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TD Generation Quick Start Guide For the TD Generation: • with PINPad
TD GenerationQuick Start Guide
For the TD Generation:
• withPINPad
COPYRIGHT©2016byTheToronto-DominionBank
This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.
NOTICE
The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.
MERCHANT INFORMATION
Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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ContentsAbout this Guide .......................................................1
Merchant Welcome Kit Contents ...............................1
The TD Generation with PINPad ................................1
The Terminal ..............................................................1Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Changing the paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
The PINPad .................................................................2Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Terminal and PINPad Screens ....................................3Idle screens and icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Desktop screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Cardholder Privacy and Security ...............................4Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Force post fraud prevention ......................................................... 4Call for authorization fraud prevention ......................................... 4
Financial Transactions ................................................5Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Credit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Debit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Phone or mail purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Force post purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Receipts .....................................................................9Reprinting receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Receipt examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Business Day Functions ...........................................11Performing day close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Reprinting the day close report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Continued on next page
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Reporting .................................................................12Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Administration .........................................................13Adjusting terminal volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting PINPad volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Troubleshooting .......................................................13What problems can I easily resolve? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Why isn’t my terminal powering on? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Why do I see the Internet disconnected icon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Why do I see the PINPad disconnected icon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Reference .................................................................14Storing the terminal and PINPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Maintaining the terminal and PINPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
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About this GuideThisGuideprovidesanintroductiontoyourTDGenerationsolution,hardwarefunctionality,performingfinancialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingitsuseandavailablefeatures,pleasereviewouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
Merchant Welcome Kit ContentsQuick Start GuidePamphlets
• How to Help Prevent Fraud
• Payment Card Industry Data
• If you have a problem or concernInformation sheets
• What you need to know about chargebacks
• Payment card industry data security standard (PCI DSS)
Miscellaneous
• Paperrolls(3+1intheterminal)
• Cleaningcardandinstructions
• Cardacceptancedecals(Visa®,MasterCard®,Discover®,AmericanExpress®,Interac®DirectPayment,etc.)
The TD Generation with PINPadTheterminalissolelyforyou,ourMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
The Terminal1. Paper chamber button
2. Touchscreen Allnavigationisdonethroughthetouchscreen.
3. Paper advance keyTap toadvancethepaperroll.
4. Command keys
•CANC ANNUL =Cancel
• CORR=Correction
• OK =OK
5. Log outTap tologoffthecurrentuser.
*Thisshouldnotbeconfusedwith onthetouchscreen.
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1 2 3
4 5 6
7 8 9
0CANC ANNUL
CORR OK
1
3
2
5
4
2
Navigation• Theterminalusesatouchscreenfornavigation.Youcannavigatescreensbyswipingleft/right
ortappinganonscreenoption.
• Onlyuseyourfingerwhenusingtheterminal.Don’tuseanyobjectsonthetouchscreenotherwiseyoumaydamageit.
Changingthepaper
1. Pressthepaper chamber buttononthetop-leftcorneroftheterminaltoopenthepanelandremovetheemptypaperrolltube.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.
3. Pressdownonthepaneluntilitclicksshutandensurethereisabitofpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.
The PINPadThePINPadisusedbythecustomertoentermaketransactionselectionsandentries.
1. Dash keysUsethe- keysandthedirectionpadtonavigatethescreensandmenus.
2. Command keys• X =Cancel• < =Correction• O =OKoractivate
3. Volume key UsethiskeytoadjustthePINPadvolume.
4. Card readersa) Insertchippedcardsb) Contactlesscardsc) Swipecards
Navigation
• Dashkeys—thetwo- keysareusedtoselectanonscreenoption.
- -1 QZ 2 ABC 3 DEF
4 GHI 5 JKL 6 MNO
7 PRS 8 TUV 9 WXY
0
X < O
Welcome/Bonjour
4a
4b
4c
1
2
3
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Terminal and PINPad ScreensIdlescreensandiconsThedefaultscreeniscalledtheIdle screen.Itdisplaysalotofimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.ThePINPadscreenhasnointerfaceicons.
Icon Name Terminal PINPad
Accessdesktopscreen -
ControlPanel -
? Help -
Internetstatus -
Mail -
PINPadconnectionicon -
16:20?
Terminal
Welcome/Bonjour
PINPad
Access desktop screenTap toaccesstheDesktopscreenwhereyourtransactioniconsarelocated.
