Moneris PAYD Pro Plus User manual

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:
____________________________________

1
Contents
Introduction ................................................................................................6
Signing in and out.....................................................................................7
Signing into the PAYD Pro Plus App 7
Navigating the interface 8
Accessing the main menu 8
The panes 9
The on-screen keyboard and numberpad 9
Signing out 9
Cashing in 10
Inventory management.........................................................................12
Adding new products 12
Searching inventory 16
Searching for a product 16
Searching for all products 16
Editing products 17
Deleting products 18
The Favourites Group .............................................................................20
Adding products to the Favourites Group 21
Removing products from the Favourites Group 24

2 USING PAYD PRO PLUS FOR APPLE IPAD
Editing the contents of the Favourites Group 25
Customer management.........................................................................26
Adding new customers 26
Searching customers 29
Searching for a customer 29
Searching all customers 29
Editing a customer profile 30
Deleting customers 31
Adding a customer to the Favourites Group 32
Processing transactions .........................................................................33
General guidelines for performing a transaction 33
Before you begin 34
Starting a sale 35
Processing a sale without assigning a customer 36
Assigning a customer to a sale 36
Searching for customers 36
Creating a new customer profile 37
Adding a customer from the Favourites Group 38
Adding products to a sale 38
Scanning products 39
Searching for products 40
Adding products from the Favourites Group 41
Adding non-inventory items to a sale 41

3
Editing quantities and prices 42
Adjusting item quantity 42
Adjusting product price 44
Removing products from the bill 44
Applying discounts 45
Suspending and resuming transactions 49
Suspending a transaction 50
Resuming suspended transactions 51
Discarding suspended transactions 52
Canceling transactions 53
Processing payment................................................................................55
Processing cash payment 55
Processing cheque payment 56
Card entry options 57
Insert: chip cards 57
Swipe: magnetic stripe cards 58
Wave/tap: Contactless cards 58
Maximum Contactless Dollar Value (CDV) 59
Swipe: magnetic stripe cards on the PAYD card reader 59
Manual card entry 60
Processing Interac Debit payments 61
Integrated debit payments 61
Processing credit card payments 62
Integrated credit payments 62
Processing Store Credit payments 64

4 USING PAYD PRO PLUS FOR APPLE IPAD
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
Receipt options 67
Generating printed receipts 67
Generating email receipts 68
Generating SMS text receipts 69
Generating gift receipts 70
Reprinting transaction receipts 71
Optional devices.......................................................................................73
The Moneris PAYD™ PIN pad 73
Power management and the PAYD PIN pad 75
Charging the PAYD PIN pad 75
Maintaining battery charge 76
Battery icons on the PAYD PIN pad 76
Powering on the PAYD PIN pad 77
Power on WITH USB charging cable 77
Power on WITHOUT charging USB cable 78
Sleep mode 78
Exiting sleep mode 78
Powering off the PAYD PIN pad 78
Pairing the PAYD PIN pad to the Apple iPad 79
Connecting and initializing the PAYD PIN pad 83
The Moneris PAYD card reader 85
Bluetooth barcode scanner 86

5
Bluetooth receipt printer 86
Administrative transactions.................................................................87
Searching transactions 87
Checking Bluetooth device status 88
Main menu 88
Apple iPad status bar 89
Using Diagnostics 90
Generating reports 92
Using the Dashboard 93
Viewing the Dashboard data 94
Processing a Return 95
Customer prompts on the PAYD PIN pad 98
End of day procedures......................................................................... 102
Cashing out 102
Troubleshooting.................................................................................... 105
Error messages in the PAYD Pro Plus App 105
Error messages on the PAYD PIN pad 109
Other issues (PAYD PIN pad) 112
Need help? .............................................................................................. 114
Other resources 114

6 USING PAYD PRO PLUS FOR APPLE IPAD
Introduction
PAYD Pro Plus™ lets you turn your Apple® iPad® into a mobile POS Payment
Solution, with great features that let you run your business from just about
anywhere.
This guide provides you with instructions on how to use the PAYD Pro Plus
App to manage inventory, gain insights into customer buying trends and
process transactions.
Note:
Based upon your PAYD Pro Plus software bundle type and/or your
Merchant Agreement with Moneris, certain features described in this guide
may not be visible within the PAYD Pro Plus App.

7
Signing in and out
Signing into the PAYD Pro Plus App
Depending on how the PAYD Pro Plus App has been configured, you may be
required to sign in with your Moneris PAYD™ credentials:
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
.

8 USING PAYD PRO PLUS FOR APPLE IPAD
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.