Moneris PAYD Pro Plus User Manual
Moneris PAYD Pro Plus turns your Apple® iPad® into a mobile POS Payment Solution, offering features to manage inventory, analyze customer trends, and process transactions from virtually anywhere. This user guide provides detailed instructions on utilizing the PAYD Pro Plus App to streamline your business operations.
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Using PAYD Pro Plus™ for
Apple® iPad®
(05/16)
For more information and assistance:
Web:
getpayd.com/paydproplus/support
Toll-free: 1-855-423-PAYD (7293)
Record your Moneris® merchant ID here:
____________________________________
Contents
Signing into the PAYD Pro Plus App
The on-screen keyboard and numberpad
Inventory management ......................................................................... 12
Adding products to the Favourites Group
Removing products from the Favourites Group
1
Editing the contents of the Favourites Group
Customer management ......................................................................... 26
Adding a customer to the Favourites Group
Processing transactions ......................................................................... 33
General guidelines for performing a transaction
Processing a sale without assigning a customer
Assigning a customer to a sale
Creating a new customer profile
Adding a customer from the Favourites Group
Adding products from the Favourites Group
Adding non-inventory items to a sale
2 USING PAYD PRO PLUS FOR APPLE IPAD
Removing products from the bill
Suspending and resuming transactions
Resuming suspended transactions
Discarding suspended transactions
Maximum Contactless Dollar Value (CDV)
Swipe: magnetic stripe cards on the PAYD card reader
Processing Interac Debit payments
Processing credit card payments
Processing Store Credit payments
3
Processing a Store Credit belonging to a registered customer 64
Processing a Store Credit that belongs to an unregistered customer64
Processing split-tender payments 66
Reprinting transaction receipts
Power management and the PAYD PIN pad
Battery icons on the PAYD PIN pad
Power on WITH USB charging cable
Power on WITHOUT charging USB cable
Pairing the PAYD PIN pad to the Apple iPad
Connecting and initializing the PAYD PIN pad
4 USING PAYD PRO PLUS FOR APPLE IPAD
Administrative transactions ................................................................. 87
Checking Bluetooth device status
Customer prompts on the PAYD PIN pad
End of day procedures ......................................................................... 102
Error messages in the PAYD Pro Plus App
Error messages on the PAYD PIN pad
5
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.
6 USING PAYD PRO PLUS FOR APPLE IPAD
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: Username,
Password and Store ID, or you may need to enter a Quick PIN.
Figure 1: The standard login screen Figure 2: The PIN login screen
To sign in using the standard login screen:
1.
Enter your user name (Employee ID) into the Username field.
2.
Enter your password into the Password field.
Note: Passwords are case-sensitive.
3.
Enter your store’s ID into the Store ID field.
4.
Tap Sign In.
To sign in using a quick PIN:
1.
Tap the Username 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.
7
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.
Accessing the main menu
To access the main menu from any screen, tap the Main Menu button
( ). The main menu appears on the left side of the screen (shown below).
OR
From the left side of the screen, swipe right to reveal the main menu.
8 USING PAYD PRO PLUS FOR APPLE IPAD
To hide the main menu:
Tap the Main Menu button ( ) again.
OR
Tap one of the menu options (e.g., Customers).
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 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 to finalize your input. The keyboard is hidden again.
Signing out
When you are finished using the PAYD Pro Plus App, follow the instructions below to sign out.
1.
Tap the Main Menu button (
2.
On the main menu, tap Sign Out.
).
A confirmation popup appears.
3.
Tap Yes to sign out.
The Login screen appears.
9
Cashing in
Use the Cash-In popup to count your opening till float (to account for the cash with which you are starting the business day). The popup will appear when you sign into the PAYD Pro Plus App after a cash-out has been processed (see Cashing out
on page 102 for more information), or if you are
logging into the PAYD Pro Plus App for the first time. Follow the directions below to cash in your till.
Note: If you do not see the Cash-In popup 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 102 for more information.
To cash in your till:
1.
In the Cash-In popup, 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.
2.
Enter the amount of cheques into the Cheque field that your till is opening with (if applicable).
3.
Tap the checkmark button ( ) at the bottom of the popup.
The Sale screen appears.
10 USING PAYD PRO PLUS FOR APPLE IPAD
11
Inventory management
You can use the Products screen to manage the business’ inventory.
Management functions include adding new inventory, editing product profiles, and deleting products.
Adding new products
You can use the New Product screen (accessed via the Products screen) or the
Add Non-Inventory Product popup (accessed via the Sale screen) to add products to the business’ inventory. This section explains how to add new products using the New Product screen. For instructions on adding products through the Add Non-Inventory Product popup, refer to the PAYD Pro Plus
Online Help.
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 visit us at getpayd.com/paydproplus or call us at 1-855-423-PAYD (7293) to upgrade today.
Note: Fields highlighted in yellow are mandatory.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Products.
The Products screen appears in the left pane.
3.
Tap the Add Product button (
The New Product popup appears.
).
12 USING PAYD PRO PLUS FOR APPLE IPAD
4.
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. If you do not want to take a picture of the product, proceed to step 5. a.
Tap the camera button (
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 .
13
ii.
Browse the images stored on the Apple iPad, and tap the image once you locate it. Proceed to step 5.
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. iii.
Tap Use Photo to use the image. Proceed to step 5.
OR
Tap Retake to retake the image. Repeat step ii.
5.
Enter the product’s name into the Product name field.
6.
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.
7.
Tap inside the Supplier UPC field and manually key in the supplier’s UPC code for the product.
8.
If you have brand names defined, tap the Brand name drop-down arrow and select the brand to which this item belongs. If you do not have brands defined, skip this step.
9.
Use the on-screen numberpad to enter prices for the product: a.
Tap inside the Retail price field and enter the item’s retail price in dollars and cents. Tap OK when finished. b.
Tap inside the List price field and enter the item’s list price in dollars and cents. Tap OK when finished. c.
Tap inside the Cost price field and enter the item’s cost (what you pay your supplier for the item) in dollars and cents. Tap OK when finished.
14 USING PAYD PRO PLUS FOR APPLE IPAD
10.
Tap inside the In-stock field and enter the item’s current on-hand value.
Tap OK when finished.
11.
If the item comes with a manufacturer’s warranty, tap inside the
Warranty period field and enter the item’s warranty period in months.
Tap OK when finished. If the item does not come with a warranty, skip this step.
12.
Tap inside the Product description field and enter the product’s description.
13.
In the Taxes section, tap the taxation option that applies to the product:
To exempt the product from any taxes in your jurisdiction, tap
Exempted.
To apply a tax to the product, tap the applicable tax.
Note: The taxes that appear are based on your business location as provided by you to Moneris. Please note that it is your responsibility to determine all taxes required.
14.
In the Options section, set the product options following the guidelines below:
To make the product part of your inventory, slide Track this product’s stock qty to the right (Default = Enabled).
If the product will require any type of service by your business, slide
This product requires service to the right (Default = Disabled).
If a customer needs to be added to your customer database in order to purchase the product, slide Requires a registered customer to the right (Default = Disabled).
If an employee is able to earn commission when selling this product, slide Use commission to the right (Default = Disabled).
If you are recording this product’s serial number at the time of purchase, slide Prompt for serial number when sold to the right
(Default = Disabled).
If the product is capable of being returned for a refund or exchange, slide This product is returnable to the right (Default = Enabled).
15.
Tap the checkmark button ( product.
) at the bottom of the popup to save the
15
Note: If you do not wish to add the product, tap the Cancel button (
16.
Repeat steps 3 – 15 to create other product profiles as necessary.
Searching inventory
It is possible to search your inventory to locate products.
).
Searching for a product
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Products.
3.
In the search text field on the left pane, enter any of the following as your search criteria:
Product ID e.g., “12345678”
Product Name e.g., “Building Bricks – 300 pcs”
Product Keywords e.g., “bricks”
Product Attributes e.g., “Multi-coloured”
Supplier’s UPC code e.g., “0123456789000”
Note: You can enter all or part of the search criteria (e.g., “brick”).
Tap the Return key on the on-screen keyboard when finished entering the search criteria.
4.
Tap the Search button ( ).
The search results appear in the left pane.
Searching for all products
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Products.
3.
At the top of the left pane, tap the Search button ( ).
16 USING PAYD PRO PLUS FOR APPLE IPAD
The search results (every item entered in inventory) appear in the left 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.
Tap the Main Menu button ( ).
2.
On the main menu, tap Products.
3.
On the Products screen, in the left pane, search for the item you wish to edit.
4.
Once you locate it, tap its name. The right pane populates with the product’s details.
17
5.
Make any changes as necessary.
6.
Tap the Save button at the bottom of the right pane.
7.
Repeat steps 3 – 6 to edit other products as necessary.
8.
Tap the Main Menu button ( ) when finished.
Note: Use the PAYD Pro Plus In-Store Solution 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 re-entered.
1.
Tap the Main Menu button ( ).
18 USING PAYD PRO PLUS FOR APPLE IPAD
2.
On the main menu, tap Products.
3.
On the Products screen, in the left pane, search for the item you wish to delete.
4.
Once you locate it, tap its name. The right pane populates with the product’s details.
5.
Tap the Delete button ( ).
A confirmation prompt appears.
6.
Tap Yes to delete the product.
Another popup appears confirming the product has been deleted.
7.
Tap OK.
8.
Repeat steps 3 – 7 to delete other products as necessary.
9.
Tap the Main Menu button ( ) when finished.
19
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.
For more information on configuring the tabs on the Favourites Group, refer to the PAYD Pro Plus™ Mobile Solution - Configuration Guide , available for free download at getpayd.com/paydproplus/support .
