Using Payd Mobile App

Transcript

Using PAYD Mobile app TM For iPad , iPhone and iPod touch TM TM TM TM (05/13) Contents Important: Read First . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Set up the app . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Connect the card reader . . . . . . . . . . . . . . . . . . . . . . . . . 4 Sign into/sign out of the mobile app . . . . . . . . . . . . . 5 Basic navigation tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Financial Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Demo mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 TM Need help? visit getpayd.com or Call 1-855-423-PAYD Record your PAYD Account Number here: 1 Important: Read First Set up the app Before you begin Download and install the app Please note that this guide provides instructions on how to download and use the PAYD mobile app on your Apple mobile device. The PAYD mobile app is available on the App StoreSM. To download and install the app to your AppleTM iPad®, iPhone® or iPod touch®, follow these steps. Note: For instructions on how to use the PAYD Merchant Resource Center to your manage store or account settings, refer to the Using PAYD Merchant Resource Center guide. From the Apple home screen: 1. Ensure that your store is activated (see Activate your PAYD store below if you are doing the activation). 2. You must have the following PAYD sign-in credentials to proceed: • PAYD Username • PAYD Store ID • PAYD Password 3. Download and install the app to your mobile device (see page 3). 1. Open App Store. 2. In the Business category, search for “PAYD” then select the app. Recommended: Read the PAYD terms and conditions before proceeding with the download. 3. Tap Free, and then tap INSTALL APP. 4. When prompted, enter your Apple ID and password, and then tap OK. 5. When the installation is complete, the Apple home screen appears. The PAYD mobile app is ready to use. 4. Connect the PAYD card reader attachment to your mobile device (see page 4). View the PAYD mobile app version number 5. To begin processing mobile transactions, sign in (see page 5). 2. Tap Settings. Note: At your first sign-in, you will be prompted to read and accept a Terms of Agreement. 1. Sign into the mobile app (see page 5). 3. Locate version number under “PAYD Application” near the bottom of the screen. Activate your PAYD store 4. Tap PAYD (top right on the screen) to return to the PAYD home menu. 1. Visit getpayd.com/activate. Configure the default language 2. In the Merchant ID field, enter your PAYD Account Number. The language of the PAYD app is determined by the language set for your mobile device. Note: Your PAYD Account Number is a 13-digit number provided to you in the e-mail that you received from Moneris to confirm your order. Note: If your device is configured for a language other than French, the mobile app defaults to English. 3. In the Store ID field, enter your Store ID. 4. Tap Next. 5. Enter your name and password information. 6. Tap Next. 7. Select and answer the three security questions from the drop-down lists, and enter your e-mail address. 8. Tap Complete Activation. A “congratulations” confirmation screen appears. Your PAYD store is now activated. 2 3 Connect the card reader Sign into/Sign out of the mobile app Each time you wish to connect the card reader, follow these steps: Sign in 1. Remove the card reader from the case. From the Apple home screen 2. Plug the card reader jack into the audio port on your mobile device. 1. Tap the PAYD card reader card reader jack plugged into audio port (not shown) stabilizer flap To process mobile transactions, you must sign in. icon to launch the mobile app. 2. When the PAYD sign-in screen appears, enter your sign-in credentials: 3. Tap Sign In. • If prompted to change your password, enter the required data, and tap Update Password. • If prompted to select and answer three security questions, see Configure security questions/answers on page 6. • If prompted to answer a security question, answer it, and tap Continue. 4. When the PAYD home menu appears, you may begin processing transactions. Note: To have your sign-in credentials pre-filled the next time you sign in, see Default Username and Store ID below. Default Username and Store ID 3. Your card reader is now connected to your device. Pre-fills the sign-in fields with your credentials whenever you launch the app. 1. Sign into your PAYD mobile app (see above). Tips and hints on swiping 2. When the PAYD home menu appears, tap Settings. 