Moneris PAYD Pro Plus User manual

(11/17)
Hardware Install Guide

For more information
and assistance:
Web:
moneris.com/support-PAYDProPlus-mobile
Toll-free:
1-855-423-PAYD (7293)
Record your Moneris® merchant ID here:
____________________________________

1
Contents
Introduction ................................................................................................2
Signing in and out.....................................................................................3
Signing into the PAYD Pro Plus App 3
Navigating the interface 3
Accessing the main menu 4
The panes 4
The on-screen keyboard and number pad 5
Signing out of the PAYD Pro Plus App 5
Hardware installation ..............................................................................6
Setting up the Bluetooth barcode scanner 6
Setting up the Bluetooth receipt printer 8
Connecting the cash drawer 10
Dymo label writer 12
Moneris PIN Pads 13
Unpairing devices....................................................................................14
Troubleshooting.......................................................................................15
Merchant support....................................................................................20

2 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Introduction
PAYD Pro Plus® is a POS Solution designed for retail. This robust solution
gives you control of your business – cash register, inventory and customer
management – all from your Apple® iPad®.
This guide provides you with instructions on how to set-up and install the
hardware associated with the PAYD Pro Plus Mobile Solution.
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.

3
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® login credentials:
Username
,
Password
and
Store ID
, sign in with your fingerprint using
Touch ID
, or you
may need to enter a
Quick PIN
.
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
.
To sign in using your fingerprint (Touch ID):
1. At the Sign In screen, tap
Use Touch ID
.
2. At the Touch ID prompt, touch the Home button on the 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.

4 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Accessing the main menu
To access the main menu from any screen, tap the
Settings
button
(). The main menu appears (shown below).
To hide the main menu:
Tap
Done
in the top left corner of the screen.
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).

5
The on-screen keyboard and number pad
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 number pad, or use the Apple iPad’s on-
screen keyboard for numeric data entry too. When your data entry is
finished, tap
OK
,
Return,
or tap the
Hide Keyboard
button ( ) to finalize
your input. The keyboard is hidden again.
Signing out of the PAYD Pro Plus App
When you are finished using the PAYD Pro Plus App, follow the instructions
below to sign out.
1. Tap the
Settings
button ( ).
2. On the main menu, tap
Sign Out
.
A confirmation popup appears.
3. Tap
OK
to sign out.
The Login screen appears.

6 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Hardware installation
PAYD Pro Plus offers the ability to use POS peripheral devices such as
Bluetooth® barcode scanners, Bluetooth receipt printers, and cash drawers.
All device configuration settings are accessed in the Configuration – Devices
screen.
Setting up the Bluetooth barcode scanner
Use the Bluetooth barcode scanner to scan barcodes when processing
transactions, searching for products or searching for receipts. Follow the
instructions below to set up the Bluetooth barcode scanner to use with the
PAYD Pro Plus App.

7
IMPORTANT: Keep the scanner’s documentation for future use. It contains
special barcodes that are used for scanner programming.
Note:
A Bluetooth barcode scanner can only be paired with one Apple iPad
at a time. If you need to pair the scanner with another Apple iPad, first un-pair
the scanner from the Apple iPad to which it is currently paired. Refer to the
Unpairing devices instructions on page 14 for more information.
1. Unpack the scanner from its packaging.
2. Locate the scanner’s documentation included in its box.
3. Follow the applicable manufacturer’s instructions to insert the batteries,
attach the lanyard and charge the scanner.
4. Login to the PAYD Pro Plus App (see Signing into the PAYD Pro Plus App on
page 3 for more information).
5. Tap the
Settings
button ( ).
6. On the Settings menu, tap
Configuration
.
7. On the Configuration screen, tap
Devices
.
8. On the right pane, in the
BARCODE SCANNER
section, toggle the
Enable
Barcode Scanner
switch to the right to enable it.
9. Tap
Setup
.
A Scanner Setup popup appears.
10. Configure the scanner:
a. Scan the barcode labelled
Reset to Factory Default
.
The scanner beeps and powers off.
b. Power the scanner on again.
c. Scan the barcode labelled
Set to iOS Mode
.
d. Tap outside of the Scanner Setup popup to close it.
e. Tap
<Configuration
at the top of the right pane.
f. Log out of the PAYD Pro Plus App (see page 5) and proceed to
step 11.