20 USING PAYD PRO PLUS FOR APPLE IPAD
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.
To add products to the Favourites Group from the Sale screen:
1.
Tap the Main Menu button (
2.
On the main menu, tap Sale.
).
3.
In the Sale screen, tap on the favourites tab at the bottom right pane to which you want to add the product.
4.
Tap and hold a blank area of the screen. A grid with 16 rectangles appears.
Note: The grid lines appear faint initially. As you tap and hold, the grid lines darken.
5.
Tap one of the blank rectangles with the symbol.
The Add a Product or Customer to your Favourites Group popup appears.
21
6.
To add items to this tab in the Favourites Group, do one of the following:
Search: a.
Tap inside the Search field at the top of the popup. b.
Enter the product’s ID (barcode), name, keywords, attributes, or the supplier UPC into the field. c.
Tap the Products button ( ) to the right.
The search results appear below. d.
Tap the item in the search results. e.
Repeat steps a – d as necessary to add other items to this tab. f.
Tap an area in the left pane to close the popup. Proceed to step 7.
22 USING PAYD PRO PLUS FOR APPLE IPAD
Scan: a.
Tap inside the Search field at the top of the popup. b.
Scan the product’s barcode with the Bluetooth scanner.
The product appears in the search results below. c.
Tap the item in the search results. d.
Repeat steps a – c as necessary to add other items to this tab. e.
Tap an area in the left pane to close the popup. Proceed to step 7.
7.
Tap the Save button.
8.
Repeat steps 4 – 7 to populate the other four tabs as necessary.
To add products to the Favourites Group from the menu:
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Products.
3.
Search for the product in the left pane (see Searching for a specific product
on page 16 for more information).
4.
Tap the product’s name in the search results on the left pane.
5.
As the product name slides to the right, it reveals the star button. Tap the star button ( ).
The Select the Favourites Group popup appears.
6.
Tap the Favourites Group tab name to which you are assigning the item.
7.
Tap the Save button.
8.
Repeat steps 2 - 7 to add additional items as necessary.
23
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.
Tap the Main Menu button (
2.
On the main menu, tap Sale.
).
3.
In the Sale screen, tap on the favourites tab at the bottom of the right pane from where you want to remove the product.
4.
Tap and hold on the item you wish to remove from the tab.
The items in the tab start to wiggle and an X symbol appears in the top right corner of the items.
5.
Tap the X symbol on the top right corner of the item you wish to remove.
The item disappears from the Favourites Group.
6.
Repeat step 5 to remove additional items as necessary.
7.
Tap the Save button.
8.
Repeat steps 3 – 7 to remove other items from other tabs as necessary.
24 USING PAYD PRO PLUS FOR APPLE IPAD
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
2.
Add items to the group. Follow the instructions on Adding products to the
Favourites Group
3.
If you want to edit the tab names, refer to the PAYD Pro Plus™ Mobile
Solution - Configuration Guide , available for free download at getpayd.com/paydproplus/support .
4.
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.
25
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 visit us at getpayd.com/paydproplus or call us at 1-855-423-PAYD (7293) to upgrade today.
Note: Fields highlighted in yellow are mandatory.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Customers.
3.
In the Customers screen, tap the Add New Customer button (
The New Customer popup appears.
).
26 USING PAYD PRO PLUS FOR APPLE IPAD
4.
In the New Customer popup, fill out the fields following the guidelines below:
First/Last name – Enter the customer’s first and last name into these fields.
Phone – Enter the customer’s primary contact phone number into this field.
Note: Dashes or spaces are not necessary.
Mobile – Enter the customer’s mobile or secondary contact phone number into this field if available.
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 69 for more information.
27
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 enabled as well.
Email a receipt copy setting below needs to be
Birthday - Tap the drop-down arrow and select the month, day, and year in which your customer was born. Tap the green checkmark when finished.
Notes – Tap inside this field and use the on-screen keyboard to enter a note about the customer.
Company – Enter the customer’s business name into this field.
Address – Enter the customer’s primary street address into this field.
Address 2 – Enter the customer’s unit number (if applicable) into this field.
City – Enter the customer’s city into this field.
Postal code – Enter the customer’s postal code into this field.
Country – Tap the drop-down arrow and select the customer’s country. By default, the merchant’s country will be selected.
Province – Tap the drop-down arrow and select the customer’s province. By default, the merchant’s province will be selected.
Language – Tap the drop-down arrow and select the customer’s preferred language of correspondence. By default, the merchant’s default language will be selected.
Pricing group – Tap the drop-down arrow and select the pricing group to which this client belongs (if applicable).
Email a receipt copy – Slide to the right (Enabled) to allow this client to receive emailed copies of their transaction receipts.
Note: You must enter an email address in the Email field above.
Part of mailing list – Slide to the right (Enabled) to allow this client to receive promotional emails from your business.
Tax Exemptions – If this client is eligible for tax exemptions in your jurisdiction, tap the checkmark (so that it turns blue) to exempt them from the tax. Be sure to record their Tax exemption registration number and Band number in the appropriate fields.
5.
When you are finished entering information about the customer, tap the checkmark button ( ) to save your work.
6.
Repeat steps 3 – 5 to add other customers as necessary.
28 USING PAYD PRO PLUS FOR APPLE IPAD
Searching customers
It is possible to search your database for customers that have been added.
Searching for a customer
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Customers.
3.
In the Customers screen, tap inside the search field at the top of the left pane and enter any of the following as your search criteria:
Customer ID e.g., “JSMI001”
Customer name e.g., “John Smith”
Customer phone number e.g., “555-555-5555”
Customer email address e.g., “[email protected]”
Note: You can enter all or part of the search criteria (e.g., “john”).
Tap the
Return key on the on-screen keyboard when finished entering the search criteria.
4.
Tap the Search button ( ).
The search results appear below.
Searching all customers
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Customers.
3.
In the Customers screen, tap the Search button ( left pane.
) at the top of the
The search results (all customers defined in the customer database) appear below, listed alphabetically by first name.
29
Editing a customer profile
It is possible to edit a customer’s profile after it has been saved.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Customers.
3.
In the Customers screen, search for the customer you wish to edit. For more information, see the Searching customers
4.
Once you locate the customer, tap their name in the search results on the left pane.
The customer’s profile loads into the right pane.
5.
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
30 USING PAYD PRO PLUS FOR APPLE IPAD
6.
Once you have finished making changes, tap the Save button at the bottom to save your work.
7.
Repeat steps 3 – 6 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.
Tap the Main Menu button ( ).
2.
On the main menu, tap Customers.
3.
In the Customers screen, search for the customer you wish to delete. For more information, see the Searching customers
4.
Once you locate the customer, tap their name in the search results on the left pane.
The customer’s profile loads into the right pane.
5.
Tap the Delete button ( ).
A confirmation prompt appears.
6.
Tap Yes to delete the customer.
Another popup appears confirming the customer has been deleted.
7.
Tap OK.
8.
Repeat steps 3 – 7 to delete other customers as necessary.
31
Adding a customer to the Favourites
Group
It is possible to add customers to the Favourites Group that appears in the
Sale screen.
1.
Tap the Main Menu button (
2.
On the main menu, tap Sale.
).
3.
Select the favourites tab at the bottom of the right pane to which you want to add the customer.
4.
On the right pane, tap and hold a blank area of the screen.
A grid with 16 rectangles will appear.
5.
Tap one of the blank rectangles with the symbol.
The Add a Product or Customer to your Favourites Group popup appears.
6.
Tap the Customers button ( ) to the right.
7.
Tap the Search field at the top of the popup.
8.
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: You can also tap the Customers button ( ) to see a complete list of customers that you can add to the Favourites Group.
9.
Tap a customer’s name in the search results.
They are added to the Favourites Group.
10.
Repeat steps 6 - 9 as necessary to add other customers to the tab.
11.
Tap outside of the popup.
12.
Tap the Save button.
32 USING PAYD PRO PLUS FOR APPLE IPAD
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
Suspending and resuming transactions
Cancelling transactions
Processing payments:
cash
cheque
entering payment cards
debit cards
credit cards
store credit
split tender
Receipt options
Optional POS devices
Customer prompts on the PAYD PIN pad
General guidelines for performing a transaction
Generally speaking, purchase transactions occur in the following sequence:
1.
Start the sale.
2.
If applicable, assign a customer.
3.
Select the product(s) the customer is buying.
4.
If applicable, edit the prices and/or quantities and/or apply discounts.
5.
Process payment.
6.
Process receipt(s).
33
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 to accept credit and Interac Debit payments from their customers.
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.
The bill – This term refers to the left pane of the Sale screen where the customer’s items for purchase are displayed.
Continue the sale – This instruction refers to adding products to the bill and manipulating quantities and prices, and applying discounts.
Complete the transaction – This instruction refers to selecting a payment method, processing the payment method, and finally processing the receipt.
Receipts - The PAYD Pro Plus App has the ability to print paper receipts from a Bluetooth receipt printer, send a receipt via SMS text message, and the ability to email a receipt copy to a customer. For the purposes of this guide, the term “process receipts” at the end of instructions refers to these output types. You can select your receipt output type in the
Settings – Receipts screen. To learn more about configuring your receipts and the output type, refer to the PAYD Pro Plus™ Mobile Solution
Configuration Guide available for free download at getpayd.com/paydproplus/support .
All the instructions pertaining to processing sale transactions in this guide make the assumption that you have started the sale. Please refer to Starting a sale
on page 35 for instructions on how to begin a sale transaction.
34 USING PAYD PRO PLUS FOR APPLE IPAD
Starting a sale
To start a sale, follow the instructions below.
1.
Tap the Main Menu button (
2.
On the main menu, tap Sale.
The Sale screen appears.
).
35
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 38 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.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Tap Select Customer.
The Search or Create a Customer popup appears.
3.
Search for a specific customer.
OR
Search your entire list of customers. See Searching customers
for more information on how to search your customer database.
36 USING PAYD PRO PLUS FOR APPLE IPAD
4.
Once you locate the customer in the search results, tap their name.
The customer’s name appears at the top of the right pane.
5.
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 visit us at getpayd.com/paydproplus or call us at 1-855-423-PAYD (7293) to upgrade today.
37
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Tap Select Customer.
The Search or Create a Customer popup appears.
3.
Tap the New Customer button (
The New Customer popup appears.
).
4.
Create a profile for the new customer. For more information, refer to the
Adding new customers
The customer is added to your database, and their name appears at the top of the right pane.
5.
Continue the sale.
Adding a customer from the Favourites Group
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Tap the tab in your Favourites Group that contains your customers.
3.
Tap the customer’s name.
The customer’s name appears at the top of the right pane.
4.
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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Scanning products
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Do one of the following:
Tap the Products button ( ) in the top of the left pane.
The Search or Create a Product popup appears. Proceed to step 3.
OR
Tap the search field in the left pane. Proceed to step 3.
3.
Scan the product’s barcode.
The product is added to the bill.
4.
Repeat steps 2 and 3 to scan additional products to add to the bill.
39
5.
Complete the transaction.
Note: If the message “Product ID not found in inventory” appears, the barcode you scanned is not associated with the product. Tap OK and cancel the sale (see
Canceling transactions
on page 49 for more information). Edit the product to
associate the barcode with the item. See Editing products
information.
Searching for products
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Do one of the following:
Tap the Products button ( ) in the top of the left pane.
The Search or Create a Product popup appears. Proceed to step 3.
OR
Tap the search field in the left pane. Proceed to step 3.
3.
In the search field, enter any of the following as your search criteria:
Product ID e.g., “12345678”
Product Name e.g., “Building Bricks – 300 pcs”
Product Keywords e.g., “bricks”
Product Attributes e.g., “multi-coloured”
Supplier’s UPC code e.g., “0123456789000”
Note: You can enter all or part of the search criteria (e.g., “brick”).
Tap the
Return key on the on-screen keyboard when finished entering the search criteria.
5.
Tap the Search button ( ).
6.
The search results appear below.
7.
Tap the product to add it to the transaction.
8.
Repeat steps 2 – 5 as necessary to populate the bill with other items the customer wants to purchase.
9.
Complete the transaction.
40 USING PAYD PRO PLUS FOR APPLE IPAD
Note: It is also possible to tap the Search button ( ) without entering any search criteria to generate a full list of available products.
Adding products from the Favourites Group
If the Favourites Group is enabled, and populated with products, follow the instructions below.
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
On the right pane, 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 bill.
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 getpayd.com/paydproplus or call us at 1-855-423-PAYD (7293) to upgrade today.
1.
Start the sale. See Starting a sale
on page 35 for more information.
2.
Tap the Products button ( ) in the left pane.
The Search or Create a Product popup appears.
41
3.
In the popup, tap the Add Product button ( ).
The Add Non-Inventory Product popup appears.
4.
If this product is something you wish to store in your inventory (to be a regular item to sell to customers), tap the Add this product to inventory checkmark (ensure it turns blue). If not, leave it unchecked.
5.
Tap the Qty to add to sale field and use the on-screen numberpad to enter the quantity of items the customer is buying, then tap OK.
6.
Follow the instructions in the Adding new products
(starting at step 5) 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 left of the product’s name on the bill will increase each time the item is scanned. There is also an overall item count at the top of the right pane on the checkout button that increments as well.
Using the quantity adjustment buttons
1.
Tap the product’s name on the bill.
A popup appears to the right.
42 USING PAYD PRO PLUS FOR APPLE IPAD
2.
Change the quantity:
To increase the item quantity, tap the + button (
OR
).
To decrease the item quantity, tap the – button (
3.
Tap outside of the popup to close it.
).
The item’s quantity is adjusted.
4.
Repeat steps 1 – 3 to adjust other item quantities as needed.
5.
Complete the transaction.
43
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.
Note: If you wish to change the item’s overall price (applicable for any transaction), refer to the Editing products
1.
Tap the product’s name on the bill.
A popup appears to the right.
2.
In the popup, tap the symbol to the right of Retail price.
The Retail price popup appears.
3.
Tap inside the New retail price field and use the on-screen numberpad to enter a new price in dollars and cents. Tap the OK or Return button when finished.
4.
Tap the left arrow ( ) at the top of the Retail price popup.
5.
Tap outside of the popup to close it.
The item’s price is adjusted.
6.
Repeat steps 1 – 5 to adjust other item prices as needed.
7.
Complete the transaction.
Removing products from the bill
If a product has been added to the bill by mistake, or if the customer changes their mind about something before paying, follow the instructions below to remove the product(s) from the bill.
1.
Tap the product’s name on the bill.
A popup appears to the right.
44 USING PAYD PRO PLUS FOR APPLE IPAD
2.
Change the product quantity:
To decrease the item’s quantity, tap the – button (
OR
).
To remove the product from the bill, tap the Delete button ( ).
3.
Repeat steps 1 and 2 as necessary to remove other products from the bill.
4.
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.
A popup appears to the right.
2.
In the popup, tap the symbol to the right of Discount.
The Discount popup appears.
45
3.
In the Discount popup, take the following action:
To apply a percent discount: a.
Tap the % button (ensure it is coloured blue). b.
Use the horizontal slider to select the discount amount. Sliding to the right increases the amount; sliding to the left decreases the amount.
OR
Key in a percentage amount in the Discount field (located between the $ and % buttons). Tap the OK button when finished. c.
Select whether you want the discount applied to individual items or all items. For example, if 5 of the same item are being sold, will the discount apply to all 5 items, or only to 3 of 5?
To apply the discount to a limited number of items, tap inside the Qty affected field and use the on-screen
46 USING PAYD PRO PLUS FOR APPLE IPAD
numberpad to key in the quantity to which the discount applies. Tap the OK or Return button when finished.
OR
To apply the discount to the total quantity of that one product, do not change the value in the Qty affected field. d.
Proceed to step 4.
To apply a dollar discount: a.
Tap the $ button (ensure it is coloured blue). b.
Use the horizontal slider to select the discount amount. Sliding to the right increases the amount; sliding to the left decreases the amount.
OR
Key in a dollar amount, in the Discount field (located between the $ and % buttons). Tap the OK button when finished. c.
Select whether you want the discount applied to individual items or all items. For example, if 5 of the same item are being sold, will the discount apply to all 5 items, or only to 3 of 5?
To apply the discount only to limited number of items, tap inside the Qty affected field and use the on-screen numberpad to key in the quantity to which the discount applies. Tap the OK button when finished.
OR
To apply the discount to the total quantity of that one product, do not change the value in the Qty affected field. d.
Proceed to step 4.
4.
Tap the left arrow button ( ) at the top of the Discount popup.
5.
Tap outside of the popup to close it.
The discount is applied to the item.
6.
Repeat steps 1 – 5 to discount other items on the bill as necessary.
7.
Complete the transaction.
47
To apply a discount to the entire transaction:
1.
Tap the total amount at the top of the left pane.
2.
A popup appears below.
3.
Tap the symbol to the right of the TRX DISCOUNT line.
The Transaction discount popup appears.
4.
Choose the following discount type:
To apply a percent discount: a.
Tap the % button (ensure it is coloured blue). b.
Use the horizontal slider to select the discount amount. Sliding to the right increases the amount; sliding to the left decreases the amount.
OR
48 USING PAYD PRO PLUS FOR APPLE IPAD
Key in a percentage amount, in the Discount field (located between the $ and % buttons). Tap the OK button when finished. c.
Proceed to step 5.
To apply a dollar discount: a.
Tap the $ button (ensure it is coloured blue). b.
Use the horizontal slider to select the discount amount. Sliding to the right increases the amount; sliding to the left decreases the amount.
OR
Key in a dollar amount, in the Discount field (located between the $ and % buttons). Tap the OK button when finished. c.
Proceed to step 5.
To apply a defined discount code: a.
Tap inside the Promotion Code field and enter the discount code.
Note: Promotion codes are defined and managed using the PAYD
Pro Plus In-Store Solution. Click the icon in PAYD Pro Plus In-
Store Solution for more help on creating promotion codes. b.
Proceed to step 5.
5.
Tap the left arrow button ( ) to return to the transaction.
You will see the discount applied to every item on the bill.
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.
49
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.
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 top of the left pane.
A popup appears.
5.
In the popup, tap the Suspend button.
50 USING PAYD PRO PLUS FOR APPLE IPAD
6.
The transaction is suspended and a blank Sale screen appears, ready to take the next transaction.
Resuming suspended transactions
Follow the instructions below to resume suspended transactions.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Suspended Sales.
A list of suspended transactions appears in the left pane.
3.
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).
4.
Tap the transaction on the left pane.
The transaction profile slides to the right revealing Resume and Discard buttons. The transaction details appear on the right pane.
51
5.
Tap the Resume button.
The populated Sale screen appears.
6.
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 the Main Menu button ( ).
2.
On the main menu, tap Suspended Sales.
A list of suspended transactions appears in the left pane.
52 USING PAYD PRO PLUS FOR APPLE IPAD
3.
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).
4.
Tap the transaction on the left pane.
The transaction profile slides to the right revealing Resume and Discard buttons. The transaction details appear on the right pane.
