Need help? For telephone or e-mail assistance: • Call us toll-free at 1-855-423-7293, or e-mail us at [email protected] (24 hours a day, 7 days a week). For online troubleshooting tips, frequently asked questions (FAQ), and other help resources: • In the PAYD App: 1.Start on the main menu (you must be signed in). Note: If another screen is displayed, tap to the main menu. to go 2.Tap Help. • On the Web: 1.Visit getpayd.com (additional copies of this guide may be downloaded from this site). 2.For instructions on how to determine the version of the App you are using, see page 25. 3 1 5 4 This guide is for informational purposes only. Neither Moneris Solutions Corporation (“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. This guide has not been authorized, sponsored, or otherwise approved by Apple Inc. Your credit and/or debit card processing is governed by the terms and conditions of your VISA Merchant Agreement, your MasterCard Merchant Agreement, your Discover Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the “Merchant Agreements”), as applicable with Moneris. It is your responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your manuals and the Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at moneris.com/manuals. 9 - 8 7 Important: You must use the USB charging cable provided with the PAYD PRO PIN Pad. Failure to do so may affect the operability of or cause damage to the PIN Pad. © 2014 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. 6 2 0 + Using PAYD PRO TM For iPad®, iPhone® and iPod touch® ® PAYD, PAYD & Design, MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE, IPAD, IPHONE, IPOD TOUCH and APP STORE are trade-marks of Apple Inc. registered in the U.S. and other countries. INGENICO is a registered trade-mark of Compagnie Industrielle et Financière d’Ingénierie – INGENICO. All other marks or registered trade-marks are the property of their respective owners. PAYD-A-YT-E (05/14) Powered (05/14) Contents Need help? Call 1-855-423-7293 or E-mail [email protected] Record your Merchant ID (13 digits) here: Record your PAYD Store ID here: 2 Important: Read First . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Hardware setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Setting up the PAYD App on your mobile device. . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Optional features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Signing into/Signing out of the PAYD App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 The PAYD PRO PIN Pad. . . . . . . . . . . . . . . . . . . . . . . . . . 26 Power management and the PAYD PRO PIN Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Card entry options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Re-initializing the PAYD PRO PIN Pad . . . . . . . . . . . . 48 Demo mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 1 Important: Read First Before you begin This guide provides instructions on how to: Pair a PAYD PRO PIN Pad with an Apple iPad, iPhone, and iPod touch (collectively referred to as “mobile device” or “device”); download and install the PAYD App to the mobile device; initialize the PIN Pad; and use the PAYD App to perform transactions. Note: For instructions on how to use the PAYD Merchant Resource Center to manage your store and other registered account users (if any), refer to the Using PAYD Merchant Resource Center guide. 1. Ensure that you have the following components: • Bluetooth-discoverable mobile device. • PAYD PRO PIN Pad + USB charging cable (provided in your welcome kit). Note: You will be required to plug this cable into a powered USB port (e.g., on a computer). Note: The PAYD card reader may be used as a backup if you cannot perform transactions on the PIN Pad. • PAYD card reader (provided in your welcome kit). • The PIN Pad hardware identifier (“PIN Pad ID”) is an 8-digit alpha-numeric code starting with “I6” (e.g., “I6012345”), which is printed on a white label affixed to the underside of the PIN Pad: You will be asked to refer to this PIN Pad ID in the Hardware setup steps on the following pages. Note: This PIN Pad ID will also be displayed on screen during several of the setup steps. 2.Ensure that you have the following PAYD sign-in credentials: •P AYD Username •P AYD Store ID •P AYD Password 2 3.Do one of the following: • If you have all the required components, proceed to step 4 below. • If you do not have the required components, please contact us: call 1-855-423-7293 or email [email protected] 4.Determine your setup requirements: • If you want to pair a new PIN Pad (that has never been set up and initialized) with a mobile device that has never been paired with a PIN Pad: Proceed to Hardware setup on page 4. • If you want to pair a replacement PIN Pad (that has never been set up and initialized) with a mobile device that is currently paired with an initialized PIN Pad: Proceed to Hardware setup on page 4. • If you want to pair an initialized PIN Pad with a different mobile device, i.e., one which has never been paired with the initialized PIN Pad: Proceed to Pairing an initialized PIN Pad with a different mobile device on page 9. ote: The PIN Pad can only be used to perform N transactions with one mobile device at a time. If you follow these steps to pair the PIN Pad with a different mobile device, the PIN Pad will lose its Bluetooth connection to the first device. You will not be able to perform transactions with the first device until you restore its Bluetooth connection to the PIN Pad (see option below). • If you want to restore an initialized PIN Pad’s Bluetooth connection to a mobile device with which the PIN Pad has previously been paired: Proceed to Restoring a Bluetooth connection between an initialized PIN Pad and a mobile device on page 12. 3 Hardware setup 1 ., Power up the new PIN Pad a. Plug the USB charging cable into the micro-USB port on the PIN Pad (see page 27). Important: Use the USB charging cable provided with the PAYD PRO PIN Pad. Failure to do so may affect the operability of or cause damage to the PIN Pad. b. Plug the other end of the charging cable into a powered USB port (e.g., on a computer). e. Proceed to step 2 (Configure the new PIN Pad’s optional settings) below. 2 ., YES b. When the LANGUAGE/ LANGUE screen displays, press F1 to select ENGL. Note: Sets the default screen text to display in English. c. When the CONTACTLESS READER screen displays, press F1 to select ENABLE. Note: Enables the internal contactless reader for contactless transactions. TELIUM MENU NO YES LANGUAGE/LANGUE ENGL FRAN CONTACTLESS READER ENABLE DISABLE MODE IOS ANDROID e. When the BEEP screen displays, press F1 to select ON. BEEP NO f. When the CASHBACK screen displays, press F4 to select NO. N ote: This feature is not supported and must be disabled. Configure the new PIN Pad’s optional settings a. On the TELIUM MENU screen, press F1 to select NO. 4 TELIUM MENU NO N ote: Enables the PIN Pad to be paired with an iPad, iPhone, or iPod touch. N ote: Sets the PIN Pad to beep at the end of a transaction to remind the customer to remove their chip card from the chip reader. c. Wait while the PIN Pad beeps and powers up. d. Wait for the TELIUM MENU screen to display. d. When the MODE screen displays, press the green key to select iOS. g. Wait for the PED SERIAL NUMBER screen to display. Note: The PED SERIAL NUMBER is an 8-digit alpha-numeric code that will also display on your mobile device’s Bluetooth menu once you have paired the device with the PIN Pad. This code is used as the PIN Pad ID and is printed on a label affixed to the underside of the PIN Pad (see page 2). h. Press the green continue. OFF CASHBACK YES NO PED SERIAL NUMBER I6012345 key to i. When the WELCOME/ BONJOUR screen displays, proceed to step 3 (Ready your mobile device for Bluetooth pairing) on page 6. WELCOME/BONJOUR 5 3 ., Ready your mobile device for Bluetooth pairing a. Power on your mobile device. b. E nsure that your mobile device’s Bluetooth menu is open and the device is configured to be “discoverable” by another Bluetooth-ready device. Note: In a subsequent procedure, you will be instructed to enter a 16-digit PIN code that will allow your “discoverable” mobile device to be paired with the PIN Pad. c. Set your mobile device aside. 4 Pair the PIN Pad with your mobile device Note: During the following steps, if you do not respond to the screen prompts quickly enough, the PIN Pad may timeout and reboot back to the WELCOME/BONJOUR screen. If this happens, simply repeat step 4 on page 6. a. On the TELIUM MENU screen, press F4 (YES). The PRESS F KEY screen displays. b. Press the key. c. Press the 2 key to select BT PAIRING. The BT PAIRING menu displays. d. Press the 2 key to select Pair device (iOS). Access the new PIN Pad’s Telium menu a. Unplug the USB charging cable from the external power source, but leave the cable connected to the PIN Pad. b. S imultaneously press and hold down both the key and the key to power off the yellow PIN Pad. e. When the AVAILABLE DEVICES menu displays: •If the mobile device has previously been paired with the PIN Pad, go directly to step g. •If the mobile device has never been paired with the PIN Pad, go to step f. f. Press the 0 key to select Search devices. c. Wait until the PIN Pad beeps and powers off. The message “Search in progress...” appears, and then a list of Bluetooth-discoverable devices appears. e. Wait while the PIN Pad beeps and powers up. g. Locate the name of the mobile device that you want to pair with the PIN Pad (e.g., may appear as #-your mobile device’s name), and press the key representing the number (#). d. R eplug the USB charging cable back into the external power source. 