Moneris PAYD PRO Installation and operating instructions

For Android™
(11/17)

For more information and assistance:
Web: getpayd.com/paydpro/support
Email: [email protected]
Toll-free: 1-855-423-PAYD (7293)
Record your Moneris® merchant ID here:
__________________________________________

1
Contents
Introduction ................................................................................................6
Before you get started ..............................................................................7
Activating your PAYD Pro store..............................................................8
Setting up the PAYD App on your mobile device ..............................9
Downloading and installing the PAYD App from Google Play™ 10
Setting up the PAYD PIN Pad.................................................................11
Pairing a new PAYD PIN Pad with your mobile device 12
Pairing an initialized PAYD PIN Pad with a different mobile device 18
Pairing a replacement PAYD PIN Pad with your mobile device 21
Other PAYD PIN Pad settings 23
Changing an initialized PAYD PIN Pad's default language 23
Bluetooth pairing in Legacy mode 25
Ready to use the PAYD App? 29
Optional features.....................................................................................30
Setting the transaction details level 30
Setting a default payment device 31

2 USING PAYD PRO® FOR ANDROID™
Enabling Pre-Authorizations 31
Enabling tip prompting 32
Setting a tax rate 33
Location-mapping transactions 34
Viewing a location map 34
Setting a quick PIN for sign-in 35
Pre-filling the employee ID/store ID at sign-in 36
Setting an email address to receive exported reports 37
Auto-sending transaction receipts to a set merchant address 38
Setting a default PAYD App screen 39
Setting the default language of the PAYD App 39
Determining the PAYD App's version number 39
Signing into/Signing out of the PAYD App.......................................40
Signing in with full credentials 40
Signing out 41
Signing in with a quick PIN 42
The PAYD App main menu 43
Need to reset your sign-in password? 44
Can't remember your quick PIN? 45
Configuring your security question/answer 46

3
The PAYD PIN Pad.....................................................................................47
Bluetooth connectivity indicator 49
Battery charge indicator 50
Maintaining battery charge 50
Powering on the PAYD PIN Pad 51
Sleep mode 52
Using the PAYD PIN Pad while it is in Sleep mode 52
Exiting Sleep mode 52
Powering off the PAYD PIN Pad 52
Card entry options...................................................................................53
Insert: chip cards 53
Swipe: magnetic stripe cards 54
Wave/tap: contactless cards 55
Maximum Contactless Dollar Value (CDV) 55
Manual card entry on the PAYD PIN Pad 56
Transactions..............................................................................................57
General guidelines for transactions 57
Sale with debit/credit card 58
Sale with cash 59
Pre-Authorization with credit card 60

4 USING PAYD PRO® FOR ANDROID™
Manually entering card data on the PAYD PIN Pad 61
Customer prompts on the PAYD PIN Pad 62
Customer prompts on the PAYD PIN Pad (tip prompting enabled) 64
Customer prompts in the PAYD App 65
Voiding/refunding a transaction 67
Capturing a Pre-Authorization 70
Receipts.......................................................................................................72
Cardholder verification method (CVM) statement 72
Card masking 72
Signature capture for receipts 73
Emailing a transaction receipt 74
Sending an SMS text message transaction notification 75
Reporting....................................................................................................76
Transactions report 76
"Details" screen (transactions) 78
Totals (batches) report 80
Re-initializing the PAYD PIN Pad..........................................................82
Troubleshooting.......................................................................................83
Error messages in the PAYD App 83

5
Other issues (PAYD App) 86
Error messages on the PAYD PIN Pad 91
Other issues (PAYD PIN Pad) 94
Using the PAYD card reader 95
Manual card entry on your mobile device 97
Sources of electromagnetic interference 99
Merchant support................................................................................. 100

6 USING PAYD PRO® FOR ANDROID™
Introduction
PAYD Pro allows you to accept Interac® Debit and credit payments right on
your mobile device, just about anywhere your business takes you.
This guide provides instructions on how to pair a Moneris PAYD® PAYD PIN
Pad with an Android mobile device (referred to as "mobile device" or
"device"); download and install the PAYD App® to the mobile device; initialize
the PAYD PIN Pad; and use the PAYD App to perform transactions.
Note: For instructions on how to use PAYD Administration to manage your
PAYD Pro store and any other registered account users, refer to the Using
Moneris® PAYD Administration guide (visit getpayd.com/paydpro/support to
download a copy).

7
Before you get started
1. Ensure that you have the following components:
Bluetooth®-discoverable mobile device.
PAYD PIN Pad and USB charging cable (provided in your welcome kit).
Note: You will be required to plug this cable into a powered USB
port (e.g., on a computer).
The PAYD PIN Pad hardware identifier ("terminal ID") is an 8-digit
alpha-numeric code starting with "I6" (e.g., "I6012345").
This ID (also known as the "PAYD PIN Pad ID") is printed on a white
label affixed to the underside of the PAYD PIN Pad (you will be asked
to refer to this ID during the setup steps):
2. Ensure that you have the required credentials for your PAYD Pro store:
If are activating your store, ensure that you have your merchant ID
and store ID (refer to your "Useful Information" Email for these IDs).
If your store is already activated, ensure that you have your sign-in
credentials (contact your store administrator for these credentials).
3. Do one of the following:
If you have all the required components and IDs, go to step 4.
If you do not have the required elements, please contact us: call
1-855-423-PAYD (7293) or email [e-mail].
4. Determine your setup requirements:
If you need to activate your PAYD Pro store, proceed to Activating
your PAYD Pro store (page 8).
If your PAYD Pro store is already activated, proceed to Setting up the
PAYD App on your mobile device (page 9).

8 USING PAYD PRO® FOR ANDROID™
Activating your PAYD Pro store
1. Visit getpayd.com/activate.
2. In the Merchant ID and Store ID fields, enter your merchant ID and store
ID (refer to your "Useful Information" Email for these IDs).*
3. Tap Next.
4. In the First name and Last name fields, enter your first name and last
name.*
5. In the Email field, enter your email address.*
Note: Once you have successfully completed the activation steps, an
"Activation Confirmation" Email will be sent to this address. If you ever
need to have your password reset, a password reset link will be sent to this
address.
6. In the Employee ID, Password, and Confirm password fields, enter the
username and password under which you want to sign into your store.*
Note: The password must be from 8 to 16 characters in length and
include at least 1 letter, 1 number, and 1 special character. Accents are not
supported. Password fields are case sensitive. You will be prompted to
update your password every 90 days (your new password must be
different than your last 4 passwords).
7. In the Security question and Answer fields, enter a security question and
the answer.*
Note: Periodically you will be prompted to answer this question when
signing in.
8. Tap Save.
9. The statement "Activation completed" displays above the fields on the
PAYD Administration sign-in screen.
Note: You will shortly receive an "Activation Confirmation" Email
containing your store ID and employee ID (the username you created).
10. Proceed to Setting up the PAYD App on your mobile device (page 9).
* The information entered here applies to both the PAYD App and PAYD Administration.

9
Setting up the PAYD App on your
mobile device
The PAYD App must be downloaded and installed on your mobile device
before you can start to perform PAYD Pro transactions.
1. Do one of the following:
If you need to download/install the PAYD App to your mobile device,
proceed to Downloading and installing the PAYD App from Google
Play (page 10).
If you have already downloaded/installed the PAYD App to your
mobile device, proceed to Setting up the PAYD PIN Pad (page 11).

10 USING PAYD PRO® FOR ANDROID™
Downloading and installing the PAYD App
from Google Play™
Follow the steps below to download and install the PAYD App to your mobile
device.
1. From your mobile device’s home screen, open Google Play.
2. In Google Play, search for "PAYD", and then select the PAYD App.
3. Download the PAYD App.
If at any time the PAYD App requests permission to access data from
your mobile device (e.g., location, microphone, or contacts data),
allow the PAYD App to access the data.
4. Once the PAYD App is downloaded and installed on your mobile device,
do not open/launch the PAYD App at this time.
5. Return to your mobile device's home screen.
6. Proceed to Setting up the PAYD PIN Pad (page 11).

11
Setting up the PAYD PIN Pad
Your PAYD PIN Pad must be paired with a mobile device before it can be used
to perform PAYD Pro transactions.
1. If the PAYD App is open on your mobile device, close the PAYD App now.
2. Determine your setup requirements:
If you need to pair a PAYD PIN Pad, go to step 3.
If you do not need to pair a PAYD PIN Pad (i.e., your PAYD PIN Pad is
already paired with your mobile device), proceed to setup step 6
(page 16).
3. Follow one of the pairing options below:
Pairing option 1:
If you want to pair a new PAYD PIN Pad (that has never been paired
and initialized) with an Android mobile device that is not currently
paired with a PAYD PIN Pad, proceed to Pairing a new PAYD PIN Pad
with your mobile device (page 12).
Pairing option 2:
If you want to pair a new PAYD PIN Pad (that has never been paired
and initialized) with an Android mobile device that is currently
paired with an initialized PAYD PIN Pad, proceed to Pairing a
replacement PAYD PIN Pad with your mobile device (page 21).
Pairing option 3:
If you want to pair an initialized PAYD PIN Pad with a different
Android mobile device, proceed to Pairing an initialized PAYD PIN Pad
with a different mobile device (page 18).
Note: The PAYD PIN Pad can be used to perform transactions with
only one mobile device at a time.
Pairing option 4:
If you want to move an initialized PAYD PIN Pad to an Apple® iPad®,
iPhone®, or iPod touch®, refer to the Using PAYD Pro for Apple iPad,
iPhone, and iPod touch Guide (follow Pairing option 3 on page 11 of
that guide).

