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1. Log-In

Log in using the same credentials as for the Paybyrd dashboard (e-mail and password). Click on the right ”eye” 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 will look 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.
  • 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.
  • Processing payment.
  • Payment is approved.
After approved payment, you can send a receipt, print a customer receipt, print a merchant receipt, or close.

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5. PreAuthorization

Select partial or complete payment after reservation. To capture the full amount, tap Capture. To capture a partial amount, tap Partial Capture.
  • Processing payment.
  • Insert or swipe card.
  • Payment approved.
After approved payment, 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 and not for reservation without payment (capture). If you click on ”complete” the total amount will be refunded. Tap OK to enter the operational password and proceed. The operational password is optional and depends on your merchant configuration. If you are sure you want to refund the transaction, click ”Refund”. Type the refund amount.
  • 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

Select ”Print”. Create a new Pay by Link. Type the amount. Enter your client’s details. Enter an order reference. Select the Pay by link expiration period.