Using PAYD Pro Plus with Apple iPad

Using PAYD Pro Plus® for
Apple® iPad®
(11/17)
For more information
and assistance:
Web: moneris.com/support-PAYDProPlus-mobile
Toll-free: 1-855-423-PAYD (7293)
Record your Moneris® merchant ID here:
____________________________________
Contents
Introduction ................................................................................................ 7
Signing in and out ..................................................................................... 8
Signing into the PAYD Pro Plus App
8
Navigating the interface
Accessing the main menu
The panes
The on-screen keyboard and numberpad
8
9
9
9
Signing out
10
Cashing in
11
Inventory management .........................................................................13
Adding new products
13
Searching inventory
Searching for a product
Searching for all products
17
17
17
Editing products
18
Deleting products
20
The Favourites Group .............................................................................22
Adding products to the Favourites Group
22
Removing products from the Favourites Group
24
1
Editing the contents of the Favourites Group
26
Customer management.........................................................................27
Adding new customers
27
Searching customers
Searching for a customer
Searching all customers
31
31
31
Editing a customer profile
32
Deleting customers
33
Adding a customer to the Favourites Group
34
Processing transactions .........................................................................36
2
General guidelines for performing a transaction
36
Before you begin
37
Processing a sale without assigning a customer
38
Assigning a customer to a sale
Searching for customers
Creating a new customer profile
Adding a customer from the Favourites Group
38
38
39
40
Adding products to a sale
Scanning products
Searching for products
Adding products from the Favourites Group
Adding non-inventory items to a sale
40
41
42
42
42
Editing quantities and prices
43
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Adjusting item quantity
Adjusting product price
Removing products from the shopping cart of items
43
44
45
Applying discounts
46
The Custom Amounts function
Using the Custom Amounts function
50
50
Suspending and resuming transactions
Suspending a transaction
Resuming suspended transactions
Discarding suspended transactions
52
53
54
55
Cancelling transactions
55
Processing payment ................................................................................56
Reassigning commission
56
Processing cash payment
58
Processing cheque payment
59
Card entry options
Insert: chip cards
Swipe: magnetic stripe cards
Wave/tap: Contactless cards
Maximum Contactless Dollar Value (CDV)
Swipe: magnetic stripe cards on the PAYD Card Reader
Manual card entry
59
59
60
61
62
62
63
Processing Interac Debit payments
Integrated debit payments
63
63
Processing credit card payments
65
3
Integrated credit payments
65
Processing Store Credit payments
67
Processing a Store Credit belonging to a registered customer
67
Processing a Store Credit that belongs to an unregistered customer68
Processing split-tender payments
69
Processing Moneris gift cards
70
Processing layaways
Putting items on layaway
Taking layaway deposits
Making layaway payments
Finalizing a layaway
Refunding layaway payments and transactions
Cancelling layaways
Layaway receipts
71
71
73
75
78
79
81
82
Receipt options
Generating printed receipts
Generating email receipts
Generating SMS text receipts
Generating gift receipts
Reprinting transaction receipts
83
83
84
85
86
87
Optional devices .......................................................................................89
4
The Moneris e355 PIN Pad
89
The Moneris iPP320 PIN Pad
91
The Moneris PAYD® PIN Pad
Determining the PAYD PIN Pad software version
93
95
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
The Moneris PAYD card reader
96
Bluetooth barcode scanner
96
Bluetooth receipt printer
Dymo LabelWriter
97
97
Administrative transactions .................................................................98
Accessing Help
98
Accessing PAYD Administration
98
Searching transactions
99
Checking Bluetooth device status
102
Generating reports
103
Using the Dashboard
Viewing the Dashboard data
104
105
Processing a Return
106
Customer prompts on the e355 PIN Pad
110
Customer prompts on the iPP320 and PAYD PIN Pads
113
End of day procedures ......................................................................... 117
Cashing out
117
Troubleshooting .................................................................................... 120
Error messages in the PAYD Pro Plus App
Error messages on the PIN Pads
120
123
5
Other issues (PIN Pads)
126
Merchant support................................................................................. 129
6
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Introduction
PAYD Pro Plus® lets you turn your Apple® iPad® into a mobile POS Payment
Solution, with great features that let you run your business from just about
anywhere.
This guide provides you with instructions on how to use the PAYD Pro Plus
App to manage inventory, gain insights into customer buying trends and
process transactions.
Note:
Based upon your PAYD Pro Plus software bundle type and/or your
Merchant Agreement with Moneris, certain features described in this guide
may not be visible within the PAYD Pro Plus App.
7
Signing in and out
Signing into the 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), sign in with your fingerprint using Touch ID, or you
may need to enter a Quick PIN.
To sign in using the standard login screen:
1.
Enter your user name (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.
The Sale screen appears.
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.
The Sale screen appears.
To sign in using your fingerprint (Touch ID):
1.
At the Sign In screen, tap Use Touch ID.
2.
At the Touch ID prompt, touch or press the Home button on the Apple
iPad.
The Sale screen appears.
Navigating the interface
Note: The PAYD Pro Plus App will always appear in “landscape” orientation,
even if the Apple iPad is tilted into a “portrait” orientation.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Accessing the main menu

To access the main menu from any screen, tap the Settings button
(
). The main menu appears (shown below).
To hide the main menu:
 Tap Done in the top left corner of the screen.
The panes
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
9
the PAYD Pro Plus App just like you would in any other Apple iPad app. The
PAYD Pro Plus App can use its own numberpad, or use the Apple iPad onscreen keyboard for numeric data entry too. When your data entry is
finished, tap OK or Return, or the Hide Keyboard button (
your input. The keyboard is hidden again.
) to finalize
Signing out
When you are finished using the PAYD Pro Plus App, follow the instructions
below to sign out.
1.
Tap the Settings button (
).
2.
On the main menu, tap Sign Out.
A confirmation popup appears.
3.
Tap OK to sign out.
The Login screen appears.
10
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Cashing in
Use the Cash-In screen to count your opening till float (to account for the
cash with which you are starting the business day). The screen will appear
when you sign into the PAYD Pro Plus App after a cash-out has been
processed (see Cashing out on page 117 for more information), or if you are
logging into the PAYD Pro Plus App for the first time after downloading and
installing the App. Follow the directions below to cash in your till.
Note: If you do not see the Cash-In screen when you start the PAYD Pro Plus
App, it means that the cash out process was not completed for the previous
business day. Refer to Cashing out on page 117 for more information.
To cash in your till:
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 and 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.
11
Note: You can use the Next button on the on-screen keyboard to quickly
proceed to the next field e.g., if you tap inside the $20 field, then tap Next,
the cursor will be placed in the $10 field.
2.
Enter the amount of cheques into the Cheque field that your till is
opening with (if applicable).
3.
Tap Continue at the bottom of the screen.
The Sale screen appears.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Inventory management
You can use the Inventory screen to manage the business’ inventory.
Management functions include adding new products, editing product
profiles, and deleting products.
Adding new products
You can use the New Product popup to add products to the business’
inventory.
Note: Based upon the PAYD Pro Plus software bundle and/or your
Merchant Agreement with Moneris, you may encounter a limit to the
number of product profiles that can be added to the product database. For
more information on how to increase this limit, please call us at
1-855-423-PAYD (7293) to upgrade today.
Note:
Fields highlighted in yellow are mandatory.
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
2.
Tap the Add Product button (
) at the top of the right pane.
The New Product popup appears.
3.
Enter the product’s name into the Product name field.
4.
Tap inside the Product UPC field and use the Bluetooth® barcode scanner
to scan the product’s barcode.
OR
Tap inside the Product 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.
5.
Tap inside the Supplier UPC field and manually key in the supplier’s UPC
code for the product.
13
6.
Use the on-screen numberpad to enter prices for the product:

Tap inside the Retail price field and enter the item’s retail price in

dollars and cents. Tap the checkmark (
) when finished.
Enter the item’s list price in the List price field in dollars and cents.

Tap the checkmark (
) when finished.
Enter the item’s unit cost (what you pay your supplier for the item)
in dollars and cents into the Cost price field. Tap the checkmark
(
7.
) when finished.
In the In-stock field, enter the item’s current on-hand value. Tap the
checkmark (
8.
) when finished.
If the item comes with a manufacturer’s warranty, enter the item’s
warranty period in months into the Warranty period field. Tap the
checkmark (
) when finished. If the item does not come with a
warranty, skip this step.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
9.
Tap the Options tab at the top of the New Product popup.
10. Select the taxes that are applicable to this product. If the product is tax
exempt, tap None.
11. If you have brand names defined, use the Brand name selector to select
the brand to which this item belongs and tap Done when finished. If you
do not have brands defined, skip this step.
12. Set the product options following the guidelines below:




To make the product part of your inventory, toggle the Track this
products stock qty switch to the right (Default = Enabled).
If you are recording this product’s serial number at the time of
purchase, toggle the Prompt for serial number when sold switch to
the right (Default = Disabled).
If the product will require any type of service by your business, toggle
the This product requires service switch to the right (Default =
Disabled).
If a customer needs to be added to your customer database in order
to purchase the product, toggle the Registered customer required
switch to the right (Default = Disabled).
15



If the product is capable of being returned for a refund or exchange,
toggle the This product is returnable switch to the right (Default =
Disabled).
If the product you are selling is a gift card, toggle the Is a gift card
switch to the right (Default = Disabled).
If an employee is able to earn commission when selling this product,
toggle the Use commission switch to the right (Default = Disabled).
13. Do one of the following:


If you wish to include an image of the product in its profile, proceed
to step 14.
If you do not wish to include an image, proceed to step 16.
14. Tap the Images tab at the top of the New Product popup.
15. If you wish to use the Apple iPad’s camera to take a picture of the
product, or use an image stored on the Apple iPad’s internal memory,
follow the steps below.
a.
Tap the box icon (
) in the middle of the screen.
A popup appears.
b.
Select the method by which you would like to add an image to
the product profile:

To use an image that is already stored on the Apple iPad’s
internal memory:
i. Tap Library.
Note: If prompted to allow the PAYD Pro Plus App to
access your Apple iPad’s photo library, tap Yes.
ii. Browse the images stored on the Apple iPad, and tap
the image once you locate it. Proceed to step 16.