Control PanelTap toaccesstheControl Panel.
HelpTap ? toaccesstheHelpscreen.
Internet status indicatesyourterminalisconnectedtotheInternet.
Ifitisn’tyouwillsee ontopoftheicon.
Mailindicatesthatyouhaveanemailwaiting.
PINPad connection iconindicatesyourPINPadisconnectedtotheterminal.Ifit
isn’tyouwillsee ontopoftheicon.
DesktopscreenThisscreenalwaysdisplaysthreeormoreiconsthatalwaysinclude:Purchase,VoidandDay Close.
16:20?
Purchase
Phone/Mail
P. Completion
Void
Pre-Auth
G.C. Redemption
Day Close
Inc. Auth
Debit/Credit
Des
ktop
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MainmenuscreenTheremaybemorethanoneMain Menuscreenonyourterminal.Thenumberofscreensdependonthenumberofavailableicons.
Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.
TerminalsecurityItistheMerchant’sresponsibilitytosecuretheirterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearetwousersecuritysettings:
No security (Default)ThissettingdoesnotuseuserIDsandpasswords.Merchantsthatchoosetousenosecuritystillhavetheoptiontosetupastore/manageroverrideIDandpasswordtoaccessareasoftheterminalthathaveamandatoryrequirementforsupervisorpassword.
SecurityThisoptionallowstheusertosetupsupervisorsandoperatorswithanIDlogin.Thesupervisorsetuprequiresyoutocreateapassword.YoucanactivatethisbygoingtoDesktop->MainMenu-> Control Panel->LogonMethod.
FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud preventionYoucannowdisableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalwilleither:
• Disabled—Statethatthetransactionisnotallowed.
OR
• Passwordprotected—Requestasupervisorormanagertoentertheirpassword.
Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.ThedefaultsettingisOFF.
16:20?
Host Trans
Reports
Transaction Recall Reprint
Mai
n M
enu
If you want to use either of these fraud prevention features, you must enable them on each of your terminals. To do so, please call the TD Merchant Solutions Help Desk at 1-800-363-1163.
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Financial TransactionsTheTDGenerationterminalcanperformthefollowingtransactions:
• Purchase
• Purchase(Phone/Mail)
• Forcepost
• Refund
• Void
• Cash*
• Pre-authorization*
• Tab*
• Giftcard*
• Loyaltycard/AirMiles®**Theseoptionaltransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
AcceptedcardtypesTheterminalwillacceptwhatevercardsyouindicatedwhenyousignedup.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesrep.
Creditcardpurchase
->Desktop-> Purchase
1. Enterthedollar amountontheterminalandtapOK.
2. Customerconfirmsthedollaramountandpresses O .
3. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Inserta) ThecustomerenterstheirPINandpresses O .Gotostep4.
Swipe
a) VerifythecardinfowithwhatisonthescreenandtapOK
.Gotostep4.
Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.
Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.
Manual entry
a) Entertheaccount numberandtapOK.
b) Entertheexpiry dateandtapOK.
c) Amanualimprintofthecreditcardisrequired.MaketheimprintandtapOK
.
d) EntertheCVD numberandtapOK.Thisnumberisgenerallylocatedonthebackof
Depending how you have set up your terminal, you may be required to enter a supervisor ID and password to proceed with any transaction.
This transaction flow is used for credit card purchases where the credit card is present. If the purchase is via phone or mail, use the Phone or mail purchase instructions. If you use the incorrect purchase transaction you could incur extra charges.
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thecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep4.
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.Ifthecreditcardwasmanuallyenteredorswiped,thecustomermustsignthereceipt.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
ENTERAMOUNT
CONFIRM AMOUNT
RECEIPTS
SWIPE CARD MANUALLY ENTER CARD
ENTER # and EXP. DATE
ENTER CVD?(optional)
IMPRINT CARD MESSAGE
SELECT PAYMENT METHOD
FINISHED
ENTER PIN
INSERT CARD
DIFFERENT PAYMENT
REQUIRED?
TAP CARD
YES YES
NO
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Debitcardpurchase->Desktop-> Purchase
1. Enterthedollar amountandtapOK.
2. Customerconfirmsthedollaramountandpresses O .
3. Selectoneofthefollowingpaymentmethods:Insert,SwipeorContactless.
Insert / swipea) Thecustomerselectstheaccountto
use:CHEQUINGorSAVINGS.b) ThecustomerenterstheirPINand
presses O .Gotostep4.
