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TD Generation Quick Start Manual

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TD Generation
Quick Start Guide
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  • Page 1 TD Generation Quick Start Guide For the TD Generation: • Shared POS...
  • Page 2 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.

  • Page 3: Table Of Contents

    Contents About this Guide ............1 Merchant Welcome Kit Contents ....... 1 The TD Generation Shared POS ......... 1 The Terminal .............. 1 Navigation ..................... 2 Changing the paper ................2 The PINPad ..............2 Navigation ..................... 2 Terminal and PINPad Screens ........3 Idle screens and icons ................
  • Page 4 Business Day Functions ........... 12 Performing day close ................13 Reprinting the day close report ............13 Reporting ..............13 Business day reports ................13 Batch reports ..................14 Administration ............14 Adjusting terminal volume ..............14 Adjusting PINPad volume ..............14 Changing user icons on the home screen ..........

  • Page 5: About This Guide

    MasterCard®, Discover®, American Information sheets Express®, Interac® Direct Payment, etc.) • What you need to know about chargebacks • Payment card industry data security standard (PCI DSS) The TD Generation Shared POS The terminal is solely for you, our Merchant. You will use the terminal to initiate transactions for customer’s using credit, debit, loyalty or gift cards. Depending on your settings, some card types may not be accepted by your terminal. For loyalty and gift card information, please go to our online documentation at www.TDMerchantServices.com/ResourceCentre. The Terminal Paper chamber button Touchscreen 16:20 A ll navigation is done through the touchscreen.

  • Page 6: Navigation

    Navigation • T he terminal uses a touchscreen for navigation. You can navigate screens by swiping left / right or tapping an onscreen option. • O nly use your finger when using the terminal. Don’t any objects on the touchscreen otherwise you may damage it. Changing the paper ress the paper chamber button on the top-left corner of the terminal to open the panel and remove the empty paper roll tube. U nwrap a new paper roll and place it in the paper chamber so that the loose end of the paper feeds up from under the paper roll towards you. P ress down on the panel until it clicks shut and ensure there is a bit of paper sticking out from the chamber that it touches the top of the terminal screen. The PINPad The PINPad is used by the customer to enter make transaction selections and entries. D ash keys U se the keys and the direction pad to navigate Welcome/Bonjour the screens and menus. Command keys • = Cancel < • = Correction • = OK or activate Volume key Use this key to adjust the PINPad volume.

  • Page 7: Terminal And Pinpad Screens

    Terminal and PINPad Screens Idle screens and icons The default screen is called the Idle screen. It displays a lot of important information and different ways to access your terminal’s functionality. The PINPad screen has no interface icons. 16:20 Welcome/Bonjour Terminal PINPad Icon Name Idle Home Desktop and Main Menu Access home screen   Active Merchant  Patel Control Panel   Help    Home  Internet connection    status Mail ...

  • Page 8: Home Screen

    Home screen This is the terminal screen where you will select which Merchant 16:20 you want to perform a transaction for or access the Control Panel. T ap the Merchant icon that you want to perform a Patel Chan Smith transaction for. In this case, we’ll select Patel and the Desktop screen appears. Brown Sandler Di lipo Desktop screen This terminal screen always displays three or more icons that always Patel 16:20 include: Purchase, Void and Day Close. • T he has changed to Purchase Void Day Close • T he selected Merchant is displayed in the top-left corner of the screen. Tap it (Patel) to view the Merchant’s ID number and terminal number. Pre-Auth P. Completion Last Receipt •...

  • Page 9: Cardholder Privacy And Security

    Password protected — Request a supervisor or manager to enter their password. Call for authorization fraud prevention You can enable/disable call for authorization transactions. The default setting is OFF. 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.

  • Page 10: Financial Transactions

    Financial Transactions The TD Generation terminal can perform the following transactions: • Purchase • Cash* • Purchase (Phone / Mail) • Pre-authorization* • Force post • Tab* • Refund • Gift card* • Void • Loyalty card / Air Miles®* * These optional transactions are covered in our online documentation at www.TDMerchantServices.com/ResourceCentre. Depending how you have set up your terminal, you may be required to enter a supervisor ID and password to proceed with any transaction.
  • Page 11 T he screen shows that the transaction is completed with an authorization number or approved message. If the credit card was manually entered or swiped, the customer must sign the receipt. Y ou can REPRINT the receipt or FINISH the transaction. ENTER AMOUNT CONFIRM AMOUNT SELECT PAYMENT METHOD MANUALLY INSERT CARD TAP CARD SWIPE CARD ENTER CARD ENTER # and DIFFERENT EXP. DATE PAYMENT REQUIRED? IMPRINT CARD ENTER PIN MESSAGE ENTER CVD? RECEIPTS (optional) FINISHED...

  • Page 12: Debit Card Purchase

    Debit card purchase ENTER AMOUNT -> Home Screen -> Desktop -> Purchase amount and tap Enter the dollar Customer confirms the dollar amount and presses CONFIRM S elect one of the following payment methods: AMOUNT Insert, Swipe or Contactless. Insert / swipe T he customer selects the account to use: HEQUING or SAVINGS. SELECT PAYMENT T he customer enters their PIN and METHOD presses . Go to step 4. Contactless T he customer taps their contactless INSERT or enabled credit card on the contactless TAP CARD SWIPE CARD card reader. In some cases the customer may be required to swipe or their insert card. Go to step 4.

