Moneris PAYD Pro Plus Mobile Solution User manual

(09/19)
PAYD Pro Plus®
Mobile Solution
Customer Display
Reference Guide

Need help?
Web: moneris.com/support-paydproplus-mobile
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 1
Contents
Introduction .................................................................................................................... 2
Before you get started..................................................................................................................................... 3
Important notes ........................................................................................................................................... 3
Stand setup .............................................................................................................................................................3
Terminology in this guide.........................................................................................................................................3
If you don’t have a Wi-Fi network ............................................................................................................................4
PAYD Pro Plus help resources...................................................................................................................................4
Setting up your Customer Display................................................................................... 5
Downloading and installing the Customer Display App................................................................................... 6
Activating the Customer Display feature in the PAYD Pro Plus App............................................................... 6
Syncing the Customer Display App with the PAYD Pro Plus App.................................................................... 7
Configuring your Customer Display ............................................................................................................... 10
Accessing the Customer Display configuration screen ................................................................................ 10
Setting the default language for the Customer Display ............................................................................... 11
Defining the screen layout and colour scheme ........................................................................................... 11
Defining the idle screen layout................................................................................................................... 17
Adding video to your idle screen layout...................................................................................................... 19
Requirements for video inclusion...........................................................................................................................19
Defining the survey questions .................................................................................................................... 20
Defining customer profile parameters........................................................................................................ 21
Setting your business logo and defining button colours.............................................................................. 22
Reviewing the schedule.............................................................................................................................. 24
Syncing with the secondary iPad ................................................................................................................ 26
Placing the secondary iPad into Kiosk Mode ................................................................................................. 28
Using the Customer Display .......................................................................................... 31
Processing transactions ................................................................................................................................. 32
Obtaining customer feedback via surveys ..................................................................................................... 35
Customer feedback reporting..................................................................................................................... 36
Viewing survey results in customer profiles................................................................................................ 38
Collecting customer information via the Customer Display........................................................................... 42
Using the Customer Display to register new customers .............................................................................. 42
Using the Customer Display for customer lookup ....................................................................................... 43
Editing Customer Display settings ................................................................................................................. 46
Troubleshooting............................................................................................................................................ 48
Merchant support ......................................................................................................... 51

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 2
In this section, we go over everything you need to
know to set up your Customer Facing Display for use
with the PAYD Pro Plus App.
The Moneris PAYD Customer Display allows
customers to see their orders on an iPad screen as
they are being input.
This guide explains how to set up the Customer
Display for use with the PAYD Pro Plus App.
Introduction
Introduction

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 3
Before you get started
1. Please confirm that you have all the necessary items for the Customer Display solution:
Two (2) Apple® iPads®
Display stand (compatible with your
Apple iPad)
Wi-Fi network
2. Ensure that your Apple iPads are both connected to the same Wi-Fi network.
3. Ensure that the PAYD Pro Plus App is installed on one of your iPads, and that you are able to sign in and use
the App. Refer to the PAYD Pro Plus® Mobile Solution: Configuration Guide for more information on
downloading, signing in, and configuring the PAYD Pro Plus App. This guide is available at
moneris.com/support-paydproplus-mobile.
Important notes
Stand setup
Set up the stand for your Customer Display iPad by following the manufacturer’s setup and installation
instructions. Secure the stand to your counter in the location where you will be serving your customers, then
secure the iPad to the stand.
Note: A variety of stands are available from Moneris. Visit shop.moneris.com to order yours today.
Terminology in this guide
Here are some terms to keep in mind when reading the instructions in this guide:
The Primary iPad – this term refers to the iPad that has the PAYD Pro Plus App installed on it. This is the iPad
you use to operate the App to process customer transactions and perform configuration.
The Secondary iPad – this term refers to the iPad that will serve as the Customer Display.
PAYD Pro Plus App – this term refers to the PAYD Pro Plus App that you use to interact with your customers
and process their transactions.
Customer Display App – this term refers to the Customer Display App that you will install on the Secondary
iPad.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 4
If you don’t have a Wi-Fi network
It is possible to have the primary and secondary iPad connect in a peer-to-peer network.
The primary iPad requires 3G, 4G, or LTE service (e.g. needs a SIM card and cellular service).
On the secondary iPad, ensure Wi-Fi is enabled, but the iPad is not connected to any Wi-Fi network. This
should allow the iPads to communicate when they are in close proximity to one another.
Note: This is not the preferred method of connection. It is preferable to connect the iPads to a secure Wi-Fi
network to ensure a stable connection.
PAYD Pro Plus help resources
The PAYD Pro Plus App has a suite of supporting documentation that explain how to set it up and use it to serve
your customers and process their transactions. These resources are available at moneris.com/support-
paydproplus-mobile.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 5
In this section, we go over everything you need to
know to set up your Customer Display for use with
the PAYD Pro Plus App.
Setting up your Customer Display
Setting up
your
Customer Display

