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1. Log-In

Log in using the same credentials as for the Paybyrd dashboard (email and password). Click the right ”eye” icon to show your password. If you enter an incorrect email or password, a notification appears at the bottom of the screen.

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2. Initialization

When you log in, the app looks for the merchant data associated with the user. Select the merchant to use — there can be several merchants associated with a user. The app then retrieves payment data and saves the merchant data. While this happens, the app shows:
  • Initializing Payment Module.
  • Processing Transactions.
If an initialization error occurs, tap ”Try Again”.

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3. Menu

The menu contains all main features. Tap any item to open it.

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4. Payment

In the payment section, enter the amount. The app shows:
  • Processing payment.
  • Payment is approved.
After the payment is approved, you can send a receipt, print a customer receipt, print a merchant receipt, or close.

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5. Pre-Authorization

Select partial or complete payment after a reservation:
  • To capture the full amount, tap ”Capture”.
  • To capture a partial amount, tap ”Partial Capture”.
The app shows:
  • Processing payment.
  • Insert or swipe card.
  • Payment approved.
After the payment is approved, you can send a receipt, print a customer receipt, print a merchant receipt, or close.

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6. Refund

You can choose a partial or complete refund. Partial refund is only allowed for payments, not for a reservation without payment (capture).
  1. If you tap ”complete”, the total amount is refunded.
  2. Tap ”OK” to enter the operational password and proceed. The operational password is optional and depends on your merchant configuration.
  3. If you are sure you want to refund the transaction, tap ”Refund”.
  4. Type the refund amount.
The app shows:
  • Processing payment.
  • Payment approved.

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Reports

You can select reports for today, yesterday, and the day before yesterday.
  • Payment
  • Payment of Reservation (Capture of Preauthorization)
  • Refund of Payment
  • Refund of Payment of Reservation (capture of Preauthorization)
  • Pay by Link Payment
  • Transaction Reports Receipt

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Reprint

Tap ”Print”. Create a new Pay by Link:
  1. Type the amount.
  2. Enter your client’s details.
  3. Enter an order reference.
  4. Select the Pay by Link expiration period.
  5. Select the language.
  6. Confirm the details and send the Pay by Link.
Once sent successfully, you can view it in your dashboard. Check the details of a Pay by Link. Once approved, it appears in green. From there, you can:
  • Print customer receipt.
  • Print merchant receipt.

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Settings

  • Change the language by clicking on the flag.
  • Tapping ”Logout” returns you to the login screen.
  • Switch merchant by clicking on the icon.