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. g. Do one of the following: •If you see the WELCOME/ BONJOUR screen again, repeat steps 4a-f of this procedure. •If you now see the TELIUM MENU screen (shown here), proceed to step 5 (Pair the PIN Pad with your mobile device) on page 7. 6 ., The FUNCTIONS menu displays. d. P roceed to step 4 (Access the new PIN Pad’s Telium menu) below. ., 5 U-VVVV-I6012345 TELIUM MENU NO YES Note: To scroll down the list, press F2. h. Do one of the following: •If the mobile device has previously been paired with the PIN Pad, wait for the “Pairing Success” message to appear on the PIN Pad, and then go directly to step j on page 8. •If the mobile device has never been paired with the PIN Pad, wait for the PIN Pad to display the “Start pairing...” screen, which shows a 16-digit PIN code (e.g., “1234567890123456”). Start pairing... Enter this PIN code when required: 1234567890123456 Note: This screen will display for 60 seconds. 7 i. On your mobile device’s Bluetooth menu, enter the 16-digit PIN code, and complete the pairing Note: The “Pairing Success” message appears briefly on the PIN Pad following the pairing. j. When the BT PAIRING menu displays, press the red key, and wait for the PIN Pad to reboot back to the WELCOME/BONJOUR screen. k. Proceed to step 6 (Confirm that your mobile device is successfully paired with the PIN Pad) below. 6 ., Confirm that your mobile device is successfully paired with the PIN Pad a. On your mobile device’s Bluetooth menu, confirm that the 8-digit PIN Pad ID (e.g.,”i6012345”) of the PIN Pad you have just set up is shown as “connected”. Note: This PIN Pad ID can also be found: •on a label affixed to the underside of the PIN Pad (see page 2). The ID on the label begins with “I6” (e.g., “I6012345”). •on the PIN Pad version screen, which displays whenever the PIN Pad is rebooted. b. Once you have confirmed that the PIN Pad you have just set up is paired with your mobile device, proceed to step 7 (Charge the PIN Pad’s battery to full capacity) on page 9. 7 ., Charge the PIN Pad’s battery to full capacity a. Leave the USB charging cable plugged into the PIN Pad and the external power source until the PIN Pad’s battery is fully charged (may take up to 3 hours). Note: Once the battery is fully charged, the icon at the top right corner of the PIN Pad’s screen displays solid black ( ). Important: Use the USB charging cable provided with the PAYD PRO PIN Pad. Failure to do so may affect the operability of or cause damage to the PIN Pad. b. Once the battery is fully charged, proceed to Setting up the PAYD App on your mobile device on page 14. Pairing an initialized PIN Pad with a different mobile device 1 ., Ready your mobile device for Bluetooth pairing a. Power on the other mobile device with which you want to pair the initialized PIN Pad. b. Ensure that this mobile device’s Bluetooth menu is open and the device is configured to be “discoverable” by another Bluetooth-ready device. Note: In a subsequent procedure, you will be instructed to enter a 16-digit PIN code that will allow your “discoverable” mobile device to be paired. c. Set this mobile device aside. d. Proceed to step 2 (Access the initialized PIN Pad’s Telium menu) on page 10. 8 9 2 Access the initialized PIN Pad’s Telium menu a. If the PIN Pad is powered on, simultaneously press and hold down both the yellow key and the key to power it off. b. Wait until the PIN Pad beeps and powers off. c. Power on the PIN Pad by plugging the USB charging cable into an external power source. d. While the PIN Pad is powering up, go to the next step. e. As soon as the version screen displays (shown here), press the red key, and then quickly press the green key. U-VVVV-I6012345 ., ., TELIUM MENU NO YES Determine your setup requirements • If you want to RETAIN one or more existing mobile device names in the PIN Pad’s Bluetooth registry: Proceed to step 5 (Pair the PIN Pad with your mobile device) on page 7. • If you want to REMOVE one or more existing mobile device names from the PIN Pad’s Bluetooth registry: Proceed to step 4 (Remove a mobile device name from the PIN Pad’s Bluetooth registry) below. Note: If you remove an existing mobile device name from the PIN Pad’s Bluetooth registry, you will not be able to restore Bluetooth connection to that mobile device without re-entering a new 16-digit Bluetooth PIN code. 4 Note: The version screen displays for 10 seconds. f. D o one of the following: •If you see the WELCOME/ BONJOUR screen again, repeat steps 2a-e of this procedure. •If you now see the TELIUM MENU screen (shown here), proceed to step 3 (Determine your setup requirements) on page 11. 3 Remove a mobile device name from the PIN Pad’s Bluetooth registry a.On the PIN Pad’s TELIUM MENU screen, press F4 to select YES. The PRESS F KEY screen displays. b.Press the key. The FUNCTIONS menu displays. c.Press the 3 key to select Remove paired device. The REMOVE DEVICE menu displays. d.Locate the name listing of the mobile device that you want to remove (e.g., may appear as #-your mobile device’s name), and press the key representing the number (#) beside the name. e.Do one of the following: •If you want to remove another mobile device name from the PIN Pad’s Bluetooth registry, repeat step d. •If the message “No paired device” appears, go to step f. f.When BT PAIRING menu displays, proceed to step 5 (Pair the PIN Pad with your mobile device) on page 7, and continue at step d. 10 11 Restoring a Bluetooth connection between an initialized PIN Pad and a mobile device 1 Ready your mobile device for Bluetooth pairing a.Power on the other mobile device with which you want to pair the initialized PIN Pad. b.Ensure that this mobile device’s Bluetooth menu is open and the device is configured to be “discoverable” by another Bluetooth-ready device. Note: In a subsequent procedure, you will be instructed to enter a 16-digit PIN code that will allow your discoverable mobile device to be paired. c.Set this mobile device aside. d.Proceed to step 2 (Access the initialized PIN Pad’s Telium menu) on page 13. 12 2 Access the initialized PIN Pad’s Telium menu a.If the PIN Pad is powered on, simultaneously press and hold down both the yellow key and the key to power it off. b.Wait until the PIN Pad beeps and powers off. c.Power on the PIN Pad by plugging the USB charging cable into an external power source. d.While the PIN Pad is powering up, go to the next step. e.As soon as the version screen displays (shown here), press the red key, and then quickly press the green key. U-VVVV-I6012345 Note: The version screen displays for 10 seconds. f.Do one of the following: •If you see the WELCOME/ BONJOUR screen again, repeat steps 2a-e of this procedure. •If you now see the TELIUM MENU screen (shown here), proceed to step 5 (Pair the PIN Pad with your mobile device) on page 7. TELIUM MENU NO YES 13 Setting up the PAYD App on your mobile device 1.Determine your setup requirements: •If you paired a PIN Pad with a mobile device to which you have not yet downloaded, installed, and set up the PAYD App, go directly to step 2. •If you paired a replacement PIN Pad with a mobile device on which you were previously performing PAYD transactions with a different PIN Pad (i.e., you did a PIN Pad swap): a.Make the mobile device “forget” the older PIN Pad (i.e., you must remove the older PIN Pad’s 8-digit ID from the mobile device’s Bluetooth registry). b.Proceed directly to Initializing the PAYD PRO PIN Pad on page 16. 2.Do one of the following: •If your store has not yet been activated, proceed to Activating your PAYD store below. •If your store has already been activated, proceed to Downloading and installing the PAYD App from the App Store on page 15. Activating your PAYD store 1.Visit getpayd.com/activate. 2.In the Merchant ID field, enter your Merchant ID. Note: Your Merchant ID is a 13-digit number provided to you in your order confirmation e-mail from Moneris. 3.In the Store ID field, enter your PAYD Store ID. 9.When a “congratulations” confirmation screen displays, it means your PAYD store is activated. 10.Proceed to Downloading and installing the PAYD App from the App Store below. Downloading and installing the PAYD App from the App StoreSM 1.From your mobile device’s home screen, open the App Store. 2.In the Business category, search for “PAYD” then select the App. Recommended: Read the PAYD “Terms of Use” before proceeding with the download. 3.Tap Free, and then tap INSTALL APP. 4.When prompted, enter your Apple ID and password, and then tap OK. 5.When the installation is complete, your mobile device’s home screen displays. Note: If you want to e-mail receipts without having to key in the address each time, configure your mobile device’s privacy settings to allow the PAYD App to access e-mail addresses stored on the device’s contacts list. 6.Proceed to Initializing the PAYD PRO PIN Pad on page 16. Note: Your Store ID is also provided in your order confirmation e-mail from Moneris. 