8 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
11. Pair the scanner with your Apple iPad:
a. Access the Apple iPad’s Settings screen.
b. Ensure that your Apple iPad’s Bluetooth menu is open, that
Bluetooth is enabled, and that the Apple iPad is configured to be
“discoverable” by another Bluetooth-ready device.
c. On your Apple iPad’s Bluetooth menu, tap the scanner’s name
(e.g., “Socket CHS”) in the OTHER DEVICES list.
d. Wait while the tablet pairs with the scanner. When the scanner
appears in the MY DEVICES list and its status is showing as
“Connected”, the scanner has been paired successfully.
e. Close out of the Settings screen and proceed to step 12.
12. Login to the PAYD Pro Plus App again (see Signing into the PAYD Pro Plus
App on page 3 for more information).
13. Tap the
Settings
button ( ).
14. On the Settings menu, tap
Configuration
.
15. On the Configuration screen, tap
Devices
.
16. In the right pane of the Devices screen, the barcode scanner will be
automatically detected and the status will change from “Not connected”
to display the scanner’s name e.g., “Socket CHS”.
17. Tap
<Configuration
at the top of the right pane to save your work and
return to the Configuration screen.
The system will save the configuration.
The Bluetooth barcode scanner is ready to use with the PAYD Pro Plus App. If
you encounter any problems, refer to the Troubleshooting section on page 15.
Setting up the Bluetooth receipt printer
Use the Bluetooth receipt printer to print receipts when transactions are
completed. Follow the instructions below to set up the Bluetooth receipt
printer with your Apple iPad.

9
IMPORTANT: Keep the receipt printer’s documentation for future use. It
contains instructions for installation and auto-connection that may be
required in the future.
Note:
A Bluetooth receipt printer can only be paired with one Apple iPad at a
time. If you need to pair the receipt printer with another Apple iPad, first
unpair the receipt printer from the Apple iPad to which it is currently paired.
Refer to the Unpairing devices instructions on page 14 for more information.
1. Unpack the receipt printer from its packaging.
2. Connect the receipt printer’s power cable(s) and insert the paper roll
following the manufacturer’s instructions as applicable.
3. Pair the receipt printer with your Apple iPad:
a. Power on your receipt printer.
b. Power on your Apple iPad.
c. Go into the Apple iPad’s Settings screen.
d. Ensure that your Apple iPad’s Bluetooth menu is open, that
Bluetooth is enabled, and that the Apple iPad is configured to be
“discoverable” by another Bluetooth-ready device.
e. On the rear of the receipt printer, hold down the red PAIR button
for 5 seconds until the LED flashes green. You have 60 seconds to
pair the receipt printer to the Apple iPad.
i. On your Apple iPad’s Bluetooth menu, tap the receipt
printer’s name (e.g., “Star Micronics”) in the OTHER
DEVICES list.
ii. Wait while the Apple iPad pairs with the receipt printer.
When the receipt printer appears in the MY DEVICES list

10 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
and its status is showing as “Connected”, the receipt
printer has been paired successfully.
f. Proceed to step 4.
4. After pairing, power off the receipt printer and turn it back on to
complete the connection.
5. Login to the PAYD Pro Plus App (see Signing into the PAYD Pro Plus App on
page 3 for more information).
6. Tap the
Settings
button ( ).
7. On the Settings menu, tap
Configuration
.
8. On the Configuration screen, tap
Devices
.
9. On the right pane, under the
RECEIPT PRINTER
section, toggle the
Enable
Receipt Printer
switch to the right to enable it.
10. Tap
Choose
.
The Printer Setup popup appears.
11. Tap the name of your Bluetooth receipt printer in the list. The popup
closes and the status changes from “Not connected” to display the
printer name e.g., “Star Micronics”.
Note:
If you have multiple receipt printers from which to choose, select
the receipt printer that is closest to you for the best results.
12. If you have a cash drawer connected, refer to Connecting the cash drawer
on page 10 for more information. If you are not using a cash drawer with
your receipt printer, proceed to step 13.
13. Tap
<Configuration
at the top of the right pane to save your work and
return to the Configuration screen.
The Bluetooth receipt printer is ready to work with the PAYD Pro Plus App. If
you encounter any problems, refer to the Troubleshooting section on page 15.
Connecting the cash drawer
The cash drawer connects to the back of the receipt printer (via the cable
provided with the cash drawer). When a receipt is printed, the cash drawer