5.
Tap the Discard button.
6.
The transaction disappears from the list and a blank Sale screen appears.
Canceling transactions
It is possible to cancel a transaction before payment has been processed.
1.
Tap the total amount at the top of the left pane.
A popup appears below.
2.
Tap the Clear Transaction button.
A confirmation popup appears.
3.
Tap Yes to cancel the transaction.
The Sale screen reappears awaiting the start of a new transaction.
53
54 USING PAYD PRO PLUS FOR APPLE IPAD
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).
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 Payments screen appears with the payment types on the right pane.
55
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 inside the amount field on the right (where the total amount due is showing). The on-screen numberpad appears. b.
Enter the amount the customer has given to you and tap OK.
OR
Tap one of the “nearest rounded” amounts on the right side of the numberpad. c.
Proceed to step 4.
If the customer has exact change: a.
Tap the OK button. b.
Proceed to step 4.
If the customer is paying with cash and another tender type:
Refer to Processing split tender payments
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 Payments screen appears with the payment types on the right pane.
2.
Tap Cheque. The total amount due appears on the right pane.
56 USING PAYD PRO PLUS FOR APPLE IPAD
3.
Tap the OK button.
4.
Process the receipts.
5.
Tap Done to complete the transaction.
Card entry options
Insert: chip cards
1.
The PAYD PIN pad displays "SWIPE OR INSERT CARD" or "SWIPE, TAP OR
INSERT CARD".
2.
The customer inserts their card into the
PAYD PIN pad's chip reader.
Note: Unless the PAYD 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.
4.
The customer leaves the chip card inserted until "REMOVE CARD" displays on the PAYD PIN pad.
Tip for proper card insertion:
Hold the PAYD PIN pad with one hand, and insert the card in the chip reader with the other hand. (This will prevent the PAYD PIN pad's embedded contactless reader from inadvertently reading the card data as a contactless transaction.)
57
Swipe: magnetic stripe cards
Note: If the card has a chip, it must be inserted (see Insert: Chip cards on page
1.
The PAYD PIN pad displays "SWIPE OR INSERT
CARD" or "SWIPE, TAP OR INSERT CARD".
2.
You or the customer swipes the card on the
PAYD PIN pad's magnetic stripe reader.
Note: If the card is a credit card, you should swipe the card.
If the card is a debit card, the customer will be prompted to enter a PIN.
Tip for proper card swipe:
Hold the PAYD PIN pad with one hand, and swipe the card in the magnetic stripe reader with the other hand. (This will prevent the PAYD PIN pad's embedded contactless reader from inadvertently reading the card data as a contactless transaction.)
Wave/tap: Contactless cards
1.
The PAYD PIN pad displays "SWIPE, TAP OR INSERT CARD".
2.
The customer taps/waves their card over the
PIN Pad's display screen.
3.
Note the following :
The PAYD PIN pad's battery charge level
should be at least 50% (see page 75) to
ensure a successful tap.
Only Sales and Refunds can performed as contactless transactions.
The customer will not be prompted for a
PIN.
The transaction amount must be equal to or less than the maximum
Contactless Dollar Value set for the card (see Maximum Contactless
Dollar Value
58 USING PAYD PRO PLUS FOR APPLE IPAD
4.
The PAYD PIN pad beeps and four green lights flash when the contactless reader is reading the card data.
Tips for proper card tap/wave:
The card must be within 0.5 in. (1.3 cm) of the PAYD PIN pad's display screen, but it does not have to touch it.
The card must be tapped or waved by itself. It should not be waved while in a wallet with other cards.
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 PAYD PIN pad will display "CONTACTLESS
TRANSACTION LIMIT EXCEEDED". Insert the chip credit card (see Insert: chip cards
on page 57 for more information).
Debit cards: If an Interac Debit card is tapped for an amount that exceeds its maximum CDV, the PAYD PIN pad will display "MUST INSERT CARD".
Insert the chip credit card (see Insert: chip cards
information).
Swipe: magnetic stripe cards on the PAYD card reader
If something has prevented Bluetooth communication between the PAYD PIN pad and the Apple iPad, you can use the 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 Payments screen, tap Credit card.
4.
On the right pane, tap Process Transaction (the button displays a card reader icon ).
59
5.
When prompted by the app, swipe the magnetic stripe slowly through the reader from left to right.
6.
Follow the prompts on the screen to complete the transaction.
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 PAYD PIN pad. If that also fails, or you don’t have a PAYD PIN pad, you may manually enter the card number for credit cards on the screen of the PAYD Pro Plus App. A manual imprint of the credit card and the cardholder’s signature are required, or the merchant will be liable for fraud-related chargebacks if the transaction is disputed.
Note: If the PAYD PIN pad is enabled in Settings – Devices, you will be prompted to manually key in the card information on the PAYD PIN pad. If it is disabled, you will be prompted to enter the card data on the screen of the PAYD Pro Plus
App.
1.
On the right pane of the Payments screen, tap Credit Card.
2.
On the right pane, tap the Manual button.
3.
Enter the credit card number:
On the PAYD PIN pad: a.
At the "SWIPE, TAP OR INSERT CARD" prompt, key in the credit card number. Press the green key when finished. b.
At the “EXPIRY DATE” prompt, enter the card’s 4-digit expiry date in MM/YY format. Press the green key when finished. c.
Proceed to step 4.
On the PAYD Pro Plus App screen: a.
In the Card Number field, enter the card number. b.
Enter the card’s 3-digit CVC code in the CVD field.
Note: The Card Validation Code (CVC) is a 3-digit code located on the back of the card.
60 USING PAYD PRO PLUS FOR APPLE IPAD
c.
Tap the drop-down arrow for Expiration Date and use the calendar selector to select the month and year of the card’s expiry date. Tap the checkmark ( ) button when finished. d.
Tap Process Transaction. e.
Wait while the transaction processes.
4.
Follow the prompts on the screen to complete the transaction.
Processing Interac Debit payments
Integrated merchants can use the PAYD PIN pad to accept and process Interac
Debit cards. Non-integrated merchants must use a different method to process payment for Interac debit cards.
Note: If you are a non-integrated merchant, and you select Debit as payment, the following message appears: “Please visit www.getpayd.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 the
PAYD PIN pad. Before proceeding, ensure the following conditions are met:
Ensure the PAYD PIN pad is powered on and at the WELCOME/BONJOUR screen. See Powering on the PAYD PIN pad
information.
Ensure that the PAYD PIN pad is paired to the Apple iPad and is showing connected ( ) on the main menu. See Checking Bluetooth device status
on page 88 for more information.
1.
Tap the Shopping Cart button ( checkout.
) at the top of the right pane to
The Payments screen appears with the payment types on the right pane.
2.
Tap Debit. The total amount due appears on the right pane.
61
3.
Tap Process Transaction. The screen displays “Transaction in progress…”.
Note: If you see the message “PIN Pad is not connected or paired”, tap OK and refer to the Troubleshooting
4.
Hand the PAYD PIN pad to the customer.
5.
The customer enters their card on the PAYD PIN pad. See Card entry options
on page 57 for more information.
6.
The customer follows the prompts on the PAYD PIN pad. See Customer prompts on the PAYD PIN pad
on page 98 for more information.
7.
When the payment is successfully processed, the PAYD PIN pad returns to the WELCOME/BONJOUR screen.
8.
Retrieve the PAYD PIN pad from the customer.
9.
Process the receipts.
10.
Tap Done to complete the transaction.
Processing credit card payments
Integrated merchants can use the PAYD PIN pad or the PAYD card reader to accept and process credit cards. Non-integrated merchants must use a different method to process payment from credit cards.
Note: If you are a non-integrated merchant, and you select Credit as payment, the following message appears: “Please visit www.getpayd.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 with a credit card using the PAYD PIN pad. Before proceeding, ensure the following conditions are met:
Ensure the PAYD PIN pad is powered on and at the WELCOME/BONJOUR screen. See Powering on the PAYD PIN pad
information.
62 USING PAYD PRO PLUS FOR APPLE IPAD
Ensure that the PAYD PIN pad is paired to the Apple iPad and is showing connected ( ) on the main menu. See Checking Bluetooth device status
on page 88 for more information.
If using the PAYD card reader, refer to Swipe: magnetic stripe cards on the
PAYD card reader
on page 59 for more information.
1.
Tap the Shopping Cart button ( checkout.
) at the top of the right pane to
The Payments screen appears with the payment types on the left pane.
2.
Tap Credit Card. The total amount due appears on the right pane.
3.
Tap Process Transaction. The screen displays “Transaction in progress…”.
Note: If you see the message “PIN Pad is not connected or paired”, tap OK and refer to the Troubleshooting
4.
Hand the PAYD PIN pad to the customer.
5.
The customer enters their card on the PAYD PIN pad. See Card entry options
on page 57 for more information.
6.
The customer follows the prompts on the PAYD PIN pad. See Customer prompts on the PAYD PIN pad
on page 98 for more information.
7.
When the payment is successfully processed, the PAYD PIN pad returns to the WELCOME/BONJOUR screen.
8.
Retrieve the PAYD PIN pad from the customer.
9.
Process the receipts.
10.
Tap Done to complete the transaction.
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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 Payments screen appears with the payment types on the right pane.
2.
Tap Store Credit. The total amount due appears on the right pane.
Note: If a customer has been assigned to the transaction, the customer’s current store credit balance will appear on the Store
Credit button ( ). If the balance is not visible ( the customer does not have any store credit to spend.
), it means
3.
Tap Process Transaction.
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
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.
64 USING PAYD PRO PLUS FOR APPLE IPAD
1.
Tap the Shopping Cart button ( checkout.