To take a picture of the product:
i. Tap Camera.
Note: If prompted to allow the PAYD Pro Plus App to
access your Apple iPad’s camera, tap Yes.
ii. Take the photo.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
iii. Tap Use Photo to use the image. Proceed to step 16.
OR
Tap Retake to retake the image. Repeat step ii.
16. Tap Done in the top right corner of the New Product popup.
An Inventory screen appears in the right pane to provide you with the
opportunity to edit the product profile.
17. Do one of the following:


Edit the product profile; see Editing products on page 18 for more
information.
Tap <Back at the top of the right pane to save the product profile.
18. Repeat steps 2 – 17 to create other product profiles as necessary.
Searching inventory
It is possible to search your inventory to locate products.
Searching for a product
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
2.
Tap inside the Inventory Search field at the top of the screen.
3.
In the search text field, enter any of the following as your search criteria:





Product ID e.g., “12345678”
Product Name e.g., “Napkins (25)”
Product Keywords e.g., “napkins”
Product Attributes e.g., “Multi-coloured”
Supplier’s UPC code e.g., “0123456789000”
Note:
4.
You can enter all or part of the search criteria (e.g., “nap”).
Tap the Search key on the keyboard.
The search results appear in the right pane.
Searching for all products
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
17
2.
Tap inside the Inventory Search field at the top of the screen.
3.
When the on-screen keyboard appears, tap the Search key.
The search results (every item entered in inventory) appear in the right
pane listed by name in alphabetical order.
Editing products
Once a product has been created and saved, you are able to edit its profile at
any point.
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
2.
Search for the product you wish to edit. See Searching inventory on page
17 for more information.
3.
Once you locate the product you wish to edit, slide the product from
right to left to reveal the Ellipsis button (
18
).
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
4.
Tap the Ellipsis button.
The right pane populates with the product’s details.
5.
Tap Edit at the top right corner of the right pane.
19
6.
Make any changes as necessary.
7.
Tap Done at the top of the right pane.
8.
Tap <Back at the top of the right pane.
9.
Repeat steps 2 – 8 to edit other products as necessary.
Note:
Use PAYD Administration to capture even more information about
products (e.g., Pricing Groups, Categories and Attributes).
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 cannot be restored. If
you want to re-add this product later on, its information will need to be reentered.
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
20
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
2.
Search for the product you wish to edit. See Searching inventory on page
17 for more information.
3.
Once you locate the product you wish to edit, slide the product from
right to left to reveal the Ellipsis button (
4.
).
Tap the Ellipsis button.
The right pane populates with the product’s details.
5.
Tap Edit at the top right corner of the right pane.
6.
Tap the Delete button (
).
A confirmation prompt appears.
7.
Tap Yes to delete the product.
The product list reappears.
8.
Repeat steps 2 – 7 to delete additional products as necessary.
21
The Favourites Group
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 to 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.
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 products to the Favourites
Group.
22
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
To add products to the Favourites Group from the Sale screen:
1.
Tap the Favourites Group button (
) at the bottom of the Sale screen.
2.
Tap and hold a blank area of the screen. A grid with 16 rectangles
appears.
3.
Tap one of the blank rectangles with the
symbol.
The left pane populates with Inventory Search functionality.
4.
To add items to this tab in the Favourites Group, do one of the following:

Search:
a.
Tap inside the Inventory Search field at the top of the left pane.
b.
Use the on-screen keyboard to enter the product’s ID (barcode),
name, keywords, attributes, or the supplier UPC into the field.
c.
Tap the Search key on the keyboard.
d.
When the item appears in the search results on the left pane, tap
it to add it to the Favourites Group on the right pane.
23
e.

Proceed to step 5.
Scan:
a.
Tap inside the Inventory 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.
When the item appears in the search results on the left pane, tap
it to add it to the Favourites Group on the right pane.
d.
Proceed to step 5.
5.
Repeat step 4 to add other products as necessary.
6.
Tap Save at the bottom of the right pane.
To add products to the Favourites Group from the Inventory screen:
1.
On the Sale screen, tap Inventory at the bottom of the right pane.
2.
Search for the product you wish to edit. See Searching inventory on page
17 for more information.
3.
Once you locate the product you wish to add to Favourites, slide the
product from right to left to reveal the Heart button (
4.
).
Tap the Heart button.
The operation is processed and the product is added to the Favourites
Group.
5.
Repeat steps 2 – 4 to add other products as necessary.
Removing products from the Favourites
Group
Follow the steps below to remove products from the Favourites Group.
Note:
Removing products from the group does not remove them from the
inventory database.
1.
24
Tap the Favourites Group button (
) at the bottom of the Sale screen.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
2.
Navigate to the tab that contains the item you wish to remove.
3.
Tap and hold on the item you wish to remove.
The products on that tab begin to wiggle and a red X appears in the top
right corner of each product tile.
4.
Tap the red X.
The product is removed from the Favourites Group.
5.
Tap Save in the bottom right corner of the right pane.
6.
Repeat steps 1 – 5 to remove other products as necessary.
25
Editing the contents of the Favourites
Group
Take the following steps if you are replacing older items in the Favourite
Groups, or if an item has been added to the wrong tab:
1.
Remove items from the group that are no longer needed. Follow the
instructions on Removing products from the Favourites Group on page 24.
2.
Add items to the group. Follow the instructions on Adding products to the
Favourites Group on page 22.
3.
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.
26
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Customer management
You can use the Customers screen to add, edit and remove customers from
the database.
Adding new customers
Follow the instructions below to add a new customer profile to the database.
Note:
Based upon PAYD Pro Plus software bundle and/or your Merchant
Agreement with Moneris, you may encounter a limit to the number of
customer profiles that can be added to the customer database. For more
information on how to increase this limit, please call us at 1-855-423-PAYD
(7293) to upgrade today.
Note:
1.
Fields highlighted in yellow are mandatory.
At the bottom of the Sale screen, tap Customers.
The Customer Search screen appears.
2.
Tap the Add New Customer button (
) at the top of the right pane.
The New Customer popup appears.
27
3.
In the Details tab of the New Customer popup, fill out the fields
following the guidelines below:


ID – Leave this field blank for now. When the customer profile is
saved, PAYD Pro Plus will automatically generate an ID for this
customer.
First/Last name – Enter the customer’s first and last name into these
fields.

Email – Enter the customer’s email address into this field.
Note: This is necessary if you will be emailing transaction receipts to
this customer. The Email a receipt copy setting (on the Options tab)
needs to be enabled as well.

Phone – Enter the customer’s primary contact phone number into
this field.
Note:
Dashes or spaces are not necessary.
Note:
A phone number or an email address (or both) are mandatory
fields. However, the PAYD Pro Plus App will accept either just a phone
28
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
number, or just an email address, without prompting that required
fields are incomplete.

Mobile – Enter the customer’s mobile or secondary contact phone
number into this field if available.
Note:
Dashes or spaces are not necessary.
Note:
A mobile phone number is necessary if you will be sending
transaction receipts to this customer via SMS text. See Generating SMS
Text receipts on page 85 for more information.


4.
5.
Company – Enter the customer’s business name into this field.
Address – Enter the customer’s primary street address and 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 – Enter the customer’s country into this field.
 Province – Enter the customer’s province into this field.
 Birthday - Tap Day and use the date selector to select the birthday,
then tap Done when complete. Tap Month and use the date selector
to select the month, then tap Done when complete.
 Notes – Tap inside the field and use the on-screen keyboard to enter
any notes regarding this customer.
Tap the Options tab at the top of the New Customer popup.
Fill out the customer options as follows:
 Language – Tap Select, and use the language selector to choose the
customer’s default language (for receipts and correspondence), then
tap Done. By default, the merchant’s default language will be
selected.
 Pricing group – Tap None, and use the pricing group selector to
choose the pricing group to which this client belongs (if applicable),
then tap Done. By default, the customer does not belong to a pricing
group until assigned.
 Email a receipt copy – Toggle this switch 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 (on the
Details tab).

Part of mailing list – Toggle this switch to the right (Enabled) to allow
this client to receive promotional emails from your business.
29



Taxes – Tap the tax that this client is required to pay for purchases.
By default the customer will be paying all taxes. If the client has tax
exempt status, tap None.
Tax exemption registration – If this client is eligible for tax
exemptions in your jurisdiction, enter their registration number in
this field. If the customer does not have tax-exempt status, leave this
field blank.
Band number – If this customer has a native status card, enter their
band number from the card into this field. If the customer does not
have a native status card, leave this field blank.
6.
(Optional) Tap the Images tab at the top of the New Customer popup. If
you do not want to include a customer picture, proceed to step 8.
7.
Add a picture of the customer following the steps below:
a.
Tap Select in the middle of the Images tab.
A popup appears.
b.
Select the method by which you would like to add an image to
the customer profile:

To use an image that is already stored on the Apple iPad’s
internal memory:
i. Tap Library.
Note: If prompted to allow the PAYD Pro Plus App to
access your Apple iPad’s photo library, tap Yes.
ii. Browse the images stored on the Apple iPad, and tap the
image once you locate it. Proceed to step 8.