11
receives a command to open from the receipt printer. Follow the instructions
below to connect the cash drawer to the printer.
Note:
The cash drawer does not need to be paired with the Apple iPad or
with the PAYD Pro Plus App. The cash drawer only connects to the receipt
printer, therefore it does not require Bluetooth pairing.
1. Unpack the cash drawer from its packaging. Store the keys somewhere
safe.
2. Ensure you situate the cash drawer on a flat, stable surface.
3. Connect the cable to the cash drawer following the manufacturer’s
instruction.
4. Connect the other end of the cable to the appropriate port on the back of
the receipt printer.
5. Login to the PAYD Pro Plus App (see Signing into the PAYD Pro Plus App on
page 3 for more information).
6. Tap the
Settings
button ( ).
7. On the Settings menu, tap
Configuration
.
8. On the Configuration screen, tap
Devices
.
9. On the right pane, under the
CASH TILL
section, toggle the
Enable Cash
Till
switch to the right to enable it.
10. Use the
Cash Till Behavior
selector to configure the settings to control
when the cash drawer opens. Select one of the following options:

Open on demand
– select this option to open the cash drawer only
on demand. This is the default setting.

Open on any sale
– select this option to open the cash drawer for
every sale.

Open on cash sale
– select this option to open the cash drawer only
when cash is used for payment.

12 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE

Open on cash sale and on demand
– select this option to open the
cash drawer only when cash is used for payment, or on demand.

Open on any sale and on demand
- select this option to open the
cash drawer for every sale, or on demand.
11. To test the cash drawer’s connectivity, tap
Test
.
If the cash drawer opens, proceed to step 12.
If you encounter problems, please refer to the Troubleshooting
section on page 15.
12. Tap
<Configuration
at the top of the right pane to save your work and
return to the Configuration screen.
Dymo LabelWriter
The Dymo LabelWriter can be purchased to accompany your PAYD Pro Plus
App. The Dymo must be installed on a laptop or computer, and is accessed
via Moneris PAYD Administration to print barcode labels for your products.
Note:
The Dymo LabelWriter does not need to be paired, nor does it operate
with, the Apple iPad.
For information on installing, configuring, and using the Dymo LabelWriter,
refer to the PAYD Pro Plus Online Help tool available in PAYD Administration.

13
Moneris PIN Pads
The PAYD Pro Plus App can operate with 3 different PIN Pads: the iPP320 PIN
Pad, the e355 PIN Pad, or the PAYD PIN Pad.
iPP320 PIN Pad e355 PIN Pad PAYD PIN Pad
For information on installing and configuring the PIN Pads, refer to the
following documents:
The iPP320 PIN Pad:
Moneris® iPP320 PIN Pad: Quick Install Guide
.
The e355 PIN Pad:
Moneris® e355 PIN Pad: Quick Install Guide
.
The Moneris PAYD PIN Pad:
Moneris® PAYD PIN Pad: Quick Install Guide
.
All three of these guides are available for free download at
moneris.com/support-PAYDProPlus-mobile
.

14 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Unpairing devices
It may become necessary to unpair a device from your Apple iPad in order to
pair it to another Apple iPad. Use the steps below as a guide for performing
this task.
1. Log out of the PAYD Pro Plus App (see page 5).
2. Tap
Settings
( ) on the Apple iPad’s main screen.
3. In the Settings menu, tap
Bluetooth
.
4. In the Bluetooth menu, in the MY DEVICES list, tap the
Info
button ( )
next to the device name.
5. Tap
Forget This Device
.
A confirmation popup appears.
6. Tap
OK
.
The Bluetooth menu reappears, and the device is removed from the MY
DEVICES list.