4.Tap Next. 5.Enter your name and password information. Note: Your name/password information is also provided in your order confirmation e-mail from Moneris. 6.Tap Next. 7.Select and answer the three security questions from the drop-down lists, and enter your e-mail address. N ote: In the event that you forget your sign-in password and need to have it reset, a temporary password will be sent to this address. 8.Tap Complete Activation. 14 15 Optional features Initializing the PAYD PRO PIN Pad 1.From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. 2.Sign into the PAYD App (see page 21). 3.Start on the “Settings” screen. N ote: If another screen is displayed, tap then tap Settings. , and 4.Tap Pinpad, and then tap Initialize Pinpad. Note: If Connect Pinpad appears instead, see page 53 for troubleshooting. 5.Wait while the PIN Pad initializes. The message “PLEASE WAIT” appears on the PIN Pad. Note: The initialization process may take a few minutes to complete. 6.Following a successful initialization, the “Initialization was successful. Pinpad is ready to use” message displays on your mobile device. 7.Tap OK to acknowledge the “Success” message. Note: The PIN Pad displays WELCOME/BONJOUR. 8.Tap to return to the main menu. 9.The PAYD App and the PIN Pad are now ready to perform transactions. •If you initialized a new PIN Pad as a replacement for another PIN Pad, remove the other PIN Pad ID from your mobile device’s Bluetooth registry. 10.To learn about the PAYD App and some of its features, read the sections listed here: •Configuring optional App settings, see pages 17 to 20. •Setting an e-mail address to which you want to have transaction reports sent (i.e., for when you choose to export them), see page 19. •Signing in/Signing out of the App, see pages 21 to 25. •PAYD PRO PIN Pad power management and card entry options, see pages 28 to 32. •Performing transactions, see pages 33 to 41. •Generating reports, see pages 45 to 47. •Using Demo mode, see pages 49 to 50. 16 Setting transaction details level Sets the optional transaction details (secondary transaction identifiers, Customer ID and Order ID) that you can enter during a transaction. Note: Even if optional transaction details are enabled, you may bypass entering data in the Customer ID and Order ID fields during a transaction. If you enter data in one or both of these fields during a transaction, you can subsequently retrieve the transaction by using one or more of the identifiers as search criteria (e.g., when generating a report or doing a Refund, Void, or Capture). 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Interface. 3.Specify the optional transaction details to include by tapping one of: •Quick Pay: excludes Customer ID and Order ID. •Minimal: includes only Customer ID. •Full: includes Customer ID and Order ID. 4.Tap to return to the main menu. Setting default device entry method Sets a default device entry method. 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Interface. 3.Specify the default entry device by tapping one of: •Pinpad: sets “Pinpad” as default. •Swipe/Keyed: if the PAYD card reader is connected to your mobile device, sets “Swipe” as the default. If the PAYD card reader is not connected to your mobile device, sets “Keyed” as the default. •Cash: sets “Cash” as default. 4.Tap to return to the main menu. 17 Enabling Pre-Authorizations Enables option to process a Pre-Authorization. 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Interface. 3.Tap (checkmark or unmark the box) Send as Preauth: •with checkmark: the option “Process as Preauth” displays on the “Sale” screen (see page 35). •without checkmark: the option “Process as Preauth” does not display on the “Sale” screen. 4.Tap to return to the main menu. Configuring quick PIN Setting a quick PIN for sign-in Sign into the PAYD App with a four-digit PIN. Note: The four-digit PIN applies only to the mobile device on which you have configured the PIN. 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Quick Login. 3.Tap (checkmark the box) PIN Login. 4.Enter a four-digit PIN, and then re-enter it when prompted. 5.Tap Save Quick PIN. 6.When the “Success” message appears, tap OK. 7.Tap to return to the main menu. N ote: The next time you sign in, you will be prompted to enter your four-digit PIN (see page 22). Disabling a quick PIN 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Quick Login. Pre-filling Username/Store ID at sign-in Pre-fills the PAYD “full” sign-in fields with your PAYD Username and PAYD Store ID credentials whenever you launch the App (see page 21). 1.Start on the “Settings” screen. to return N ote: If another screen is displayed, tap to the main menu, and then tap Settings. 2.Tap Login Credentials. 3.Fill in the field(s) that you want to have pre-filled whenever you launch the App. 4.Tap Save Login Credentials. 5.When the “Success” message appears OK. 6.Tap to return to the main menu. Setting e-mail address to receive exported reports Sets an e-mail address to which transaction reports will be sent when you export report results to a comma-separated values (CSV) file (see page 45). Note: Results include the following transaction data (CSV fields appear in quotations): Store ID (“store id”), Terminal (PIN Pad) ID (“terminal”), Batch Number (“batch”), Date and Time (“date time”), Transaction Type (“type”), Order ID (“order no”), Customer ID (“cust id”), Amount (“amount”), Card Type (“card type”), Account Number (“card”), Result (“result”), Auth Code (“auth code”), Response Code (“response code”), Clerk ID (“clerk”), and Customer E-mail (“email”). 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Export to CSV. 3.In the Export Email Address field, enter the e-mail address to which the CSV-format text file will be sent when you export your report results (see page 45). 4.Tap Save Export Email. 5.Tap to return to the main menu. 3.Tap (unmark the box) PIN Login. 4.When the “Success” message appears, tap OK. 5.Tap to return to the main menu. N ote: If you want to set a new (or the same) quick PIN, follow Setting a quick PIN for sign-in above. 18 19 Signing into/Signing out of the PAYD App Setting default PAYD screen Sets a default screen (“Sale”, “Reports”, “ Totals”, or “Settings”) to open whenever you sign into the PAYD App. Note: “Sale” is pre-set as the default screen. 1.Start on the main menu. Note: If another screen is displayed, tap Signing in with full credentials Follow these steps to sign in using full credentials. . 2.Press and hold down the main menu item (Sale, Reports, Totals, or Settings) that you want to set as your default screen. Note: If you have configured a quick PIN, see page 22. 1.From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. 2.Wait for the PAYD “full” sign-in screen to display: N ote: “Help” and “Sign Out” cannot be set as default screens. 3.Release your hold on the menu item when a confirmation message appears indicating that the default screen has been set. N ote: Whenever you sign in with your credentials, the default screen that you have just set will display. Setting default language of PAYD App The language of the PAYD App is determined by the language set for your mobile device. Note: If your device is configured for a language other than English or French, the App defaults to English. 3.Enter your credentials in the sign-in fields: N ote: Some fields may be pre-filled (see Pre-setting default Username/Store ID at sign-in on page 19). •PAYD Username •PAYD Store ID •PAYD Password 4.Tap Sign In. •If prompted to change your password, enter the required data, and tap Save Password. •If prompted to select and answer three security questions, see Configure security questions/ answers on page 24. 5.Your default PAYD screen displays once you are signed in. Note: To change the default screen, see page 20. 20 21 Signing in with a quick PIN Follow these steps to sign in using a four-digit quick PIN. Note: To enable this method of signing in, see Setting a quick PIN for sign-in on page 18. 1.From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. The PAYD main menu From this menu, you can access any transaction, report, or setting in the PAYD App. • To return to this menu from any other screen, simply tap at the top of the screen. 2.Wait for the “Enter PIN” sign-in screen to display: Need to reset your sign-in password? 1.From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. 3.In the Enter PIN field, enter your four-digit quick PIN. You will be signed in automatically once you enter the last digit. (If you are not signed in, tap Sign In.) 4.Your default PAYD screen displays once you are signed in. Note: To change the default screen, see page 20. 2.On the PAYD “full” sign-in screen, tap Forgot Password?. 3.Enter your Username and Store ID, and tap Next. 4.Answer the security question, and tap Next. 5.When the “Success” message appears, tap OK. 6.A temporary password will be e-mailed to the address that you registered to your PAYD store sign-in account. 7.When you next sign in (see page 21), be sure to enter the temporary password in the PAYD Password field. N ote: You will subsequently be prompted to create a new password, which you will use from that point on to sign into the PAYD App and the PAYD Merchant Resource Center. 