Contactlessa) Thecustomertapstheircontactless
enabledcreditcardonthecontactlesscard reader.Insomecasesthecustomermaybe requiredtoswipeorinserttheircard.Go tostep4.
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessageandthereceiptsprint.
5. YoucanREPRINTthereceiptorFINISHthe transaction.
Phoneormailpurchase
->Desktop->MainMenu-> Phone / Mail Purchase
1. Enterthedollar amountandtapOK.
2. Entertheaccount numberandtapOK.
3. Entertheexpiry dateandtapOK.
4. EntertheCVD numberandtapOK.Thisstepisdependentuponyoursettings.
5. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberandthereceiptsprint.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
ENTER AMOUNT
CONFIRM AMOUNT
RECEIPTS
INSERT or SWIPE CARD TAP CARD
SELECT PAYMENT METHOD
FINISHED
ENTER PINDIFFERENT PAYMENT
REQUIRED?
YES
NO
• These instructions are used for purchases where the card is not present. If the card is present at purchase, see Credit card purchase. If you use the incorrect purchase transaction you could incur extra charges.
• There are risks performing transactions when the credit card is not present. Ensure that you perform all of the available security checks for phone / mail purchases.
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ForcepostpurchaseThisoptionisonlyusedwhenyoucan’tprocessacreditcardpurchasenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
->Desktop->MainMenu-> Debit / Credit->ForcePost
1. Enterthedollar amount andtap OK.
Phone / mail purchases
a) Entertheaccount number andtapOK.
b) Entertheexpiry dateandtapOK.Gotostep2.
All other purchases
a) Entertheaccount numberandtapOK.
b) Entertheexpiry dateandtapOK.
c) EntertheCVD numberandtapOK.
d) Thenenter/spelltheauthorizationnumberandtapOK
.Gotostep2.
2. YoucanREPRINTthereceiptorFINISHthetransaction.
VoidThisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Ifadayclosehasbeenperformedyoumustdoarefund,notavoid.
->Desktop-> Void
1. Enterthetrace #fromthereceiptofthetransactiontobevoidedandtap OK.
2. Confirmthatthetransactionistobecanceled(NOorYES).
3. Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.
4. YoucanREPRINTthereceiptorFINISHthetransaction.
TransactionrecallThisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorization.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
->Desktop->MainMenu-> Transaction Recall
1. Selectoneofthefollowing:
Recall by trace #
a) Enterthe trace number thatyouwanttorecallandtap OK.Gotostep3.
Recall alla) Alistofalltransactionscurrentlyavailableontheterminalappear.Gotostep2.
Before you perform this transaction you must call the TD Merchant Solutions Help Desk at 1-800-363-1163 and receive an authorization number.
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Recall by amount
a) Enterthedollar amountandtapOK.Gotostep2.
Recall by account #a) SwipeorManually enter thecard.Gotostep2.
Recall by invoice #
a) EntertheinvoicenumberthatyouwanttorecallandtapOK
.Gotostep3.
2. Iftherearemultipletransactions,scrolltothedesiredoneandtapOK
.
3. SelectVoidtocancelthetransactionorselectCompletiontocloseapre-authorization.TapCANC ANNUL toleavethisscreenwithoutmakingaselection.
RefundYoucanonlyperformarefundonatransactionthathasalreadybeensubmittedforreimbursement.
->Desktop->MainMenu-> Debit / Credit ->Refund
1. Entertheinvoice number andpress .
2. Enterthedollar amountandtap OK.
3. Selectoneofthefollowingpaymentmethods:Insert / Swipe, ContactlessorManual Entry.
Insert / swipe credit or debit card
a) ThecustomerenterstheirPINandtapsOK.Gotostep4.
Contactless credit or debit carda) Thecustomertapstheircontactless-enabledcardonthescreen.Gotostep4.
Manual credit card
a) Entertheaccount numberandtapOK.
b) Entertheexpiry dateandtapOK.Thisisfourdigitsinlength.
c) Isamanualimprintrequired(NOorYES)?IfyouselectNO,thetransactionwillbecanceled.
d) EntertheCVD numberandtapOK.Thiscanbeuptofourdigitsinlength.
