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.

9
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 on-
screen 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.

10 USING PAYD PRO PLUS FOR APPLE IPAD
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.

11

12 USING PAYD PRO PLUS FOR APPLE IPAD
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.

13
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.
Tap the
camera
button ( ).a.
A popup appears.
Select the method by which you would like to add an image tob.
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
.

14 USING PAYD PRO PLUS FOR APPLE IPAD
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:
Tap inside the
Retail price
field and enter the item’s retail pricea.
in dollars and cents. Tap
OK
when finished.
Tap inside the
List price
field and enter the item’s list price inb.
dollars and cents. Tap
OK
when finished.
Tap inside the
Cost price
field and enter the item’s cost (whatc.
you pay your supplier for the item) in dollars and cents. Tap
OK
when finished.

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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 ( ) at the bottom of the popup to save the
product.

16 USING PAYD PRO PLUS FOR APPLE IPAD
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 ( ).

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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.

18 USING PAYD PRO PLUS FOR APPLE IPAD
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 ( ).