22 23 Can’t remember your quick PIN? 1.From your mobile device’s home screen, tap the PAYD icon to launch the PAYD App. 2.When the PAYD “Enter PIN” sign-in screen displays, tap Forgot PIN?. 3.When the PAYD “full” sign-in screen displays, enter your full sign-in credentials (see Signing in with full credentials on page 21). N ote: If you have also forgotten your sign-in password, see Need to reset your sign-in password? on page 23. 4.Once you are signed in, you may change or disable your quick PIN (see Disabling a quick PIN on page 18). Configure security questions/answers The questions/answers that you configure will be used to identify you in the event that you forget your password. (Periodically you may be prompted to answer one of the questions when signing in.) Note: The same security questions/answers also apply to the PAYD Merchant Resource Center. 1.Select a question from each of the three drop-down lists, and enter an answer for each. Determining the PAYD App’s version number 1.Start on the “Settings” screen. N ote: If another screen is displayed, tap tap Settings. and then 2.The version number of the App appears near the bottom of the “Settings” screen (appears as “PAYD mobile app v#.##”). Signing out To ensure that unauthorized PAYD transactions cannot be performed from your mobile device, sign out of the PAYD App when you are not using it. 1.Start on the main menu. Note: If another screen is displayed, tap 2.Tap Sign Out. . 3.When the PAYD sign-in screen displays, it means you are signed out. N ote: Depending on how you have configured the PAYD App, the “full” sign-in screen may display (see page 21) or the “Enter PIN” sign-in screen may display (see page 22). 2.In the Email Address field, enter your e-mail address. N ote: The temporary password will be sent to this address in the event that you forget your sign-in password and need to have it reset. 3.Tap Save Security Questions. 4.When the “Sale” screen displays, proceed to Initializing the PAYD PRO PIN Pad, and begin at step 3. 24 25 The PAYD PRO PIN Pad The customer uses the PIN Pad to input data when prompted to do so during a transaction. • For names and descriptions of labelled areas on the PIN Pad, see page 27. 9 7 1 2 3 4 5 8 11 10 1 2 3 4 5 6 26 To see the labelled areas on the PIN Pad, see page 26. Function keys (F1, F2, F3, and F4) • Select the option displayed above the key. Alpha-Numeric keys key. Cancel key •Clear message displayed on PIN Pad. • Cancel transaction. Correct key key. •Clear data entered on PIN Pad. key. OK / Enter key •Submit data, or acknowledge a message displayed on PIN Pad. 6 7 Chip Reader (slot at the bottom of PIN Pad) • See Insert: Chip cards on page 30. 8 Display Screen/Contactless Reader •WELCOME/BONJOUR screen displays while PIN Pad is idle. 9 10 11 Contactless Reader Indicator (green flashing light) •No lights flash: PIN Pad is in Sleep mode (see page 29) or is powered off. •One light flashes: Reader is fully powered on. •Four lights flash: Reader is capturing card data (see page 31). Magnetic Stripe Reader (slot along the top of PIN Pad) •See Swipe: magnetic stripe cards on page 30. 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 28-29. 2For reset function, while PIN Pad is powered on, press and hold down until the rebooting process starts. 27 Power management and the PAYD PRO PIN Pad Maintaining battery charge • To maintain battery charge while the PIN Pad is powered on, connect it to an external power source via the USB charging cable provided with the PIN Pad. • Power off the PIN Pad when it is not in use or being charged (see Powering off the PIN Pad on page 29). Sleep mode The PIN Pad goes into Sleep mode (displays the “Ingenico” screen) if it is powered on and not active or connected to an external power source for 30 seconds. The PIN Pad powers off after 10 minutes when in Sleep mode. Battery icons on the PIN Pad 1.To exit Sleep mode, press the Power button on the PIN Pad (see page 27). Battery charging 1.Disconnect the USB charging cable if connected. Icons display on WELCOME/BONJOUR screen. Icon Description The battery is charging. Charging occurs when the PIN Pad is connected to an external power source via the USB charging cable provided with the PIN Pad and the battery is not already fully charged. Powering off the PIN Pad 2.Simultaneously press and hold down both the yellow key and the key. (The PIN Pad beeps and powers off.) Battery charge level Icon Description 100% or less. 75% or less. 50% or less. (Contactless reader may not read card.) 25% or less. (PIN Pad may power off if it is not connected to an external power source.) Powering on the PIN Pad The WELCOME/BONJOUR screen displays when the PIN Pad is fully powered on. Power on WITH USB charging cable: 1. Plug the USB charging cable into the micro-USB port on the PIN Pad (see page 27). 2.Plug the other end of the cable into a powered USB port. (The PIN Pad beeps and then powers on.) Power on WITHOUT USB charging cable: 1.Press the Power button on the PIN Pad (see page 27). Note: The battery must be sufficiently charged. 28 29 Card entry options Insert: chip cards Tip for proper card swipe: 1.The PIN Pad displays “SWIPE OR INSERT CARD” or “SWIPE, TAP OR INSERT CARD”. Hold the PIN Pad with one hand, and swipe the card in the magnetic stripe reader with the other hand. (This will prevent the PIN Pad’s internal contactless reader from inadvertently reading the card data as a contactless transaction.) N ote: Unless the PIN Pad prompts otherwise, the card should not be swiped even if it has a magnetic stripe. Wave/tap: contactless cards 4.The customer leaves the chip card inserted until “REMOVE CARD” displays on the PIN Pad. 3.Note the following: 2.The customer inserts their card into the PIN Pad’s chip reader. 3.The customer may be prompted to enter data, including a PIN. Tip for proper card insertion: Hold the PIN Pad with one hand, and insert the card in the chip reader with the other hand. (This will prevent the PIN Pad’s contactless reader from inadvertently reading the card data as a contactless transaction.) Swipe: magnetic stripe cards Note: If the card has a chip, it must be inserted (see Insert: Chip cards above.) 1.The PIN Pad displays “SWIPE OR INSERT CARD” or “SWIPE, TAP OR INSERT CARD”. 2.You or the customer swipes their card on the PIN Pad’s magnetic stripe reader. N ote: If the card is a credit card, you should swipe the card. •If the card is a debit card, the customer will be prompted to enter a PIN. 3.You may be prompted to capture the customer’s signature on your mobile device. 30 1.The PIN Pad to displays “SWIPE, TAP OR INSERT CARD”. 2.The customer taps/ waves their card over the PIN Pad’s display screen. •The PIN Pad’s battery charge level should be at least 50% (see page 28) to ensure a successful tap. •Only Sales and Refunds can performed as contactless transactions. •The customer will not be prompted for a PIN. •The transaction amount must be equal to or less than the maximum Contactless Dollar Value set for the card (see below). 4.The PIN Pad beeps and four green lights flash when the contactless reader is reading the card data. 5.You may be prompted to capture the customer’s signature on your mobile device. Maximum Contactless Dollar Value (CDV) To determine the maximum CDV for a card type, contact us. •Credit cards: If a credit card is tapped for an amount that exceeds its maximum CDV, the PIN Pad will display “CONTACTLESS TRANSACTION LIMIT EXCEEDED” (see message on page 57). • Debit cards: If a debit card is tapped for an amount that exceeds its maximum CDV, the PIN Pad will display “MUST INSERT CARD” (see message on page 57). 31 Tips for proper card tap/wave: • The card must have one of these labels: Visa payWave or MasterCard PayPass or Amex expresspay or Interac Flash. • The card must be within 0.5 in. (1.3 cm) of the PIN Pad’s display screen, but it does not have to touch it. • The card must be tapped or waved by itself. It should not be waved while in a wallet with other cards. Manual card entry on PIN Pad If all available card entry methods fail, you may manually enter the card number for credit cards and some chip debit cards. 1.Initiate the Sale (or Pre-Authorization) on your mobile device. 2.For detailed transaction steps to do a Sale, see page 33 (for a Pre-Authorization, see page 35), but note that you must tap (checkmark the box) Keyed entry on pinpad. N ote: If you are unable to use the PIN Pad to capture the card data, try using the PAYD card reader (see page 60). Transactions General guidelines for performing transactions •Keep the PIN Pad and your mobile device in close proximity to each other. •Do not attempt to perform transactions near strong sources of electromagnetic interference (see page 62). •Confirm that the App IS NOT in Demo mode (see page 49). •Confirm the operational status of the PIN Pad. It is: •Powered on (see page 28). •Displays WELCOME/BONJOUR. •Sufficiently charged (see page 28). •The transaction is complete once an APPROVED or DECLINED response displays on your mobile device. Sale with debit/credit card Debit or credit card sale of goods and services. 