background image

MYOB PayDirect 

Card Reader User Guide

Log in to the mobile app

1   Open the mobile app on your smartphone

2  Log in using your MYOB username and password

3  You will be prompted to set up a 4 digit security PIN.

This will become your login PIN from now on.

Navigating the Menu in the app

Now that you have logged in, let’s look at the Menu screen.  
You’ll use this screen to manage all basic operations, including 
your transaction history, reader information and security settings.

Swipe right from within the app to access the Settings Menu  
or tap on the Menu icon ( ).

You’ll find these options:

 Transaction  History

 - Shows all processed transactions. 

Use this screen to process a refund.

>  

Reader Information

 - Shows your PayDirect Card Reader’s 

serial number, Device model and Battery charge %

>  

Security Settings

 - Use to enter and change your Signature 

Verification Code

Log out

 - Use to exit the app

Using the mobile app

The mobile app allows you to process transactions using your MYOB PayDirect Card Reader.
Now you have the app, it’s a good idea to spend a few minutes becoming familiar with it.  
It will make processing your first few transactions quick and simple.

Summary of Contents for PayDirect

Page 1: ...MYOB PayDirect Card Reader User Guide...

Page 2: ...e to your PayDirect Card Reader Provides the information you need to start taking payments Getting started in a few easy steps MYOB PayDirect turns your smartphone into a mobile payments terminal so y...

Page 3: ...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 Bl...

Page 4: ...rtant note When fully charged your MYOB PayDirect Card Reader will perform about 150 transactions and last three to four days in standby mode Your MYOB PayDirect Card Reader may lose its charge if you...

Page 5: ...AccountRight subscribers can take advantage of the added convenience and time saving features of mobile accounting In just a few taps you can create and send invoices and manage your contacts and it...

Page 6: ...gs Swipe right from within the app to access the Settings Menu or tap on the Menu icon You ll find these options Transaction History Shows all processed transactions Use this screen to process a refun...

Page 7: ...g Bluetooth symbol on your PayDirect Card Reader indicates you are ready to connect If it s not flashing hold down the Function button until the Blue light starts flashing quickly once connected it wi...

Page 8: ...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 f...

Page 9: ...ve their card from your PayDirect Card Reader 3 Press Signature Verified if you re happy 4 Enter your Signature Verification Code at the prompt This is set to 0000 but you can change this at any time...

Page 10: ...ront side of the card facing the front of the PayDirect Card Reader the side with the keypad You can swipe the card in either direction If your customer chooses a contactless payment Paypass or PayWav...

Page 11: ...sign again 3 Check their signature against the one shown on their card If the signature doesn t look correct or you re concerned about the validity of the card tap Void to cancel the transaction 4 If...

Page 12: ...you If your customer does not want a receipt finish the transaction by tapping Done If your customer wants a receipt enter their email address or mobile phone number and tap Send You can only send one...

Page 13: ...e right from anywhere within the app or tap 2 Search for the transaction using the STAN number on the customer s receipt 3 Once located tap on the transaction to view the Transaction Details screen Ta...

Page 14: ...ss the app To keep your information secure we recommend you Log out of the app whenever you re not using the MYOB PayDirect Reader Set a password on any smartphone you use with the MYOB PayDirect Read...

Page 15: ...sn t read the magnetic stripe on my customer s card If your customer s card has a chip you must insert the card into the card slot If it only has a magnetic stripe check you re swiping the card so the...

Page 16: ...PayDirect Card Reader There is an error reading the card s chip You can insert and remove the card 3 times After this you will be prompted to swipe the card and approve with signature The PayDirect Ca...

Page 17: ...s 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 Incorpora...

Reviews: