page 80 for more information.
7. When the payment is successfully processed, the PAYD PIN pad returns to
the WELCOME/BONJOUR screen.
Note: If you are a non-integrated merchant, and you select Credit as payment,
the following message appears: “Please visit www.getpayd.com to sign up
for credit and debit payment processing.” You will not be able to complete the
transaction.
8. Retrieve the PAYD PIN pad from the customer.
Integrated credit payments
Processing Store Credit payments
Follow the instructions below to process payment with a credit card using the
PAYD PIN pad. Before proceeding, ensure the following conditions are met:
• Ensure the PAYD PIN pad is powered on and at the WELCOME/BONJOUR
screen. See Powering on the PAYD PIN pad on page 9 for more information.
• Ensure that the PAYD PIN pad is paired to the Apple iPad and is showing
connected ( ) on the main menu. See Checking Bluetooth device status
on page 75 for more information.
• If using the PAYD card reader, refer to Swipe: magnetic stripe cards on the
PAYD card reader on page 61 for more information.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
2.Tap Credit Card. The total amount due appears on the right pane.
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9. Process the receipts.
10.Tap Done to complete the transaction.
Processing a Store Credit belonging to a registered customer
If a customer has received store credit, he or she can redeem it to pay for all
or part of a subsequent purchase.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
2.Tap Store Credit. The total amount due appears on the right pane.
Note: If a customer has been assigned to the transaction, the customer’s
current store credit balance will appear on the Store Credit button (
).
If the balance is not visible (
), it means the customer does not have any
store credit to spend.
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3.Tap Process Transaction.
4.Tap Process Transaction.
4.Process the receipts.
5.Process the receipts.
5.Tap Done to complete the transaction.
6.Tap Done to complete the transaction.
Note: If there was not enough store credit to cover the cost of the transaction,
you can use the store credit and another tender type to process the transaction
as a split-tender transaction. See Processing split-tender transactions on page 67
for more information.
Note: If there was not enough store credit to cover the cost of the transaction,
you can use the store credit and another tender type and process the transaction
as a split-tender transaction. See Processing split-tender transactions below for
more information.
Processing a Store Credit that belongs to an unregistered customer
If a customer has a store credit, but they have not been registered in the
system, you can use the Store Credit ID, or search the list of outstanding
credits, so that the customer can redeem it to pay for all or part of a
subsequent purchase.
Processing split-tender transactions
It is possible to use up to two tender types to process a transaction (e.g. Cash
and Debit, Cheque and Store Credit etc.). Follow the steps below to use two
payment types for one transaction.
) in the top right corner of the right
1.Tap the Shopping Cart button (
pane to checkout.
The Payments screen appears with the payment types on the left pane.
1.Tap the Shopping Cart button (
) in the top right corner of the right
pane to checkout.
The Payments screen appears with the payment types on the left pane.
2.Tap Store Credit. The total amount due appears on the right pane.
2.Tap the first payment type in the left pane.
3.On the right pane, do one of the following:
• Use the Store Credit ID:
a.If you know the Store Credit ID, tap inside the Store Credit ID field and
enter the ID.
b.Tap the Search button ( ). A popup with the search results appears.
c.Tap the store credit you wish to use.
The customer’s name and the credit amount appears.
d.Proceed to step 4.
3.On the right pane, tap inside the amount field.
The on-screen numberpad appears with the amount due.
• Search for a store credit:
a.Tap the Search button ( ). A blank search results popup appears.
b.Tap the Search button ( ) again. All outstanding store credits appear.
c.Scroll through the list and tap the store credit you wish to use.
The customer’s name and the credit amount appears.
d.Proceed to step 4.
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4.Change the amount due to the amount the customer is paying with the first
tender type, then tap OK.
5.Tap Process Transaction.
Note: If the transaction involves a debit or credit card, and you see the message
“PIN Pad is not connected or paired”, tap OK and refer to the Troubleshooting
section on page 84.
6.Process the first payment type following the appropriate instructions in this
guide.
7.Once complete, the Payments screen reappears. On the right pane, the
remaining amount due is shown.
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8. Tap the second payment type in the left pane.
9. Process the second payment type following the appropriate instructions
in this guide.
10.Process the receipts.
11.Tap Done to complete the transaction.
Receipt options
There are 4 types of receipts that can be generated by the PAYD Pro Plus App:
receipts printed from the Bluetooth receipt printer, emailed receipts, SMS text
receipts, and gift receipts printed from the Bluetooth receipt printer.
The receipts you are able to generate are dependent upon your merchant
agreement with Moneris and the type of hardware connected to your Apple
iPad, as well as the output options you have enabled in the Receipt Settings
screen. For more information on configuring receipt layout and output options,
refer to the PAYD Pro PlusTM Mobile Solution – Configuration Guide available for
free download at getpayd.com/paydproplus/support.
To generate printed receipts automatically:
• No action required. When the transaction completes, the Customer copy,
Merchant copy, or both, will print.
To generate printed receipts on demand:
• After the sale completes, before tapping Done, tap the Print Receipt button
(
). The Customer copy of the receipt will print.
Generating email receipts
The PAYD Pro Plus App can email a copy of the receipt to the customer.
1.Complete the transaction and process the payment(s).
2.Before tapping Done, tap the Email button (
The Email Receipt popup appears.
).
Generating printed receipts
For printed (hardcopy) receipts, you have the option of only printing a
customer copy, a merchant copy, or both. You can also have the receipts print
automatically at the end of each transaction, or on demand. Before printing
receipts, ensure the following conditions are met:
• The Bluetooth receipt printer is powered on and paired to the Apple iPad.
For more information on pairing the printer to the Apple iPad, refer to the
PAYD Pro PlusTM Mobile Solution Hardware Install Guide available for free
download at getpayd.com/paydproplus/support.
• Ensure the Bluetooth receipt printer is showing connected ( ) on the main
menu. See Checking Bluetooth device status on page 75 for more information.
• Ensure there is enough paper on the roll in the printer to print receipts.
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3.Do one of the following:
• If the customer making the purchase is already registered as a customer
in your database:
• The customer’s email address may be visible (if you recorded that
information in the customer profile at an earlier time). Confirm the
email address is correct and tap OK. Proceed to step 4.
• If the email address is not present, or is not correct, tap inside the
email field and use the on-screen keyboard to enter the customer’s
email address, then tap OK. Proceed to step 4.
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• If the customer making the purchase is not yet in your database:
• Tap inside the email field and use the on-screen keyboard to enter the
customer’s email address, then tap OK. Proceed to step 4.
4.The app sends the email to the customer.
5.Tap Done to complete the transaction.
Generating SMS Text receipts
The PAYD Pro Plus App can send a link to the Customer copy of the receipt to
the customer’s mobile phone as an SMS text message.
Note: There may be a limit to the number of SMS receipts you can send based on
your merchant agreement with Moneris.
1.Complete the transaction and process the payment(s).
2.Before tapping Done, tap the SMS button (
appears.
). The Text Receipt popup
3.Enter the customer’s mobile phone number in the Phone Number field and
tap OK.
4.The PAYD Pro Plus App sends a text message to the customer containing
a link to the Customer copy of the receipt.
5.Tap Done to complete the transaction.
Generating gift receipts
When completing a transaction, you have the option to issue a gift receipt
to the customer.
1.Complete the transaction and process the payment(s).
2.Before tapping Done, tap the Gift Receipt button (
).
The Select Gift Receipt Items popup appears, with a list of every product
that was on the bill.
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3.Tap the + symbol to the right of the items you wish to add to the gift receipt.
In instances where multiples of the same item were purchased, tap + as
often as necessary to add the appropriate quantity to the bill. For example,
if a customer purchases 5 of the same puzzle, and wants 2 of them to be on
a gift receipt, tap + until the quantity shows 2.
4.Repeat step 3 for other items on the bill.
Hint: To add everything on the bill to the gift receipt, tap Select all.
5.Tap the checkmark button (
the Bluetooth receipt printer.
) to continue. The gift receipt prints from
6.Generate other receipts as necessary then tap Done.
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Reprinting transaction receipts
It is possible to reprint receipts after the initial transaction has been completed.
You can also email the customer another copy of the receipt if requested.
1.Search for the transaction you wish to reprint. For more help on searching
for transactions, see the Searching transactions section on page 73.
2.Once you locate the transaction in the list, tap it in the left pane. The right
pane loads with the receipt details.
3.Tap the Receipt Options button at the bottom of the right pane.
The Receipt Options popup appears.
4.Do one of the following:
• To print a gift receipt for this transaction:
• Tap Print gift receipt. The Select Gift Receipt Items popup appears. Follow
the instructions from step 3 of the Generating gift receipts section on
page 70.
• To print a customer copy of the receipt:
• Tap Print customer copy. The customer copy prints. Tap somewhere else
in the right pane to close the Receipt Options popup.
• To print a merchant copy of the receipt:
• Tap Print merchant copy. The merchant copy prints. Tap somewhere else
in the right pane to close the Receipt Options popup.
• To email the customer a copy of their receipt:
• Tap Email customer copy. The Email Receipt popup appears. Refer to
step 3 of the Generating email receipts section on page 69 for instructions.
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Administrative transactions
Searching transactions
Follow the steps below to search for completed transactions in the PAYD
Pro Plus App.
1.Tap the Main Menu button (
).
2.On the main menu, tap Transactions.
3.In the left pane, enter your search criteria into the search field at the top.
Search by:
• Transaction ID
• Date (in YYYY/MM/DD format)
• Customer name
• Customer phone number
• Customer email address
4.Once the criterion is entered into the search field, tap the Search icon (
).
Note: To search through all transactions, leave the search field blank and tap
the Search icon.
The results of the search appear below sorted numerically by receipt
numbers.
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Checking Bluetooth device status
Before processing transactions with the PAYD Pro Plus App, it is recommended
to check the connection status of your Bluetooth devices. Ensuring they are
connected before processing a transaction provides the client with a quick and
seamless experience.
To check device status:
1.Tap the Main Menu button (
).
2.On the main menu, scroll down to view the status of the devices.
• A connected icon ( ) appears beside devices that are paired and
connected to the app. Connected devices are ready to use immediately.
• A disconnected icon ( ) appears beside items that are not
paired, not powered on, or not configured in the app.
5.Tap the transaction in the results in the left pane. The details appear in the
right pane.
6.Repeat steps 3 – 5 to search for other transactions as needed.
3.To connect any disconnected items:
• Refer to the Troubleshooting section on page 84 for quick instructions.
• Refer to the PAYD Pro PlusTM Mobile Solution Hardware Install Guide
available for free download at getpayd.com/paydproplus/support.
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Generating reports
Processing a return
There are 10 reports available in the PAYD Pro Plus App. These reports provide
vital financial information to you including total amounts for each tender type,
total taxes collected, batch close totals, cash out totals etc.
It is possible to return a transaction in the current batch, as well as
transactions from previously closed batches. Use the Return function to:
• Return a product (or multiple products) to inventory and provide the
customer with a refund (or store credit accordingly).
• Return a transaction that was cashed out by mistake.
• Return a product (or multiple products) to inventory as part of an exchange.
The list of reports includes:
• Current Cash Totals
• Current Cash Totals Details
• Cash-Out
• Cash-Out Details
• Daily Activity
• Current Totals Summary
• Current Totals Details
• Previous Total Summary
• Previous Total Details
• Employee Daily Transactions
Note: If the customer wishes to exchange items, process a Return first, then
process a Purchase transaction for the products the customer is taking in
exchange. Refer to other sections in this guide for instructions on adding items to
the bill, processing the payment and the receipts.
To generate a report:
1.Tap the Main Menu button (
).
2.On the main menu, tap Reports.
3.On the left pane of the Reports screen, tap the report you wish to view.
The report information appears in the right pane. Scroll up and down to view
the information.
4.Select your output:
• If you have a Bluetooth receipt printer, you can tap the Print button (
)
at the bottom of the right pane to generate a hard copy of the report.
• If you do not have a receipt printer, you can send an email copy of the report. Tap the Email button (
) at the bottom of the right pane and enter the
recipient’s email address, then tap OK.
5.Repeat step(s) 3 (and 4) as necessary for other reports.
Note: Certain reports like the Previous Total Summary and the Cash-Out Details
reports can be run for dates in the past. Tap the date drop-down arrow (
)
in the top right corner and select a date from the list.
To process a return:
1.Tap the Main Menu button (
).
2.On the main menu, tap Transactions.
3.Search for the transaction you wish to return (see Searching transactions on
page 73 for more information).
4.Once you locate the transaction, tap it in the left pane. The transaction info
slides to the right revealing a Return button.
5.Tap the Return button.
The Select item(s) to return popup appears.
6.Tap the + symbol to the right of the items the customer is returning. If the
customer purchased multiples of the same item, continue tapping + until
every item being returned is represented in the quantity counter between
the – and + buttons.
7.Repeat step 6 for other items the customer is returning as necessary.
Hint: If the customer is returning everything on the transaction for a refund,
tap Select all.
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8. Tap the checkmark button (
9.
) to proceed with the return.
In the left pane, you will see the items added in steps 6 and 7 listed as
negative dollar amounts. Tap the Shopping Cart button (
) in the top
right corner of the right pane.
The Payments screen appears with the payment types on the left pane.
10.Follow the instructions below based on the tender type to which you are
returning the transaction:
• To return to cash:
a.Tap Cash.
b.Review the amount of cash to return.
c.Tap the OK button.
d.Process receipts.
If connected to your Bluetooth receipt printer and configured, the cash
drawer opens at this point.
e.Remove cash from the till and give it to the customer. Proceed to step 11.
• To return a cheque:
a.Tap Cheque.
b.Tap the OK button.
c.Process receipts.
If connected to your Bluetooth receipt printer and configured, the cash
drawer opens at this point.
d.Remove the cheque from the till and give it to the customer. Proceed
to step 11.
• To return to a debit card (for integrated merchants only):
a.Tap Debit.
b.On the right pane, tap Process Transaction.
c.Swipe, tap or insert the Interac Debit card on the PAYD PIN pad.
d.Hand the PAYD PIN pad to the customer.
e.Have the customer follow the prompts on the PAYD PIN pad.
f. Process receipts.
g.Proceed to step 11.
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• To return to a credit card (for integrated merchants only):
a.Tap Credit Card.
b.On the right pane, tap Process Transaction.
c.Swipe, tap or insert the credit card on the PAYD PIN pad.
d.Hand the PAYD PIN pad to the customer.
e.Have the customer follow the prompts on the PAYD PIN pad.
f. Process receipts.
g.Proceed to step 11.
• To return for store credit (for an existing customer):
a.Tap Store Credit.
The Store Credit screen appears on the right pane. The customer’s First and Last Name fields are already populated.
b.Tap Process Transaction.
c.Process receipts.
d.Proceed to step 11.
• To return for store credit (for a customer who is not registered):
a.Tap Store Credit.
The Store Credit screen appears on the right pane.
b.Tap inside the First and Last Name fields and use the on-screen
keyboard to enter the customer’s name.
Note: If you leave the First and Last Name fields blank, the system will
produce an error and you will not be able to proceed until you enter
both names.
c.Tap Process Transaction.
d.Process receipts.
e.Proceed to step 11.
11.Tap Done to complete the return.
12.Repeat steps 3 – 11 to return other transactions as necessary.
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Prompt
Customer prompts on the PAYD PIN pad
This table displays the prompts (in order of their appearance) that your
customers might see during a POS transaction on the PAYD PIN pad, along
with the actions to take for each one.
Note: Only some of the prompts listed below will appear for any one transaction.
Prompt
Customer Action(s)
Press the green
key to confirm the displayed
transaction amount.
For chequing: press F1 (CHQ). For savings: press F4 (SAV).
Customer Action(s)
Enter the card on the PAYD PIN pad (see Card entry options on page 59).
Key in the Personal Identification Number (PIN)
and press the green
key.
OR
Wait while the transaction is processed.
80
For English prompts: press F1 (ENGL). For French prompts: press F4 (FRAN).
Retrieve the card.
To select the displayed application: press F1 (YES). To view the next available application: press F4
(NO).
Remove the card from chip reader.
Press F1 (YES) to use the displayed application.
Return the PAYD PIN pad to you.
PAY D P R O P L U S M O B IL E S OL U T I O N – U S I N G PAY D P R O P L U S F O R A P P L E ® i PA D
Note: The PAYD PIN pad beeps until the card is
removed.
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End of day procedures
Moneris closes your batch for you automatically at the end of each day. As a
merchant, you have the ability to allow Moneris to perform the batch close
for you daily between 10pm and 11pm EST, or you can specify when the
batch close should occur. The batch close settings can be configured in the
Configuration Settings screen in the PAYD Pro Plus In-Store Solution. The PAYD
Pro Plus In-Store Solution is accessible using a link from within the PAYD Pro
Plus App.
To access the Administration section of the In-Store solution:
1.Tap the Main Menu button (
).
4.Once all the fields have been filled out according to what is in your till, tap
the right arrow button (
) to proceed to the next step.
2.On the main menu, tap Open Administration.
3.For assistance using the In-Store app, tap the
software’s online help tool.
icon to access the
Cash-Out
Follow the steps below to count the cash in your till.
1.Tap the Main Menu button (
).
2.On the main menu, tap Cash-Out.
The Cash-Out popup appears.