To take a picture of the customer:
i. Tap Camera.
Note: If prompted to allow the PAYD Pro Plus App to
access your Apple iPad’s camera, tap Yes.
ii. Take the photo.
iii. Tap Use Photo to use the image. Proceed to step 8.
OR
Tap Retake to retake the image. Repeat step ii.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
8.
Tap Done in the top right corner of the New Customer popup.
9.
Repeat steps 2 – 8 to add other customers as necessary.
Searching customers
It is possible to search your database for customers that have been added.
Searching for a customer
1.
At the bottom of the Sale screen, tap Customers.
The Customer Search screen appears.
2.
Tap inside the Customer Search field at the top of the right pane and use
the on-screen keyboard to 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., “john.smith@johnsmithemail.com”
Note:
3.
You can enter all or part of the search criteria (e.g., “john”).
Tap the Search key.
The search results appear below.
Searching all customers
1.
At the bottom of the Sale screen, tap Customers.
The Customer Search screen appears.
2.
Tap inside the Customer Search field at the top of the right pane.
3.
When the on-screen keyboard appears, tap the Search key.
The search results (all customers defined in the customer database)
appear below, listed alphabetically by first name.
31
Editing a customer profile
It is possible to edit a customer’s profile after it has been saved.
1.
At the bottom of the Sale screen, tap Customers.
The Customer Search screen appears.
2.
In the Customers screen, search for the customer you wish to edit. For
more information, see the Searching customers section on page 31.
3.
Once you locate the customer, slide their name from right to left to
reveal the Ellipsis button (
4.
).
Tap the Ellipsis button.
The customer’s profile loads into the right pane.
5.
Tap Edit at the top of the right pane.
6.
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 27.
32
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
7.
Once you have finished making changes, tap Done at the top of the right
pane to save your work.
8.
Repeat steps 2 – 7 to edit other customer profiles as necessary.
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 cannot be restored. If
you want to re-add this customer later on, the information will need to be reentered.
1.
At the bottom of the Sale screen, tap Customers.
The Customer Search screen appears.
2.
In the Customers screen, search for the customer you wish to delete. For
more information, see the Searching customers section on page 31.
3.
Once you locate the customer, slide their name from right to left to
reveal the Ellipsis button (
4.
).
Tap the Ellipsis button.
The customer’s profile loads into the right pane.
5.
Tap Edit at the top of the right pane.
6.
Tap the Delete button (
).
A confirmation prompt appears.
7.
Tap Yes to delete the customer.
The customer list reappears.
8.
Repeat steps 2 – 7 to delete other customers as necessary.
33
Adding a customer to the Favourites
Group
It is possible to add customers to the Favourites Group that appears in the
Sale screen.
1.
At the bottom of the Sale screen, tap Favourites.
2.
Select the favourites tab at the bottom of the right pane to which you
want to add the customer.
3.
Tap and hold a blank area of the right pane.
On the right pane, a grid with 16 rectangles will appear. The left pane
populates with the Product Search screen.
4.
Tap Customers at the bottom of the left pane.
The Customer Search screen appears.
5.
34
Tap the Customer Search field at the top of the left pane.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
6.
Use the on-screen keyboard to enter the customer’s ID, name, phone
number or email into the search field.
The system searches the customer database and search results appear
below.
Hint:
By default, the entire customer list appears and you can scroll
through to select a customer.
7.
Tap a customer’s name in the search results.
They are added to the Favourites Group.
8.
Repeat steps 5 - 7 as necessary to add other customers to the tab.
9.
Tap Save at the bottom of the right pane.
35
Processing transactions
This section explains how to perform the following tasks:
 Starting a sale
 Assigning a customer to a sale
 Adding products to a sale
 Manipulating quantities and prices
 Applying discounts
 The Custom Amounts function
 Suspending and resuming transactions
 Cancelling transactions
 Processing payments:
 cash
 cheque
 entering payment cards
 debit cards
 credit cards
 store credit
 Moneris Gift Cards
 split tender
 Processing layaway transactions
 Receipt options
 Optional POS devices
 e355 PIN Pad
 iPP320 PIN Pad
 PAYD PIN Pad
 Customer prompts on the PIN Pads
General guidelines for performing a
transaction
Generally speaking, purchase transactions occur in the following sequence:
1.
Start on the Sale screen.
2.
If applicable, assign a customer.
36
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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.
Send or print receipt(s).
Before you begin
Please note the following information before you begin processing
transactions:
 Integrated versus non-integrated merchants:
 All integrated merchants have their Interac® Debit and credit
payments processed by Moneris, and are able to use the Moneris
PAYD PIN Pad, the Moneris e355 PIN PAD, or the iPP320 PIN Pad to
accept credit and Interac Debit payments from their customers.
Integrated merchants can also process Moneris Gift Cards with a
Moneris PIN Pad.
 Non-integrated merchants do not use Moneris’ Interac Debit and
credit processing. They will need to process debit and credit cards
outside of the PAYD Pro Plus App. Non-integrated merchants will be
unable to process Moneris Gift Cards.
 Shopping cart of items – 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. It is also possible to
print gift receipts if configured. 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 Configuration – Receipts
screen. To learn more about configuring your receipts and the output
type, refer to the PAYD Pro Plus Mobile Solution Configuration Guide
available at moneris.com/support-PAYDProPlus-mobile.
37
All the instructions pertaining to processing sale transactions in this guide
make the assumption that you have started the sale.
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 40 for instructions.
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.
In the Sale screen, tap Customers at the bottom of the right pane.
The Customer Search screen appears.
2.
Search for a specific customer.
OR
Search your entire list of customers. See Searching customers on page 31
for more information on how to search your customer database.
38
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
3.
Once you locate the customer in the search results, tap their name.
The customer’s name appears in the totals bar at the bottom of the left
pane.
4.
Continue the sale.
Creating a new customer profile
Follow the instructions below to create a profile for the customer and attach
them to the sale.
Note:
Based upon PAYD Pro Plus software bundle and/or your Merchant
Agreement with Moneris, you may encounter a limit to the number of
customer profiles that can be added to the customer database. For more
information on how to increase this limit, please call us at 1-855-423-PAYD
(7293) to upgrade today.
1.
In the Sale screen, tap Customers at the bottom of the right pane.
39
2.
Tap the New Customer button (
) at the top of the right pane.
The New Customer popup appears.
3.
Create a profile for the new customer. For more information, refer to the
Adding new customers section on page 27.
The customer is added to your database.
4.
Search for the new customer. See Searching customers on page 31 for
more information on how to search.
5.
Continue the sale.
Adding a customer from the Favourites Group
1.
In the Sale screen, tap the tab in your Favourites Group that contains
your customers.
2.
Tap the customer’s name.
The customer’s name appears at the bottom of the left pane.
3.
Continue the sale.
Adding products to a sale
There are 3 methods of adding products to a sale:
 Scan
 Search
 Tap to add from the Favourites Group
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Scanning products
1.
In the Sale screen, tap the Enter or Scan a UPC field at the top of the left
pane.
2.
Scan the product’s barcode.
The product is added to the shopping cart of items.
3.
Repeat steps 1 and 2 to scan additional products to add to the bill.
4.
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 50 for more information). Edit the
product to associate the barcode with the item. See Editing products on page
18 for more information.
41
Searching for products
1.
In the Sale screen, tap the Enter or Scan a UPC field at the top of the left
pane.
2.
In the search field, enter the product’s UPC code (product ID) as your
search criteria.
The product is added to the sale.
3.
Repeat steps 1 and 2 to search for additional products as needed.
4.
Complete the transaction.
Adding products from the Favourites Group
If the Favourites Group is enabled, and populated with products, follow the
instructions below.
1.
In the Sale screen, tap Favourites at the bottom of the right pane.
2.
Tap the tab at the bottom of the Favourite Groups that contains the
customer’s desired item.
3.
Tap the product’s name/image.
The product is added to the shopping cart of items.
4.
Repeat step 3 for any other products in the current tab.
5.
Repeat steps 2 – 4 for products 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 a product that is not yet in your inventory database to a
sale.
Note:
Based upon PAYD Pro Plus software bundle and/or your Merchant
Agreement with Moneris, you may encounter a limit to the number of product
profiles that can be added to the product database. For more information on
how to increase this limit, please visit us at moneris.com/paydproplus or call
us at 1-855-423-PAYD (7293) to upgrade today.
1.
In the Sale screen, tap Inventory at the bottom of the right pane.
42
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
2.
Tap the Add Product button (
) at the top of the right pane.
The New Product popup appears.
3.
Follow the instructions in the Adding new products section on page 13
(starting at step 3) to capture the rest of the product’s information.
Editing quantities and prices
Once products are on the bill, it is possible to edit the quantity of items being
sold, as well as the product’s price.
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.
Scanning
 To adjust the quantity of an item by scanning, simply scan the item’s
barcode multiple times as necessary. The quantity indicator to the right
of the product’s name on the bill will increase each time the item is
scanned e.g., “3 @ $14.99”.
Using the quantity adjustment buttons
1.
Tap the product’s name on the shopping cart of items.
Product details appear on the right pane.
43
2.
Change the quantity:

To increase the item quantity, tap the + button.
OR

3.
To decrease the item quantity, tap the – button.
Tap Update at the top 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.
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 product’s price outside the
current transaction. Follow the instructions below to change the retail price
of a product for one transaction only.
44
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Note:
If you wish to change the item’s overall price (applicable for any
transaction), refer to the Editing products section on page 18.
1.
Tap the product’s name on the shopping cart of items.
Product details appear on the right pane.
2.
Tap inside the New retail price field and use the on-screen numberpad to
enter a new price in dollars and cents. Tap the checkmark (
finished.
3.
) when
Tap Update at the top of the popup.
The item’s price is adjusted.
4.
Repeat steps 1 – 3 to adjust other item prices as needed.
5.
Complete the transaction.
Removing products from the shopping cart of items
If a product has been added to the shopping cart of items by mistake, or if
the customer changes their mind about something before paying, follow the
instructions below to remove the product(s).
1.
Locate the product’s name on the shopping cart of items.
2.
Slide the product’s name from right to left to reveal the Remove button.
45
3.
Tap the Remove button.
The product is removed from the shopping cart of items.
4.
Repeat steps 1 - 3 as necessary to remove other products from the bill.
5.
Complete the transaction.
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.
The product details appear on the right pane.
2.
In the right pane, tap the Discount line.
The Discount screen appears.
46
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
3.
In the Discount screen, take the following action:

To apply a percent discount:
a.
Tap the % button (ensure it is coloured teal).
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
Tap inside the % field and use the numeric keypad to enter a
percentage. Tap the checkmark
c.
button when finished.
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 +
button beside the Quantity field.
OR
47

d.

To apply the discount to the total quantity of that one
product, do not change the value in the Quantity field.
Proceed to step 4.
To apply a dollar discount:
a.
Tap the $ button (ensure it is coloured teal).
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
Tap inside the $ field and use the numeric keypad to enter a
dollar amont. Tap the checkmark
c.
button when finished.
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 + button beside the Quantity field.
OR

d.
To apply the discount to the total quantity of that one
product, do not change the value in the Quantity field.
Proceed to step 4.
4.
Tap the product name link at the top of the Discount screen.
5.
Tap Update at the top of the right pane 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 bottom of the left pane.
A popup slides up from the bottom.
2.
48
Swipe right to reveal the Sale Discount section.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
3.
Choose the following discount type:

To apply a percent discount:
a.
Tap the % button (ensure it is coloured teal).
b.
Tap inside the % field and use the numeric keypad to enter a
percentage. Tap the checkmark
button when finished.
OR
Key in a percentage amount in the field (located below the $ and
% buttons). Tap the checkmark
c.

button when finished.
Proceed to step 4.
To apply a dollar discount:
a.
Tap the $ button (ensure it is coloured teal).
b.
Use the horizontal slider to select the discount amount. Sliding
to the right increases the amount; sliding to the left decreases
the amount.
49
OR
Key in a dollar amount in the field (located below the $ and %
buttons). Tap the checkmark
c.