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 6
Downloading and installing the Customer Display App
Follow these instructions to download and install the free Customer Display App on your secondary iPad.
1. From the home screen of your Apple iPad, open the App Store®.
2. In the Business category, search for "Moneris Customer Display", then select the app.
3. Tap GET, and then tap INSTALL.
4. When prompted, enter your Apple ID and password, and then tap OK.
5. When the installation is complete, your Apple iPad’s home screen displays the Customer Display App icon
().
6. If you have more than one iPad that you are going to use as a Customer Display, repeat steps 1-5 above to
install the Customer Display App on the other eligible iPads.
Important: If you have more than one PAYD Pro Plus lane for processing customer transactions i.e. you have 3
Apple iPads and PIN Pads to be able to process customer transactions simultaneously, each lane could
potentially have its own Customer Display. The Customer Displays work with the PAYD Pro Plus App on a one-
to-one ratio, meaning the PAYD Pro Plus App installed on one of your iPads will work with one Customer
Display App installed on another iPad. Assuming you have 3 lanes, you could potentially use 3 additional iPads
as Customer Displays.
Note: If you wish to increase the number of lanes at your location, contact your Moneris sales rep for further
information.
Activating the Customer Display feature in the PAYD Pro Plus App
Follow these steps to activate the Customer Display feature within the PAYD Pro Plus App on your primary iPad.
Note: This task only needs to be performed once on one iPad at your location.
1. Login to the PAYD Pro Plus App on the primary iPad.
2. From the Sale screen, tap the Settings( ) button.
3. On the main menu, tap Configuration.
4. In the Configuration screen, tap Devices.
5. In the Configuration - Devices screen, scroll down to the CUSTOMER FACING DISPLAY section.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 7
6. Toggle the Enable customer facing display switch to the right (Enabled).
7. Tap <Configuration at the top of the right pane to save your work and return to the main Configuration
screen.
8. Set the primary iPad aside for now.
Syncing the Customer Display App with the PAYD Pro Plus App
Once the Customer Display App has been downloaded and installed on the secondary iPad, follow these
instructions to synchronize the Customer Display App with the PAYD Pro Plus App on the primary iPad.
1. On the secondary iPad’s home screen, tap the Customer Display App icon ( ).
The first time the Customer Display App launches, it presents a brief tour of the feature, and a license
agreement.
2. Page through the tutorial and read the license agreement, then tap Accept.
3. When the “Getting started…” screen appears on the secondary iPad, set the iPad aside for now.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 8
4. On the primary iPad, in the Sale screen, tap the Settings ( ) button.
5. On the main menu, tap Configuration.
6. In the Configuration screen, tap Devices.
7. In the Configuration - Devices screen, scroll down to the CUSTOMER FACING DISPLAY section.
8. Tap Connect beside “External Display: Not Connected”.
The Customer Facing Display Connect popup appears.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 9
9. In AVAILABLE DISPLAY DEVICES, tap the name of the secondary iPad you wish to use as the Customer
Display.
The caption changes to “WAITING ON DEVICE TO ACCEPT OR DECLINE INVITATION”.
10. On the secondary iPad, the Connection request popup appears with the name of the primary iPad listed.
11. Tap Accept to link the two iPads together.
The name of the secondary iPad will now display as a “CONNECTED DISPLAY DEVICE” on the primary iPad.
Note: This operation may take several minutes to complete.
12. Tap Save in the top right corner of the Customer Facing Display Connect popup on the primary iPad.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 10
Configuring your Customer Display
The Customer Display is very customizable. Follow the instructions in this section to:
Access the Customer Display configuration screen
Set the default Customer Display language
Create the screen layouts and colour scheme of the Customer Display
Define the images and duration of the idle screen
Set up a video to play on your idle screen
Define survey questions to ask your customers at the end of a transaction
Define the type of customer profile data you collect from the customer
Insert your business logo and define button colours
Set the schedule for your screen layouts
Accessing the Customer Display configuration screen
Follow the instructions below to access the Customer Display configuration screen.
1. From the Sale screen, tap the Settings ( ) button.
2. On the main menu, tap Configuration.
3. On the right pane of the Configuration screen, tap Customer Facing Display.
The Customer Facing Display screen appears on the right pane.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 11
Setting the default language for the Customer Display
Use the Language screen to set the default language for the Customer Display.
1. Access the Customer Facing Display screen. See Accessing the Customer Display configuration screen on
page 10 for instructions.
2. In the Customer Facing Display screen, tap Language.
3. In the Language screen, tap the DEFAULT LANGUAGE setting you’d like to use (so that it has a blue
checkmark).
4. Do one of the following:
If you would like to use the customer’s default language (set in their customer profile), toggle the Use
language of assigned customer switch to On (Default = Off).
If you would like the Customer Display to display your selected language no matter what the customer’s
language choice is, leave the switch set to Off.
5. When finished, tap <Customer Facing Display at the top of the Language screen to return to the Customer
Facing Display screen.
Defining the screen layout and colour scheme
Determine the screen layout, schedule, and colour scheme for your Customer Display. You can create multiple
displays that have different characteristics such as layouts, or time ranges, so that you can customize different
displays for different days of the week or different times.
