Moneris PAYD Pro Plus User manual

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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.