) at the top of the right pane to
The Payments screen appears with the payment types on the right pane.
2.
Tap Store Credit. The total amount due appears on the right pane.
3.
On the right pane, do one of the following:
Use the Store Credit ID: a.
If you know the Store Credit ID, tap inside the Store Credit ID field and enter the ID. b.
Tap the Search button ( ).
A popup with the search results appears. c.
Tap the store credit you wish to use.
The customer’s name and the credit amount appears. d.
Proceed to step 4.
Search for a store credit: a.
Tap the Search button ( ).
A blank search results popup appears. b.
Tap the Search button ( ) again.
All outstanding store credits appear. c.
Scroll through the list and tap the store credit you wish to use.
The customer’s name and the credit amount appears. d.
Proceed to step 4.
4.
Tap Process Transaction.
5.
Process the receipts.
6.
Tap Done to complete the transaction.
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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 Payments screen appears with the payment types on the right pane.
2.
Tap the first payment type in the right pane.
3.
On the right pane, tap inside the amount 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 OK.
5.
Tap Process Transaction.
Note: If the transaction involves a debit or credit card, and you see the message “PIN Pad is not connected or paired”, tap
Troubleshooting
OK and refer to the
6.
Process the first payment type following the appropriate instructions in this guide.
7.
Once complete, the Payments screen reappears. On the left pane, the remaining amount due is shown.
8.
Tap the second payment type in 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.
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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 for free download at getpayd.com/paydproplus/support .
Generating printed receipts
For printed (hardcopy) receipts, you have the option of only printing a customer copy, a merchant copy, or both. You can also have the receipts print automatically at the end of each transaction, or on demand. Before printing receipts, ensure the following conditions are met:
The Bluetooth receipt printer is powered on and paired to the Apple iPad.
For more information on pairing the printer to the Apple iPad, refer to the PAYD Pro Plus™ Mobile Solution Hardware Install Guide available for free download at getpayd.com/paydproplus/support .
Ensure the Bluetooth receipt printer is showing connected ( ) on the main menu. See Checking Bluetooth device status
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.
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To generate printed receipts on demand:
After the sale completes, before tapping Done, tap the Print Receipt button ( ). The Customer copy of the receipt will print.
Generating email receipts
The PAYD Pro Plus App can email a copy of the receipt to the customer.
1.
Complete the transaction and process the payment(s).
2.
Before tapping Done, tap the Email button (
The Email Receipt popup appears.
).
3.
Do one of the following:
If the customer making the purchase is already registered as a customer in your database:
The customer’s email address may be visible (if you recorded that information in the customer profile at an earlier time).
Confirm the email address is correct and tap OK. Proceed to step 4.
If the email address is not present, or is not correct, tap inside the Email address field and use the on-screen keyboard to enter the customer’s email address, then tap OK.
Proceed to step 4.
68 USING PAYD PRO PLUS FOR APPLE IPAD
If the customer making the purchase is not yet in your database:
Tap inside the Email address 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 getpayd.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 SMS button (
The Text Receipt popup appears.
).
3.
Enter the customer’s mobile phone number in the Phone Number field and tap OK.
4.
The PAYD Pro Plus App sends a text message to the customer containing a link to the Customer copy of the receipt.
5.
Tap Done to complete the transaction.
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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.
3.
Tap the + symbol to the right of the items you wish to add to the gift receipt. In instances where multiples of the same item were purchased, tap + as often as necessary to add the appropriate quantity to the bill. For example, if a customer purchases 5 of the same puzzle, and wants 2 of them to be on a gift receipt, tap + until the quantity shows 2.
4.
Repeat step 3 for other items on the bill.
Hint: To add everything on the bill to the gift receipt, tap Select all .
70 USING PAYD PRO PLUS FOR APPLE IPAD
5.
Tap the checkmark button ( the Bluetooth receipt printer.
) to continue. The gift receipt prints from
6.
Generate other receipts as necessary then tap Done.
Reprinting transaction receipts
It is possible to reprint receipts after the initial transaction has been completed. You can also email the customer another copy of the receipt if requested.
1.
Search for the transaction you wish to reprint. For more help on searching for transactions, see the Searching transactions section on
2.
Once you locate the transaction in the list, tap it in the left pane. The right pane loads with the receipt details.
3.
Tap the Receipt Options button at the bottom of the right pane.
The Receipt Options popup appears.
4.
Do one of the following:
To print a gift receipt for this transaction:
Tap Print gift receipt. The Select Gift Receipt Items popup appears. Follow the instructions from step 3 of the
Generating gift receipts
To print a customer copy of the receipt:
Tap Print customer copy. The customer copy prints. Tap somewhere else in the right pane to close the Receipt
Options popup.
To print a merchant copy of the receipt:
Tap Print merchant copy. The merchant copy prints. Tap somewhere else in the right pane to close the Receipt
Options popup.
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To email the customer a copy of their receipt:
Tap Email customer copy. The Email Receipt popup appears.
Refer to step 3 of the Generating email receipts section on
72 USING PAYD PRO PLUS FOR APPLE IPAD
Optional devices
The Moneris PAYD™ PIN pad
The customer uses the PAYD® PIN pad to input payment data when prompted during a transaction.
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1
Function keys (F1, F2, F3, and F4)
• Select the option displayed above the key.
2
Alpha-Numeric keys
3
Cancel key
• Clear a message displayed on the PAYD PIN pad.
• Cancel 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
7
Contactless Reader Indicator (green flashing lights)
• No lights flash: PAYD PIN pad is in Sleep mode (see page
• One light flashes: Reader is fully powered on.
• Four lights flash: Reader is capturing card data (see
74 USING PAYD PRO PLUS FOR APPLE IPAD
8
Display Screen/Contactless Reader
• WELCOME/BONJOUR screen displays while the PAYD
PIN pad is idle.
• See Wave/tap: Contactless cards
9
Magnetic Stripe Reader (the slot along the top of PAYD PIN pad)
• See Swipe: magnetic stripe cards
10
Micro-USB port (located on the right side)
• Plug in USB charging cable here (see Charging the PAYD
PIN pad below).
11
Power button (located on the right side)
• For power functions, see the Power management and the PAYD PIN pad section below.
• For reset function, press and hold down until the rebooting process starts.
Power management and the PAYD PIN pad
Charging the PAYD PIN pad
1.
Plug the small end of USB cable into the PAYD PIN pad's micro-USB port located on the side near the F4 key.
2.
Plug the other end of the USB cable into a powered USB port. If you are using a USB port on your computer, ensure the computer is turned on.
3.
Wait while the PAYD PIN pad powers up.
4.
When you see the TELIUM MENU screen, set the PAYD PIN pad aside, and leave it to charge for 3 hours.
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Maintaining battery charge
To maintain battery charge while the PAYD PIN pad is powered on, connect it to an external power source via the USB charging cable provided with the PAYD PIN pad.
Power off the PAYD PIN pad when it is not in use or being charged (see
Powering off the PAYD PIN pad
Battery icons on the PAYD PIN pad
Icons display on WELCOME/BONJOUR screen.
Battery charging
Icon Description
The battery is charging. Charging occurs when the PAYD PIN pad is connected to an external power source via the USB charging cable provided with the PAYD PIN pad, and the battery is not already fully charged.
Battery charge level
Icon Description
100% or less.
75% or less.
50% or less. (Contactless reader may not read card.)
25% or less. (PAYD PIN pad may power off if it is not connected to an external power source.)
The battery charge level also displays in the Settings – Devices screen in the
PAYD Pro Plus App. Tap the Main Menu button ( ), then tap Settings. On the Settings screen, tap Devices. On the right pane, in the PIN Pad Terminal section, you can see the charge level.
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Powering on the PAYD PIN pad
The WELCOME/BONJOUR screen displays when the PAYD PIN pad is fully powered on (see also Sleep mode
Power on WITH USB charging cable
Plug the USB charging cable into the micro-USB port on the PAYD PIN pad
Plug the other end of the cable into a powered USB port. (The PAYD PIN pad beeps and then powers on.)
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Power on WITHOUT charging USB cable
Press the Power button on the side of PAYD PIN pad (see page 77).
Note: The battery must be sufficiently charged.
Sleep mode
The PAYD PIN pad will go into sleep mode (the hardware manufacturer name/logo will display) and then power off after 10 minutes if the PAYD PIN pad is not connected to an external power source and is operating under one or more of the following conditions:
The PAYD PIN pad is not within the Bluetooth communication range of the Apple iPad with which it is paired.
The screen saver is active on the Apple iPad with which the PAYD PIN pad is paired.
The PAYD Pro Plus App is not open (i.e., actively running) on the Apple iPad with which the PAYD PIN pad is paired.
The PAYD PIN pad's battery is not sufficiently charged (see page 75).
Exiting sleep mode
To exit Sleep mode, press the Power button on the side of the PAYD PIN pad
(see page 78), and then wait for the WELCOME/BONJOUR screen to display.
Powering off the PAYD PIN pad
1.
Disconnect the USB charging cable if connected.
2.
Simultaneously press and hold down both the yellow key and the
key. The PAYD PIN pad beeps and powers off.
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Pairing the PAYD PIN pad to the Apple iPad
Follow the instructions below to pair the PAYD PIN pad to the Apple iPad.
Note: Leave the PAYD PIN pad connected to the external power source while you perform the pairing steps below. Confirm that the WELCOME/BONJOUR screen is displayed on the PAYD PIN pad before you proceed.
Note: The following instructions are to be used when pairing the PAYD PIN pad to an Apple iPad for the first time circumstances are contained in the PAYD Pro Plus Online Help. Access the
Online Help by tapping the
. Instructions for pairing under different
Main Menu button, then tap Open Administration .