1. Before swiping a card, make sure the media speaker on your device is turned off. 3. Under “Login Credentials,” fill in the fields, and tap Save Login Credentials. 2. After you tap Swipe Card: • Ensure that the volume level of your device is maximized before swiping the card. • Wait for the prompt “Please swipe card” to appear on the screen before swiping the card. 4. Tap PAYD (top right on the screen) to return to the PAYD home menu. 3. When swiping a card: • Ensure that the magnetic stripe on the card is facing the card reader’s stabilizer flap. • Ensure that the card is swiped in a smooth motion. • Ensure that the full length of the magnetic stripe is swiped through the card reader. Sign out To ensure that unauthorized transactions cannot be processed from your mobile device, sign out of the mobile app when you are not using it. 1. Tap Logout. The PAYD sign-in screen appears once you are signed out. 2. Press your device’s Home button to return to the Apple home screen. 4 The mobile app is now closed; you cannot process transactions on your mobile device until you sign in again (see above). 5 Need to reset your password? Basic navigation tips From the Apple home screen: 1. Tap the PAYD icon to launch the mobile app. 2. Tap Forgot Password?. 3. Enter your Username and Store ID, and tap Next. 4. Answer the security question, and tap Next. 5. Enter a new password, and tap Next. The “sign-in” screen This screen appears whenever you launch the PAYD mobile app from an idle state (and you are not already signed in). 6. When the “Success” confirmation dialog box appears, tap OK. 7. A temporary password will be e-mailed to the address that you registered to your PAYD store sign-in account. 8. When you next sign in (see page 5), be sure to enter the temporary password in the PAYD Password field. Note: You will be subsequently prompted to create a new password, which you will use from now on to sign into your mobile app and the PAYD Merchant Resource Center. Configure security questions/answers The questions/answers that you configure will be used to identify you in the event that you forget your password. (Periodically you may be prompted to answer one of the questions when signing in.) Note: The same security questions/answers also apply to the PAYD Merchant Resource Center. 1. Select a question from each of the three drop-down lists, and enter an answer for each. 2. In the Email Address field, enter your e-mail address. Note: The temporary password will be sent to this address in the event that you forget your sign-in password and need to have it reset. 3. Tap Continue. When the PAYD home menu appears, you may process transactions on your device. The “home” menu This menu appears when you sign in. From this menu you can initiate any operation or access the help resource. • To access the help resource, tap Help on the home menu. (See Need help? on the back page for more details.) • To return to the home menu from any other screen while you are signed in: Tap Home. (The icon will appear at the top left on the screen.) OR Tap PAYD. (The icon will appear at the top right on the screen.) Note: To have your sign-in credentials pre-filled the next time you sign in, see Default Username and Store ID on page 5. 6 7 Financial transactions If the banner DEMO MODE appears near the top of every screen, the app is in Demo mode. Transactions processed in this mode will NOT affect your bank accounts. See page 18 for details. 8. The message “Processing Transaction” appears, followed by the Customer Signature screen. 9. Capture the customer’s signature (see page 14), or tap Skip and go directly to step 10. 2. On the Terminal menu, tap Purchase. 10.The transaction is complete: • To e-mail a second receipt (e.g., to a different address than the one you entered during the transaction), see page 15. • If you are finished, tap PAYD (top right on the screen). 3. Tap Card. Process a Purchase with cash 4. If you wish to track the transaction using your own identifier, enter an ID in the Customer ID or Order ID field. From the PAYD home menu: Process a Purchase with a credit card From the PAYD home menu: 1. Tap Terminal. Note: The Order ID must be unique. (If you do not enter this ID, one will be auto-generated when you submit the transaction.) 5. In the Email Address field, enter the e-mail address to which the customer receipt will be sent, or select one from your contact list (tap the + icon). Note: The receipt will be sent automatically when you submit the transaction. If required, you can print a receipt from your PAYD Merchant Resource Center following the transaction. 