MYOB PayDirect Mobile quick start guide. quick start guide

Transcription

1 1 quick start guide

2 1 Getting started in a few easy steps MYOB PayDirect Mobile turns your smartphone into a mobile card payment terminal, so you can get paid on the spot anywhere, anytime. This Quick Start Guide shows you how to set up and use your MYOB PayDirect Mobile reader to take card payments from your smartphone. Learn more Please visit myob.com.au/paydirectsupport for customer support and additional information, including: + + frequently asked questions + + demo videos.

3 Get to know your MYOB PayDirect Card Reader 1 Swipe Card Slot Reads magnetic stripes cards (strip facing away from user) 2 LED Display Display instructions for user 3 Power Button Powers the terminal on and off and enters sleep mode 4 Revive Button Pin-hole button used to reset the Reader 5 Enter Key Confirms actions including PIN entry 6 Cancel Key Cancels actions including PIN entry 7 Clear Key Removes the last PIN digit entered 8 Function Button Indicates Bluetooth status 9 Smart Card Slot Reads chip cards (chip facing towards user) 10 Charging LED Red LED above Micro-USB connector indicates unit is charging 11 USB Connector USB Micro-B receptacle used for charging/file transfer 12 Contactless Sensor Area Reads contactless enabled cards

4 3 Bluetooth reader security guidelines Your reader is tamper-proof to ensure that card details and PINs are processed securely. Please inspect your device and ensure that you follow these security guidelines, so that no illegal activities can be undertaken with your device. 3 Visually inspect your device regularly to ensure it does not show any marks potentially caused by an illegal attempt to open the plastic case. 8 If the terminal identifies a tamper attempt during usage, the terminal will immediately close the payment application aborting any transaction in progress. The tamper state is indicated on the display by **SYSTEM TAMPERED**. 1 Your card reader would have arrived within sealed packaging. Please ensure the packaging was intact and was not opened beforehand. 4 5 Ensure your device is only used by trusted staff and not left unattended. Lock away devices that are not in use. Only use secure PINs or passwords to access your payment application. 9 The device will also automatically perform a security check every 24 hours. A suspected tampered device should be returned for investigation. 2 Please check and make a note of your serial number found on the back of the device (note the last 3 digits of the serial number will display in the Bluetooth menu during connection). 6 7 Encourage all users of your devices to read and follow these guidelines. Never try to repair or open up a faulty device yourself, but return it for inspection. Important note Contact customer support, if your device shows unusual behaviours such as a high number of read failures or card declines. These can be indicators of a tampered device.

5 4 Downloading the mobile app Before you re able to make your first transaction, you need to install the MYOB OnTheGo app (if you re an existing MYOB Essentials or AccountRight subscriber) or the MYOB PayDirect app (if you re new to MYOB) onto your smartphone. A list of supported devices can be found at myob.com.au/paydirectsupport If you have an Apple iphone, follow these instructions: 1 Go to the App Store on your phone 2 In the search box, type in MYOB OnTheGo or MYOB PayDirect 3 Download the app. If you have an Android phone, follow these instructions: 1 Visit the Google Play Store on your phone. If you do not have Google Play, you can download it at play.google.com 2 In the search box type in MYOB OnTheGo or MYOB PayDirect 3 Download the app.

6 5 Connecting your Reader 1 Charge your card reader with the USB cable for at least 3 hours before using it for the first time. 2 Familiarise yourself with the key features and buttons of your PayDirect Card Reader using the graphic and explanations on page 2. 3 Turn on Bluetooth on your smartphone and turn on your PayDirect Card Reader. The on/off button is on the top left of the card reader. The rapidly flashing Bluetooth symbol on your PayDirect Card Reader indicates you are ready to connect. If it s not flashing or flashing slowly, hold down the Function button until the Blue light starts flashing quickly, once connected it will flash slowly (note: During a transaction the blue light will be solid). 4 Find your PayDirect Card Reader in the Bluetooth devices menu. It will appear as PayDirect 123, with the digits being the last 3 numbers of the serial number on the Reader. 5 Tap pair on your phone first then press Enter on the Reader to confirm the 6 digit code presented. 6 Your PayDirect Card Reader should say Activated once this is complete. If it does not, please contact our product specialists at Go to the settings section of your app and tap Install Updates. This typically takes 5-10 minutes and will reboot several times while updating. Important note While updating, the Update screen on the phone must stay active or it will fail. Do not let the phone s screen turn off during this time.

7 6 Taking a payment 1 Connect or Pair the PayDirect Card Reader to your smartphone via Bluetooth. 2 Open the mobile app on your smartphone and log in using your MYOB username and password or your 4 digit PIN number (if you have set it up already). 3 Select Take Payment If your service is connected with an online file: + + Click on the invoices section + + Create a new invoice or open an existing one + + Select take payment from the menu + + Select payment method card + + Select a deposit account +Press + continue 4 Enter the transaction amount on your smartphone and tap Next. You ll be asked to confirm the amount. Press OK. 5 When prompted, ask your customer to insert, swipe or tap their card, or do it for them. + + If the card has a chip, insert the card into the card slot at the base of the PayDirect Card Reader. + + If the card doesn t have a chip, swipe the card through the magnetic stripe card slot at the top of the Reader. + + If the customer chooses Paypass or PayWave slowly tap card on the screen and wait for the light to flash indicating payment has been approved. If your PayDirect service is standalone: + + From the dashboard, press take payments + + Enter a payment amount + + Press next.

8 7 Taking a payment 6 Select account. + + Once the card has been inserted, when prompted, ask your customer to select which account they d like to use: Savings, Cheque or Credit. 7 When prompted ask your customer to enter their PIN on the PayDirect Card Reader. + + When prompted to enter a PIN some customers may tell you they don t have one. If they have presented a credit or debit card, ask the customer to press Enter on the Reader and follow the instructions under Cards that require a signature. 8 You will be prompted to remove the card from your PayDirect Card Reader. 9 If OK, Approved will appear on the screen of your smartphone and PayDirect Card Reader. If the customer wants a receipt, enter their address or mobile number and press Send. If the card is declined, the reason (incorrect PIN, insufficient funds etc.) will appear on the display of the smartphone and the PayDirect Card Reader. + + Depending on what the customer wants to do, repeat the process from step If the customer does not provide another card or a correct PIN, cancel the transaction. Your daily transaction limit is set to $5,000 AUD. Contact MYOB Support on if you require an increase. Important note Sometimes a card will require a signature. When this happens a signature panel will appear on your smartphone and the Signature needed message will appear on the PayDirect Card Reader.

9 myob.com/au/support/paydirect MYOB is a registered trade mark and PayDirect is a trade mark of MYOB Technology Pty Ltd. The Bluetooth word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. any use of such marks by MYOB is under license. Other trademarks and trade names are those of their respective owners. MasterCard and the MasterCard brandmark are registered trademarks of MasterCard International Incorporated. Google Play and the Google Play Logo are trade marks of Google, Inc.Apple is a trade mark of Apple Inc., registered in the U.S., and other countries. iphone 5, iphone 4S and iphone 4 are trade marks of Apple Inc by MYOB Australia. All rights reserved. No portion of this book may be reproduced mechanically, electronically, or by any other means including photocopying, without written permission from the publisher. MYOB Australia. Level 3, 235 Springvale Road, Glen Waverley, Victoria, GSME