4. YoucanREPRINTthereceiptorFINISHtocompletetherefundandthereceiptsprint.
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
Reprintingreceipts->Desktop->MainMenu-> Reprintandselectoneofthefollowing:
Debit refunds are disabled by default. If you wish to activate debit refunds on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163.
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Last Receipt
1. Confirmthatthisiscorrect(NOorYES).Themostrecentreceiptwillreprint.
Past Receipt
1. Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminalbytheswipedcardwillappearonthescreen.
2. Selectthe transactionthatyouwanttoreprintthereceiptforandtapOK.
3. SelectPRINTifthisisthecorrecttransaction.
Receiptexamples
Credit Card Debit Card
Theinformationthatyouwillusethemostisnotedonthereceiptsbelow.
Merchant NameAddress, Postal Code
City, Province2000000
N10000000205
**** PURCHASE ****
12-21-2015Acct # 452001****5097Exp Date 10/19Name: John Q Public A00000000003101001
Trace # 6 Inv. # 5 Auth # 75612 RRN 001006006TVR 000000000000TST F800TC 0E19785C8DAA97AC
Total $50.00
(00) APPROVED THANK YOU
Retain this copy for your recordsMerchant Copy
Receipt BannerReceipt Banner
12:29:12C
Card Type VI
VISA CREDIT
Merchant NameAddress, Postal Code
City, Province2000000
N10000000205
**** PURCHASE ****
12-21-2015Acct # 452001****5097Account ChequingA00000000003101001
Trace # 9 Inv. # 3 Auth # 75612 RRN 001006006 F800
Total $50.00
(00) APPROVED THANK YOU
Retain this copy for your recordsMerchant Copy
Receipt BannerReceipt Banner
12:29:12C
Card Type DPINTERAC
Theinformationthatyouwillusethemostisnotedaboveandexplainedonthenextpage.
1. Transaction Type
• C—Onlinechipcardtransaction
• CN—ChipcardNSRtransactions
• CO—Off-linechipcardtransaction
• M—Manuallyenteredmagcardtransaction
• MC—Manuallyenteredfallbackofachipcardtransaction
• RF—Contactlesstransaction
• S—Swipedmagcardtransaction
• SC—Swipedchipcardfallbacktransaction
• SN—SwipedNSRtransaction
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2. Card Type
• AM—AmericanExpress
• DP—Debit
• DS—Discover/Diners
• JC—JCB
• MC—MasterCard
• MD—MasterCardDebit
• PV—VisaDebit
• RC—RCS
• UP—UnionPay*
• VI—Visa
*UnionPayiscoveredonlineatwww.TDMerchantSolutions.com/ResourceCentre.
3. Important Information• Transaction Type
Thisshowswhattypeoftransactionwasdone(Purchase,Void,etc.)andwhetheritisaduplicatereceipt.
• Card Type Thisshowswhatkindofcardwasusedforthetransaction.
• Trace #Thetracenumberassociatedwiththetransaction.
• Inv #Theinvoicenumberassociatedwiththetransaction.
• Auth #Theauthorizationnumber associatedwiththetransaction.
• SignatureThecardissuerdetermineswhenasignaturesisrequiredforatransaction.
• ApprovedAlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.
Business Day FunctionsTostartabusinessday,logontoaterminalthathashadthedayclosefunctionperformedonit.Dependingonthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDandpassword.
PerformingdaycloseYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:
• Sendsanystoredtransactions(SAFs).
• Closesallopenbatches.
• Printsselectedreports.
• Checksformail,anddownloads.
• Downloadsavailableupdates.
• Startsanewbusinessdayontheterminalbyopeninganewbatch.
->Desktop-> Day Close
1. ConfirmthatyouwanttoContinue. Oncetheprocessisstartedensurethattheterminalisnotuseduntilthedaycloseiscompleted.
2. Selectyourreportdeliverymethod(DISPLAYorPRINT).Dependingonhowyouhavesetupyourdayclose,certainreportswillprint.
A day close is automatically performed on your terminal every three to five business days if one isn’t performed sooner by you.
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3. WhenitiscompletedyouwillseetheBusiness Day Closed message.
Reprintingthedayclosereport->Desktop->MainMenu-> Reprint
1. SelectDay Close ReportandpressOK.
2. Confirmthatthisiscorrect(NOorYES).
ReportingThefollowingreportingoptionsaresplitintotwodifferentgroups,business day andcustomized.Youhaveaccesstoallofthebusinessdayreports,andthesewillbecoveredinthisdocument.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantSolutions.com/ResourceCentre.