3.Count the cash in your till and use the on-screen numberpad to enter the
quantities of each denomination into the appropriate field. For coins, enter
any loose coins in the left field and enter any rolls into the right field for their
denomination. For example, if you have 8 loose dimes and one roll of dimes,
you would enter 8 into the left field and 1 into the right field of the 10 cent
section.
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5.The next Cash-Out screen displays the totals for the cash counted (in the
Actual Amount column) and expected (in the POS Amount column), as well
as amounts for any other tender types used that day.
6.Take one of the following actions:
• To go back to the previous Cash-Out screen and make changes to the
amounts counted, tap the left arrow button (
). Return to step 3.
• To open the cash drawer, tap the Drawer Open button (
). Proceed to
step 7.
• To print a copy of the Cash-Out report from the Bluetooth receipt printer, tap the Print button (
). Proceed to step 7.
• To save your count and complete the cash-out procedure, tap the checkmark
button (
). Proceed to step 7.
7.A Cash-Out confirmation appears. Take one of the following actions:
• To cash in and open a new session, tap Cash-In. The Cash-In screen appears.
Refer to the section on Cashing in for more information.
OR
• To sign out and end your session, tap Sign Out. The PAYD Pro Plus App returns
to the Sign In screen. Refer to section on Signing into the PAYD Pro Plus App
for more information.
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Troubleshooting
Error message
Solution
PIN Pad is not connected
or paired.
You have attempted to process Interac Debit or credit
transaction, but the PAYD PIN pad is not connected or
paired. Try the following steps first:
Note: Depending on your merchant agreement with Moneris, some of the
functionality listed in the table below may not be applicable to your business.
1. Power on the PAYD PIN pad.
2. C
heck the PAYD PIN pad’s status on the main menu.
For more information, refer to Checking Bluetooth
device status on page 75.
Error messages in the PAYD Pro Plus App
If an error message is displayed in the PAYD Pro Plus App (i.e. on your Apple
iPad) 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-PAYD (7293).
Error message
Solution
Error: The connection has
failed. Please verify your
network status and try
again.
1. C
lose the PAYD Pro Plus App and check your Apple
iPad’s communication status (e.g. Wifi connection.
The app does not have connection to the data.
2. I f possible, restart the Apple iPad and see if you can
reconnect.
3. Try signing into the PAYD Pro Plus App again.
The Pin is invalid.
You have tried signing into the PAYD Pro Plus App with
an invalid PIN. Try again with a valid PIN.
The username / password
entered are invalid.
You have tried signing into the PAYD Pro Plus App with
an invalid user name or password. Try again with a
valid Employee ID and/or password.
Note: If you don’t remember your password, you can
tap Forgot Password and have a password reset
message emailed to you.
If neither of these suggestions work, the PAYD PIN pad
may require pairing. Refer to the pairing instructions in
the Pairing the PAYD PIN pad to the Apple iPad section
on page 10.
Sorry, there are no
matching records when
searching for products
or customers.
This message appears when the search criteria entered
fails to turn up any results. Refine your search criteria
and try again. If you are still unable to locate the item/
customer for which you are searching, it’s possible
that the record for the product or customer has been
deleted, or was never entered or saved in the first place.
Sorry, there are no
matching records
when searching for
transactions.
This message appears when the search criteria
entered fails to turn up any results. Refine your search
criteria and try again. If you are still unable to locate
the transaction, it is possible that the transaction
was cancelled before it was completed, or payment
processing for that transaction was declined. Printing Error. Please try
again. Msg: Printer offline
You tried to print a transaction receipt or report,
but the Bluetooth receipt printer is offline or not
connected.
Try the following steps first:
1. Ensure the printer is powered on.
2. C
heck the printer’s status on the main menu. For
more information, refer to Checking Bluetooth
device status on page 75.
If neither of these suggestions work, the printer may require pairing. Refer to the pairing instructions in the PAYD Pro PlusTM Mobile Solution Hardware
Install Guide available for free download at getpayd.com/paydproplus/support.
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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-PAYD (7293).
Error message
Solution
BATTERY
CHARGING
IN PROGRESS
The PAYD PIN pad battery is recharging from a very low
charge level.
Wait for the WELCOME/BONJOUR screen to display
(may take several minutes) before you attempt to
perform a transaction.
CANNOT SWIPE CHIP
CARD
Insert the chip card into the PAYD PIN pad’s chip card
reader.
CARD BLOCKED
REMOVE CARD
The chip card cannot be used. Ask for another form of payment
CARD NOT
SUPPORTED
PLEASE RETRY
1. Swipe the card again.
2. I f this does not work, try using the PAYD card reader
(see page 61).
