Moneris PAYD PRO User manual

(01/16)
TM PAYD PRO, MONERIS PAYD and MONERIS PAYD BE PAYMENT READY & Design are trade-marks of Moneris Solutions Corporation.
ANDROID and GOOGLE PLAY are trade-marks of Google Inc.
® MONERIS and PAYD are registered trade-marks of Moneris Solutions Corporation. INTERAC is a registered trade-mark of
Interac Inc. BLUETOOTH is a registered trade-mark of Bluetooth SIG, Inc. APPLE, IPAD, IPHONE, IPOD TOUCH and APP STORE are
trade-marks of Apple Inc., registered in the U.S. and other countries. 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. Your credit and/or debit card processing is separately governed by the Terms and
Conditions of your Moneris VISA Merchant Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover
Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the “Merchant Agreements”), as
applicable with Moneris. It is the merchant’s responsibility to ensure that proper card processing procedures are followed
at all times. Please refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details.
The Moneris Merchant Operating Manual is available for free download at getpayd.com/manuals.
PAYDPR_And_YT_E (01/16)
USING PAYD PRO
TM
For AndroidTM

1
Table of Contents
Important: Read First 4
• Before you begin 4
Hardware setup 7
• Pairing an initialized PAYD PIN pad with a different mobile device 13
• Restoring a Bluetooth connection between an initialized PAYD PIN pad
and a mobile device 15
• Pairing a replacement PAYD PIN pad with your mobile device 17
Setting up the PAYD App on your mobile device 18
• Activating your PAYD Pro store 18
• Downloading and installing the PAYD App from Google PlayTM 19
• Initializing the PAYD PIN pad 20
• Ready to use the PAYD App? 20
Optional features 21
• Setting the transaction details level 21
• Setting a default payment device 21
• Enabling Pre-Authorizations 22
• Enabling tip prompting 23
• Location-mapping transactions 24
• Setting a tax rate 24
• Configuring a quick PIN 25
• Pre-filling the Username/Store ID at sign-in 26
• Setting an e-mail address to receive exported reports 27
• Auto-sending transaction receipts to a set merchant e-mail address 28
• Setting a default PAYD App screen 29
• Setting the default language of the PAYD App 29
Record your Moneris
®
merchant ID here:
For more information
and assistance:
Web: getpayd.com/paydpro/support
Email: [email protected]
Toll-free: 1-855-423-PAYD (7293)

32 USING PAYD PROTM FOR ANDROIDTM
Receipts 56
• Cardholder verification method (CVM) statement 56
• Card masking 56
• Signature capture for receipts 57
• E-mailing a transaction receipt 58
• Sending an SMS text message transaction notification 59
Reporting 60
• Transactions Report 60
• Totals (Batches) Report 61
• Details screen (transactions) 63
Re-initializing the PAYD PIN pad 65
Troubleshooting 66
• Error messages in the PAYD App 66
• Other issues (PAYD App) 67
• Error messages on the PAYD PIN pad 70
• Other issues (PAYD PIN pad) 73
Using the PAYD card reader 74
• Manual card entry on your mobile device 76
• Sources of electromagnetic interference 77
Need help? 78
Signing into/Signing out of the PAYD App 30
• Signing in with full credentials 30
• Signing out 31
• Signing in with a quick PIN 32
• The PAYD App main menu 33
• Need to reset your sign-in password? 34
• Can’t remember your quick PIN? 34
• Configuring your security question/answer 35
• Determining the PAYD App’s version number 35
The PAYD PIN pad 36
Power management and the PAYD PIN pad 38
• Maintaining battery charge 38
• Battery icons on the PAYD PIN pad 38
• Powering on the PAYD PIN pad 39
• Sleep mode 39
• Powering off the PAYD PIN pad 40
Card entry options 41
• Insert: chip cards 41
• Swipe: magnetic stripe cards 41
• Wave/tap: contactless cards 42
• Manual card entry on the PAYD PIN pad 43
Transactions 44
• General guidelines for performing transactions 44
• Sale with debit/credit card 44
• Sale with cash 45
• Pre-Authorization with credit card 46
• Manually entering card data on the PAYD PIN pad 47
• Customer prompts on the PAYD PIN pad 49
• Customer prompts in the PAYD App 51
• Voiding/Refunding a transaction 52
• Capturing a Pre-Authorization 54

54 USING PAYD PROTM FOR ANDROIDTM
Important: Read First
Before you begin
This guide provides instructions on how to pair a Moneris PAYDTM 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 Moneris PAYD Administration to manage
your PAYD Pro store and any other registered account users, refer to the Using
Moneris PAYD Administration guide.
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 (“PAYD PIN pad ID”) is an 8-digit
alpha-numeric code starting with “I6” (e.g., “I6012345”), which is printed on
a white label affixed to the underside of the PAYD PIN pad:
You will be asked to refer to this PAYD PIN pad ID in the Hardware setup
steps on the following pages.
2. If you are activating your PAYD Pro store, ensure that you have your Merchant ID
and Store ID (refer to your Moneris Welcome e-mail for these IDs).
3. Do one of the following:
• If you have all the required elements, 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. Refer to the appropriate pairing option (see below and page 6) and follow
the instructions to pair the PAYD PIN pad with your mobile device.
Pairing option 1:
• If you want to pair a new PAYD PIN pad (that has never been set up and
initialized) with an Android mobile device that has never been paired with
a PAYD PIN pad : Proceed to Hardware setup on page 7.
Pairing option 2:
• If you want to pair a replacement PAYD PIN pad (that has never been set up
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 on page 17.
Pairing option 3:
• If you want to pair an initialized PAYD PIN pad with a different Android
mobile device, i.e., one which has never been paired with the initialized
PAYD PIN pad: Proceed to Pairing an initialized PAYD PIN pad with a different
mobile device on page 13.
Note: The PAYD PIN pad can only be used to perform transactions with one
mobile device at a time. If you follow these steps to pair the PAYD PIN pad
with a different mobile device, the PAYD PIN pad will lose its Bluetooth
®
connection to the first device. You will not be able to perform transactions
with the first device until you restore its Bluetooth connection to the PAYD PIN
pad (see Pairing option 4 below or Pairing option 6 on page 6).
Pairing option 4:
• If you want to restore an initialized PAYD PIN pad’s Bluetooth connection to
an Android mobile device with which the PAYD PIN pad has previously been
paired: Proceed to Restoring a Bluetooth connection between an initialized
PAYD PIN pad and a mobile device on page 15.

76 USING PAYD PROTM FOR ANDROIDTM
Pairing option 5:
• If you want to move an initialized PAYD PIN pad to a new Apple
®
iPad
®
,
iPhone
®
or iPod touch
®
, i.e., one which has never been paired with the
initialized PAYD PIN pad: Refer to the Using PAYD Pro for Apple iPad, iPhone,
and iPod touch guide; follow Pairing option 1 on page 5 of that guide.
Pairing option 6:
• If you want to restore an initialized PAYD PIN pad’s Bluetooth connection
to an Apple iPad, iPhone or iPod touch with which the PAYD PIN pad has
previously been paired: Refer to the Using PAYD Pro for Apple iPad, iPhone,
and iPod touch guide; follow Pairing option 4 on page 5 of that guide.
Hardware setup
Power up the PAYD PIN pad
a. Plug the USB charging cable into the micro-USB port on the PAYD PIN pad
(see page 36).
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).
c. Wait while the PAYD PIN pad beeps and powers up.
d. When the “TELIUM MENU” displays, set the PAYD
PIN pad aside and allow it to charge for 3 hours.
e. After 3 hours have elapsed, proceed to step 2
(Configure the PAYD PIN pad’s optional settings)
below.
Configure the PAYD PIN pad’s optional settings
Note: Leave the PAYD PIN pad connected to an external power source while you
perform these setup steps.
a. On the “TELIUM MENU” screen, press F1 to select
NO.
b. When the “LANGUAGE/ LANGUE” screen displays,
press F1 to select ENGL.
Note: Sets the default screen text to display
in English.
1
2
TELIUM MENU
NO YES
TELIUM MENU
NO YES
LANGUAGE/LANGUE
ENGL FRAN