button when finished.
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 PAYD
Administration. Click the
icon in PAYD Administration for
more help on creating promotion codes.
b.
4.
Proceed to step 4.
Complete the transaction.
The Custom Amounts function
The Custom Amounts function enables PAYD Pro Plus Mobile merchants to
process transactions that include non-inventory products even more rapidly.
Instead of adding the product profile to the sale, simply enter the price you
are charging for the product using the Custom Amounts numeric keypad.
Note: The Custom Amounts function simply provides merchants with the
ability to quickly add a non-inventory product to the sale. This function does
not add the item to inventory, therefore the product sales are not tracked.
The Custom Amounts function is enabled by default in the Configuration –
Interface screen. It appears as a button (
) at the top of the left pane.
Using the Custom Amounts function
Follow the instructions below to use the Custom Amounts function.
IMPORTANT: Do not use the Custom Amounts function for products that are
already defined in inventory. Add those products to the sale following the
instructions in the Adding products to a sale section on pages 40 to 42. Use
this function ONLY when selling items that are not yet defined in inventory.
50
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
To use the Custom Amounts function:
1.
At any point during a sale, tap the Custom Amounts button (
top of the left pane.
) at the
The numeric keypad appears in place of the Favourites Group.
2.
Use the numeric keypad to enter a price for the product.
3.
Tap the checkmark button (
) to add the product to the sale.
The non-inventory product is added to the transaction.
4.
Repeat steps 2 and 3 for additional non-inventory products being added
to this sale.
Note: You can add multiple non-inventory products to any sale. You can
also adjust their quantity or prices, and apply discounts just like you
would with any other product.
51
5.
When finished, close the Custom Amounts numeric keypad by tapping
the X symbol at the top of the right pane.
The keypad disappears and the Favourites Group becomes visible once
more.
6.
Complete the transaction.
Suspending and resuming transactions
Once a sale transaction has been started, it is possible to suspend it. When
the customer is ready to pay, their suspended transaction can be resumed.
Transactions can be suspended and resumed as often as needed.
Note: It is also possible to suspend a Return transaction before payment is
processed. The steps presented here are applicable to both Sales and Returns.
Note: It is possible to suspend a transaction in the PAYD Pro Plus App and
resume it in the POS view of the PAYD Pro Plus In-Store Solution, and vice-versa.
52
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Suspending a transaction
A transaction can be suspended up to any point before payment is ready to
be processed. Suspending a transaction preserves all of its details (e.g.,
customer, products, prices, discounts). Follow the instructions below to
suspend a transaction.
1.
If applicable, assign a customer to the sale.
2.
Add product(s) to the sale.
3.
Adjust quantities and/or prices and apply discounts as necessary.
4.
Tap the total at the bottom of the left pane.
5.
In the popup, tap the Suspend button.
A prompt appears asking if you want to suspend the sale.
6.
Tap Yes.
The transaction is suspended and a blank Sale screen appears, ready to
take the next transaction.
53
Resuming suspended transactions
Follow the instructions below to resume suspended transactions.
1.
Tap Transactions at the bottom of the right pane.
2.
In the top right corner of the Transaction Search screen, tap All Status.
The Select Status popup appears.
3.
In the Select Status popup, scroll to select Suspended.
4.
Tap Done.
The Transaction Search screen displays a list of currently suspended
transactions.
5.
Scroll through the list to locate the transaction you wish to resume (the
transactions appear with the date & time stamp of when the transaction
was suspended, along with the customer’s name and the transaction’s
projected expiry date).
6.
On the right pane, slide the transaction from right to left (revealing
Resume and Discard buttons).
54
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
7.
Tap the Resume button.
The populated Sale screen appears.
8.
Complete the transaction as necessary.
Discarding suspended transactions
If a suspended transaction needs to be eliminated without needing to
process payment, follow the instructions below.
1.
Tap Transactions at the bottom of the right pane.
2.
In the top right corner of the Transaction Search screen, tap All Status.
3.
In the Select Status selector, scroll to select Suspended.
4.
Tap Done.
The Transaction Search screen displays a list of currently suspended
transactions.
5.
Scroll through the list to locate the transaction you wish to resume (the
transactions appear with the date & time stamp of when the transaction
was suspended, along with the customer’s name and the transaction’s
projected expiry date).
6.
On the right pane, slide the transaction from right to left (revealing
Resume and Discard buttons).
7.
Tap the Discard button.
The transaction disappears from the list and the Transaction Search
screen appears.
Cancelling transactions
It is possible to cancel a transaction before payment has been processed.
1.
Tap the total amount at the bottom of the left pane.
A popup appears.
2.
Tap Discard Sale.
The Sale screen reappears awaiting the start of a new transaction.
55
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).
Reassigning commission
By default, the cashier processing the sale will be the one collecting
commission on the sale.
Note:
For any staff to collect commission, the Use Commission setting must
be set to Yes in the Configuration – Settings screen in PAYD Administration and
staff commission rates must be defined in the employee’s Details screen
accessed through PAYD Administration. Click the
icon in PAYD
Administration for more help on configuring commission.
56
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Follow the steps below for reassigning the commission to another employee.
1.
Process the sale.

2.
If applicable, assign a customer to the sale, adjust quantities and/or
prices and apply discounts as necessary.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
3.
Tap the Reassign Commission button at the bottom of the left pane.
A Commission screen appears.
4.
Use the on-screen keyboard to enter the employee name or ID into the
Commission search field, then tap the Search key.
Note:
To search all employees, leave the field blank and tap the Search
key.
5.
Tap the employee’s name in the search results that appear below.
57
6.
Proceed with the transaction by processing payment.
Note:
icon (
If you selected the wrong employee from the list by accident, tap the X
) that appears beside their name, then repeat steps 3 – 6.
Processing cash payment
Follow the instructions below to process a cash payment for a transaction.
Note: Merchants with a Cash Account will only be able to process cash
transactions.
1.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears with the payment types on the right pane.
2.
Tap Cash. The total amount due appears on the left pane.
3.
Do one of the following:

If the customer is providing cash greater than the amount due:
a.
Tap one of the “nearest rounded” amounts on the right pane.
OR
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.
c.
Proceed to step 4.
If the customer has exact change:
a.
Tap the OK button.
b.
Proceed to step 4.
If the customer is paying with US cash:

58
Toggle the US Dollars switch to ‘on’ (it is ‘off’ by default). The
amount due will automatically switch to show the amount
due in US dollars (after the exchange rate has been applied).
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®

If the customer is paying with cash and another tender type:

Refer to Processing split tender payments on page 69 for
more information.
4.
Process the receipts. If change is to be given, the change amount will be
displayed on the right pane.
5.
Tap Done to complete the transaction.
Processing cheque payment
Follow the instructions below to accept a cheque as payment for a
transaction.
1.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
2.
Tap Cheque.
The Tendered field populates with the total amount due.
3.
Tap the OK button.
4.
Process the receipts.
5.
Tap Done to complete the transaction.
Card entry options
Insert: chip cards
1.
The PIN Pad displays “SWIPE OR INSERT CARD” or “SWIPE, TAP OR INSERT
CARD”.
2.
The customer inserts their card into the PIN Pad's chip reader.
Note:
Unless the PIN Pad prompts otherwise, the card should not be
swiped even if it has a magnetic stripe.
3.
The customer may be prompted to enter data, including their PIN.
59
4.
The customer leaves the chip card inserted until REMOVE CARD displays
on the PIN Pad.
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 embedded contactless reader
from inadvertently reading the card data as a contactless transaction.)
iPP320 PIN Pad
e355 PIN Pad
Moneris PAYD PIN Pad
Swipe: magnetic stripe cards
Note:
If the card has a chip, it must be inserted (see Insert: Chip cards on
page 59).
1.
The PIN Pad displays “SWIPE OR INSERT CARD” or “SWIPE, TAP OR INSERT
CARD”.
2.
You or the customer swipes the card on the PIN Pad's magnetic stripe
reader.
Note:

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.
Tip for proper card swipe:
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 embedded
contactless reader from inadvertently reading the card data as a contactless
transaction.)
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
iPP320 PIN Pad
e355 PIN Pad
Moneris PAYD PIN Pad
Wave/tap: Contactless cards
1.
The 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 :




4.
For the Moneris PAYD PIN Pad, the PIN Pad's battery charge level
should be at least 50% to ensure a successful tap. For the e355 PIN
Pad, the battery charge level should be at least 11% to ensure a
successful tap. For the iPP320 PIN Pad, there are no battery concerns
as the iPP320 doesn’t have an internal battery.
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 62).
The 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 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.
61
iPP320 PIN Pad
e355 PIN Pad
Moneris PAYD PIN Pad
Maximum Contactless Dollar Value (CDV)
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 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 PIN Pad will display “MUST INSERT CARD”. Insert
the chip credit card (see Insert: chip cards on page 59 for more
information).
Swipe: magnetic stripe cards on the PAYD Card Reader
If something has prevented communication between the PIN Pad and the
Apple iPad, you can use the Moneris 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 to its maximum.
2.
Process the transaction.
3.
At the Checkout screen, tap Credit card.
4.
On the right pane, tap OK.
The screen displays “Connecting to swiper”, then the “Please swipe card”
prompt appears.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
5.
Swipe the magnetic stripe slowly through the reader from left to right.
6.
Follow the prompts on the screen to complete the transaction.
Manual card entry
If all available card entry methods fail, you may manually enter the card
number for credit cards and some chip debit cards on the PIN Pad.
1.
On the right pane of the Checkout screen, tap Credit Card.
2.
On the right pane, tap Manual Entry.
3.
On a Moneris PIN Pad, enter the credit card number:
a.
At the “ENTER CARD #” prompt, key in the credit card number.
Press the green key when finished.
b.
At the “EXPIRY DATE MMYY” prompt, enter the card’s 4-digit
expiry date in MM/YY format. Press the green key when finished.
c.
Proceed to step 4.
4.
Tap OK.
5.
Wait while the transaction processes.
6.
Follow the prompts on the screen to complete the transaction.
Processing Interac Debit payments
Integrated merchants can use a Moneris 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 you are a non-integrated merchant, and you select Debit as
payment, the following message appears: “Please visit
moneris.com/paydproplus to sign up for credit and debit payment
processing.” You will not be able to complete the transaction.
Integrated debit payments
Follow the instructions below to process payment using Interac Debit and a
Moneris PIN Pad. Before proceeding, ensure the following conditions are
met:
63