1.Start on the “Sale” screen. N ote: If another screen is displayed, tap to the main menu, and then tap Sale. to return 2.Tap Pinpad (skip step if “Pinpad” is pre-selected). •If the Customer ID and Order ID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both fields; otherwise, leave these fields blank to bypass entering any identifier. Note: If you enter your own Order ID, it must be unique. If you don’t enter your own Order ID, it will be generated automatically. 3.In the Amount ($) field, enter the Sale amount (#.##). 4.Use the PIN Pad to capture the card data: •If you want the card to be inserted, tapped, or swiped on the PIN Pad, go to step 5. •If you need to manually enter the card data on the PIN Pad, see page 36. 5.Tap Process Transaction. 32 6.When “Follow prompts on pinpad” appears on your mobile device, hand the PIN Pad to the customer (see page 37). •If the “Customer Signature” screen displays on your mobile device, capture the customer’s signature (see page 43). 33 7.When the APPROVED or DECLINED response appears on your mobile device, retrieve the PIN Pad from the customer. 8.The transaction is complete. •To e-mail a transaction receipt, see page 44. 9.Tap to return to the main menu. to return •If the Customer ID and Order ID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both fields; otherwise, leave these fields blank to bypass entering any identifier. Note: If you enter your own Order ID, it must be unique. If you don’t enter your own Order ID, it will be generated automatically. 3.In the Amount ($) field, enter the Sale amount (#.##). •If the amount tendered by the customer is more than the Sale amount, enter the higher value in the Amount Tendered ($) field. Note: The Change Due ($) field will automatically display the amount owed to the customer. 4.Tap Process Transaction. 5.Wait for the APPROVED or DECLINED response to appear on your mobile device. •To e-mail a transaction receipt, see page 44. 7.Tap to return to the main menu. 3.Tap Pinpad (skip step if “Pinpad” is pre-selected). •If the Customer ID and Order ID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both fields; otherwise, leave these fields blank to bypass entering any identifier. Note: If you enter your own Order ID, it must be unique. If you don’t enter your own Order ID, it will be generated automatically. 4.In the Amount ($) field, enter the Pre-Authorization amount (#.##). 5.Use the PIN Pad to capture the card data: •If you want to have the card inserted or swiped on the PIN Pad, go to step 6. •If you need to manually enter the card data on the PIN Pad, see page 36. 6.Tap Process Transaction. 7.When “Follow prompts on pinpad” appears on your mobile device, hand the PIN Pad to the customer (see page 37). •If the “Customer Signature” screen displays on your mobile device, capture the customer’s signature (see page 43). 8.When the APPROVED or DECLINED response appears on your mobile device, retrieve the PIN Pad from the customer. 9.The transaction is complete. •To e-mail a transaction receipt, see page 44. 10.Tap 34 to return 2.Tap (checkmark the box) Process as Preauth. 2.Tap Cash (skip step if “Cash” is pre-selected). 6.The transaction is complete. IMPORTANT: To receive funds, you must perform a Capture at a later time (see page 40). N ote: If another screen is displayed, tap to the main menu, and then tap Sale. Cash sale of goods and services. N ote: If another screen is displayed, tap to the main menu, and then tap Sale. Authorization of an amount on a credit card if the final transaction amount is unknown. 1.Start on the “Sale” screen. Sale with cash 1.Start on the “Sale” screen. Pre-Authorization with credit card to return to the main menu. 35 Manually entering card data on the PIN Pad Customer prompts on PIN Pad 1.Tap (checkmark the box) Keyed entry on pinpad. Note: Only some of the prompts listed below will appear for any one transaction. Ensure that you have entered the transaction amount and any optional tracking identifiers (Customer ID and/or Order ID) if applicable before you follow the steps below. 2.Tap Process Transaction. 3.When “Follow prompts on pinpad” appears on your mobile device, go to the next step. 4.Wait for “SWIPE, TAP OR INSERT CARD” or “SWIPE OR INSERT CARD” to appear on the PIN Pad. 5.On the PIN Pad, key in the card number, and press key. the green 6.When “EXPIRY DATE” appears on the PIN Pad, key in the card’s expiry date (MMYY), and press the green key. 7.The message “PLEASE WAIT” appears on the PIN Pad. •If the “Customer Signature” screen displays on your mobile device, capture the customer’s signature (see page 43) 8.Wait for the APPROVED or DECLINED response to appear on your mobile device. 9.The transaction is complete. •To e-mail a transaction receipt, see page 44. 10.Tap 36 to return to the main menu. This table lists in order of appearance the prompts (and the actions to take for each) that may appear on the PIN Pad during transactions. Prompts Customer action(s) SWIPE, TAP OR INSERT Enters their card on the PIN Pad CARD (see pages 30-32 for options). or SWIPE OR INSERT CARD SELECT LANGUAGE ENGL FRAN For English prompts: Presses F1 (ENGL). For French prompts: Presses F4 (FRAN). SELECT <Application name> YES NO To select the displayed application: Presses F1 (YES). To view the next available application: Presses F4 (NO). <Application name> -OK? YES NO Presses F1 (YES) to use the displayed application. <TRANSACTION NAME> Presses the green key to confirm $#.##-OK? the displayed transaction amount. I PRE-AUTHORIZE UP TO $#.##-OK? key to confirm Presses the green the displayed Pre-Authorization amount. SELECT ACCOUNT CHQ SAV For chequing: Presses F1 (CHQ). For savings: Presses F4 (SAV). ENTER PIN & OK Keys in their Personal Identification Number (PIN) and presses the green key. PLEASE WAIT DO NOT REMOVE CARD Waits while the transaction is processed. APPROVED THANK YOU OBTAIN CARD Retrieves their card. APPROVED THANK YOU REMOVE CARD Removes their card from chip reader. Note: The PIN Pad beeps until the card is removed. WELCOME/BONJOUR Returns the PIN Pad to you. (Refer back to the transaction procedure and continue the steps.) 37 Voiding/Refunding a transaction 3.Tap Search Transactions. Note: If you want to reverse a debit/credit transaction on the same day it was originally processed, you must do a Void for the full amount. 4.Tap the transaction that you want to reverse. Reverses a debit/credit or cash transaction. If you want to reverse a debit/credit transaction processed on a different day, you must do a Refund. Debit transactions must be refunded for the full amount. Credit transactions can be refunded for a full or partial amount. Cash transactions are always reversed (refunded) for the full amount regardless of the date on which the original transaction was processed. 1.Start on the “Reports” screen. N ote: If another screen is displayed, tap to the main menu, and then tap Reports. to return 2.Do one of the following: To display the last 10 transactions processed today: a.Leave all search fields blank, and go directly to step 3. To narrow the scope of your search: a.Select one or more of the following criteria: Note: The original transaction receipt includes the transaction identifiers submitted with the original transaction. •Date: To retrieve transactions processed within a date range other than today: Tap the Today drop-down list, and select a date range from the list; otherwise, skip this step to retrieve only transactions processed today. •Order ID: Enter the ID in the Order ID field (a full or partial ID may be entered). •Customer ID: Enter the ID in the Customer ID field (a full or partial ID may be entered). •Amount: Enter the amount in the Amount ($) field. A transaction list appears. •To display the next 10 transactions if applicable, tap More (to maximum of 300). 5.When the transaction “Details” screen displays, confirm this is the transaction that you want to reverse (see page 45). N ote: If this transaction is not the one that you want to reverse, tap (repeat step 4). 6.Tap Void this transaction (or tap Refund this transaction). •If the Refund Amount ($) field appears, enter the amount to be refunded. 7.Tap Process Transaction. •If the “Follow prompts on pinpad” message appears on your mobile device, do one of the following: •hand the PIN Pad to the customer (see page 37). •manually enter the card data on the PIN Pad yourself (continue on page 36 and begin at step 4). 8.Wait for the APPROVED or DECLINED response to appear on your mobile device. (If the PIN Pad was used to capture card data, retrieve the PIN Pad from the customer.) 9.The transaction is complete. •To e-mail a transaction receipt, see page 44. 10.Tap to return to the main menu. b.Tap Sort by, and select a sort-by option from the drop-down list. Note: Sort results by Amount, Customer ID, Date, Order ID, Card Type, or Transaction Type. 38 39 Capturing a Pre-Authorization 6.Tap Capture this transaction. 