6. In the Amount ($) field, enter the Purchase amount (#.##). 7. Enter the card information. You have two options: If you wish to swipe the card: a.Ensure the card reader is connected (see page 4) and the volume level of your device is maximized. b.Tap Swipe Card. c. Swipe the card on the reader when prompted. If you wish to key in the card number: a.Detach the card reader (if attached). b.In the Card Number field, enter the credit card number. c. In the Expiry Date field, enter the credit card’s expiry date. d.In the CVD field, enter the credit card’s 3- or 4-digit card validation number. e.Tap Process Transaction. 8 1. Tap Terminal. 2. On the Terminal menu, tap Purchase. 3. Tap Cash. 4. If you wish to track the transaction using your own identifier, enter an ID in the Customer ID or Order ID field. Note: The Order ID must be unique. (If you do not enter this ID, one will be auto-generated when you submit the transaction.) 5. In the Email Address field, enter the e-mail address to which the customer receipt will be sent, or select one from your contact list (tap the + icon). Note: The receipt will be sent automatically when you submit the transaction. If required, you can print a receipt from your PAYD Merchant Resource Center following the transaction. 6. In the Amount ($) field, enter the Purchase amount (#.##). • If the amount tendered by the customer is more than the Purchase amount, enter the higher value in the Amount Tendered ($) field (the Change Due ($) field will automatically display the amount owed to the customer). 7. Tap Process Transaction. 8. The message “Processing Transaction” appears followed by an APPROVED or DECLINED response. 9. The transaction is complete: • To e-mail a second receipt (e.g., to a different address than the one you entered during the transaction), see page 15. • If you are finished, tap PAYD (top right on the screen). 9 Process a Pre-Authorization with a credit card Authorizes an amount on a credit card for situations where the final transaction amount is unknown. From the PAYD home menu: 1. Tap Terminal. 2. On the Terminal menu, tap Preauth. 3. If you wish to track the transaction using your own identifier, enter an ID in the Customer ID or Order ID field. Note: The Order ID must be unique. (If you do not enter this ID, one will be auto-generated when you submit the transaction.) 4. In the Email Address field, enter the e-mail address to which the customer receipt will be sent, or select one from your contact list (tap the + icon). Note: The receipt will be sent automatically when you submit the transaction. If required, you can print a receipt from your PAYD Merchant Resource Center following the transaction. 5. In the Amount ($) field, enter the amount of the Pre-authorization (#.##). 6. Enter the card information. You have two options: If you wish to swipe the card: a.Ensure that the card reader is connected (see page 4) and your device volume is maximized. b.Tap Swipe Card. c. Swipe the card on the reader when prompted. If you wish to key in the card number: a.Detach the card reader (if attached). b.In the Card number field, enter the credit card number. c. In the Expiry Date field, enter the credit card’s expiry date. d.In the CVD field, enter the credit card’s 3- or 4-digit card validation number. 9. The transaction is complete: • To e-mail a second receipt (e.g., to a different address than the one you entered during the transaction), see page 15. • If you are finished, tap PAYD (top right on the screen). IMPORTANT: To receive funds for the transaction, you must process a Capture at a later time (see below); otherwise, you must cancel the Pre-Auth (see below) to release the funds. Process a Capture with a credit card Completes or cancels a Pre-Authorization. Completing the Pre-Auth ensures the funds are transferred to your account at settlement. Cancelling the Pre-Auth releases the hold on the card's funds. From the PAYD home menu: 1. Tap Terminal. 2. On the Terminal menu, tap Capture. 3. Retrieve the Pre-Auth transaction to be completed or cancelled: Note: The original transaction receipt includes the transaction identifiers. You may enter full or partial data in the search fields. • To search by Order ID, enter the ID in the Order ID field. • To search by Customer ID, enter the ID in the Customer ID field. • To search by Amount, enter an amount in the Amount ($) field. • To display the last 10 Pre-Auth transactions, leave all fields blank. 