Moneris Payd PRO Plus User Manual
PAYD Pro Plus®
In-Store Solution
Getting Started Guide
(08/19)
Need help?
Web: moneris.com/support-PAYDProPlus-instore
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:
____________________________________
Contents
Introduction ................................................................................................................. 3
Introduction ................................................................................................................................................. 4
Before you get started ........................................................................................................................................ 4
System requirements ......................................................................................................................................... 4
Getting started with PAYD Pro Plus .............................................................................................................. 5
Log in to Moneris PAYD® Administration ........................................................................................................... 5
Accessing Online Help ..................................................................................................................................................... 6
Logging out of PAYD Administration .................................................................................................................. 6
Downloading and installing the POS application ........................................................................................... 7
Downloading the POS installation file ................................................................................................................ 7
Installing the POS ................................................................................................................................................ 7
Logging into the PAYD Pro Plus POS view .......................................................................................................... 7
Logging out of the POS view ............................................................................................................................... 8
Configuring merchant settings ...................................................................................... 9
Configuring business contact information ................................................................................................... 10
Configuring receipt options ........................................................................................................................ 11
Configuring taxes........................................................................................................................................ 12
Configuring lanes ........................................................................................................................................ 14
Configuring miscellaneous system settings ................................................................................................. 16
Employee setup .......................................................................................................................................... 18
Defining staff permission roles ......................................................................................................................... 18
Creating staff profiles ....................................................................................................................................... 19
Inventory set-up ......................................................................................................................................... 21
Creating categories ........................................................................................................................................... 21
Creating brand profiles ..................................................................................................................................... 23
Creating attributes ............................................................................................................................................ 24
Creating supplier profiles ................................................................................................................................. 25
Adding products to inventory ........................................................................................................................... 26
Manually creating product profiles .............................................................................................................................. 26
Importing products ....................................................................................................................................................... 28
Creating additional product IDs .................................................................................................................................... 29
POS functionality ........................................................................................................ 32
The PAYD Pro Plus POS view ....................................................................................................................... 33
Adding a new lane ............................................................................................................................................ 35
Transacting a Sale ....................................................................................................................................... 37
Assigning a customer (optional) ....................................................................................................................... 37
PAYD Pro Plus® In-Store Solution: Getting Started Guide 1
Adding products to the sale ............................................................................................................................. 38
Processing payment (Checking out) ............................................................................................................ 41
Cash payment ................................................................................................................................................... 41
Interac Debit payment ...................................................................................................................................... 42
Credit payment ................................................................................................................................................. 42
Processing receipts ........................................................................................................................................... 43
Reprinting receipts ....................................................................................................................................................... 44
Merchant support ....................................................................................................... 45
PAYD Pro Plus® In-Store Solution: Getting Started Guide 2
In this section, we explain the purpose of the guide,
Introduction
Introduction
and provide installation and login instructions.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 3
Introduction
PAYD Pro Plus® takes your business to the next level with a POS Payment Solution, with great features that helps
you run your business efficiently and effectively.
This guide provides you with instructions on how to set up and use your PAYD Pro Plus In-Store 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 In-Store Solution.
Before you get started
Before proceeding with the installation steps in this guide, ensure the following:
You have the following information:
Your 13-digit Moneris Merchant ID (found in your “Important information” email).
Optional features e.g. gift cards, Ernex Terminal ID (found in your Moneris Gift & Loyalty Welcome
letter).
You are able to login to the computer as the Administrator or member of the Administrator’s group.
Perform these tasks while the business is not open to avoid disruption to your business processes.
System requirements
The PAYD Pro Plus In-Store Solution is comprised of two parts: PAYD Pro Plus In-Store POS and PAYD
Administration. The PAYD Pro Plus In-Store POS is an application that is installed on your computer. PAYD
Administration is optimized to run on a web browser on your laptop or computer e.g., Google Chrome, Mozilla
Firefox, or Microsoft Internet Explorer.
Your laptop or computer must be equipped with 7 or more USB ports and a graphics processor and RAM capable
of supporting the Windows operating system.
PAYD Pro Plus also operates as a Mobile Solution on Apple® iPads®. For more information on the PAYD Pro Plus
Mobile Solution, please visit moneris.com/paydproplus.
Note: The PAYD Pro Plus In-Store Solution is also compatible with Windows 10, however it has not been
optimized to run on Edge, the web browser installed by default with Windows 10. You will need to run Internet
Explorer 11 or another browser, on Windows 10 in order to operate PAYD Pro Plus.
Note: The PAYD Pro Plus In-Store Solution may not function, or may not function properly on systems that do
not meet the minimum recommended hardware specifications and the minimum recommended software
specifications.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 4
Getting started with PAYD Pro Plus
Log in to Moneris PAYD® Administration
Follow the instructions below to login to the PAYD Administration screen. Use the Administration screen to
configure the software, and to enter product and staff data.
1. Open a web browser on your laptop or computer.
2. In the address bar, type in the following URL: my.getpayd.com.
The PAYD Pro Plus login screen appears.