1.Start on the “Reports” screen. Note: If the Pre-Authorization is completed for an amount that is less than the original, the hold on the remaining amount will be released. Completes a Pre-Authorization so that the funds are transferred to your account at settlement. N ote: If another screen is displayed, tap to the main menu, and then tap Reports. to return 2.Do one of the following: To display the last 10 transactions processed today: a.Leave all search fields blank, and go to step 3. To narrow the scope of your search: a.Select one or more of the following criteria: Note: The original transaction receipt includes the transaction identifiers submitted with the original transaction. •Date: To retrieve transactions processed within a date range other than today: Tap the Today drop-down list, and select a date range from the list; otherwise, skip this step to retrieve only transactions processed today. •Order ID: Enter the ID in the Order ID field (a full or partial ID may be entered). •Customer ID: Enter the ID in the Customer ID field (a full or partial ID may be entered). •Amount: Enter the amount in the Amount ($) field. 7.In the Capture Amount ($) field, enter the amount to be completed (captured). 8.Tap Process Transaction. Note: Your mobile device displays the “Follow prompts on pinpad” message, and the PIN Pad displays “PLEASE WAIT”. This is part of normal operation. A “Customer Signature” screen will not display on your mobile device. 9.Wait for the APPROVED or DECLINED response to appear on your mobile device. 10.The transaction is complete. •To e-mail a transaction receipt, see page 44. 11.Tap to return to the main menu. b.Tap Sort by, and select a sort-by option from the drop-down list. Note: Sort results by Amount, Customer ID, Date, Order ID, Card Type, or Transaction Type. 3.Tap Search Transactions. A transaction list appears. •To display the next 10 transactions if applicable, tap More (to maximum of 300). 4.Tap the “Preauth” transaction that you want to complete. 5.When the transaction “Details” screen displays, confirm this is the transaction that you want to complete (see page 45). Note: If this transaction is not the one that you want (repeat step 4). to complete, tap 40 41 Receipts When a transaction is completed, a receipt is always generated. If a debit or credit card was used for the transaction, the receipt includes information about the cardholder verification method used for the transaction (see below). Cardholder verification method (CVM) statement The CVM statement appearing near the bottom in a receipt is determined by the card type and card entry method used during the transaction for which the receipt was generated. Note: The CVM statement is not included in receipts for cash or swiped/contactless debit transactions. CVM statement Card type Card entry method NO SIGNATURE TRANSACTION • credit • tap (contactless) SIGNATURE • credit • swipe (stripe) • manual entry VERIFIED BY PIN • credit • debit • insert (chip) Card masking To reduce the risk of fraudulent card use, masking and truncation are applied to card numbers in receipts. Masking replaces a card’s numbers (except for the last 4) with “*”s (e.g., ************1234). Truncation displays only the last 4 digits of a card (e.g., 1234). The expiry date does not appear in any receipt. Signature capture for receipts The “Customer Signature” screen displays on your mobile device if you are required to capture the customer’s signature. Note: If a signature is captured, it will not be included in e-mailed receipts; however, a receipt with signature will be stored on your PAYD Merchant Resource Center and can be accessed or printed from that interface at any time (see the Using PAYD Merchant Resource Center guide). The captured customer signature can also be viewed when you retrieve the transaction in a Transaction Report (see page 45) or when you are doing a Void or Refund (see page 38) or Capture (see page 40). When the “Customer Signature” screen displays on your mobile device, do the following: 1.Retrieve the PIN Pad if it was used to capture the card data. Note: The WELCOME/BONJOUR screen displays on the PIN Pad. 2.Have the customer “write” their signature above the “Customer Signature” line on the screen of your mobile device. •If the customer wishes to redo their signature, they tap Clear and then sign again. 3.Once the customer approves their signature, they tap Done. 4.Wait for the APPROVED or DECLINED response to appear on your mobile device. 5.The transaction is complete. •To e-mail a transaction receipt, see page 44. 6.Tap 42 to return to the main menu. 43 Receipts Reporting E-mailing receipts When the APPROVED or DECLINED response appears on your mobile device, follow these steps to e-mail a receipt: 1.Do one of the following: To manually enter an e-mail address: a.Scroll to the bottom of the screen, and enter the address in the Email Address field. To select an e-mail address from your mobile device’s contacts list: N ote: To use this feature, your mobile device’s privacy settings must be configured to allow the PAYD App to access your device’s contacts list. a.Scroll to the bottom of the screen, and tap The “Contacts” screen displays. 1.Start on the “Reports” screen. to return N ote: If another screen is displayed, tap to the main menu, and then tap Reports. To display the last 10 transactions processed today: a. Leave all search fields blank, and go to step 3. . c.Tap the [email protected] (e-mail address) to which you want to send the receipt. d.Wait for the screen to reload with the e-mail address now appearing in the field above “Send Email Receipt”. 2.Tap Send Email Receipt. 3.When “Receipt successfully sent” appears, tap OK. 4.If you want to send the receipt to additional e-mail addresses, repeat steps 1 to 3 as many times as you require. to return to the Search for and display transactions by date, Order ID, Customer ID, or amount. You may also export the search results. 2.Do one of the following: b.Tap the Firstname Lastname associated with the e-mail address to which you want to send the receipt. 5.When you are finished, tap main menu. Transactions Report To narrow the scope of your search: a. Select one or more of the following criteria: Note: The original transaction receipt includes the transaction identifiers submitted with the original transaction. •Date: To retrieve transactions processed within a date range other than today: Tap the Today drop-down list, and select a date range from the list; otherwise, skip this step to retrieve only transactions processed today. •Order ID: Enter the ID in the Order ID field (a full or partial ID may be entered). •Customer ID: Enter the ID in the Customer ID field (a full or partial ID may be entered). •Amount: Enter the amount in the Amount ($) field. b. Tap Sort by, and select a sort-by option from the drop-down list. Note: Sort results by Amount, Customer ID, Date, Order ID, or Card Type, or Transaction Type. 3.Tap Search Transactions. A transaction list appears. 4.You may do any of the following: •To display the next 10 transactions if applicable, tap More (to maximum of 300). •To export the report results in CSV format in a text file, tap Export Report (near top of screen). Note: The file will be sent to the e-mail address that you specified in your Export to CSV setting (see page 19). •To view the details of a listed transaction, tap the desired transaction (see page 46). 44 45 5.When you are finished, tap to return to the transaction list, or tap to return to the main menu. Details screen (transactions) The “Details” screen displays (shown on page 47) when you tap a transaction record listed in a report (e.g., you may be performing a Void or Refund or simply reviewing transactions). Note: Line items 1 to 7 and item 12 display by default. To display line items 8 to 11, tap More Details. 1.You may do one or more of the following: •To perform a Refund or Void, continue at step 6 on page 39. •To perform a Capture, continue at step 6 on page 41. •To e-mail a receipt, see page 44. •Tap to return to the transaction list, or tap to return to the main menu. 1 Transaction name. 2 Transaction date (DD/MM/YYYY) and time (hh:mm:ss). 3 Unique transaction identifier. Autogenerated if no Order ID entered for transaction. 4 Card type or “Cash”. 5 Card number (masked) or “Cash”. 6 Displays if Customer ID entered for transaction. 7 Transaction amount. 8 Transaction performed by this registered user. 9 Moneris Host identifier (e.g., if “I60123450010690030” is the number, then “I6012345” is the terminal ID (i.e., PIN Pad ID). This number may be requested by Moneris to help track a transaction. Totals (Batches) Report Find and display open or closed totals (batches) to determine the amount deposited in your bank account for a batch that has been closed. 1.Start on the “Totals” screen. Note: If another screen is displayed, tap to the main menu, and then tap Totals. to return 2.Select one or more of the following criteria: •Date: Select a date range from the Date drop-down list. •Batch Number: Enter the batch number in the Batch Number field. •Batch Status: Select a batch status from the Batch Status drop-down list. 3.Tap Search Batches. A batch list appears. 10 Transaction Response code: •< 50: Transaction approved. •>= 50: Transaction declined. •NULL: Transaction was not sent for authorization. 11 Auth code (6-8 digits) from the card-issuing institution. 12 Customer signature (displays if captured during transaction). 1 2 3 4 5 6 7 8 9 10 11 12 4.To view the details of a listed batch, tap the desired batch. to return to the 5.When you are finished, tap batch list, or tap to return to the main menu. 46 47 Re-initializing the PAYD PRO PIN Pad 1.Start on the “Settings” screen. Note: If another screen is displayed, tap to return to the main menu, and then tap Settings. 2.Tap Pinpad. 