4. Tap Search Transactions. A transaction list appears. • To display the next 10 transactions if applicable, tap Load 10 more (the maximum is 300 transactions). 5. You have two options: e.Tap Process Transaction. 7. The message “Processing Transaction” appears followed by the Customer Signature screen. 8. Capture the customer’s signature (see page 14), or tap Skip and go directly to step 9. 10 11 If you wish to complete (capture) the Pre-Auth: a.In the Capture Amt ($) field: Confirm that the amount displayed is correct, or enter the amount to be captured if it is different from the original Pre-Auth amount. 4. Tap Search Transactions. A transaction list appears. • To display the next 10 transactions if applicable, tap Load 10 more (the maximum is 300 transactions). If you wish to cancel the Pre-Auth: 5. Select the transaction that you wish to reverse. • If the Refund Amt ($) field appears (Refunds only), enter the amount to be refunded if it differs from the original transaction amount. 6. Tap Process Void or (Process Refund). a.To cancel the Pre-Auth, enter a zero dollar amount (e.g., 0.00). 7. The message “Processing Transaction” appears followed by an APPROVED or DECLINED response. Note: If the Pre-Auth is completed for an amount that is less than the original, the hold on the remaining amount will be released. 6. Tap Process Capture. 7. The message “Processing Transaction” appears followed by an APPROVED or DECLINED response. Note: A Customer Signature screen will not appear. 8. The transaction is complete (a Capture receipt is automatically e-mailed to the address that was entered during the original Pre-Auth): • To e-mail a second receipt (e.g., to a different address), see page 15. • If you are finished, tap PAYD (top right on the screen). Note: A Customer Signature screen will not appear. 8. The transaction is complete (a Void or Refund receipt is automatically e-mailed to the address that was entered during the original Purchase or Capture): • To e-mail a second Void or Refund receipt (e.g., to a different address), see page 15. • If you are finished, tap PAYD (top right on the screen). Process a Return If you perform the Return on the same day as the original transaction (Purchase or Capture), the Return voids the transaction for the full amount. If you perform the Return on a different day than the original transaction, the Return can refund the transaction for a full or a partial amount. From the PAYD home menu: 1. Tap Terminal. 2. On the Terminal menu, tap Return. 3. Retrieve the credit transaction to be reversed. Note: The original transaction receipt includes the transaction identifiers. You may enter full or partial data in the search fields. • To search by Order ID, enter the ID in the Order ID field. • To search by Customer ID, enter the ID in the Customer ID field. • To search by Amount, enter an amount in the Amount ($) field. • To display the last 10 credit transactions, leave all fields blank. 12 13 Receipts Signature capture for receipts Emailing additional receipts to customers Once you submit a credit Purchase or Pre-Auth transaction, the Customer Signature screen appears so that you may capture the customer's signature. If you submitted a Purchase or Pre-Auth: Note: If a signature is captured, it will not be included in e-mailed receipts; however, a receipt with signature will be stored on your PAYD Merchant Resource Center and can be accessed or printed from that interface at any time (see the Using PAYD Merchant Resource Center guide). When the Customer Signature screen appears: 1. The customer “writes” their signature above the Customer Signature line. • If the customer wishes to redo their signature, they tap Clear and then try again. 2. The customer taps Done. 3. The response screen appears indicating an APPROVED or DECLINED response. Note: A receipt is automatically e-mailed to the address that you entered prior to submitting the transaction. 4. The transaction is complete: • To e-mail a second receipt (e.g., to a different address than the one you entered during the transaction), see page 15. • If you are finished, tap PAYD (top right on the screen). A receipt will automatically be e-mailed to the address that you entered prior to submitting the transaction. To e-mail a second receipt (e.g., to a different address), follow the steps below. If you submitted a Capture: Receipts are automatically sent to the e-mail address that was entered during the original Pre-Auth transaction. To e-mail a second receipt (e.g., to a different address), follow the steps below. If you submitted a Return: A Void or Refund receipt will automatically be e-mailed to the address that was entered during the original Purchase or Capture transaction. To e-mail a second Void or Refund receipt (e.g., to a different address), follow the steps below. At the bottom of the APPROVED or DECLINED response screen: 1. In the Email Address field, enter the customer’s e-mail address, or select an address from your contact list (use the + icon beside the field). Note: The address may already be pre-filled. 