12 USING PAYD PRO® FOR ANDROID™
Pairing a new PAYD PIN Pad with your
mobile device
1. Power on the new PAYD PIN Pad
a. Plug the small end of the USB charging cable into the micro-USB port
on the new PAYD PIN Pad (see page 49).
Important! Use the USB charging cable provided with the PAYD PIN
Pad. Failure to do so may affect the operability of or cause damage to
the PAYD PIN Pad.
b. Plug the other end of the charging cable into a powered USB port (e.g.,
on a computer).
Note: Leave the charging cable connected to the PAYD PIN Pad for the
remainder of the PAYD PIN Pad setup procedures.
c. Wait while the PAYD PIN Pad beeps and powers on.
d. When the LANGUAGE/LANGUE screen displays,
proceed to step 2 (Configure the PAYD PIN Pad's
default language) on page 13.
LANGUAGE/LANGUE
ENGL FRAN
ENGL

13
2. Configure the PAYD PIN Pad's default language
a. On the LANGUAGE/LANGUE screen, press F1
(ENGL).
Note: If the WELCOME/BONJOUR screen
displays instead, press F1 and F4 in sequence,
and go directly to step 2c of this procedure.
LANGUAGE/LANGUE
ENGL FRAN
ENGL
b. When the PED SERIAL NUMBER screen displays
press the green key to continue.
Note: The serial number (e.g., "I6012345") also
represents the PAYD PIN Pad's terminal ID, which
can also be found on a label affixed to the
underside of the PAYD PIN Pad (see page 7).
PED
SERIAL NUMBER
I6012345
c. When the BLUETOOTH PAIRING screen displays,
proceed to step 3 (Ready your mobile device for
Bluetooth pairing) below.
BLUETOOTH PAIRING
PAIR ADMIN
PAIR
3. Ready your mobile device for Bluetooth pairing
a. Power on the mobile device with which you want to pair the PAYD PIN
Pad.
b. Ensure that Bluetooth is turned on, the mobile device is discoverable,
and its Bluetooth settings screen is displayed.
Note: If the mobile device has ever been paired with a different PAYD
PIN Pad in the past, ensure that the mobile device does not continue to
retain the older PAYD PIN Pad's terminal ID in its Bluetooth memory
(i.e., if necessary, unpair the older PAYD PIN Pad from the mobile device
so that it forgets the PAYD PIN Pad's terminal ID).
c. Set the mobile device down beside the PAYD PIN Pad.
d. Proceed to step 4 (Pair the PAYD PIN Pad with your mobile device) on
page 14.

14 USING PAYD PRO® FOR ANDROID™
4. Pair the PAYD PIN Pad with your mobile device
a. On this BLUETOOTH PAIRING screen, press F1
(PAIR).
BLUETOOTH PAIRING
PAIR ADMIN
PAIR
b. When this next BLUETOOTH PAIRING screen
displays, press F2 to scroll to PAIR ANDROID, and
then press the green key to select it.
BLUETOOTH PAIRING
PAIR IOS
PAIR ANDROID
PAIR ANDROID
c. When the WAITING FOR PAIRING...NAME: screen
displays, go to the next step.
Note: The "I6012345" portion of the name is the
PAYD PIN Pad's terminal ID.
WAITING FOR
PAIRING...
NAME:
iCMP-I6012345
d. Make the mobile device search/scan for other devices with which to
pair.
e. On the mobile device's Bluetooth settings screen, locate the PAYD PIN
Pad's terminal ID (displays with prefix "iCMP-" as in "iCMP -I6012345"),
and tap it.
f. Wait for a 6-digit passkey/code to be generated:
On the mobile device, a Bluetooth pairing request with a 6-digit
passkey/code will display.
On the PAYD PIN Pad, the COMPARE KEY: screen with a 6-digit
passkey will display.
g. If the passkey/code is the same on both the PAYD PIN Pad and the
mobile device, tap Pair on the mobile device's Bluetooth pairing
request.
h. On the PAYD PIN Pad (COMPARE KEY: screen),
press F1 (YES).
COMPARE KEY:
000000
YES NO
YES
4