1.
For the e355 PIN Pad:
 Ensure the PIN Pad is powered on and at the WELCOME/BONJOUR
screen.
 Ensure that the e355 PIN Pad is paired to the Apple iPad, and that it
has been initialized and is showing connected (
) on the main
menu. See Checking Bluetooth device status on page 102 for more
information.
For the iPP320 PIN Pad:
 Ensure the PIN Pad is powered on and is at the WELCOME/BONJOUR
screen.
 Ensure the PIN Pad is selected in the Configuration – Devices screen,
and that it has been initialized, and is showing connected (
)
on the main menu.
For the PAYD PIN Pad:
 Ensure the PAYD PIN Pad is powered on and at the
WELCOME/BONJOUR screen.
 Ensure that the PAYD PIN Pad is paired to the Apple iPad, and that it
has been initialized and is showing connected (
) on the main
menu. See Checking Bluetooth device status on page 102 for more
information.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
2.
Tap Debit.
3.
Tap OK at the bottom of the right pane. The screen displays “Transaction
in progress…”.
Note:
If you see the message “PIN Pad connection could not be
established”, tap OK and refer to the Troubleshooting section on page 120.
4.
Hand the PIN Pad to the customer.
5.
The customer enters their card on the PIN Pad. See Card entry options on
page 59 for more information.
6.
The customer follows the prompts on the PIN Pad. See Customer prompts
on the PIN Pad on page 110 for more information.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
7.
When the payment is successfully processed, the PIN Pad returns to the
WELCOME/BONJOUR screen.
8.
Retrieve the PIN Pad from the customer.
9.
Process the receipts.
10. Tap Done to complete the transaction.
Processing credit card payments
Integrated merchants can use a Moneris 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.
Note:
If you are a non-integrated merchant, and you select Credit card as
payment, the following message appears: “Please visit
moneris.com/paydproplus to sign up for credit and debit payment
processing.” You will not be able to complete the transaction.
Integrated credit payments
Follow the instructions below to process payment using Interac Debit and a
Moneris PIN Pad. Before proceeding, ensure the following conditions are
met:
 For the e355 PIN Pad:
 Ensure the PIN Pad is powered on and at the WELCOME/BONJOUR
screen.
 Ensure that the e355 PIN Pad is paired to the Apple iPad, and that it
has been initialized and is showing connected (
) on the main
menu. See Checking Bluetooth device status on page 102 for more
information.
 For the iPP320 PIN Pad:
 Ensure the PIN Pad is powered on and is at the WELCOME/BONJOUR
screen.
 Ensure the PIN Pad is selected in the Configuration – Devices screen,
and that it has been initialized, and is showing connected (
)
on the main menu.
 For the PAYD PIN Pad:
65


1.
Ensure the PAYD PIN Pad is powered on and at the
WELCOME/BONJOUR screen.
 Ensure that the PAYD PIN Pad is paired to the Apple iPad, and that it
has been initialized and is showing connected (
) on the main
menu. See Checking Bluetooth device status on page 102 for more
information.
If using the PAYD card reader, refer to Swipe: magnetic stripe cards on the
PAYD card reader on page 62 for more information.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
2.
Tap Credit card.
3.
Tap OK at the bottom of the right pane. The screen displays “Transaction
in progress…”.
Note: If you see the message “PIN Pad connection could not be
established”, tap OK and refer to the Troubleshooting section on page 120.
4.
Hand the PIN Pad to the customer.
5.
The customer enters their card on the PIN Pad. See Card entry options on
page 59 for more information.
6.
The customer follows the prompts on the PIN Pad. See Customer prompts
on the PIN Pad on pages 110 to 117 for more information.
7.
When the payment is successfully processed, the PIN Pad returns to the
WELCOME/BONJOUR screen.
8.
Retrieve the PIN Pad from the customer.
9.
Process the receipts.
10. Tap Done to complete the transaction.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Processing Store Credit payments
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 (
checkout.
) at the top of the right pane to
The Checkout screen appears with the payment types on the right pane.
The customer’s name and store credit balance appears at the top of the
left pane.
2.
Tap Store Credit.
The right pane populates with the customer’s available store credits
(there may be more than one).
3.
Tap the store credit amount the customer wishes to use, then tap OK.
67
4.
Process the receipts.
5.
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
payments on page 69 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.
1.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears with the payment types on the right pane.
2.
Tap Store Credit. The total amount due appears on 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 Find a Store Credit and use
the on-screen keyboard to enter the ID.
b.
Tap the Search button.
The search results appear below.
c.
Tap the store credit you wish to use.
The customer’s name and the credit amount appears.
d.

Proceed to step 4.
Search for a store credit:
a.
Scroll through the list and tap the store credit you wish to use.
The customer’s name and the credit amount appears.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
b.
Proceed to step 4.
4.
Tap the store credit amount the customer wishes to use, then tap OK.
5.
Process the receipts.
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 and process
the transaction as a split-tender transaction. See Processing split-tender
payments below for more information.
Processing split-tender payments
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.
1.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
2.
Tap the first payment type in the right pane.
3.
On the right pane, tap inside the Tendered field.
The on-screen numberpad appears with the amount due.
4.
Change the amount due to the amount the customer is paying with the
first tender type, then tap the checkmark button (
5.
).
Tap OK at the bottom of the right pane.
Note:
If the transaction involves a debit or credit card, and you see the
message “PIN Pad connection could not be established”, tap OK and refer
to the Troubleshooting section on page 120.
6.
Process the first payment type following the appropriate instructions in
this guide.
7.
Once complete, the Checkout screen reappears. On the left pane, the
remaining amount due is shown (“Remaining amount”).
69
8.
Tap the second payment type on the right 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.
Processing Moneris gift cards
Moneris gift cards can be processed in the PAYD Pro Plus App using a Moneris
e355 PIN Pad, a Moneris iPP320 PIN Pad, or a Moneris PAYD PIN Pad using
POSPAD version 1111. Refer to Determining the PAYD PIN Pad software version
on page 95 for more information.
Moneris gift cards can be used as payment. For complete instructions on
using Moneris gift cards with the PAYD Pro Plus App, refer to the PAYD Pro
Plus Mobile Solution: Using PAYD Pro Plus for Gift Cards guide, available at
moneris.com/support-PAYDProPlus-mobile.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Processing layaways
PAYD Pro Plus contains a layaway feature, and layaways can be created,
cancelled, completed, or refunded on either the PAYD Pro Plus App, or in
PAYD Pro Plus In-Store POS. The instructions in this guide pertain to the PAYD
Pro Plus App.
Note: The layaway feature must be enabled in Configuration – Settings
screen in PAYD Administration before it can be used in the PAYD Pro Plus App.
Click the
icon in the Configuration – Settings screen for more help on
layaway configuration.
Putting items on layaway
Follow the instructions below to create a layaway.
1.
In the Sale screen, assign a customer to the sale. See Assigning a customer
to a sale on page 38 for more information.
Note:
A customer must be assigned to the sale in order to process it as a
layaway. If the customer is not currently in your customer database, they
will need to be added before the layaway can be processed. See Adding
new customers on page 27 for more information.
2.
Add products to the sale. See Adding products to a sale on page 40 for
more information.
3.
Adjust quantities and prices (see page 43) and apply discounts (see page
46) as applicable.
4.
Tap the Shopping Cart button (
checkout.
) at the top of the right pane to
The Checkout screen appears.
71
5.
Determine if the customer is putting down a deposit on their item:

If the customer is leaving a deposit:

Tap the payment method the customer wishes to use to
leave a deposit. See Taking layaway deposits on page 73 for
more information.
OR

If the customer is not leaving a deposit:

6.
Proceed to step 6.
Tap the Layaway button at the bottom of the right pane.
The Layaway popup appears.
7.
Review the information in the popup.


72
If the information in the Layaway popup is accurate, tap Done and
proceed to step 9.
If the information in the Layaway popup is inaccurate, tap Cancel
and return to step 6.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
8.
Process the receipts.
9.
Tap Done to complete the transaction.
Note: Once a layaway is created, it cannot be modified to change items,
pricing, quantities or commissioned staff. The layaway will need to be
refunded or cancelled (see page 79 or page 81) and then recreated again
following the steps above.
Taking layaway deposits
Deposits can be paid by any payment type that your store accepts, including
any store credits the customer possesses. Follow the instructions below to
capture a deposit on a layaway.
1.
Begin the transaction; follow steps 1 – 5 of Putting items on layaway on
page 71.
2.
On the right pane of the Checkout screen, tap the payment method the
customer is using (e.g., Credit card).
3.
In the Tendered field on the right pane, enter the amount the customer
is putting down as a deposit, then tap OK.
4.
Process the payment. If a credit or debit card is used, hand the PIN Pad to
the customer and have them follow the prompts.
5.
Once the deposit payment is processed, the Checkout screen reappears.
6.
Tap the Layaway button at the bottom of the right pane.
The Layaway popup appears.
73
7.
Review the information in the popup.


If the information in the Layaway popup is accurate, tap Done and
proceed to step 8.
If the information in the Layaway popup is inaccurate, tap Cancel
and return to step 6.
8.
Process the receipts.
9.
Tap Done to complete the transaction.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Making layaway payments
Once a layaway has been started (see Putting items on layaway on page 71),
the customer can make payments towards the outstanding balance. Follow
the steps below as necessary to accept payments.
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
In the Transactions screen, search for the customer’s transaction. See
Searching transactions on page 98 for more information.
3.
Once you locate the transaction, slide it from right to left, revealing the
Cancel and Modify buttons.
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4.
Tap the Modify button.
The Layaway popup appears.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
5.
Tap Deposit.
The Checkout screen appears. The left pane displays the outstanding
balance and the amount already paid.
77
6.
On the right pane of the Checkout screen, tap the payment method the
customer is using (e.g., Credit Card).
7.
In the Tendered field on the right pane, enter the amount the customer
is putting down as a deposit, then tap OK.
8.
Process the payment. If a credit or debit card is used, hand the PIN Pad to
the customer and have them follow the prompts.
9.
Once the layaway payment is processed, the receipt appears on the left
pane.
10. Process the receipts.
11. Tap Done to complete the payment transaction.
Finalizing a layaway
When the customer is ready to pay off their outstanding layaway balance in
full, follow the steps below to finalize their layaway.
1.
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Follow steps 1 – 7 in the Making layaway payments section on page 75.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
2.
In the Tendered field on the right pane, enter the amount the customer
is paying to pay off the outstanding balance, then tap OK.
3.
Process the payment. If a credit or debit card is used, hand the PIN Pad to
the customer and have them follow the prompts.
4.
Once the layaway payment is processed, the receipt appears on the left
pane.
5.
Process the receipts.
6.
Tap Done to finalize the layaway transaction.
7.
Give the customer their merchandise.
Refunding layaway payments and transactions
It is possible to refund a layaway deposit, payment, or an entire layaway
transaction. Follow these instructions to refund a layaway deposit, payment
or an entire layaway transaction.
Note:
You are unable to refund a layaway that did not have an initial
deposit. See Cancelling layaways on page 81 for more information.
79
Refunding layaway deposits and payments
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
In the Transactions screen, search for the customer’s transaction. See
Searching transactions on page 98 for more information.
3.
Once you locate the transaction, slide it from right to left, revealing the
Cancel and Modify buttons.
4.
Tap the Modify button.
The Layaway popup appears.
5.
In the Layaway popup, tap the Refund button.
The transaction details appear on the left pane and the payment types
appear on the right.
6.
Select the payment type to which you are refunding the deposit:





To refund to cash, tap Cash. In the Tendered field on the right pane,
enter the refund amount, then tap the checkmark button (
). In
the Checkout screen, tap OK. The drawer opens and you can remove
the cash from the till. Proceed to step 7.
To refund to cheque, tap Cheque. In the Tendered field on the right
pane, enter the refund amount, then tap OK. The drawer opens and
you can remove the customer’s cheque from the till. Proceed to step
7.
To refund to store credit, tap Store Credit. Enter the customer’s name
and phone number in the provided fields, then tap OK. Proceed to
step 7.
To refund to a credit card, tap Credit Card. In the Tendered field on
the right pane, enter the refund amount, then tap OK. Hand the PIN
Pad to the customer and have them follow the prompts. Proceed to
step 7.
To refund to a debit card, tap Debit. In the Tendered field on the right
pane, enter the refund amount, then tap OK. Hand the PIN Pad to the
customer and have them follow the prompts. Proceed to step 7.
7.
Process receipts.
8.
Tap Done to finalize the refund.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Refunding completed layaway transactions
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
In the Transactions screen, search for the customer’s transaction. See
Searching transactions on page 98 for more information.
3.
Once you locate the transaction, slide it from right to left, revealing the
Return button.
4.
Refer to Processing a Return on page 106 beginning at step 5.
Cancelling layaways
Cancelling a layaway formally closes it and refunds any deposits taken.
Follow the steps below to cancel a layaway.
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
In the Transactions screen, search for the customer’s transaction. See
Searching transactions on page 98 for more information.
3.
Once you locate the transaction, slide it from right to left, revealing the
Cancel and Modify buttons.
4.
Tap the Cancel button.
A confirmation popup appears.
5.
Tap Yes to cancel the layaway.
The transaction receipt appears on the left pane and the payment types
appear on the right.
6.
Select the payment type to which you are refunding any payments made
up to this point:



To refund to cash, tap Cash. In the $ field on the right pane, enter the
refund amount, then tap OK. The drawer opens and you can remove
the cash from the till. Proceed to step 7.
To refund to cheque, tap Cheque. In the $ field on the right pane,
enter the refund amount, then tap OK. The drawer opens and you
can remove the customer’s cheque from the till. Proceed to step 7.
To refund to store credit, tap Store Credit. Enter the customer’s name
and phone number in the provided fields, then tap OK. Proceed to
step 7.
81


To refund to a credit card, tap Credit Card. In the $ field on the right
pane, enter the refund amount, then tap OK. Hand the PIN Pad to the
customer and have them follow the prompts. Proceed to step 7.
To refund to a debit card, tap Debit. In the $ field on the right pane,
enter the refund amount, then tap OK. Hand the PIN Pad to the
customer and have them follow the prompts. Proceed to step 7.
7.
Process receipts.
8.
Tap Done to finalize the refund.
Layaway receipts
When a customer begins a layaway, or makes a payment to their
outstanding balance, the Merchant and Customer receipts feature the
following items that print in addition to the normal transactional
information:
LAYAWAY PENDING
Look for this status printed in white on black near the top of the receipt
(under the Order # and date/time). This status will print while the layaway is
still outstanding. Once the layaway is finalized, this status will no longer
appear.
Payment history
Each time the customer makes a payment on their outstanding balance, the
payment type and amount appears on the receipt, and the balance is
updated. If the customer paid with a credit or debit card, each instance of
their payment is also shown with the masked card number, date and time,
transaction reference number, Auth ID, and amount paid. This payment
history helps with refunding individual payments.
For example, if a customer paid their deposit by credit card, and then made
two subsequent payments by debit card to pay off the balance, the receipt
would display three separate payments, and three instances of the credit and
debit payment information.
Note: Click the
layaway receipt.
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icon in PAYD Administration to see an example of a
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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 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 Plus
Mobile Solution - Configuration Guide available at moneris.com/supportPAYDProPlus-mobile.
Generating printed receipts
For printed (hardcopy) receipts, you have the option of printing only 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 Plus Mobile Solution Hardware Install Guide available at
moneris.com/support-PAYDProPlus-mobile.


Ensure the Bluetooth receipt printer is showing connected (
) on
the main menu. See Checking Bluetooth device status on page 102 for
more information.
Ensure there is enough paper on the roll in the printer to print receipts.
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.
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.
83
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 receipt button (
).
The Email receipt popup appears.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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 provided field and use the on-screen keyboard to
enter the customer’s email address, then tap OK. Proceed to
step 4.
If the customer making the purchase is not yet in your database:

Tap inside the provided field and use the on-screen keyboard
to enter the customer’s email address, then tap OK. Proceed
to step 4.
4.
The PAYD Pro Plus 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:
Based upon your PAYD Pro Plus software bundle and/or your
Merchant Agreement with Moneris, you may encounter a limit to the number
of SMS receipts you can send. You are responsible for any fees imposed by your
mobile service provider. For more information on how to increase this limit,
please visit us at moneris.com/paydproplus or call us at 1-855-423-PAYD
(7293) to upgrade today.
1.
Complete the transaction and process the payment(s).
2.
Before tapping Done, tap the Text receipt button (
).
The Text Receipt popup appears.
85
3.
Enter the customer’s mobile phone number in the Mobile 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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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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.
5.
Tap Print in the top right corner of the popup to continue. The gift
receipt prints from the Bluetooth receipt printer.
6.
Generate other receipts as necessary then tap Done.
Reprinting transaction receipts
It is possible to reprint receipts after the initial transaction has been
completed. You can also print a gift receipt, email or text the customer
another copy of the receipt if requested.
1.
At the bottom right corner of the Sale screen, tap Transactions.
87
2.
Search for the transaction you wish to reprint. For more help on
searching for transactions, see the Searching transactions section on
page 98.
3.
Once you locate the transaction in the list, tap it.
The right pane loads with the receipt details.
4.
Select your receipt output:

To reprint a customer copy, tap the Print receipt button (


To email a customer copy, tap the Email receipt button (
).
To send a customer copy as an SMS text message, tap the Text
receipt button (

5.
88
).
).
To generate a gift receipt, tap the Gift receipt button (
).
When finished, tap <Back at the top of the right pane.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Optional devices
The Moneris e355 PIN Pad
1
Power indicator light (right side of the e355)
2
Micro-USB port (right side of the e355)
 Plug the USB charging cable here.
89
3
4
5
6
7
Cancel key (red)
 Clear a displayed message, or cancel a transaction.
 Power off the e355 (press and hold down until the e355
beeps and starts to power off).
Correct key (yellow)

Clear data entered on the e355.
OK/Enter key (green)
 Submit data or acknowledge a message on the e355.
 Power on the e355 (press and hold down until the e355
starts to power up).
Chip Reader (slot at the bottom of the e355)
 Insert debit/credit chip cards into the slot. See Insert:
Chip cards on page 59.
Display Screen/Contactless Reader
 The WELCOME/BONJOUR screen displays while the PIN
Pad is idle.
 See Wave/tap: Contactless cards on page 62.
8
Magnetic Stripe Reader (slot along the top of the e355)
 Swipe debit/credit cards in the slot.
9
Contactless Reader Indicator (green flashing lights)
 Four lights flash: The contactless reader is capturing
card data (see page 61).
For more information on setting up the e355 PIN Pad to use with the PAYD
Pro Plus App, refer to the Moneris e355 with PAYD Pro Plus: Quick Install Guide
90
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
available for download at moneris.com/support-PAYDProPlus-mobile, or the
PAYD Pro Plus Online Help.
The Moneris iPP320 PIN Pad
The customer uses the iPP320 PIN Pad to input payment data when
prompted during a transaction.
1
2
Contactless Reader Indicator (green flashing lights)
 Four lights flash: The contactless reader is capturing
card data (see page 61).
Display Screen/Contactless Reader
 The WELCOME/BONJOUR screen displays while the PIN
Pad is idle.
 See Wave/tap: Contactless cards on page 61.
91
3
Function keys (F1, F2, F3, and F4)
 Select the option displayed above the key.
 F2 and F3 are used to scroll up and down through
menus.
4
Alpha-Numeric keys
 Used for data entry (e.g., PINs or tip amounts).
5
Magnetic Stripe Reader
 See Swipe: magnetic stripe cards on page 60.
6
Cancel key
 Clear a message displayed on the PIN Pad.
 Cancel the transaction.
7
Correct key
 Clear data entered on the PIN Pad.
8
OK / Enter key
 Submit data, or acknowledge a message displayed on
the PIN Pad.
9
Chip Reader
 See Insert: Chip cards on page 59.
For more information on setting up the iPP320 PIN Pad to use with the PAYD
Pro Plus App, refer to the Moneris iPP320 with PAYD Pro Plus: Quick Install
Guide available for download at moneris.com/support-PAYDProPlus-mobile,
or the PAYD Pro Plus Online Help.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
The Moneris PAYD® PIN Pad
The customer uses the PAYD PIN Pad to input payment data when prompted
during a transaction.
1
2
Function keys (F1, F2, F3, and F4)
 Select the option displayed above the key.
 F2 and F3 are used to scroll up and down through
menus.
Alpha-Numeric keys
 Used for data entry (e.g., PINs or tip amounts).
93
3
Cancel key
 Clear a message displayed on the PAYD PIN Pad.
 Cancel the transaction.
4
Correct key
 Clear data entered on the PAYD PIN Pad.
5
OK / Enter key
 Submit data, or acknowledge a message displayed on
the PAYD PIN Pad.
6
Chip Reader (the slot at the bottom of the PAYD PIN Pad)
 See Insert: Chip cards on page 59.
7
Contactless Reader Indicator (green flashing lights)
 No lights flash: PAYD PIN Pad is in Sleep mode, or is
powered off.
 One light flashes: Reader is fully powered on.
 Four lights flash: Reader is capturing card data (see
page 61).
8
9
94
Display Screen/Contactless Reader
 WELCOME/BONJOUR screen displays while the PAYD
PIN Pad is idle.
 See Wave/tap: Contactless cards on page 61.
Magnetic Stripe Reader (the slot along the top of PAYD PIN
Pad)
 See Swipe: magnetic stripe cards on page 60.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
10
11
Micro-USB port (located on the right side)
 Plug in USB charging cable here.
Power button (located on the right side)
 For reset function, press and hold down until the
rebooting process starts.
For more information on setting up the PAYD PIN Pad to use with the PAYD
Pro Plus App, refer to the Moneris PAYD® PIN Pad with PAYD Pro Plus: Quick
Install Guide available for download at moneris.com/support-PAYDProPlusmobile, or the PAYD Pro Plus Online Help.
Determining the PAYD PIN Pad software version
The software version appears in the version info screen as the PAYD PIN Pad
starts up. Refer to the diagram below to determine the software version on
the PAYD PIN Pad.
The VVVV value depicted in this diagram corresponds to the software
version, and can be one of three values: 0608, 0614, or 1111. This version will
determine whether or not you can use the Moneris Gift Card program with
your PAYD PIN Pad.
95
The Moneris PAYD card reader
If you are unable to perform a credit card transaction using a Moneris 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 reader to your Apple iPad by plugging it into the
audio jack.
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).
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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).
Dymo LabelWriter
Use a Dymo LabelWriter to print product barcode labels from PAYD
Administration. To purchase a Dymo LabelWriter, please contact us at
1-855-423-PAYD (7293).
97
Administrative transactions
Accessing Help
The PAYD Pro Plus App has a help menu that provides links to external help
resources, including:
 Access to the PAYD Pro Plus support page to view FAQs and
downloadable PDF guides
 Account and billing details in Merchant Direct
 Contact the PAYD Pro Plus support team via Facebook, Twitter, or live
chat
To access the help menu:
1.
Tap the Settings button (
2.
On the main menu, tap Help.
).
The Help screen appears with the various help options.
Accessing PAYD Administration
The PAYD Pro Plus App has a companion; Moneris PAYD Administration.
PAYD Administration runs in a separate window, and contains many
additional tools. Based on your Merchant Agreement with Moneris and your
PAYD account type, the available tools may include additional reporting,
customer and inventory management, additional data setup and software
configuration settings, an email marketing engine, Ecommerce website
design etc.
To access PAYD Administration:
1.
Tap the Settings button (
2.
On the main menu, tap Open Administration.
3.
The Moneris PAYD Administration screen appears. You are automatically
logged in with the same PAYD login credentials you used to log in to the
PAYD Pro Plus App.
98
).
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
4.
When you are finished using the Administration functions, tap Done in
the top left corner of the screen.
Note: Tap the Help (
) button in the PAYD Administration screen to
consult the PAYD Pro Plus Online Help for more information on operating the
software.
Searching transactions
Follow the steps below to search for transactions in the PAYD Pro Plus App.
You can search for completed transactions, suspended transactions, pending
layaways, or cancelled transactions.
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
At the top of the right pane, use the on-screen keyboard to enter your
search criterion into the Transaction Search field. Search by:



Transaction ID
Date (in YYYY/MM/DD format)
Customer name
99


3.
Optional: Use the status selector at the top of the right pane to refine
your search:





4.
Customer phone number
Customer email address
All Status – This is the default status selection, and will search for
transactions of all statuses.
Completed – This will search for only completed transactions.
Suspended – This will search for only suspended transactions (see
Suspending a transaction on page 53 for more information).
Pending – This will search for layaways that have not yet been
finalized (see Processing layaways on page 71 for more information).
Cancelled – This will search for cancelled transactions (see Cancelling
transactions on page 55 for more information).
Once the criterion is entered into the search field, tap the Search button
on the on-screen keyboard.
Note: To search through all transactions, leave the search field blank
and tap the Search button.
The results of the search appear below sorted numerically by receipt
numbers.
100
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
5.
Tap the transaction in the results.
The details appear in the right pane.
101
6.
Repeat steps 3 – 5 to search for other transactions as needed.
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.
1.
Tap the Settings button (
2.
At the top of the main menu, view the status of the devices.
102
).

A connected icon (
) appears beside devices that are paired
and connected to the PAYD Pro Plus 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 PAYD Pro Plus App.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®

3.
A grey icon (
) appears beside items that are not enabled in
the Configuration – Devices screen.
To connect any disconnected items:


Refer to the Troubleshooting section on page 120 for quick
instructions.
Refer to the PAYD Pro Plus Mobile Solution - Hardware Install Guide
available at moneris.com/support-PAYDProPlus-mobile.
Generating reports
There are seven 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.
The list of reports includes:
Current Totals
Current Cash Totals
Previous Totals
Cash-Out Totals
Employee Daily Transactions
Product Summary
Daily Activity
To generate a report:
1.
Tap the Settings button (
).
2.
On the main menu, tap Reports.
3.
On 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.
103
4.
Select your output:


5.
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.
Repeat step(s) 3 (and 4) as necessary for other reports.
Refer to PAYD Pro Plus Online Help for information on the contents of the
reports and their uses. See Accessing PAYD Administration on page 98.
Using the Dashboard
The PAYD Pro Plus App features a sales Dashboard, a user friendly summary
of sales and business trends that allow you to view and manage your
business with ease. The Dashboard provides access to real-time daily, weekly
and monthly reports summaries such as:
 Sales – displays total net sales as a line graph.
 Top 3 Products - displays the top 3 products sold based on quantity, as a
circle graph.
 Customers - displays the transaction distribution between anonymous
customers, new customers (registered today, this week, or in the selected
month), and repeat customers (customers that have been registered in
the past and were selected during the transaction) as a circle graph.
To access the Dashboard:
1.
Tap the Settings button (
).
2.
On the main menu, tap My dashboard.
The Dashboard appears on the right pane.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Viewing the Dashboard data
The data that is displayed on the Dashboard is dependent upon the time
frame selection that you make on the right pane. The Today, This week and
Select Month buttons enable you to make a time frame selection, and the
graphs adjust accordingly. Follow the guidelines below to determine how
time frame selection changes the displayed data.
 Today – This is the default selection when the Dashboard is first
accessed. The values displayed are as of today’s calendar date from
midnight to midnight.
 This week – Tap this button to see the values that represent the current
calendar week from Monday to Sunday.
Note: Due to the nature of this type of time frame, it is more valuable to
view the Dashboard closer to the end of the week as viewing it early on a
Monday morning would not provide any discernable data.

Select Month – When you tap this button, a month selector will appears.
Scroll up/down to select a month, then tap a year, then tap the green
checkmark. The displayed values are the totals for the selected month.
105
Note:
Due to the nature of this type of time frame, it is more valuable to
view the Dashboard closer to the end of the month as viewing it early in
the month would not provide any discernable data.
Processing a Return
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.
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 process a return:
1.
At the bottom right corner of the Sale screen, tap Transactions.
2.
Search for the transaction you wish to return (see Searching transactions
on page 98 for more information).
3.
Once you locate the transaction, tap it.
The transaction info slides to the right revealing a Return button.
4.
Tap the Return button.
The Select product(s) to return popup appears.
5.
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.
6.
Repeat step 5 for other items the customer is returning as necessary.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
7.
Tap Done in the top right corner of the Select product(s) to return popup
to proceed with the return.
In the left pane, you will see the items added in steps 5 and 6 listed as
negative dollar amounts.
107
8.
Tap the Shopping Cart button (
) at the top of the right pane.
The Checkout screen appears with the payment types on the right pane.
9.
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.
c.
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 10.
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.
a.

108
Remove the cheque from the till and give it to the customer.
Proceed to step 10.
To return to an Interac Debit card (for integrated merchants only):
a.
Tap Debit.
b.
Tap OK.
c.
Swipe, tap or insert the Interac Debit card on the PIN Pad.
d.
Hand the PIN Pad to the customer.
e.
Have the customer follow the prompts on the PIN Pad.
f.
Process receipts.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
g.


Proceed to step 10.
To return to a credit card (for integrated merchants only):
a.
Tap Credit card.
b.
Tap OK.
c.
Swipe, tap or insert the credit card on the PIN Pad.
d.
Hand the PIN Pad to the customer.
e.
Have the customer follow the prompts on the PIN Pad.
f.
Process receipts.
g.
Proceed to step 10.
To return for store credit (for an existing customer):
a.
Tap Store Credit.
The Store Credit screen appears on the right pane.

b.
Tap OK.
c.
Process receipts.
d.
Proceed to step 10.
To return for store credit (for a customer who is not registered):
a.
Tap Store Credit.
The Assign customer popup appears.
b.
Tap the New Customer button (
).
The New Customer popup appears.
c.
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. You must add the customer in order
to assign store credit.
d.
Tap Done at the top of the New Customer popup.
109
The Checkout screen reappears.
e.
Tap OK.
f.
Process receipts.
g.
Proceed to step 10.
10. Tap Done to complete the return.
11. Repeat steps 2 – 10 to return other transactions as necessary.
Customer prompts on the e355 PIN Pad
This table displays the prompts (in order of their appearance) that your
customers might see during a POS transaction on an e355 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)
Confirms the amount of the
purchase. Presses the green
key.

Keys in the amount to leave
for tip and presses the green
key.
OR

110
Presses green
key to
bypass the prompt (and not
leave a tip).
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Prompt
Customer action(s)
Confirms the amount of the
purchase + tip (if entered at the
previous prompt). Presses the
green
key.
Enters the card on the PIN Pad (see
Card entry options on pages 5963).


For chequing, presses the
1 key.
For savings, presses the 3
key.
111
Prompt
Customer action(s)
Keys in the Personal Identification
Number (PIN) and presses the
green
key.
Waits while the transaction is
processed.
This appears if the card was
tapped or inserted.
Retrieves the card.
OR
Removes the card from chip
reader.
Note: The PIN Pad beeps until the
card is removed.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Prompt
Customer action(s)
This appears if the card was
tapped.
Returns the PIN Pad to you.
Customer prompts on the iPP320 and
PAYD PIN Pads
This table displays the prompts (in order of their appearance) that your
customers might see during a POS transaction on the iPP320 PIN Pad and 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.
113
Prompt
Customer action(s)
Enters the card on the PIN Pad (see
Card entry options on pages 5963).
or
The card entered has dual
languages.
 For English prompts,
presses F1 (ENGL).
 For French prompts,
presses F4 (FRAN).
The card has dual applications e.g.,
debit and credit.
 To select the displayed
application, presses F1
(YES).
 To view the next available
application, presses F4
(NO).
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Prompt
Customer action(s)
The card has dual applications e.g.,
debit and credit, and one was
selected at the previous Select
prompt.
 Presses F1 (YES) to use the
displayed application.
 Presses F4 (NO) to return
to the previous Select
prompt.
Presses the green key to confirm
the displayed transaction amount.

Keys in the amount to leave
for tip and presses the green
key.
OR
 Presses green key to bypass
the prompt (and not leave a
tip).