2. Tap Send Email Receipt. The message “Receipt successfully sent” appears above Send Email Receipt. 3. If you wish to send the receipt to additional e-mail addresses, repeat steps 1 to 2. 4. When you have finished e-mailing receipts, tap PAYD (top right on the screen) to return to the PAYD home menu. 14 15 Reporting Transactions Report Batches Report Find and display transactions by date, Order ID, Customer ID, or amount. Find and display a batch to determine the amount deposited in your bank account for that batch. From the PAYD home menu: From the PAYD home menu: 1. Tap Reports. 1. Tap Reports. 2. On the Reports menu, tap Transactions. 2. On the Reports menu, tap Batches. 3. Select a date range from the drop-down list. 3. Retrieve the batch that you wish to view: • To search by Date, select a date range from the Date drop-down list. • To search by Batch Number, enter the batch number in the Batch Number field. • To search by Batch Status, select a batch status type from the Batch Status drop-down list. 4. Retrieve the transaction(s) that you wish to view. Note: The original transaction receipt includes the transaction identifiers. You may enter full or partial data in the search fields. • To search by Order ID, enter an ID in the Order ID field. • To search by Customer ID, enter an ID in the Customer ID field. • To search by Amount, enter an amount in the Amount ($) field. • To display the last 10 transactions for a given date range, leave all fields blank. 5. Tap Search Transactions. A transaction list appears. 4. Tap Search Batches. A batch list appears. 5. Tap a batch record to view the batch details. 6. When you are finished reviewing the batch details: To return to the batches list, tap Close Details. OR To return to the PAYD home menu, tap PAYD (top right on the screen). Note: Approved transactions display as Black text. Declined transactions display as Red text. 6. Do one of the following: • To display the next 10 transactions if applicable, tap Load 10 more (the maximum is 300 transactions). • To view a transaction's details, tap the transaction record in the list. 7. When you are finished reviewing the transaction details: To return to the transactions list, tap Close Details. OR To return to the PAYD home menu, tap PAYD (top right on the screen). 16 17 Demo mode Demo mode lets you practise using the PAYD mobile app without affecting your bank account. While in Demo mode you may: • Perform all financial transactions: • The required fields (Card Number, Amount ($), Expiry (MMYY), and CVD if enabled) will be pre-filled. • Transactions will always be approved. • Transactions will be stored in the Demo batch. • E-mail receipts: • The merchant name will be “Mobile Demo” to make demo transactions easy to identify. • View Demo reports How to use Demo mode You may enable Demo mode while signed into your own PAYD account first, or you may use Demo mode without signing into an account (you do not have to be a registered user). • To use Demo mode while you are signed into your own registered account, see page 19. • To enable Demo mode without signing into a registered account, see page 20. Enabling Demo mode while signed into YOUR OWN account From the PAYD home menu: 1. Tap Settings. 2. Tap the “Demo Mode?” option to switch from OFF to ON. 3. Tap PAYD (top right on the screen) to return to the PAYD home menu. Note: Near the top of every screen the text DEMO MODE displays instead of your business name. All transactions will now be in Demo mode until you disable Demo mode (see below). IMPORTANT: Ensure that you disable Demo mode before you attempt to process live financial transactions. Transactions processed in Demo Mode will NOT affect your bank accounts. Disabling Demo mode while signed into YOUR OWN account From the PAYD home menu: Note: The text DEMO MODE displays near the top of the screen. 1. Tap Settings. 2. Under “Account Settings,” tap the “Demo Mode?” option to switch from ON to OFF. 3. Tap PAYD (top right on the screen). Note: Near the top of every screen your merchant name, e.g., Your Business Name , now appears instead of “DEMO MODE”. All transactions will now be live and WILL affect your bank accounts. 