In the PAYD Pro Plus In-Store Administration screen, tap the Help button.
1.
Ready your Apple iPad for Bluetooth pairing: a.
Turn on your Apple iPad. b.
Ensure that your Apple iPad’s Bluetooth menu is open and that it is configured to be “discoverable” by another Bluetooth-ready device. c.
Set your Apple iPad aside for now.
2.
Enable SSP Mode on the PAYD PIN pad: a.
On the PAYD PIN pad’s WELCOME/BONJOUR screen, simultaneously press and hold down the yellow the key.
key and b.
Wait while the PAYD PIN pad reboots (this will take several seconds). c.
When you see the version information screen, you have 10 seconds to press the red
key.
key and then the green
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d.
When you see the TELIUM MENU screen, select YES (F4).
Note: If you see the
WELCOME/BONJOUR screen instead, go back to step 2a. e.
When you see the PRESS F KEY screen, press the key. f.
When you see the FUNCTIONS menu, press the 2 key to select BT
PAIRING. g.
Press the 6 key to select Security Mode. h.
Press the F2 key to highlight SSP (4), then press the green key. i.
Wait while the PAYD PIN pad reboots back to the
WELCOME/BONJOUR screen.
3.
Access the PAYD PIN pad’s Telium menu: a.
Unplug the USB charging cable from the external power source, but leave the cable connected to the PAYD PIN pad. b.
Simultaneously press and hold down both the yellow and the key to power off the PAYD PIN pad.
key c.
Wait until the PAYD PIN pad beeps and powers off. d.
Re-plug the USB charging cable back into the external power source. e.
Wait while the PAYD PIN pad beeps and powers up. f.
As soon as the version screen displays
(shown here), press the red key, and then quickly press the green key.
Note: The version screen displays for 10 seconds.
80 USING PAYD PRO PLUS FOR APPLE IPAD
g.
Do one of the following:
If you see the
WELCOME/BONJOUR screen again, repeat steps 3a-f of this procedure.
If you now see the TELIUM MENU screen (shown here), proceed to step 4.
4.
Pair the PAYD PIN pad with your Apple iPad:
Note: During the following steps, if you do not respond to the screen prompts quickly enough, the PAYD PIN pad may timeout and reboot back to the WELCOME/BONJOUR screen. If this happens, simply repeat step 2. a.
On the TELIUM MENU screen, press the F4 key (YES).
The PRESS F KEY screen displays. b.
Press the key.
The FUNCTIONS menu displays. c.
Press the 2 key to select BT PAIRING.
The BT PAIRING menu displays. d.
Press the 2 key to select Pair device (iOS). e.
When the AVAILABLE DEVICES menu displays:
If the Apple iPad has previously been paired with the PAYD
PIN pad, go directly to step g.
If the Apple iPad has never been paired with the PAYD PIN pad, go to step f. f.
Press the 0 key to select Search devices.
The message "Search in progress..." appears, and then a list of
Bluetooth discoverable devices appears. g.
Locate the name of the Apple iPad that you want to pair with the
PAYD PIN pad (e.g., may appear as #-your tablet’s name), and press the key representing the number (#).
Note: To scroll down the list, press the F2 key.
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h.
Do one of the following:
If the Apple iPad has previously been paired with the PAYD
PIN pad, wait for the "Pairing Success" message to appear on the PAYD PIN pad, and then go directly to step k.
If the Apple iPad has never been paired with the PAYD PIN pad, wait for the PAYD PIN pad to display the "Start pairing..." screen, then the Bluetooth pairing passkey or code appears. Go to step i. i.
On your Apple iPad, you will see a Bluetooth pairing request with a 6-digit pass code. On the PAYD PIN pad you will see the same 6digit code called a passkey. j.
On your Apple iPad, tap Pair. On the PAYD PIN pad, press the green key. k.
On the PAYD PIN pad, you will see Pairing Success and then the
BT PAIRING menu.
Note: Your Apple iPad will indicate the PAYD PIN pad ID is
"Connected". (If your Apple iPad prompts you to download or install an app, decline the prompt, and continue the setup steps below.)
If you see Pairing Failure (your Apple iPad will display a similar
"failure" message), go back to step 4d and retry the pairing steps.
Note: If you are still experiencing issues, please note that your
Apple iPad may not support pairing in SSP mode (2008 or earlier models). For other pairing options, visit the Knowledgebase at getpayd.com/support and search for “Bluetooth Pairing with
Legacy Mode”. l.
On the PAYD PIN pad, press the red screen.
key, and then wait while the PAYD PIN pad reboots back to the WELCOME/BONJOUR
82 USING PAYD PRO PLUS FOR APPLE IPAD
5.
Confirm that your Apple iPad is successfully paired with the PAYD PIN pad:
On your Apple iPad’s Bluetooth menu, confirm that the 8-digit PAYD
PIN pad ID (e.g.,"I6012345") of the PAYD PIN pad you have just set up is shown as "Connected."
Note: This PAYD PIN pad ID can also be found on: o a label affixed to the underside of the PAYD PIN pad. o the version screen, which displays whenever the PAYD PIN pad is rebooted.
6.
Once you have confirmed that the PAYD PIN pad you have just set up is paired with your Apple iPad, charge the battery. See Charging the PAYD
PIN pad
on page 75 for more information.
Connecting and initializing the PAYD PIN pad
Follow these instructions to connect the PAYD PIN pad to the PAYD Pro Plus
App. If you do not have a PAYD PIN pad, you can skip these instructions.
Note: Leave the PAYD PIN pad connected to the external power source while you perform the following steps. Confirm that the WELCOME/BONJOUR screen is displayed on the PAYD PIN pad before you proceed.
1.
Launch the PAYD Pro Plus App: from the Apple iPad’s home screen, tap the app’s icon ( ).
2.
Log into the PAYD Pro Plus App (see Signing into your PAYD Pro Plus App
on page 7 for more information).
3.
Tap the Main Menu button (
4.
On the main menu, tap Settings.
).
5.
In the Settings screen, tap Devices.
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6.
On the right pane, slide the PIN Pad Terminal slider to the right (Enabled).
7.
Tap the Connect button.
8.
In the Information popup, tap OK.
9.
The popup disappears and the PAYD PIN pad status now shows
“connected”.
10.
Tap Initialize.
11.
At the Warning popup, tap Yes.
12.
Wait while the PAYD PIN pad initializes.
Note: The PAYD PIN pad display screen shows “PLEASE WAIT” while it is initializing. This might take a few minutes to complete.
13.
Once the initialization has successfully completed, a popup appears informing you the PAYD PIN Pad has been initialized. Tap OK.
84 USING PAYD PRO PLUS FOR APPLE IPAD
When the WELCOME/BONJOUR screen appears on the PAYD PIN pad’s display, it is initialized and ready to use. If you encounter any problems, refer to the Troubleshooting
The Moneris PAYD card reader
If you are unable to perform a credit card transaction using the PAYD PIN pad, follow the steps below to use the PAYD card reader as a backup device.
To order a PAYD card reader, please contact us at 1-855-423-PAYD (7293) .
1.
Make sure the media speaker on your Apple iPad is turned off.
2.
Ensure that the volume level of your Apple iPad is maximized.
3.
Connect the PAYD card reader to your Apple iPad by plugging it into the audio jack.
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Bluetooth barcode scanner
Use the Bluetooth barcode scanner to scan barcodes when processing transactions, adding inventory, searching for products or searching for receipts. The barcode scanner is an optional device. To purchase a Bluetooth barcode scanner, please contact us at 1-855-423-PAYD (7293) .
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) .
86 USING PAYD PRO PLUS FOR APPLE IPAD
Administrative transactions
Searching transactions
Follow the steps below to search for completed transactions in the PAYD Pro
Plus App.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Transactions.
3.
In the left pane, enter your search criterion into the search field at the top. Search by:
Transaction ID
Date (in YYYY/MM/DD format)
Customer name
Customer phone number
Customer email address
4.
Once the criterion is entered into the search field, tap the Search button
( ).
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.
5.
Tap the transaction in the results in the left pane. The details appear in the right pane.
6.
Repeat steps 3 – 5 to search for other transactions as needed.
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Checking Bluetooth device status
Before processing transactions with the PAYD Pro Plus App, it is recommended to check the connection status of your Bluetooth devices.
Ensuring they are connected before processing a transaction provides the client with a quick and seamless experience.
The PAYD Pro Plus App provides two quick methods to determine whether the Bluetooth devices are connected and ready to be used from:
the main menu
the Apple iPad’s status bar
Main menu
To check device status from the menu:
1.
Tap the Main Menu button ( ).
88 USING PAYD PRO PLUS FOR APPLE IPAD
2.
On the main menu, scroll down to view the status of the devices.
A connected icon ( ) appears beside devices that are paired and connected to the 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.
3.
To connect any disconnected items:
Refer to the Troubleshooting
instructions.
Refer to the PAYD Pro Plus™ Mobile Solution Hardware Install Guide available for free download at getpayd.com/paydproplus/support .
Apple iPad status bar
To check device status with the Apple iPad’s status bar (located across the top of the iPad screen):
Within the Apple iPad’s status bar, a device icon will appear with an
X ( ) if there is a connection problem.
If the device is enabled in the Settings – Devices screen, but there is a problem, it will be displayed.
If the device is enabled in the Settings – Devices screen, and is working fine, it will not be visible.
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Using Diagnostics
The Diagnostics tool enables PAYD Pro Plus merchants to view all vital connection information in one screen.
The Diagnostics popup displays information about the following items:
App version and last sign in
iOS Service Status including:
If the Apple iPad is connected to Wifi
If the iPad’s Bluetooth functionality is enabled (i.e., is it
“discoverable” by other Bluetooth devices)
If the iPad has an Internet connection to the PAYD Pro Plus server.
Device Status including:
If the PAYD PIN Pad is enabled and connected
If the Bluetooth receipt printer is enabled and connected
If the Bluetooth scanner is enabled and connected
If the PAYD card reader is connected
If debit and credit card processing is enabled.
90 USING PAYD PRO PLUS FOR APPLE IPAD
To access Diagnostics:
1.
Tap the Main Menu button ( ).
2.
On the main menu, scroll down and tap Help.
3.
Tap the Run Now button under the Diagnostics section.
The Diagnostics popup appears.
4.
Use the following guidelines to view the service/device status:
A green checkmark ( and working.
A red X ( working.
) appears beside services that are enabled
) appears beside services that are disabled and are not
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A connected icon ( ) appears beside devices that are paired and connected to the PAYD Pro Plus App.
A disconnected icon ( ) appears beside devices that are not paired, not powered on, or not configured in the PAYD Pro Plus App.
Devices that are greyed out and do not have a status indicator have not been enabled. For more information on enabling devices, refer to the PAYD Pro Plus Mobile Solution – Hardware Install Guide available for download at getpayd.com/paydproplus/support .
5.
Tap outside of the Diagnostics popup to close it.
Generating reports
There are 10 reports available in the PAYD Pro Plus App. These reports provide vital financial information to you including total amounts for each tender type, total taxes collected, batch close totals, cash out totals, etc.
The list of reports includes:
Current Totals Summary Current Cash Totals*
Current Totals Details
Previous Totals Summary
Previous Totals Details
Employee Daily Transactions
Current Cash Totals Details
Cash-Out Totals*
Cash-Out Details
Product Summary
Daily Activity
*These reports have been enhanced and updated to display even more data
(marked with the NEW label). For a limited time, the original versions of the reports are presented along with the new versions. Eventually, the new versions will replace the originals. Feel free to use either version of the report while both are present in the Reports screen.
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To generate a report:
1.
Tap the Main Menu button (
2.
On the main menu, tap Reports.
).
3.
On the left pane of the Reports screen, tap the report you wish to view.
The report information appears in the right pane. Scroll up and down to view the information.
4.
Select your output:
If you have a Bluetooth receipt printer, you can tap the Print button
( ) at the bottom of the right pane to generate a hard copy of the report.
If you do not have a receipt printer, you can send an email copy of the report. Tap the Email button ( ) at the bottom of the right pane and enter the recipient’s email address, then tap OK.
5.
Repeat step(s) 3 (and 4) as necessary for other reports.
Note: Certain reports like the Previous Total Summary and the Cash-Out
Details reports can be run for dates in the past. Tap the date drop-down arrow
( ) in the top right corner and select a date from the list.
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.
Top 3 Products - displays the top 3 products sold based on quantity, as well as a value called Other. Other is all other products sold that did not make the top three.
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).
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To access the Dashboard:
1.
Tap the Main Menu button (
2.
On the main menu, tap Reports.
).
The Dashboard appears on the right pane the first time the Reports screen is accessed.
If you wish to access the Dashboard after viewing reports, tap the My
Dashboard button on the left pane.
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
94 USING PAYD PRO PLUS FOR APPLE IPAD
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.
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.
Tap the Main Menu button ( ).
2.
On the main menu, tap Transactions.
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3.
Search for the transaction you wish to return (see Searching transactions
on page 87 for more information).
4.
Once you locate the transaction, tap it in the left pane.
The transaction info slides to the right revealing a Return button.
5.
Tap the Return button.
The Select product(s) to return popup appears.
6.
Tap the + symbol to the right of the items the customer is returning. If the customer purchased multiples of the same item, continue tapping + until every item being returned is represented in the quantity counter between the – and + buttons.
7.
Repeat step 6 for other items the customer is returning as necessary.
Hint: If the customer is returning everything on the transaction for a refund, tap Select all .
8.
Tap the checkmark button ( ) to proceed with the return.
9.
In the left pane, you will see the items added in steps 6 and 7 listed as negative dollar amounts. Tap the Shopping Cart button ( of the right pane.
) at the top
The Payments screen appears with the payment types on the right pane.
10.
Follow the instructions below based on the tender type to which you are returning the transaction:
To return to cash: a.
Tap Cash. b.
Review the amount of cash to return. c.
Tap the OK button. d.
Process receipts.
If connected to your Bluetooth receipt printer and configured, the cash drawer opens at this point. e.
Remove cash from the till and give it to the customer. Proceed to step 11.
96 USING PAYD PRO PLUS FOR APPLE IPAD
To return a cheque: a.
Tap Cheque. b.
Tap the OK button. c.
Process receipts.
If connected to your Bluetooth receipt printer and configured, the cash drawer opens at this point. d.
Remove the cheque from the till and give it to the customer.
Proceed to step 11.
To return to an Interac Debit card (for integrated merchants only): a.
Tap Debit. b.
On the right pane, tap Process Transaction. c.
Swipe, tap or insert the Interac Debit card on the PAYD PIN pad. d.
Hand the PAYD PIN pad to the customer. e.
Have the customer follow the prompts on the PAYD PIN pad. f.
Process receipts. g.
Proceed to step 11.
To return to a credit card (for integrated merchants only): a.
Tap Credit Card. b.
On the right pane, tap Process Transaction. c.
Swipe, tap or insert the credit card on the PAYD PIN pad. d.
Hand the PAYD PIN pad to the customer. e.
Have the customer follow the prompts on the PAYD PIN pad. f.
Process receipts. g.
Proceed to step 11.
To return for store credit (for an existing customer): a.
Tap Store Credit.
The Store Credit screen appears on the right pane. The customer’s First and Last Name fields are already populated.
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b.
Tap Process Transaction. c.
Process receipts. d.
Proceed to step 11.
To return for store credit (for a customer who is not registered): a.
Tap Store Credit.
The Store Credit screen appears on the right pane. b.
Tap inside the First and Last Name fields and use the on-screen keyboard to enter the customer’s name.
Note: If you leave the First and Last Name fields blank, the system will produce an error and you will not be able to proceed until you enter both names. c.
Tap Process Transaction. d.
Process receipts. e.
Proceed to step 11.
11.
Tap Done to complete the return.
12.
Repeat steps 3 – 11 to return other transactions as necessary.
Customer prompts on the PAYD PIN pad
This table displays the prompts (in order of their appearance) that your customers might see during a POS transaction on the PAYD PIN pad, along with the actions to take for each one.
Note: Only some of the prompts listed below will appear for any one transaction.
98 USING PAYD PRO PLUS FOR APPLE IPAD
Prompt or
Customer action(s)
Enters the card on the PAYD PIN pad (see Card entry options on pages 57 - 61).
• For English prompts, presses
F1 (ENGL).
• For French prompts, presses F4
(FRAN).
• To select the displayed application, presses F1 (YES).
• To view the next available application, presses F4 (NO).
Presses F1 (YES) to use the displayed application.
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Prompt Customer action(s)
Presses the green key to confirm the displayed transaction amount.
• For chequing, presses F1
(CHQ).
• For savings, presses F4 (SAV).
Keys in the Personal Identification
Number (PIN) and presses the green key.
Waits while the transaction is processed.
Retrieves the card.
100 USING PAYD PRO PLUS FOR APPLE IPAD
Prompt Customer action(s)
Removes the card from chip reader.
Note: The PAYD PIN pad beeps until the card is removed.
Returns the PAYD PIN pad to you.
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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 the PAYD Pro Plus In-Store Solution. The PAYD Pro Plus In-Store
Solution is accessible using a link from within the PAYD Pro Plus App.
To access the Administration section of the In-Store solution:
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Open Administration.
3.
For assistance using the In-Store solution, tap the the Online Help tool.
button to access
Cashing out
Follow the steps below to count the cash in your till.
1.
Tap the Main Menu button ( ).
2.
On the main menu, tap Cash-Out.
The Cash-Out popup appears.
3.
Count the cash in your till and use the on-screen numberpad to enter the quantities of each denomination into the appropriate field. For coins, enter any loose coins in the left field and enter any rolls into the right field for their denomination. For example, if you have 8 loose dimes and one roll of dimes, you would enter 8 into the left field and 1 into the right field of the 10 cent section.
102 USING PAYD PRO PLUS FOR APPLE IPAD
4.
Once all the fields have been filled out according to what is in your till, tap the right arrow button ( ) to proceed to the next step.
5.
The next Cash-Out screen displays the totals for the cash counted (in the
Actual Amount column) and expected (in the POS Amount column), as well as amounts for any other tender types used that day.
6.
Take one of the following actions:
To go back to the previous Cash-Out screen and make changes to the amounts counted, tap the left arrow button ( ). Return to step 3.
To open the cash drawer, tap the Drawer Open button (
Proceed to step 7.
).
To print a copy of the Cash-Out report from the Bluetooth receipt printer, tap the Print button ( ). Proceed to step 7.
To save your count and complete the cash-out procedure, tap the checkmark button ( ). Proceed to step 7.
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7.
A Cash-Out confirmation appears. Take one of the following actions:
To cash in and open a new session, tap Cash-In. The Cash-In screen appears. Refer to the Cashing in
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 7 for more information.
104 USING PAYD PRO PLUS FOR APPLE IPAD
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
Error: The connection has failed. Please verify your network status and try again.
The Pin is invalid.
Solution
The app does not have connection to the data. a.