For chequing, presses F1
(CHQ).
For savings, presses F4
(SAV).
Keys in the Personal Identification
Number (PIN) and presses the
green key.
115
Prompt
Customer action(s)
Waits while the transaction is
processed.
Retrieves the card.
Removes the card from chip
reader.
Note: The PIN Pad beeps until the
card is removed.
Returns the PIN Pad to you.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
End of day procedures
Moneris closes your batch for you automatically at the end of each day. As an
integrated merchant, you have the ability to request that Moneris perform
the batch close for you daily between 10pm and 11pm EST, or you can select
a time slot in which the batch close will occur.
The batch close settings can be configured in the Configuration - Settings
screen in Moneris PAYD Administration. See Accessing PAYD Administration
on page 98 for more information.
Cashing out
Follow the steps below to count the cash in your till.
1.
Tap the Settings button (
).
2.
On the main menu, tap Cash-Out.
The Cash-Out screen appears.
117
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.
4.
Once all the fields have been filled out according to what is in your till,
tap the Next button to proceed to the next step.
5.
The next Cash-Out screen displays the Cash-Out Totals report. The results
of this report show the cash counted (in the Total Cash In Drawer (Actual)
row) and expected (in the Closing Balance (Expected) row), as well as
amounts for any other tender types used that day.
6.
Take one of the following actions:


118
To go back to the previous Cash-Out screen and make changes to the
amounts counted, tap <Cash Out at the top of the Cash-Out Totals
report. Return to step 3.
To print a copy of the Cash-Out Totals report from the Bluetooth
receipt printer, tap the Print button. Proceed to step 7.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®

7.
To save your count and complete the cash-out procedure, tap the
Complete button. Proceed to step 7.
A Cash-Out confirmation popup 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 Cashing in section on page 11 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 the Signing into your PAYD
Pro Plus App section on page 8 for more information.
119
Troubleshooting
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.
The app does not have connection to the data.
1.
Close the PAYD Pro Plus App and check your
Apple iPad’s communication status (e.g.,
WiFi connection).
2.
If possible, restart the Apple iPad and see if
you can reconnect.
3.
Try signing into the PAYD Pro Plus App again
(see page 8).
The Pin is invalid.
You have tried signing into the PAYD Pro Plus
App with an invalid PIN. Try again with a valid
PIN (see page 8).
The username / password
entered are invalid.
You have tried signing into the PAYD Pro Plus
App with an invalid username or password. Try
again with a valid username and/or password
(see page 8).
Note: If you don’t remember your password, you
can tap Forgot Password and have a password
reset message emailed to you.
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
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:
1.
Power on the PAYD PIN Pad.
2.
Check the PAYD PIN Pad’s status on the main
menu. For more information, refer to
Checking Bluetooth device status on page
102.
If neither of these suggestions work, the PAYD
PIN Pad may require pairing. Refer to the pairing
instructions in the Moneris PAYD® PIN Pad with
PAYD Pro Plus: Quick Install Guide available for
free download at moneris.com/supportPAYDProPlus-mobile.
“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.
121
Error message
Solution
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.
Check the printer’s status on the main
menu. For more information, refer to
Checking Bluetooth device status on page
102.
If neither of these suggestions work, the printer
may require pairing. Refer to the pairing
instructions in the PAYD Pro Plus Mobile Solution
Hardware Install Guide available at
moneris.com/support-PAYDProPlus-mobile.
Attention!
PIN Pad requires
initialization. Cannot
process a transaction
until the terminal has
been initialized. Remove
card from the PIN Pad if
present and click YES if
you would like to
initialize now. Click NO if
you would like to do it
later.
PIN Pad connection could
not be established. If this
problem persists please
restart the PIN Pad and
Application.
122
This message appears if the PIN Pad has been
selected/paired within the PAYD Pro Plus App,
but has not been initialized, and Credit card or
Debit has been selected as a payment type. Tap
Yes to initialize the PIN Pad.
Tap OK on the message. Logout of the PAYD Pro
Plus App (see page 10) and reboot the PIN Pad.
Once rebooted, log in to the App again (see page
8) and ensure the PIN Pad is connected (see page
102). If it is connected, try the transaction again.
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Error messages on the PIN Pads
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-PAYD (7293).
Error message
Solution
BATTERY
CHARGING
IN PROGRESS
The PAYD PIN Pad battery is recharging from a
very low charge level.
CANNOT SWIPE CHIP CARD
Insert the chip card into the PIN Pad's chip card
reader.
CARD BLOCKED
The chip card cannot be used. Ask for another
form of payment.
REMOVE CARD
Wait for the WELCOME/BONJOUR screen to
display before you attempt to perform a
transaction (this may take several minutes).
CARD NOT
1.
Swipe the card again.
SUPPORTED
PLEASE RETRY
2.
If this does not work, request another form
of payment.
CARD PROBLEM
Retry the transaction. If the message
reappears:
•
•
•
CARD READ ERR
If card was inserted:
o Swipe the card.
If credit card was swiped:
o Manually enter the card (see page 63).
If debit card was swiped:
o Request another form of payment.
The card data could not be read when the card
was swiped or tapped. Retry the transaction.
123
Error message
Solution
CONTACTLESS
TRANSACTION
If the card has a chip, insert it into the chip
reader; otherwise, swipe the card.
LIMIT EXCEEDED
DECLINED BY CARD
ERROR
CARD REMOVED
The chip card has declined the transaction.
1.
Retrieve the PIN Pad, and remove the chip
card.
2.
Request another form of payment.
The chip card was removed during the
transaction. Retrieve the 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 PIN Pad in the
required time.
NO SUPPORTED
APPLICATIONS
REMOVE CARD
•
•
If card inserted:
o Remove the card from the chip reader,
and swipe it when prompted.
If card tapped:
o If it has a chip, insert it into the chip
reader; otherwise, swipe the card.
NOT ACCEPTED
1.
Remove the chip card from the chip reader.
REMOVE CARD
2.
If prompted, swipe the card on the
magnetic stripe reader.
or
NOT ACCEPTED
•
Credit only:
If this does not work, manually enter
the card number (see page 63).
•
Debit only:
Ask for another form of payment.
USE MAG STRIPE
REMOVE CARD
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PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Error message
Solution
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.
REFUND LIMIT EXCEEDED
The total value of Refunds performed today is
greater than your daily Refund Limit.
TAP NOT ACCEPTED
WRONG CARD TYPE
1.
Contact us for a temporary increase in your
daily Refund Limit.
2.
Ensure that you have the original Purchase
receipt available for reference.
1.
Cancel the transaction.
2.
Ensure that the PAYD PIN Pad battery has a
charge level of at least 50% 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.
The card that was swiped cannot be used for
this transaction. Ask for another card and retry.
125
Other issues (PIN Pads)
Issue
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.
Power off the PAYD PIN Pad, and then
power it on again.
4.
Re-launch the PAYD Pro Plus App, and
sign in (see page 8).
5.
Retry the transaction.
The screen on the PAYD PIN
Pad displays the hardware
manufacturer name/logo
instead of WELCOME/
BONJOUR.
The PAYD PIN Pad is in Sleep mode.
1.
Press the Power button to wake the PAYD
PIN Pad and return it to the
WELCOME/BONJOUR screen.
2.
To prevent the PAYD PIN Pad from going
into Sleep mode and/or powering off
when not connected to an external power
source, refer to the Moneris PAYD® PIN
Pad with PAYD Pro Plus: Quick Install
Guide available for free download at
moneris.com/support-PAYDProPlusmobile.
126
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Issue
Solution
The PAYD PIN Pad powers
off.
The PAYD PIN Pad may have gone into Sleep
mode and then shut down to conserve power.
1.
To power on the PAYD PIN Pad, press the
PAYD PIN Pad's Power button.
2.
If this does not work (the battery charge
may be depleted), connect the PAYD PIN
Pad to an external power source via the
USB charging cable.
3.
To prevent the PAYD PIN Pad from going
into Sleep mode and/or powering off
when not connected to an external power
source, refer to the Moneris PAYD® PIN
Pad with PAYD Pro Plus: Quick Install
Guide available for free download at
moneris.com/support-PAYDProPlusmobile.
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 125.
127
Issue
Solution
PIN Pad initialization error.
There was a problem initializing the iPP320
PIN Pad.
1.
Tap OK on the error message.
2.
Sign out of the PAYD Pro Plus App (see
Signing out on page 10 for more
information).
3.
Power cycle the iPP320 PIN Pad:
•
Hold down the yellow
key
and press the alphanumeric
key. The PIN Pad will restart.
4.
Once the WELCOME/BONJOUR screen
appears on the PIN Pad, log in to the
PAYD Pro Plus App (see page 8).
5.
Tap the Settings button (
6.
On the main menu, tap Configuration.
7.
In the Configuration screen, tap Devices.
8.
In the PIN PAD section, tap Initialize, and
at the warning prompt, tap Yes.
).
The PIN Pad should initialize.
If the above steps do not work, contact
Moneris Customer Care toll-free at
1-855-423-PAYD (7293).
128
PAYD PRO PLUS® MOBILE SOLUTION: USING PAYD PRO PLUS® FOR APPLE® IPAD®
Merchant support
If you need assistance with your payment processing solution, we’re here to
help, 24/7.
We’re only one click away.



Visit moneris.com/support-PAYDProPlus-mobile to:
 consult the FAQs on how to set up and use PAYD Pro Plus
 download PAYD Pro Plus guides to assist with getting started,
hardware installation, configuration, and usage instructions
Visit shop.moneris.com to purchase point-of-sale supplies and receipt
paper
Visit moneris.com/insights for business and payment news & trends,
customer success stories, and quarterly reports & insights
Need help setting up? We’ll be there.
Moneris offers quick, hassle-free on-site setup of your complete iPad POS
Solution by our in-house technicians. Contact us at 1-866-MONERIS or visit
moneris.com/iPadPOS to learn more.
Can’t find what you are looking for?
Call Moneris Customer Care toll-free (available 24/7) at 1-855-423-PAYD
(7293). We’ll be happy to help.
You can also send us a secure message 24/7 by logging in to Merchant
Direct® at moneris.com/mymerchantdirect.
129
®MONERIS, MONERIS PAYD, PAYD PRO PLUS, MONERIS BE PAYMENT READY & Design and
MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. Apple and iPad
are trade-marks of Apple Inc., registered in the U.S. and other countries. All other marks or
registered trade-marks are the property of their respective owners.
© 2017 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All
Rights Reserved. This document shall not wholly or in part, in any form or by any means,
electronic, mechanical, including photocopying, be reproduced or transmitted without the
authorized consent of Moneris Solutions Corporation (“Moneris”).
This manual 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 manual. 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 manual in terms of their correctness, accuracy, reliability or
otherwise. This guide has not been authorized, sponsored, or otherwise approved by Apple Inc.
Your Gift card processing is governed by your Moneris Gift Program Agreement with Moneris.
Your Loyalty card processing is governed by your Moneris Loyalty Program Agreement with
Moneris. Your DCC processing is governed by your Moneris Dynamic Currency Conversion
Agreement; and your credit and/or debit card processing is governed by the terms and
conditions of the Moneris PAYD Merchant Agreement (the “Merchant Agreement”) 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 at
moneris.com/support-PAYDProPlus-mobile.
PPPMAN-UYA-EN (11/17)