Businessdayreports->Desktop->MainMenu-> Reports->BusinessDayReportsandselectareport.
Report Instructions Provides...
TerminalDetail DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
TerminalBalancing
DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
BusinessDaySubtotals
DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorDetail
Selectwhetherthereportisfora
individualID(Operator ID)andtapOK
orallIDs 0 .DISPLAYorPRINTyourreport.
...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.
OperatorBalancing
Selectwhetherthereportisfora
individualID(Operator ID)andtapOK
orallIDs 0 .DISPLAYorPRINTyourreport.
...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.
OutstandingSAF
DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.
Batchreports->Desktop->MainMenu-> Reports->BusinessDayReportsandselectareport.
Report Actions Provides...
BatchDetail Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).
...transactiondetailsbycardtypeandforcurrentorpreviousbatch.
BatchBalancing
Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).
...transactiondetailsbycardtypeandforcurrentorpreviousbatch.
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AdministrationAdjustingterminalvolumeIdleScreen-> Control Panel->Settings->SpeakerVolume
1. Taptheappropriateoptiontoincreaseordecreasetheterminalvolumeby10%.
AdjustingPINPadvolume1. Press .
2. Press-or+toadjustthevolumeby10%.
TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDHelpDeskat1-800-363-1163.
WhatproblemscanIeasilyresolve?
Problem Action Required
Chipcardscannotbeprocessed
1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.
2. Useacleaningcardtocleantheproblemcardreader.
Displayscreenisblank 1. Ensurethatthepowercableisfirmlyconnectedtotheelectricaloutlet.
Displaylightingistoobrightortoodark
1. Adjustthebrightnesssettingtoworkwiththelightingattheterminallocation.
BadCommunicationPressCANCkeyAndTryAgain
1. Therewasacommunicationfailureafterthetransactionwasinitiated.
2. PressCANC ANNUL andtryagain.
Magneticstripecardreaderwon’treadcards
1. Tryswipingthecardmorequicklyormoreslowlyorfromthetopofthereadertowardsyou.
2. Requestanotherformofpayment.Ifthiscardcanberead,theproblemiswiththefirstcard.
3. Useacleaningcardtocleantheproblemcardreader.
Printerdoesnotprint 1. Isthereispaperinthedevice?Ifthereis,ensurethatthepaperisloadedcorrectly.
Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.
2. Ensuretheprinterlidisclosedcompletely.
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Whyisn’tmyterminalpoweringon?1. Ensurethattheelectricaloutlethaspower.
2. Ensurethatthepowercordisfullyinsertedintotheoutlet.
3. Powerontheterminal.
WhydoIseetheInternetdisconnectedicon?The iconwillonlyappearwhenthereisanInternetcommunicationproblem.
1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.
2. IsyourInternetcableconnectedproperly?Unplugitandplugitbackinagain.
3. Isyourmodem/routerworkingcorrectly?Unplugandplugbackinyourmodem/routerandwaitfor3to4minutes.
WhydoIseethePINPaddisconnectedicon?The iconwillonlyappearwhenthereisancommunicationproblembetweenthePINPadandtheterminal.
1. IsyourPINPaddisconnectedfromtheterminal?
2. Rebootyourterminalandseeifthisresolvestheproblem.
ReferenceStoringtheterminalandPINPad
• Theymustbestoredintemperaturesbetween0°and50°Celsius.
• Donotleavethemoutdoorsovernight,especiallyinthewinter.
MaintainingtheterminalandPINPad• Don’tplacetheterminalorPINPadonamagnetizedpad—thiswillcausethemto
malfunction.
• EnsurethatthePortalandPINPadarecleanedroutinelywithadampclothsothatspillsdon’tgetintotheinnerworkings.
• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.
Call Centre InformationPleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyoumayhave.
Authorization:24hoursaday,sevendaysaweek
Terminal Inquiries:24hoursaday,sevendaysaweek
General Merchant Inquiries:Monday–Friday,8a.m.–8p.m.ET
Printer / Stationery Supplies:Monday–Friday,8a.m.–5p.m.ET
Resource CentreThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesandfunctionalitytoexploreinourresourcecenter.www.TDMerchantSolutions.com/ResourceCentre
523020(0316)