15
i. When the TERMINAL WILL BE REBOOTED... screen
displays (shown here), go to step 4j of this
procedure.
If you cannot complete the pairing, clear
any error message displayed on the mobile
device (e.g., "Pairing Unsuccessful" may be
displayed), then press F4 (NO) on the PAYD
PIN Pad (COMPARE KEY: screen), and then
repeat steps 4b to 4h of this procedure.
Note: If you are unable to pair the PAYD
PIN Pad after making several attempts,
proceed to Bluetooth pairing in Legacy
mode (page 25).
TERMINAL WILL BE
REBOOTED...
j. Wait while the PAYD PIN Pad reboots.
k. When the WELCOME/BONJOUR screen displays,
proceed to step 5 (Confirm that your mobile
device is successfully paired with the PAYD PIN
Pad) below.
Note: The battery icon in the upper right corner
on the screen may appear fuller than is shown
here.
WELCOME/BONJOUR
5. Confirm that your mobile device is successfully paired
with the PAYD PIN Pad
a. Ensure that the PAYD PIN Pad's 8-digit terminal ID (starts with prefix
"iCMP" as in "iCMP-I6012345") is shown as "Paired" on your mobile
device's Bluetooth settings screen.
Note: The terminal ID (e.g., "I6012345") can also be found on a label
affixed to the underside of the PAYD PIN Pad (see page 7).
b. Proceed to step 6 (Initialize the PAYD PIN Pad) on page 16.
5

16 USING PAYD PRO® FOR ANDROID™
6. Initialize the PAYD PIN Pad
The PAYD PIN Pad must be successfully initialized from your mobile device
before you can use it to perform PAYD Pro transactions. Follow the steps
below to initialize the PAYD PIN Pad.
Note: If the PAYD PIN Pad is already initialized, go to step 6k of this
procedure.
a. From your mobile device's home screen, tap the PAYD icon ( ) to
launch the PAYD App.
If the "Terms of Use" screen displays, read the terms, and tap
I Agree.
If at any time the PAYD App requests permission to access data
from your mobile device (e.g., location, microphone, or contacts
data), allow the PAYD App to access the data.
If at any time the "Pinpad has been successfully connected"
message displays, tap OK.
b. When the sign-in screen displays, sign into the PAYD App (see
page 40).
c. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap , and then tap Settings.
d. Tap Pinpad.
If Connect Pinpad displays, tap it.
e. Tap Bluetooth if it is not already selected.
f. Tap Initialize Pinpad.
Note: If Connect Pinpad continues to display even after you have
tapped it, see page 87 for troubleshooting.
6

17
g. When PLEASE WAIT displays on the PAYD PIN
Pad, wait while it initializes.
Note: During this process, the PAYD App
displays the message "Initializing Pinpad. This
may take a few minutes".
PLEASE WAIT
h. When the PAYD App displays the message "Initialization was
successful. Pinpad is ready to use", tap OK.
i. When the PAYD PIN Pad displays the
WELCOME/BONJOUR screen, go to the next step.
Note: The BT icon displays in the upper right
corner on the PAYD PIN Pad screen to indicate
that Bluetooth connectivity is established.
BT
WELCOME/BONJOUR
j. Tap to return to the main menu, and then tap Signout.
k. Proceed to step 7 (Charge the PAYD PIN Pad's battery to full capacity)
below.
7. Charge the PAYD PIN Pad's battery to full capacity
a. Leave the USB charging cable plugged into the PAYD PIN Pad and the
external power source until the PAYD PIN Pad's battery is fully
charged. (If the USB charging cable is not connected to the PAYD PIN
Pad, connect it now.)
Note: It may take up to 3 hours to fully charge the battery depending
on its current charge status. Once the battery is fully charged, the icon in
the upper right corner of the PAYD PIN Pad's screen displays solid black
( ).
Important! Use the USB charging cable provided to work with the
PAYD PIN Pad. Failure to do so may affect the operability of or cause
damage to the PAYD PIN Pad.
b. Once the battery is fully charged, proceed to Ready to use the PAYD
App? (page 29).
7

18 USING PAYD PRO® FOR ANDROID™
Pairing an initialized PAYD PIN Pad with a
different mobile device
1. Remove the initialized PAYD PIN Pad's terminal ID from
your mobile device's Bluetooth memory
a. Open the Bluetooth settings screen on the mobile device with which
the initialized PAYD PIN Pad is currently paired.
b. On the Bluetooth settings screen, locate the initialized PAYD PIN Pad's
8-digit terminal ID (displays with prefix "iCMP-" as in "iCMP-
I6012345").
Note: The terminal ID (e.g., "I6012345") can also be found on a label
affixed to the underside of the PAYD PIN Pad (see page 7).
c. Unpair the PAYD PIN Pad so that the mobile device forgets the PAYD
PIN Pad's terminal ID.
d. Power off the mobile device, and set it aside.
e. Proceed to step 2 (Reset the initialized PAYD PIN Pad to its factory
defaults) on page 19.