Close the PAYD Pro Plus App and check your
Apple iPad’s communication status (e.g.,
WiFi connection). b.
If possible, restart the Apple iPad and see if you can reconnect. c.
Try signing into the PAYD Pro Plus App again
You have tried signing into the PAYD Pro Plus
App with an invalid PIN. Try again with a valid
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
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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Error message
PIN Pad is not connected or paired.
“Sorry, there are no matching records” when searching for products or customers.
“Sorry, there are no matching records” when searching for transactions.
Solution
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: a.
Power on the PAYD PIN pad (see page 77).
b.
Check the PAYD PIN pad’s status on the main menu. For more information, refer to
Checking Bluetooth device status
If neither of these suggestions work, the PAYD
PIN pad may require pairing. Refer to the pairing instructions in the Pairing the PAYD PIN pad to the Apple iPad
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.
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.
106 USING PAYD PRO PLUS FOR APPLE IPAD
Error message
Printing Error. Please try again. Msg: Printer offline
The PAYD PIN pad is paired to the iPad and appears “Connected” in the iPad’s Bluetooth menu, but in the PAYD
Pro Plus App, it appears as “Not connected”.
Solution
You tried to print a transaction receipt or report, but the Bluetooth receipt printer is offline or not connected.
Try the following steps first: a.
Ensure the printer is powered on. b.
Check the printer’s status on the main menu. For more information, refer to
Checking Bluetooth device status
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 for free download at getpayd.com/paydproplus/support .
The PAYD PIN pad will need to be “un-paired” and “re-paired” with the iPad. Follow these steps to un-pair the PAYD PIN pad. a.
Sign out of the PAYD Pro Plus App (see
Signing out
on page 9 for more information).
b.
Power off the PAYD PIN pad (see Powering off the PAYD PIN pad
information). c.
Power on the PAYD PIN pad (see Powering on the PAYD PIN pad
information). d.
At the version information screen, press the red key, then press the green key.
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Error message
108 USING PAYD PRO PLUS FOR APPLE IPAD
Solution e.
On the TELIUM MENU screen, press the F4 key (YES). The PRESS F KEY screen displays. f.
Press the key.
The FUNCTIONS menu displays. g.
Press the 2 key to select BT PAIRING.
The BT PAIRING screen displays. h.
On the BT PAIRING screen, press the 3 key to select Remove paired device. i.
On the REMOVE DEVICE screen, press the number that corresponds to the iPad from which you are unpairing. The message “No paired device” appears, then the screen returns to the BT PAIRING screen. j.
To pair the PIN pad to the iPad again, follow the directions in the Pairing the PAYD PIN pad to the Apple iPad
beginning at step 4.
Once the PAYD PIN pad is re-paired, it will be able to connect to the PAYD Pro Plus App.
Error messages on the PAYD PIN pad
If an error message appears on the PAYD PIN pad, first press the red key once or twice to clear the message, then retry the transaction. If the error message reappears and is listed in the table below, follow the instructions in the table. If the problem is still not resolved, call us at 1-855-423-PAYD (7293) .
Error message
BATTERY
CHARGING
IN PROGRESS
Solution
The PAYD PIN pad battery is recharging from a very low charge level.
Wait for the WELCOME/BONJOUR screen to display before you attempt to perform a transaction (this may take several minutes).
CANNOT SWIPE CHIP CARD Insert the chip card into the PAYD PIN pad's chip card reader.
CARD BLOCKED
REMOVE CARD
The chip card cannot be used. Ask for another form of payment.
CARD NOT
SUPPORTED
PLEASE RETRY
CARD PROBLEM a.
c.
Swipe the card again. b.
If this does not work, try using the PAYD
If this does not work, request another form of payment.
Retry the transaction. If the message reappears:
• If card was inserted: o
Swipe the card.
• If credit card was swiped: o
Swipe the card on the PAYD card
o
If this does not work, manually enter
• If debit card was swiped: o
Request another form of payment.
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Error message
CARD READ ERR
CONTACTLESS
TRANSACTION
LIMIT EXCEEDED
DECLINED BY CARD
ERROR
CARD REMOVED
MUST INSERT CARD
NO CARD
NO SUPPORTED
APPLICATIONS
REMOVE CARD
Solution
The card data could not be read when the card was swiped or tapped. Retry the transaction.
If the card has a chip, insert it into the chip reader; otherwise, swipe the card.
The chip card has declined the transaction. a.
Retrieve the PAYD PIN pad, and remove the chip card. b.
Request another form of payment.
The chip card was removed during the transaction. Retrieve the PAYD PIN pad, and retry the transaction.
If the card has a chip, insert it into the chip reader; otherwise, swipe the card.
The card was not entered on the PAYD PIN pad in the required time.
• 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.
110 USING PAYD PRO PLUS FOR APPLE IPAD
Error message
NOT ACCEPTED
REMOVE CARD or
NOT ACCEPTED
USE MAG STRIPE
REMOVE CARD
NOT COMPLETED
PLEASE
CHARGE
THE TERMINAL
REFUND LIMIT EXCEEDED
TAP NOT ACCEPTED
Solution a.
Remove the chip card from the chip reader. b.
If prompted, swipe the card on the magnetic stripe reader.
• Credit only:
If this does not work, try swiping the card on the PAYD card reader (see page
59). If swiping does not work, manually
enter the card number (see page 60).
• Debit only:
Ask for another form of payment.
The customer took more than 30 seconds to respond to the prompts. Retry the transaction.
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.
The total value of Refunds performed today is greater than your daily Refund Limit. a.
Contact us for a temporary increase in your daily Refund Limit. b.
Ensure that you have the original Purchase receipt available for reference. a.
Cancel the transaction. b.
Ensure that the PAYD PIN pad battery has a
charge level of at least 50% (see page 76),
and retry the transaction. c.
If the issue recurs, insert the card into the chip reader if the card has a chip; otherwise, swipe the card.
111
Error message
WRONG CARD TYPE
Solution
The card that was swiped cannot be used for this transaction. Ask for another card and retry.
Other issues (PAYD PIN pad)
Issue
The PAYD PIN pad and/or
PAYD Pro Plus app stalls or freezes midway during a transaction.
The screen displays the hardware manufacturer name/logo instead of
WELCOME/ BONJOUR .
Solution a.
If the card is inserted, remove it from the chip reader. b.
Close/shutdown the PAYD Pro Plus App. c.
Power off the PAYD PIN pad, and then
power it on again (see page 77).
d.
Re-launch the PAYD Pro Plus App, and
e.
Retry the transaction.
The PAYD PIN pad is in Sleep mode. a.
Press the Power button (see page 78) to
wake the PAYD PIN pad and return it to the WELCOME/BONJOUR screen. b.
To prevent the PAYD PIN pad from going into Sleep mode and/or powering off when not connected to an external power source, see Sleep mode on page
112 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. a.
To power on the PAYD PIN pad, press the
PAYD PIN pad's Power button (see page
b.
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. c.
To prevent the PAYD PIN pad from going into Sleep mode and/or powering off when not connected to an external power source, see Sleep mode on page
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 111.
113
Need help?
There are other documents you can use for assistance with the PAYD Pro
Plus™ Mobile Solution.
Visit getpayd.com/paydproplus/support to:
Download additional copies of the PAYD Pro Plus™ Mobile Solution -
Hardware Install Guide and the PAYD Pro Plus™ Mobile Solution –
Configuration Guide .
Consult the Moneris PAYD™ PIN pad Setup Guide for instructions on setting up and pairing the Moneris PAYD PIN pad with your Apple iPad.
Visit the Knowledgebase for a list of FAQs pertaining to setting up and operating both the In-Store Solution and the PAYD Pro Plus App.
For technical support:
Email: [email protected]
Web: getpayd.com/paydproplus/support
Toll-free: 1-855-423-PAYD (7293)
Other resources
Visit shop.moneris.com
to purchase point-of-sale supplies and receipt paper
Visit moneris.com/insights for business advice, payment news & trends, customer success stories, and quarterly reports & insights
114 USING PAYD PRO PLUS FOR APPLE IPAD
Notes
115
Notes
116 USING PAYD PRO PLUS FOR APPLE IPAD
Notes
117
® MONERIS is a registered trade-mark of Moneris Solutions Corporation. BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE and IPAD are trade-marks of Apple Inc., registered in the U.S. and other countries. INTERAC is a registered trade-mark of Interac Inc.
™MONERIS PAYD, MONERIS BE PAYMENT READY & Design and PAYD PRO PLUS are trade-marks of
Moneris Solutions Corporation. All other marks or registered trade-marks are the property of their respective owners.
© 2016 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All
Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).
This guide is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this guide in terms of their correctness, accuracy, reliability or otherwise.
This guide has not been authorized, sponsored, or otherwise approved by Apple Inc.
Your credit and/or debit card processing is governed by the terms and conditions of your VISA
Merchant Agreement, your MasterCard Merchant Agreement, your Discover Merchant
Agreement and/ or your INTERAC Merchant and Terminal Agreement (collectively, the
“Merchant Agreements”), as applicable with Moneris. It is your responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals and the Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at getpayd.com/paydproplus/support .
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Key features
Manages inventory, including adding, searching, editing, and deleting products
Provides customer management tools for adding, searching, editing, and deleting customer profiles
Processes transactions including cash, check, debit, credit, and store credit payments
Frequently asked questions
From the main menu, select 'Inventory,' then 'Add New Product.' Enter the product details and tap 'Save.'
Tap 'Start Sale' from the main menu. Scan or search for products, adjust quantities or prices as needed, and tap 'Process Payment' to complete the transaction.
Yes, you can generate printed receipts by connecting a Bluetooth receipt printer to your iPad.
