Moneris Payd User Manual
(10/18)
Using PAYD®
for Android™
Reference Guide
Need help?
Web: moneris.com/support-payd
Email: info@getpayd.com
Toll-free: 1-855-423-PAYD (7293)
Record your Moneris® merchant ID here:
__________________________________________
Using PAYD® for Android™ Reference Guide 1
Contents
Using PAYD® for Android™ Reference Guide 2
Contents
Setting up for PAYD ...................................................................................................... 4
Introduction ...............................................................................................................................................5
Before you get started ................................................................................................................................6
Activating your PAYD store .........................................................................................................................7
Downloading and installing the PAYD App from Google Play™ .....................................................................8
Ready to use the PAYD App? ..............................................................................................................................9
Configuring the PAYD App's optional settings ............................................................ 10
Optional features ..................................................................................................................................... 11
Setting the transaction details level ................................................................................................................ 11
Setting a default payment device .................................................................................................................... 12
Enabling Pre-Authorizations ............................................................................................................................ 12
Enabling tip prompting .................................................................................................................................... 13
Setting a tax rate ............................................................................................................................................. 14
Location-mapping transactions ....................................................................................................................... 15
Setting a quick PIN for sign-in .......................................................................................................................... 16
Pre-filling the employee ID/store ID at sign-in ................................................................................................ 17
Setting an email address to receive exported reports .................................................................................... 17
Auto-sending transaction receipts to a set merchant address ....................................................................... 18
Setting a default PAYD App screen .................................................................................................................. 18
Setting the default language of the PAYD App ................................................................................................ 19
Determining the PAYD App's version number ................................................................................................ 19
PAYD Pro transactions ................................................................................................ 20
Signing into/Signing out of the PAYD App ................................................................................................. 21
Signing in with full credentials ......................................................................................................................... 21
Signing out ....................................................................................................................................................... 22
Signing in with a quick PIN ............................................................................................................................... 23
The PAYD App main menu ............................................................................................................................... 24
Need to reset your sign-in password? ............................................................................................................. 25
Can't remember your quick PIN? .................................................................................................................... 26
Configuring your security question/answer .................................................................................................... 26
The PAYD card reader ............................................................................................................................... 27
Swiping a card .................................................................................................................................................. 27
Transactions ............................................................................................................................................. 28
Sale with credit card ........................................................................................................................................ 28
Sale with cash .................................................................................................................................................. 30
Customer prompts in the PAYD App ............................................................................................................... 31
Pre-Authorization with credit card .................................................................................................................. 32
Voiding/refunding a transaction ..................................................................................................................... 34
Using PAYD® for Android™ Reference Guide 3
Capturing a Pre-Authorization ......................................................................................................................... 36
Receipts ................................................................................................................................................... 38
Signature capture for receipts ......................................................................................................................... 38
Card masking ................................................................................................................................................... 38
Emailing a transaction receipt ......................................................................................................................... 39
Sending an SMS text message transaction notification .................................................................................. 40
Reporting ................................................................................................................................................. 41
Transactions report ......................................................................................................................................... 41
Totals (batches) report .................................................................................................................................... 43
Troubleshooting ......................................................................................................... 44
Error messages in the PAYD App ............................................................................................................... 45
Other issues ..................................................................................................................................................... 46
Merchant Support ...................................................................................................... 47
Using PAYD® for Android™ Reference Guide 4
Setting up for PAYD
In this section, we go over everything you need to
know to set up your iPP320 PIN Pad.
In this section, we go over everything you need to
know to download the PAYD App, and activate your
PAYD store.
Setting up for PAYD
Using PAYD® for Android™ Reference Guide 5
Introduction
PAYD allows you to accept credit payments right on your mobile device, just about anywhere your business
takes you.
This guide provides instructions on how to download and install the PAYD App and use the PAYD App on an
Android mobile device (referred to as "mobile device" or "device") to perform transactions.
Note: For instructions on how to use Moneris PAYD Administration to manage your PAYD store and any other
registered account users, refer to the Using Moneris® PAYD Administration guide (visit moneris.com/support-
payd to download a copy).
Using PAYD® for Android™ Reference Guide 6
Before you get started
1. Ensure that you have the following components:
Mobile device.
PAYD card reader (provided in your welcome kit).
2. If you are activating your PAYD store, ensure that you have your merchant ID and store ID (refer to your
Moneris "Useful Information" Email for these IDs).
Note: Based on your PAYD account, you may not be able to accept credit cards. If you want to accept credit
cards as well as cash, please visit moneris.com/support or call us toll-free at 1-855-423-PAYD (7293).
3. Do one of the following:
If you have all the required elements, go to step 4.
If you do not have the required components, please contact us:
call 1-855-423-PAYD (7293) or email info@getpayd.com.
4. Determine your setup requirements:
If your store has not yet been activated, proceed to Activating your PAYD store (page 7).
If your store has already been activated, proceed to Downloading and installing the PAYD App from
Google Play (page 8).
Using PAYD® for Android™ Reference Guide 7
Activating your PAYD store
1. Visit moneris.com/activatePAYD.
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 the Next button.
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 the Save button.
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 Downloading and installing the PAYD App from Google Play (page 8).
* The information entered here applies to both the PAYD App and PAYD Administration.
Using PAYD® for Android™ Reference Guide 8
Downloading and installing the PAYD App from Google Play™
Follow the steps below to download and install the PAYD App to your mobile device.
Note: If you have already downloaded and installed the PAYD App to your mobile device, go directly to step 6.
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 Ready to use the PAYD App? (page 9).
Using PAYD® for Android™ Reference Guide 9
Ready to use the PAYD App?
1. To begin using the PAYD App, you must sign in (see page 21).
2. To learn about the PAYD App and some of its features, read the sections listed here:
Configuring optional App settings, see pages 11 to 19.
Signing in/signing out of the PAYD App, see pages 21 to 22.
Performing transactions, see pages 28 to 36.
Generating reports, see pages 41 to 43.
Using PAYD® for Android™ Reference Guide 10
Configuring the PAYD App's optional settings
Configuring
PAYD App's
optional settings
In this section, we go over everything you need to
know to set up your iPP320 PIN Pad.
In this section, we go over everything you need to
know to configure the optional settings in the PAYD
App.
Using PAYD® for Android™ Reference Guide 11
Optional features
Setting the transaction details level
Sets the optional transaction details (secondary transaction identifiers, customer ID and order ID) that you can
enter during a transaction.
Note: Even if optional transaction details are enabled, you may bypass entering data in the Customer ID and
Order ID fields during a transaction. If you enter data in in one or both of these fields during a transaction, you
can subsequently retrieve the transaction by using one or more of the identifiers as search criteria (e.g., when
generating a report and/or doing a Refund, Void, or Capture).
1. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.
2. Tap Interface.
3. Specify the optional transaction details to include by tapping one of:
Quick Pay: Excludes the customer ID and order ID.
Minimal: Includes only the customer ID.
Full: Includes the customer ID and order ID.
4. Tap to return to the main menu.
Note: To change this setting on a different mobile device, repeat these steps on the other device.
Using PAYD® for Android™ Reference Guide 12
Setting a default payment device
Sets a default payment device for transactions.
1. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.
2. Tap Interface.
3. Under default payment device, tap the desired default option:
Swipe/Keyed: If the PAYD card reader is connected to your mobile device, sets "Swipe" as the default. If
the PAYD card reader is not connected to your mobile device, sets "Keyed" as the default.
Cash: Sets "Cash" as the default.
4. Tap to return to the main menu.
Note: To change this setting on a different mobile device, repeat these steps on the other device.
Enabling Pre-Authorizations
Enables option to process Pre-Authorizations.
1. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.
2. Tap Interface.
3. Tap (checkmark or unmark the box) Display Preauth:
With checkmark: Option to "Process as Preauth" always displays on the "Sale" screen (see page 32).
Without checkmark: Option to "Process as Preauth" does not display on "Sale" screen.
4. Tap to return to the main menu.
Note: To enable/disable this feature on a different mobile device, repeat these steps on the other device.
Using PAYD® for Android™ Reference Guide 13
Enabling tip prompting
If enabled, tip prompts display during every credit Sale transaction.
1. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.
2. Tap Tip, and do one of the following:
To enable tip prompting:
a. Tap (checkmark the box) Tip on Purchase.
b. When the "Tip has not been configured on the pinpad. Please connect pinpad to update pinpad
settings" popup displays, tap the OK button.
Note: This popup is not applicable to PAYD merchants.
c. Go to step 3.
To disable tip prompting:
a. Tap (unmark the box) Tip on Purchase.
b. When the "Tip has not been configured on the pinpad. Please connect pinpad to update pinpad
settings" popup displays, tap the OK button.
Note: This popup is not applicable to PAYD merchants.
c. Go to step 4.
3. Configure the three tip percentages:
To change one or more pre-set tip percentages:
a. Enter a tip percentage in one or more "Quick Tip" fields.
b. Tap the Save Tip Values button.
c. When the "Success" popup displays, tap the OK button.
To bypass changing the pre-set tip percentages:
a. Go directly to the next step.
4. Tap to return to the main menu.
Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps
on the other device.
Using PAYD® for Android™ Reference Guide 14
Setting a tax rate
Sets a tax name and a percentage by which the tax will be auto-calculated during any Sale, Pre-Authorization,
Refund, or Capture.
Note: The tax will be calculated based on the original transaction amount excluding any tip (for information
about tip prompting, see page 13).
1. In the PAYD App, start on the "Settings" screen.
Note: If another screen is displayed, tap to return to the main menu, and then tap Settings.
2. Tap Tax, and do one of the following:
To enable a tax rate:
a. Tap (checkmark the box) Calculate Tax.
Note: The option to calculate/add tax will display on all transaction screens except "Void". By default
the tax box will always be checkmarked (selected) on a transaction screen, but you may unmark
(deselect) the box if you do not want to add tax to the transaction.
b. In the Tax Description and Tax Rate (%) fields, enter the tax name and the tax percentage.
Note: This name will display on the transaction screen but may be truncated if longer than 12
characters.
c. Tap the Save Tax Rate button.
d. When the "Success" popup displays, tap the OK button.
To disable a tax rate:
a. Tap (unmark the box) Calculate Tax.
Note: The option to calculate/add tax will not display on any transaction screen.
3. Tap to return to the main menu.
Note: To enable/disable this feature or change this setting on a different mobile device, repeat these steps
on the other device.
Loading...