3. I f this does not work, request another form of
payment.
CARD PROBLEM
Retry the transaction. If the message reappears:
• I f card was inserted:
• Swipe the card.
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.
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
• I f card was inserted:
• R
emove the card from the chip reader, and swipe it when prompted.
• If card tapped:
• I f 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
• If credit card was swiped:
a.Swipe the card on the PAYD card reader (see page 61).
b.If this does not work, manually enter the card (see page 62).
• I f debit card was swiped:
• Request another form of payment.
CARD READ ERR
86
The card data could not be read when the card was
swiped or tapped. Retry the transaction.
PAY D P R O P L U S M O B IL E S OL U T I O N – U S I N G PAY D P R O P L U S F O R A P P L E ® i PA D
The chip card has declined the transaction.
1. Remove the chip card from the chip reader.
2. I f prompted, swipe the card on the magnetic stripe
reader. 3. C
redit only: If this does not work, try swiping the
card on the PAYD card reader (see page 61). If swiping
does not work, manually enter the card number (see page 62).
Debit only: Ask for another form of payment.
NOT COMPLETED
The customer took more than 30 seconds to respond to the prompts. Retry the transaction.
PLEASE
CHARGE
THE TERMINAL
The PAYD PIN pad’s battery charge is low. Connect
the PAYD PIN pad to an external power source via the
USB charging cable. When “BATTERY CHARGING IN
PROGRESS” appears, refer to that message in this table.
87
Error message
Solution
Error message
Solution
REFUND LIMIT
EXCEEDED
The total value of Refunds performed today is greater
than your daily Refund Limit.
The PAYD PIN pad
powers off.
The PAYD PIN pad may have gone into Sleep mode and
then shut down to conserve power.
1. C
ontact us for a temporary increase in your daily
Refund Limit.
1. T
o power on the PAYD PIN pad, press the PAYD PIN
pad’s Power button (see page 7).
2. E
nsure that you have the original Purchase receipt
available for reference.
TAP NOT ACCEPTED
2. I f 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.
1. Cancel the transaction.
3. T
o 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 9.
2. E
nsure that the PAYD PIN pad battery has a charge
level of at least 50% (see page 8), and retry the
transaction.
3. I f 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. Ask for another card and retry.
The contactless reader
does not beep when a
card is tapped/waved
at the “SWIPE, TAP OR
INSERT CARD” prompt.
The PAYD PIN pad battery charge level may be too low.
See the solution for “TAP NOT ACCEPTED” on page 88.
Other issues (PAYD PIN pad)
Error message
Solution
The PAYD PIN pad and/or
PAYD Pro Plus App stalls
or freezes midway during
a transaction.
1. If the card is inserted, remove it from the chip reader.
2. Close/shutdown the PAYD Pro Plus App.
3. P
ower off the PAYD PIN pad, and then power it on
again (see page 9).
4. Re-launch the app, and sign in (see page 17).
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. P
ress the Power button (see page 7) to wake the
PAYD PIN pad and return it to the WELCOME/
BONJOUR screen.
2. T
o 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 9.
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Other resources
Notes
There are other documents you can use for assistance with the PAYD Pro PlusTM
Mobile Solution.
________________________________________________________________
• Refer to the Moneris® PAYD PIN pad Setup Guide for instructions on setting up
and pairing the PAYD PIN pad with your Apple iPad.
________________________________________________________________
• Visit getpayd.com/paydproplus/support for a list of FAQs pertaining to setting
up and operating both the In-Store Solution and the PAYD Pro Plus App.
________________________________________________________________
• Visit getpayd.com/paydproplus/support to download the PAYD Pro PlusTM
Mobile Solution – Hardware Install Guide and the PAYD Pro PlusTM Mobile
Solution – Configuration Guide.
________________________________________________________________
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®MONERIS and PAYD are registered trade-marks of Moneris Solutions Corporation. ™MONERIS PAYD, MONERIS PAYD BE PAYMENT
READY & Design, PAYD PRO, and PAYD PRO PLUS are trade-marks of Moneris Solutions Corporation. ®BLUETOOTH is a registered
trade-mark of Bluetooth SIG, Inc. APPLE and iPad are trade-marks of Apple Inc., registered in the U.S. and other countries. INTERAC
is a registered trade-mark of Interac Inc. 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/paydproplus/support.
Using PAYD Pro Plus for Apple® iPad
PPPM_ UYA_ V1 _ E (07/15)
(07/15)
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