3.Tap Initialize Pinpad. Note: If Connect Pinpad appears instead, see page 53 for troubleshooting. 4.Wait while the PIN Pad re-initializes. The message “PLEASE WAIT” appears on the PIN Pad. Note: The re-initialization process may take a few minutes to complete. 5.Following a successful re-initialization, the “Initialization was successful. Pinpad is ready to use” message displays on your mobile device. 6.Tap OK to acknowledge the “Success” message. Note: The PIN Pad displays WELCOME/BONJOUR. 7.Tap 48 to return to the main menu. Receipts Demo mode Demo mode allows you practise using the PAYD App without affecting your merchant account. Transactions processed in Demo mode are for demonstration purposes only. Performing transactions: •The required fields (Card Number, Amount ($), and Exp (MMYY) ) are pre-filled. •Transactions are always approved. E-mailing receipts: •The merchant name displays as “Mobile Demo” to make demo transactions easy to identify. Viewing Demo reports: •Transactions are stored in the Demo batch. Note: Once you submit a Demo transaction or attempt to e-mail a receipt for a Demo transaction, an advisory notice appears to inform you that Demo mode is enabled. You must tap OK to acknowledge this message. When Demo mode is enabled, it will not be possible to configure a quick PIN (see page 18) nor will it be possible to configure any PIN Pad-related features. 49 Receipts Troubleshooting Enabling Demo mode If you are currently signed into the PAYD App, sign out (see page 25) before following the steps below. IMPORTANT: Transactions processed in Demo mode are for demonstration purposes only and will NOT affect your merchant accounts. 1.On the PAYD sign-in screen, tap Try PAYD in demo mode. 2.When the Demo mode advisory notice appears, read it, and then tap OK. Note: If the sign-in screen continues to display but Quit Demo Mode appears (bottom of the screen), tap this text, and then go back to step 1. 3.Once Demo mode is enabled, your default PAYD screen displays. to go to the main menu, you will Note: If you tap see the text Demo Mode displayed at the top of this screen. This text appears only on this screen, when the App is in Demo mode. IMPORTANT: Ensure that you exit Demo mode before attempting to perform live transactions (see below). Exiting Demo mode 1.Start on the “Demo Mode” main menu. Note: If another screen is displayed, tap to the Demo Mode main menu. to return Error messages in the PAYD App If an error message is displayed in the PAYD App (i.e., on your mobile device) and is listed in the table below, tap OK and then follow the instructions in the table’s Solution column. If the problem is still not resolved, call us at 1-855-423-7293. Note: For error messages displayed on the PIN Pad and/ or other PIN Pad hardware issues, see pages 56 to 59. Error message Solution An error occurred on the pinpad. Transaction was not processed. An application or communication error occurred. Application PAYD already exists. Replace version XXX with version XXX. You have already installed an earlier version of the App. Card Read Error. Please swipe again. Sign In Failed. Please Try Again. 3.The App exits Demo mode and automatically returns to the “live” PAYD sign-in screen. 50 IMPORTANT: If you have a PAYD account and you want to resume performing LIVE transactions that WILL affect your merchant account, you must sign in using your own credentials (see page 21). 1.Delete the unusable App from your mobile device. 2.Download and install the latest version of the App (see page 15). 2.Tap Sign Out. 1.Retry the transaction. (See also the issues listed on page 50-55.) The connected PAYD card reader could not read the card data when the card was swiped on it. 1.Try swiping again (see page 60). 1.Try signing in again. 2.If the authentication fails, and you are: • trying to sign in using your full credentials, use the password reset feature (see page 23) • trying to sign in using your quick PIN, use the forgot PIN feature (see page 24). 3.If the problem persists, redo the setup procedures starting on page 15. The Request has timed out. Please ensure your signal is strong and try again. There may be too much interference in your area and/or your mobile device is too far from its wireless network access point. 1.Move to a location within your wireless network coverage area where there are no sources of interference (see page 62), and retry the operation. 51 Error messages in the PAYD App continued... Other issues (PAYD App) Error message Solution Issue Solution Unable to connect to Pinpad... The PAYD App/your mobile device cannot detect the PIN Pad. PAYD App and/or PIN Pad stalls or freezes midway during a transaction.. 1.If a card is inserted, remove it from the chip reader. 1.Confirm that the PIN Pad is powered on (see pages 28-29). 2.Confirm that the PIN Pad is in range of your mobile device and operating in a suitable environment (see page 62). 2.Press the PIN Pad’s Reset button (see page 27). 3.Wait while the PIN Pad reboots (the WELCOME/BONJOUR screen displays in about 10 seconds). 4.When the PAYD App resumes operation on your mobile device, retry the transaction. 3.Confirm that the 8-digit PIN Pad ID (e.g., “i6012345”) is shown as “connected” on your mobile device’s Bluetooth menu. 5.If the issue recurs, close the PAYD App. 4.If the error message still displays, press the PIN Pad’s Reset button (see page 27). 6.Press the PIN Pad’s Reset button. 7.Wait for the PIN Pad to reboot back to the WELCOME/BONJOUR screen. 5.Wait for the PIN Pad to reboot back to the WELCOME/BONJOUR screen before you retry the transaction. 8.Re-launch the PAYD App, sign in (see page 21), and retry the transaction. “Initialize Pinpad” button does not appear. 1.Ensure that the PIN Pad is powered on. 2.Tap Connect Pinpad. 3.If the Initialize Pinpad button still does not appear, press the PIN Pad’s Reset button (see page 27). 4.Wait for the PIN Pad to display WELCOME/BONJOUR. 5.Tap Connect Pinpad. 6.If the issue recurs, sign out of the PAYD App. 7.Power off your mobile device. 8.Press the PIN Pad’s Reset button (see page 27). 9.Restart your mobile device, and try initializing the PIN Pad again: •If you are initializing for the first time, go back to page 16. •If you are re-initializing, go back to page 48. 52 53 Other issues (PAYD App) continued... Other issues (PAYD App) continued... Issue Solution Issue Solution You get a DECLINED response, and the PIN Pad continues to display WELCOME /BONJOUR. 1.Press the PIN Pad’s Reset button (see page 27) to reboot the PIN Pad. The “Swipe” option does not appear on the transaction page when the PAYD card reader is connected. Your mobile device was unable to detect the PAYD card reader connection. Note: The Swipe option will replace the Keyed option only if a reader is properly connected to your mobile device. 2.Retry the transaction. 3.If the issue recurs, re-initialize the PIN Pad (see page 48). The text Demo Mode displays across the top of the main menu. Demo mode is enabled. A Demo mode transaction is declined. You may have changed a pre-filled value in a required field. You cannot remember your sign-in password or quick PIN. 1.Reset your password (see page 23) or reset your quick PIN (see page 24). Your sign-in credentials are not accepted. If the text Quit Demo Mode appears at the bottom of the sign-in screen, the App is in Demo mode. 1.To disable Demo mode, see Exiting Demo mode on page 49. 2.Retry entering your sign-in credentials. 54 2.If your mobile device has a protective sleeve, ensure it is not preventing the reader from being completely plugged in. 1.Initiate the transaction again, but do not change any of the pre-filled values. 1.Tap Quit Demo Mode to return to the “live” sign-in screen. The “Export Report” button does not appear on the “Reports” screen. 1.Ensure the PAYD card reader is securely connected to your mobile device (see page 60). 1.Set an e-mail address using the App’s Export to CSV setting (see page 19). 3.When Swipe is displayed as a card entry option, tap it and continue the transaction. Nothing happens when you tap . Your mobile device’s privacy settings are configured to deny the PAYD App access your device’s contacts list. 1.Configure your device’s privacy settings to allow the PAYD App to access to your device’s contacts list. You want to determine the version number of the App. 1.See Determining the PAYD App’s version number on page 25. 2.Redo the report and try exporting it again (the Export Report button should now appear near the top of the “Reports” screen). 55 Error messages on the PAYD PRO PIN Pad If an error message appears on the PIN Pad, first press the red key once or twice to clear the message, then retry the transaction. If the error message reappears and is listed in the table below, follow the instructions in the table. If the problem is still not resolved, call us at 1-855-423-7293. Error messages on the PAYD PRO PIN Pad continued... Error Message 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. Note: For error messages displayed in the PAYD App on your mobile device and/or other PAYD App-related issues on your mobile device, see pages 51 to 55. Error message Solution BATTERY CHARGING IN PROGRESS The PIN Pad battery is recharging from a very low charge level. 