3. Enter your PAYD login credentials (Employee ID, Password and Store ID) into the provided fields.
4. Click the Administration button.
The PAYD Administration main screen appears.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 5
Note: If you are an existing Moneris® merchant and are currently using, or have used Morris, PAYD®, or
PAYD Pro®, enter your current Moneris PAYD login credentials. If you are a new merchant to Moneris, or
have not used these solutions, your login credentials can be found in the “Useful Information” email you
received when you registered or activated your Moneris PAYD account. If you have not yet received your
Confirmation email, please contact Moneris Customer Care at 1-855-423-PAYD (7293) or via e-mail at
getpaydsupport@getpayd.com
.
Accessing Online Help
PAYD Administration contains context-sensitive help in each screen. Context-sensitive help offers explanations
of the PAYD Pro Plus software and instructions on performing tasks for the particular screen from which it was
accessed. Click the help button ( ) in the screen to access this help.
Logging out of PAYD Administration
In the header at the top of the PAYD Administration screen, click the Sign out link. The Login screen appears.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 6
Downloading and installing the POS application
Downloading the POS installation file
Perform this task on each laptop/computer that you will use to process transactions.
5. Log in to PAYD Administration (see page 5).
6. In the PAYD Administration screen, click the configuration button ( ).
The Configuration menu appears.
7. On the Configuration menu, click Download In-store POS.
8. When prompted to run or save the installation file, click Save.
The file downloads onto your computer’s hard drive.
Installing the POS
Once the installation file has been saved onto your computer’s hard drive, perform these steps to install the
POS.
1. Open the folder to which you saved the installation file.
2. Right-click on the SetupPPP_en.msi file and choose Run As Administrator.
3. Wait while the Setup Wizard installs the program.
4. When prompted, click the Finish button to complete the setup.
Once the Setup Wizard closes, the program launches to the login screen.
Logging into the PAYD Pro Plus POS view
To log in to the PAYD Pro Plus POS view:
1. On your Windows desktop, double-click the PAYD Pro Plus icon ( ).
The PAYD Pro Plus login screen appears.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 7
2. Enter your PAYD login credentials (Employee ID, Password and Store ID) into the provided fields.
3. Click the Login button.
The PAYD Pro Plus POS view will appear.
Note: If the “New POS Detected” popup appears, refer to Configuring lanes on page 14
about populating the fields.
Logging out of the POS view
1. Click the lock button ( ) in the top left corner of the screen.
The “Authentication” popup appears.
2. Click Sign Out.
The Login screen appears.
for more information
PAYD Pro Plus® In-Store Solution: Getting Started Guide 8
Use the options on the Configuration menu to
merchant settings
Configuring merchant settings
Configuring
configure the PAYD Pro Plus software behaviour.
These options enable and disable various functions
in order to customize the PAYD Pro Plus software.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 9
Configuring business contact information
Use the Contact Information screen to enter the contact information for your business. Contact information can
be printed on receipts (refer to Configuring receipt options on page 11
instructions below to configure store contact information.
To configure contact information:
1. In the Moneris PAYD Administration screen, click the configuration button ( ).
2. On the Configuration menu, click Contact Information.
3. In the General, Address and Contact sections, enter contact information applicable to your business.
Note: Fields outlined in yellow are mandatory.
) and on Purchase Orders. Follow the
4. Click the Save button.
Note: The Logo button ( ) is used to generate the business’ logo in Purchase Order headers only. The logo
added here will not print on receipts. To add a logo to the receipt, refer to “Setting Up the Receipt Printer” in the
PAYD Pro Plus Online Help.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 10
Configuring receipt options
The Receipt Options screen is used to specify print options, including when receipts print and what will appear
on your receipts. You can enter several messages as needed for such items as: greetings, business slogans,
refunds, gift receipts, warranties, store credits, layaway, and invoice policies. The configured messages will print
at the bottom of the customer copy of the receipt. Follow these instructions to configure transaction receipts.
1. In the Moneris PAYD Administration screen, click the configuration button ( ).
The Configuration menu appears.
2. On the Configuration menu, click Receipt Options.
3. Configure the various options in the Print Options and Additional Information sections (i.e., Greeting,
Slogan, Social Media, Refund Policy, Receipt Message, Gift Receipt Policy etc.).
Note: For a detailed listing of the various receipt options, refer to "Configuring Receipt Options" in the
PAYD Pro Plus Online Help.
4. Click the Save button.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 11
Configuring taxes
The Taxes screen stores your business’ tax registration numbers for the federal and provincial taxes to which you
are subject. Follow the instructions below to configure taxes.
1. In the Moneris PAYD Administration screen, click the configuration button ( ).
The Configuration menu appears.
2. On the Configuration menu, click Tax.
3. If your business has a tax registration number, enter the tax registration number into the applicable
Registration Number field.
4. If your business levies additional taxes other than the default provincial/federal/harmonized sales taxes,
proceed to step 5. If not, proceed to step 8.
5. Under the Additional taxes section, click the Add button.
An “Additional Tax” popup appears.
6. Complete the popup fields as follows:
a. Click inside the Name field and enter a tax name.
b. Click inside the Rate field and enter the rate (e.g., “12.00”).
c. Click inside the Registration Number field and enter the tax registration number (if applicable).
d. Click the Save button.
7. Repeat steps 4 to 6 as necessary to add other taxes.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 12
8. Click the Save button at the top of the Taxes screen.
PAYD Pro Plus® In-Store Solution: Getting Started Guide 13
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