15
Troubleshooting
If a problem occurs, try restarting the Bluetooth device and closing and
reopening the PAYD Pro Plus App. If the problem continues to occur, and the
scenario appears in the table below, follow the instructions in the table’s
Resolution column. If the problem is still not resolved, call Moneris Customer
Care toll-free at
1-855-423-PAYD (7293)
.
Note:
You can also consult the troubleshooting instructions in the
manufacturer’s documentation that accompanied the hardware device.
Scenario
Resolution
The Bluetooth receipt
printer is not powered
on.
1. Ensure that the power cable is connected to the
back of the receipt printer and is plugged into a
working power source.
2. Turn the receipt printer on using the power
switch on the side of the receipt printer.
3. Consult the receipt printer’s documentation for
further information.
The Bluetooth receipt
printer is not showing
up in the list of
devices in my
Bluetooth menu.
1. Ensure the receipt printer is powered on.
2. Turn off and turn on Bluetooth on your Apple
iPad to see if the list of Bluetooth devices
refreshes and displays the receipt printer.
3. Hold down the red
PAIR
button on the back of
the receipt printer. Check the device list to see if
the receipt printer name appears.
This table continues on the next page…

16 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Scenario
Resolution
I tested my cash
drawer but it didn’t
open.
Check the following items to ensure your cash
drawer is working:
Is the cable that connects the cash drawer to
the receipt printer securely plugged into the
port at the rear of the printer as per the
manufacturer’s instructions?
Is the cable that connects the cash drawer to
the receipt printer securely plugged into the
port at the rear of the cash drawer?
Is the cash drawer locked?
Is the Bluetooth receipt printer paired to the
Apple iPad?
Is the Bluetooth receipt printer showing
“Connected” in the Configuration – Devices
screen?
My Bluetooth barcode
scanner is not
showing up in the list
of devices in my
Bluetooth menu.
1. Ensure that the scanner battery is installed
correctly and that the battery has been charged
according to the manufacturer’s instructions.
2. Follow the instructions in the Setting up the
Bluetooth barcode scanner section on page 6 in
this guide.
3. If it is still not working, try to reset the scanner
back to factory defaults and try configuring it
again. Scan the
Reset to Factory Default
barcode in the BARCODE SCANNER section of
the Configuration - Devices screen.
4. Refer to the Setting up the Bluetooth barcode
scanner section on page 6 in this guide for more
help.
This table continues on the next page…

17
Scenario
Resolution
The Bluetooth barcode
scanner is not
producing a red beam.
1. Ensure that the scanner battery is installed
correctly and that the battery has been charged
according to the manufacturer’s instructions.
2. Press the smaller round button on the top of
the scanner. The scanner should beep twice.
3. Press the large ovular trigger button on the top
of the scanner to see if a red light appears.
4. If that doesn’t work, refer to the manufacturer’s
instructions.
I completed a
transaction, but the
cash drawer did not
open.
1. Ensure the cash drawer is properly connected to
the receipt printer.
2. Ensure the printer is powered on.
3. Ensure the cash drawer is not locked.
4. Ensure the cash drawer has been enabled in the
Configuration – Devices screen. For more
information on enabling the cash drawer, refer
to the Connecting the cash drawer section on
page 10.
This table continues on the next page…

18 PAYD PRO PLUS® MOBILE SOLUTION: HARDWARE INSTALL GUIDE
Scenario
Resolution
My Bluetooth barcode
scanner is paired to
the Apple iPad in its
Bluetooth menu,
however the device
status symbol shows
Not Connected
() within the
PAYD Pro Plus App.
1. Ensure the scanner is powered on.
2. Tap the
Settings
button ( ).
3. On the Settings menu, tap
Configuration
.
4. On the Configuration screen, tap
Devices
.
5. Ensure the
Enable Barcode Scanner
switch is
toggled to the right (Enabled).
6. Tap the
Setup
button, and in the Scanner Setup
popup, scan the two barcodes.
7. Tap outside of the Scanner Setup popup.
8. The symbol should change to Connected
().
My Bluetooth receipt
printer is paired to the
Apple iPad in the
Bluetooth menu,
however the device
status symbol shows
Not Connected
() within the
PAYD Pro Plus App.
1. Ensure the receipt printer is powered on.
2. Tap the
Settings
button ( ).
3. On the Settings menu, tap
Configuration
.
4. On the Configuration screen, tap
Devices
.
5. Ensure the
Enable Receipt Printer
switch is
toggled to the right (Enabled).
6. Tap
Choose
.
7. In the Printer Setup popup, tap the name of
your receipt printer.
8. The symbol should change to Connected
().
This table continues on the next page…