98 USING PAYD PROTM FOR ANDROIDTM
c. When the “CONTACTLESS READER” screen displays,
press F1 to select ENABLE.
Note: Enables the internal contactless reader for
contactless transactions.
d. When the “MODE” screen displays, press F1 to scroll
to ANDROID, and then press the green key.
Note: Enables the PAYD PIN pad to be paired with an
Android mobile device.
e. When the “BEEP” screen displays, press F1 to select
ON.
Note: Sets the PAYD PIN pad to beep at the end of a
transaction to remind the customer to remove their
chip card from the chip reader.
f. When the “CASHBACK” screen displays, press F4 to
select NO.
Note: This feature is not supported and must be
disabled.
g. If the “TERMINAL ID” screen displays, press the green
key to continue.
h. Wait for the “PED SERIAL NUMBER” screen to display.
Note: The PED SERIAL NUMBER is an 8-digit
alpha-numeric code that will also display on your
mobile device’s Bluetooth menu once you have paired
the device with the PAYD PIN pad. This code is used as
the PAYD PIN pad ID and is printed on a label affixed
to the underside of the PAYD PIN pad (see page 4).
i. Press the green key to continue.
j. When the “WELCOME/BONJOUR” screen displays,
proceed to step 3 (Ready the PAYD PIN pad and your
mobile device for Bluetooth pairing) below.
CONTACTLESS READER
ENABLE DISABLE
MODE
ANDROID
iOS
BEEP
ON OFF
CASHBACK
NOYES
TERMINAL ID
I6012345
PED
SERIAL NUMBER
I6012345
WELCOME/BONJOUR
Ready the PAYD PIN pad and your mobile device for Bluetooth pairing
a. Power on your mobile device.
b. Ensure Bluetooth is turned on, your mobile device is discoverable, and the
Bluetooth menu is displayed.
c. Set your mobile device aside.
d. Ensure that the PAYD PIN pad is connected to the external power source via
the USB charging cable.
e. Simultaneously press and hold down both the yellow key and the
.,#*
key.
f. Wait while the PAYD PIN pad reboots.
g. 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.
h. Do one of the following:
• If you see the “WELCOME/BONJOUR” screen again,
repeat steps 3e-g of this procedure.
• If you now see the “TELIUM MENU” screen (shown
here), go to step i.
i. Do one of the following:
• If you are pairing a new (i.e., never before initialized) PAYD PIN pad, proceed
to step 4 (Enable SSP mode) on page 10.
• If you are pairing an initialized PAYD PIN pad with a mobile device that has
never been paired with the PAYD PIN pad, proceed to step 5 (Pair the PAYD
PIN pad with your mobile device) on page 11.
• If you are restoring a previous Bluetooth connection between the PAYD
PIN pad and your mobile device, proceed to step 3 (Remove the Android
mobile device name from the PAYD PIN pad’s Bluetooth registry) on page 14.
3
U-VVVV-I6012345
TELIUM MENU
NO YES