18 19 Enabling Demo mode using the “DEMOUSER” generic account Note: You do not need to have a registered PAYD account to use this feature. From the Apple home screen: 1. Tap the PAYD icon to launch the mobile app. 2. Tap Try PAYD in Demo Mode now. The Settings options appear. 3. Under “Account Settings,” tap the “Demo Mode?” option to switch from OFF to ON. 4. Tap PAYD (top right on the screen). The PAYD sign-in screen appears. Note: The sign-in fields are now pre-filled with the generic “Demouser” credentials, and the banner DEMO MODE is displayed near the top of the screen. 5. Tap Sign In. Troubleshooting If an error message appears on the PAYD mobile app display and is listed in the table below, follow the instructions in the table’s Solution column. If the problem is still not resolved, call 1-855-423-PAYD or visit getpayd.com. Error Messages Error message Solution Application PAYD already exists. Replace version XXX with version XXX. You have already installed an earlier version of the mobile app. 1. Delete the unusable application from your device. 2. Download and install the latest version of the app (see page 3). Card Read Error. Please swipe again. The card data were not read properly. Tap OK and try again. If the error recurs, see Tips and hints on swiping on page 4. Login Failed. Please Try Again. 1. Try signing in again. 2. If the authentication fails, use the Reset Password feature (see page 6). If the problem persists, you may be using an expired version of the app. Download and install the latest version of the app (see page 3). The PAYD home menu appears. 6. When you are finished testing the app, ensure that you sign out as instructed below. IMPORTANT: If you have a registered PAYD account, ensure that you disable this generic Demo mode/exit the generic account before attempting to process LIVE transactions. Transactions processed in Demo mode will NOT affect your bank accounts. To process LIVE transactions, you must sign into the app using your own sign-in credentials. Disabling Demo mode and exiting the “DEMOUSER” generic account From the PAYD home menu: 1. Tap Settings. 2. Under “Account Settings,” tap the “Demo Mode?” option to switch from ON to OFF. 3. Tap PAYD (top right on the screen) to return to the PAYD home menu. 4. The PAYD sign-in screen appears. Note: The generic “Demouser” credentials no longer appear in the sign-in fields. 20 21 Notes Other Issues Issue Solution If DEMO MODE appears at the top of every screen. The app is in Demo mode. To disable this mode, do one of the following: 1. If you enabled Demo mode while signed into your own account, see page 19. 2. If you enabled Demo mode while signed into the generic “Demouser” account, see page 20. If you forget your password Use the Reset Password feature to reset your password (see page 6). The Swipe Card button does not appear. Your device cannot detect the card reader. 1. Ensure the reader is securely attached to your device. 2. If your device has a protective sleeve, ensure it is not preventing the reader from being completely plugged in. A DEMO MODE transaction is declined. You may have changed a pre-filled value in a required field. Initiate the transaction again, but do not change any of the pre filled values. 22 23 24 25 Need help? From your Apple device: 1. Sign into your own account (see page 5), or sign in using the generic “Demouser” account (see page 20). 2. On the PAYD home menu, tap Help. 3. The following information is available: • Contacting PAYD • Using Demo Mode • Getting a PAYD account • PAYD Merchant Resource Center • Frequently Asked Questions • Troubleshooting By Phone: Call 1-855-423-PAYD On the Web: Visit getpayd.com TM MONERIS, MONERIS & Design and MONERIS SOLUTIONS & Design are registered trade-marks of Moneris Solutions Corporation. TM PAYD and PAYD & Design are trademarks of Moneris Solutions Corporation. APPLE, IPAD, IPHONE and IPOD TOUCH are trade-marks of Apple Inc. registered in the U.S. and other countries. APP STORE is a service mark of Apple Inc. All other marks or registered trademarks are the property of their respective owners. © 2013 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. For informational purposes only. Neither Moneris Solutions Corporation (“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 and/or your Moneris Debit Card 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 moneris.com/manuals. ® PAYD-A-YT-E (05/13)