1.Wait for the WELCOME/ BONJOUR screen to display (may take several minutes) before you attempt to perform a transaction. CANNOT SWIPE CHIP CARD 1.Insert the chip card into the PIN Pad’s chip card reader. CARD BLOCKED REMOVE CARD The chip card cannot be used. CARD NOT SUPPORTED PLEASE RETRY 1.Swipe the card again. 1.Ask for another form of payment. 2.If this does not work, try using the PAYD card reader (see page 60). 3.If this does not work, request another form of payment. CARD PROBLEM CARD READ ERR Retry the transaction. If the message reappears: •If card was inserted: 1.Swipe the card. • If credit card was swiped: 1.Swipe the card on the PAYD card reader (see page 60). 2.If this does not work, manually enter the card (see page 61) or request another form of payment. •If debit card was swiped: 1.Request another form of payment. The card data could not be read when the card was swiped or tapped. 1.Retry the transaction. 56 Solution 1.Retrieve the PIN Pad, and remove the chip card. 2.Request another form of payment. ERROR CARD REMOVED The chip card was removed during 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 PIN Pad in the required time. NO SUPPORTED APPLICATIONS REMOVE CARD •If card inserted: Remove the card from the chip reader, and swipe it when prompted. NOT ACCEPTED REMOVE CARD or NOT ACCEPTED USE MAG STRIPE REMOVE CARD 1.Remove the chip card from the chip reader. 1.Retrieve the PIN Pad, and retry the transaction. •If card tapped: If it has a chip, insert it into the chip reader; otherwise, swipe the card. 2.If prompted, swipe the card on the magnetic stripe reader. 3.Credit only: If this does not work, try swiping the card on the PAYD card reader (see page 60). If swiping does not work, manually enter the card number (see page 61). Debit only: Ask for another form of payment. NOT COMPLETED PLEASE CHARGE THE TERMINAL The customer took more than 30 seconds to respond to the prompts. 1.Retry the transaction. The PIN Pad’s battery charge is low. 1.Connect the PIN Pad to an external power source via the USB charging cable. 2.When “BATTERY CHARGING IN PROGRESS” appears, see page 56. 57 Error messages on the PAYD PRO PIN Pad continued... Other issues (PIN Pad) Error Message Solution Issue Solution REFUND LIMIT EXCEEDED The total value of Refunds performed today is greater than your daily Refund Limit. The PIN Pad and/ or PAYD App stalls or freezes midway during a transaction. 1.If the card is inserted, remove it from the chip reader. 1.Contact us for a temporary increase in your daily Refund Limit. 2.Ensure that you have the original Sale receipt available for reference. TAP NOT ACCEPTED 1.Cancel the transaction. 2.Ensure that the PIN Pad battery has a charge level of at least 50% (see page 28), and retry the transaction. 3.If the issue recurs, insert the card into the chip reader if the card has a chip; otherwise, swipe the card. WRONG CARD TYPE 3.Power off the PIN Pad, and then power it on again (see pages 28-29). 4.Re-launch the PAYD App, and sign in (see page 21). 5.Retry the transaction. The “Ingenico” screen The PIN Pad is in Sleep mode. displays instead of WELCOME/BONJOUR 1.Press the Power button (see page 27) to wake the PIN Pad and return it to the WELCOME/ BONJOUR screen. The PIN Pad shuts down The PIN Pad may have gone into Sleep mode and then shut down to conserve power. 1.To power on the PIN Pad, press the Power button (see page 27). The card that was swiped cannot be used for this transaction. 2.If this does not work (the battery charge may be depleted), connect the PIN Pad to an external power source via the USB charging cable. 1.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. 58 2.Close the PAYD App. The PIN Pad battery charge level may be too low. 1.See solution for “TAP NOT ACCEPTED” on page 58. 59 Using PAYD card reader: credit transactions If you are unable to perform a credit card transaction using the PIN Pad, do the following: 1. Make sure the media speaker on your mobile device is turned off. 2.Ensure that the volume level of your mobile device is maximized. 3.Connect the PAYD card reader: Card reader jack plugged into audio port (not shown) Card reader Stabilizer flap 4.Initiate the Sale (or Pre-Authorization), and then tap Swipe. •If the Customer ID and Order ID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both of the fields; otherwise, leave the fields blank to bypass entering any identifier. Note: If you enter your own Order ID, it must be unique. If you don’t enter your own Order ID, it will be generated automatically. 5.In the Amount field, enter the transaction amount. 6.Tap Process Transaction. 7.When “Please swipe card” appears on your mobile device, swipe the credit card on the PAYD card reader. •If the “Customer Signature” screen displays on your mobile device, capture the customer’s signature (see page 43). 8.Wait for the APPROVED or DECLINED response to appear on your mobile device. 10.Tap to return to the main menu. Note: If you are unable to perform the transaction using the PAYD card reader, you may try manually entering the card data on your mobile device (see below). Manual card entry on your mobile device If you are unable to perform a Sale or Pre-Authorization using the PAYD card reader (see page 60), follow the steps below to manually enter the transaction entirely on your mobile device. (i.e. neither the PAYD PRO PIN Pad nor the PAYD card reader will be used). 1.If the PAYD card reader is connected to your mobile device, disconnect the card reader. 2.Initiate the Sale (or Pre-Authorization) on your mobile device. 3.Tap Keyed (skip step if “Keyed” is pre-selected). •If the Customer ID and Order ID fields appear and you want to track the transaction with your own identifier(s), enter the required data in one or both fields; otherwise, leave these fields blank to bypass entering any identifier. Note: If you enter your own Order ID, it must be unique. If you don’t enter your own Order ID, it will be generated automatically. 4.In the Amount ($) field, enter the transaction amount (#.##). 5.In the Card Number field, enter the card’s number. 6.In the Exp (MMYY) field, enter the card’s expiry date. 7.Tap Process Transaction. 8.When the “Customer Signature” screen displays on your mobile device, capture the customer’s signature (see page 43). 9.When the APPROVED or DECLINED response appears on your mobile device, the transaction is complete. •To e-mail a transaction receipt, see page 44. 10.Tap to return to the main menu. 9.The transaction is complete. •To e-mail a transaction receipt, see page 44. 60 61 Sources of electromagnetic interference Listed below are some common sources of electromagnetic interference that may impair the operability of the PIN Pad: • Motors and compressors • Computer screens and televisions • Radio transmitters and other wireless devices operating at 2.4GHz (e.g., Wi-Fi devices, wireless routers, cordless phone bases, etc.) - at least 2 m (6.5 feet) away • Microwave ovens - at least 3 m (10 feet) away • Anti-theft barriers, etc. • Elevator shafts • Cash registers • Blenders and food processors • Air conditioning units, ventilation fans • Large, metal, horizontal or vertical surfaces (e.g., appliances, metallic blind or countertops, etc.) Notes _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ _________________________________________________ 62 63 Need help? For telephone or e-mail assistance: • Call us toll-free at 1-855-423-7293, or e-mail us at [email protected] (24 hours a day, 7 days a week). For online troubleshooting tips, frequently asked questions (FAQ), and other help resources: • In the PAYD App: 1.Start on the main menu (you must be signed in). Note: If another screen is displayed, tap to the main menu. to go 2.Tap Help. • On the Web: 1.Visit getpayd.com (additional copies of this guide may be downloaded from this site). 2.For instructions on how to determine the version of the App you are using, see page 25. 3 1 5 4 This guide is for informational purposes only. Neither Moneris Solutions Corporation (“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. This guide has not been authorized, sponsored, or otherwise approved by Apple Inc. Your credit and/or debit card processing is governed by the terms and conditions of your VISA Merchant Agreement, your MasterCard Merchant Agreement, your Discover Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the “Merchant Agreements”), as applicable with Moneris. It is your responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your manuals and the Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at moneris.com/manuals. 9 - 8 7 Important: You must use the USB charging cable provided with the PAYD PRO PIN Pad. Failure to do so may affect the operability of or cause damage to the PIN Pad. © 2014 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. 6 2 0 + Using PAYD PRO TM For iPad®, iPhone® and iPod touch® ® PAYD, PAYD & Design, MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE, IPAD, IPHONE, IPOD TOUCH and APP STORE are trade-marks of Apple Inc. registered in the U.S. and other countries. INGENICO is a registered trade-mark of Compagnie Industrielle et Financière d’Ingénierie – INGENICO. All other marks or registered trade-marks are the property of their respective owners. PAYD-A-YT-E (05/14) Powered (05/14)
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