Note: You are able to create a maximum of 10 templates.
1. Access the Customer Facing Display screen. See Accessing the Customer Display configuration screen on
page 10 for instructions.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 12
2. In the Customer Facing Display screen, tap Screen layout.
A blank Screen layout screen appears.
3. Tap New in the top right corner of the screen.
A Screen layout popup appears.
4. Tap inside the Name field and give the layout a name.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 13
5. Define which lane (iPad) to which the layout will apply:
Note: By default, the layout will apply to all lanes. Use this feature only if you want to have different screen
layouts apply to different Customer Displays.
a. Tap Scope.
A Select your lane popup appears.
b. Tap the name of the primary iPad on which you will be using the Customer Display, then tap Done.
The Screen layout popup reappears.
6. Create the screen layout:
a. Tap Portrait/Landscape beside Template.
The Select your template screen appears.
b. Swipe right to see the various layout options.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 14
c. Once you have found a layout that you like, tap Select in the top right corner of the screen.
The Screen layout popup reappears.
7. (Optional) Set your layout’s schedule:
Note: You can access the schedule from the Customer Display configuration screen at anytime to set your
schedule. If you do not wish to set up a schedule at this point in time, you can skip this step and return to it
later.
a. Tap None beside Schedule.
The Schedule a date or time popup appears.
b. Tap the icon beside Start date and use the date selector to select when you wish to begin using this
layout, then tap Done.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 15
c. Tap the icon beside End date and use the date selector to select when you wish to cease using the
layout, then tap Done.
d. (Optional) Set a start time for the display by tapping the icon beside Start time and using the time
selector, then tap Done.
e. (Optional) Set an end time for the display by tapping the icon beside End time and using the time
selector, then tap Done.
f. (Optional) Set specific days of the week for the display by tapping Days. Tap the days of the week you
wish to display the layout, then tap Done.
8. Select the colour scheme for the layout:
a. Beside Colour selector, tap Open.
Below the Screen layout popup, a Colour selector popup appears.
b. Tap Background colour.
The Background colour popup appears.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 16
c. Do one of the following to set the background colour:
Drag your finger around the circle, moving the dot around to the colour you wish to use.
Tap one of the default colour bars on the right.
Tap inside the Red, Green, and Blue fields and enter the numeric RGB values.
Note: If you selected a template with images, the Background colour will not be visible.
d. When you have finished selecting your colour, tap <Back at the top left of the popup.
e. Tap Totals background colour.
f. Do one of the following to set the background colour of the totals section (where the totals and taxes
are displayed):
Drag your finger around the circle, moving the dot around to the colour you wish to use.
Tap one of the default colour bars on the right.
Tap inside the Red, Green, and Blue fields and enter the numeric RGB values.
g. When you have finished selecting your colour, tap <Back at the top left of the popup.
h. Tap Totals text colour.
i. Do one of the following to set the colour of the text that appears in the totals section (where the totals
and taxes are displayed):
Drag your finger around the circle, moving the dot around to the colour you wish to use.
Tap one of the default colour bars on the right.
Tap inside the Red, Green, and Blue fields and enter the numeric RGB values.
j. When you have finished selecting your colour, tap <Back at the top left of the popup.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 17
9. (Optional) Set the layout as the default:
Toggle the Default switch to ON to set this layout as the default.
Note: Setting a default layout ensures that this layout will always be visible (except when other layouts
are scheduled to occur). You can choose to make any layout that you create as the default.
10. Tap Save at the top of the Screen layout popup.
A confirmation popup appears.
11. Tap OK.
12. Tap Close at the bottom of the Screen designer popup.
The Screen layouts screen reappears.
13. Repeat steps 3 – 12 to create other layout templates as needed.
Note: You are able to create a maximum of 10 templates.
Defining the idle screen layout
When the Customer Display is not displaying a transaction in progress, it reverts to an idle screen. Follow these
steps to define the images for the idle screen.
1. In the Configuration – Customer Facing Display screen, tap Idle screen layout.
The Idle screen layout popup appears.
2. To enable the idle screen, toggle the Enable switch to On (Default = Off).
3. Select an image for the idle screen to display e.g. your company’s logo:
a. Tap Add new item.
A popup appears offering three sources for images.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 18
b. Select your image source:
To take a picture with your iPad’s camera:
i. Tap Camera.
ii. If prompted to allow the PAYD Pro Plus App access to the camera, tap OK.
iii. Snap the picture.
iv. Choose whether to use the image you took by tapping Use Photo, or tap Retake and snap
another photo. Once you take a picture that you wish to use, tap Use Photo. Proceed to step 4.
To use an image stored on your iPad:
i. Tap Photo Album.
ii. Browse for the image you wish to use.
iii. Tap the image you wish to use.
iv. Proceed to step 4.
To use an image stored on the iCloud:
i. Tap iCloud Drive.
ii. In the popup, either browse through the recent images saved to iCloud, or tap Browse at the
bottom of the popup, then browse through older images.
iii. Tap the image you wish to use.
iv. Proceed to step 4.
4. If desired, add up to two more images following the instructions in step 3.
5. Set the duration of the idle screen display (in seconds):
Tap the +symbol beside Display time until the desired amount is shown in the field.