1110 USING PAYD PROTM FOR ANDROIDTM
Pair the PAYD PIN pad with your mobile device
a. On the “TELIUM MENU” screen, press F4 (YES).
The “PRESS F KEY” screen displays.
b. Press the key.
The “FUNCTIONS” menu displays.
c. Press the 2 key to select the BT PAIRING.
The “BT PAIRING” menu displays.
d. Press the 1 key to select Pair device (Android).
e. On the PAYD PIN pad, the “Waiting for pairing...” screen displays.
f. Make your mobile device actively scan for available devices with which to
pair.
g. When you see the 8-digit PAYD PIN pad ID (e.g., “I6023456”) on your
mobile device, tap the ID.
h. Wait for the Bluetooth pairing request with a 6-digit pass key to display on
both the PAYD PIN pad and your mobile device.
Note: The 6-digit pass key should be the same on the PAYD PIN pad and
your mobile device.
i. On your mobile device, tap OK (or Pair); then on the PAYD PIN pad, press
the green key.
j. On the PAYD PIN pad, wait for “Pairing Success” to display followed by the
“BT PAIRING” menu.
Note: If the PAYD PIN pad displays “Pairing failure”, go back to step 5d
and retry the pairing steps). If you continue to experience pairing issues,
try pairing in Legacy mode (visit the Knowledgebase at
getpayd.com/paydpro/support, and search for “Bluetooth pairing with
legacy mode”).
k. When the “BT PAIRING” menu displays, press the red key.
l. Wait while the PAYD PIN pad reboots back to the “WELCOME/BONJOUR”
screen.
m. Proceed to step 6 (Confirm that your mobile device is successfully paired
with the PAYD PIN pad) on page 12.
5
Enable SSP mode
a. On the “TELIUM MENU” screen, press F4 (YES).
The “PRESS F KEY” screen appears.
b. Press the key.
The “FUNCTIONS” menu displays.
c. Press the 2 key to select BT PAIRING.
d. Press the 6 key to select Security Mode.
e. Press the F2 key to highlight SSP(4), then press the green key.
f. Wait while the PAYD PIN pad reboots back to the “WELCOME/BONJOUR”
screen.
g. Ensure that the PAYD PIN pad is connected to the external power source via
the USB charging cable.
h. Simultaneously press and hold down both the yellow key and the
.,#*
key.
i. Wait while the PAYD PIN pad reboots.
j. 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.
k. Do one of the following:
• If you see the “WELCOME/BONJOUR” screen again,
repeat steps 4h-j of this procedure.
• If you now see the “TELIUM MENU” screen (shown
here), proceed to step 5 (Pair the PAYD PIN pad
with your mobile device) on page 11.
4
U-VVVV-I6012345
TELIUM MENU
NO YES

1312 USING PAYD PROTM FOR ANDROIDTM
Confirm that your mobile device is successfully paired with the
PAYD PIN pad
a. On your mobile device’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 “Paired”.
Note: This PAYD PIN pad ID can also be found on a label affixed to the
underside of the PAYD PIN pad (see page 4).
b. Once you have confirmed that the PAYD PIN pad you have just set up is
paired with your mobile device, proceed to step 7 (Charge the PAYD PIN
pad’s battery to full capacity) below.
6
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.
Note: It may take up to 3 hours to fully charge the battery depending on
the 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, do one of the following:
• If you need to activate your PAYD Pro store, proceed to Activating your PAYD
Pro store on page 18.
• If your PAYD Pro store is already activated, proceed to Downloading and
installing the PAYD App from Google Play on page 19.
7
Pairing an initialized PAYD PIN pad
with a different mobile device
Ready your mobile device for Bluetooth pairing
a. Power off the mobile device with which the PAYD PIN pad is currently
paired.
b. Power on the mobile device with which you want to pair the PAYD PIN pad.
c. Ensure Bluetooth is turned on, your mobile device is discoverable, and the
Bluetooth menu is displayed.
d. Set this mobile device aside, and proceed to step 2 (Access the initialized
PAYD PIN pad’s Telium menu) below.
Access the initialized PAYD PIN pad’s Telium menu
a. If the PAYD PIN pad is not already connected to an external power source
via the USB charging cable, connect it now.
b. When the “WELCOME/BONJOUR” screen displays, simultaneously press
and hold down both the yellow key and the
.,#*
key.
c. Wait while the PAYD PIN pad reboots.
d. 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.
e. Do one of the following:
• If you see the “WELCOME/BONJOUR” screen again,
repeat steps 2a-d of this procedure.
• If you now see the “TELIUM MENU” screen (shown
here), proceed to step 3 (Remove the Android
mobile device name from the PAYD PIN pad’s
Bluetooth registry) on page 14.
1
2
U-VVVV-I6012345
TELIUM MENU
NO YES

1514 USING PAYD PROTM FOR ANDROIDTM
Remove the Android mobile device name from the PAYD PIN pad’s
Bluetooth registry
a. On the PAYD PIN pad’s “TELIUM MENU” screen, press F4 to select YES.
The “PRESS F KEY” screen displays.
b. Press the key.
The “FUNCTIONS” menu displays.
c. Press the 3 key to select Remove paired device.
The “REMOVE DEVICE” menu displays.
d. Locate the name listing of the currently paired Android device. (e.g., may
appear as #-your mobile device’s name), and press the key representing the
number (#) beside the name.
• If the message “No paired device” appears, go to step e.
e. When “BT PAIRING” menu displays, proceed to step 5 (Pair the PAYD PIN
pad with your mobile device) on page 11, and continue at step d.
3Restoring a Bluetooth connection
between an initialized PAYD PIN pad
and a mobile device
Ready your mobile device for Bluetooth pairing
a. Power off the mobile device with which the PAYD PIN pad is currently paired.
b. Power on the mobile device to which you want to restore the connection
with the PAYD PIN pad.
c. Ensure Bluetooth is turned on, the mobile device is discoverable, and the
Bluetooth menu is displayed.
d. Set this mobile device aside, and proceed to step 2 (Access the initialized
PAYD PIN pad’s Telium menu) below.
1
Access the initialized PAYD PIN pad’s Telium menu
a. If the PAYD PIN pad is not already connected to an external power source
via the USB charging cable, connect it now.
b. When the “WELCOME/BONJOUR” screen displays, simultaneously press
and hold down both yellow key and the
.,#*
key.
c. Wait while the PAYD PIN pad reboots.
d. 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.
e. Do one of the following:
• If you see the “WELCOME/BONJOUR” screen again,
repeat steps 2a-d of this procedure.
• If you now see the “TELIUM MENU” screen (shown
here), go to step f.
2
U-VVVV-I6012345
TELIUM MENU
NO YES

1716 USING PAYD PROTM FOR ANDROIDTM
f. To restore a PAYD PIN pad connection...
• ...from one Android mobile device to another Android device:
Proceed to step 3 (Remove the Android mobile device name from the
PAYD PIN pad’s Bluetooth registry) on page 14.
• ...from an Apple iPad, iPhone, or iPod touch to an Android mobile device:
Go to step g.
g. Press the red key, and wait while the PAYD PIN pad reboots back to the
“WELCOME/BONJOUR” screen.
h. Proceed to step 3 (Access the initialized PAYD PIN pad’s Telium menu) below.
Pairing a replacement PAYD PIN pad
with your mobile device
Remove the older PAYD PIN pad from your mobile device’s
Bluetooth registry
a. Open your mobile device’s Bluetooth menu.
b. Make your mobile device forget the 8-digit PAYD PIN pad ID of the older
PAYD PINpad that you are replacing and will no longer use.
Note: The 8-digit ID can be found on a label affixed to the underside of the
older PAYD PIN pad (see page 4).
c. If the PAYD App is open and/or you are signed in, close the PAYD App.
d. Set your mobile device aside.
e. Power off the disused PAYD PIN pad if it is not already powered off (see
page 40).
f. Set the disused PAYD PIN pad aside (do not attempt to use it again).
g. Pair the replacement PAYD PIN pad with your mobile device (proceed to
Hardware setup on page 7).
1
Access the initialized PAYD PIN pad’s Telium menu
a. Ensure that the PAYD PIN pad is connected to an external power source via
the USB charging cable.
b. When the “WELCOME/BONJOUR” screen displays, simultaneously press
and hold down both the yellow key and the
.,#*
key.
c. Wait while the PAYD PIN pad reboots.
d. As soon as the version screen displays (shown here),
press the red key, and then quickly press the
green key.
e. Do one of the following:
• If you see the “WELCOME/BONJOUR” screen again,
repeat steps 3a-d of this procedure.
• If you now see the “TELIUM MENU” screen (shown
here), proceed to step 2 (Configure the PAYD PIN
pad’s optional settings) on page 6.
3
U-VVVV-I6012345
TELIUM MENU
NO YES