  • Page 13: Force Post Purchase

    Force post purchase This option is only used when you can’t process a credit card purchase normally through the network whether due to communication problem or that the force post is requested via the terminal. Before you perform this transaction you must call the TD Merchant Solutions Help Desk at 1-800-363-1163 and receive an authorization number. -> Home Screen -> Desktop -> Main Menu -> Debit / Credit -> Force Post Enter the dollar amount and tap Phone / mail purchases Enter the account number and tap date and tap Enter the expiry . Go to step 2.

  • Page 14: Refund

    S elect Void to cancel the transaction or select Completion to close a pre-authorization. Tap CANC to leave this screen without making a selection. ANNUL Refund You can only perform a refund on a transaction that has already been submitted for reimbursement. 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. -> Home Screen -> Desktop -> Main Menu -> Refund Enter the invoice number and press . amount and tap...

  • Page 15: Receipts

    Receipts Each transaction has a different receipt and most of the information is purely for record keeping. There are some points of important information you need to be aware of to ensure that your transactions have completed correctly. Reprinting receipts -> Home Screen -> Desktop -> Main Menu -> Reprint and select one of the following: Last Receipt C onfirm that this is correct (NO or YES). The most recent receipt will reprint. Past Receipt S wipe the card that the transaction was performed on. Any transactions that were done on the terminal by the swiped card will appear on the screen. Select the transaction that you want to reprint the receipt for and taps Select PRINT if this is the correct transaction. Receipt examples Credit Card Debit Card The information that you will use the most is noted on the receipts below. Merchant Name Merchant Name Address, Postal Code Address, Postal Code City, Province City, Province Merchant Label Merchant Number Merchant Label...

  • Page 16: Business Day Functions

    Transaction Type • C — O nline chip card • MC — M anually entered fallback of a transaction chip card transaction • CN — C hip card NSR RF — Contactless transaction • transactions • S — Swiped mag card transaction • CO — O ff-line chip card SC — S wiped chip card fall back • transaction transaction • M — M anually entered mag card transaction • SN — Swiped NSR transaction Card Type AM — American Express PV — Visa Debit •...

  • Page 17: Performing Day Close

    Performing day close You have a deadline to perform a day close. This is called your balancing window and it is set on the system. If your day close is done before your balancing window ends, you’ll receive same or next business day deposit for credit and debit card totals. Otherwise, they will be forwarded to the next business day. You must close your business day on each terminal in order to maintain accurate records and balance your accounts. Closing the business day is important as it: • S ends any stored transactions (SAFs). • Checks for mail, and downloads. • Closes all open batches. • D ownloads available updates. • Prints selected reports. • S tarts a new business day on the terminal by opening a new batch. Control Panel -> Day Close elect All or an Individual Merchant that you want to close the business day for. If you select All, every Merchant on the terminal will have their business day closed. Confirm that this is correct (NO or YES). When it is completed you will see the Business Day Closed message. Reprinting the day close report -> Home Screen -> Desktop -> Main Menu -> Reprint Select Day Close Report and tap C onfirm that this is correct (NO or YES). Reporting The following reporting options are split into two different groups, business day and customized. You...

  • Page 18: Batch Reports

    Report Instructions Provides... Operator Select whether the report is for a ...transactions by card type (including gift Balancing card totals and details) operator ID and for ID) and tap individual ID (Operator the current business day. or all IDs DISPLAY or PRINT your report. DISPLAY or PRINT your report. Outstanding ...all stored transaction details that have not been sent for settlement. Batch reports -> Desktop -> Main Menu -> Reports -> Batch Reports and select a report. Report Actions Provides... Batch Detail Select which batch you want to review ...transaction details by card type and for (PREV or CURRENT) and how you want to current or previous batch. receive it (DISPLAY or PRINT). Batch Select which batch you want to review ...transaction details by card type and for Balancing (PREV or CURRENT) and how you want to current or previous batch. receive it (DISPLAY or PRINT). When creating reports, the user can print for a single Merchant. Each individual report will have the appropriate Merchant information printed on the top of the report. Business day and batch reports This is the selected Merchant’s name and ID.

  • Page 19: Troubleshooting

    Change Colour T ap the icon that you want to change the colour for. You have six colour options and each colour can only be used once. ap the new colour that you want for your icon. Your changes are now saved. Change Label Text T ap the icon that you want to change the text for. There is an eight character maximum. C lear the existing text, enter the new information and tap . Your changes are now saved. Troubleshooting If you’re unable to resolve the problem after performing the following steps, please contact the TD Merchant Solutions Help Desk at 1-800-363-1163. What problems can I easily resolve? Problem Action Required Chip cards cannot be T ry inserting a different card. If this card can be read, the processed p roblem is with the first card. U se a cleaning card to clean the problem card reader. Display screen is blank E nsure that the power cable is firmly connected to the electrical outlet. Display lighting is too A djust the brightness setting to work with the lighting at the bright or too dark terminal location.

  • Page 20: Why Do I See The Internet Disconnected Icon

    Why do I see the Internet disconnected icon? The icon will only appear when there is an Internet communication problem. Is your Internet connection working properly? Verify this with another device. I s your Internet cable connected properly? Unplug it and plug it back in again. I s your modem / router working correctly? Unplug and plug back in your modem / router and wait for 3 to 4 minutes. Why do I see the PINPad disconnected icon? The icon will only appear when there is an communication problem between the PINPad and the terminal. Is your PINPad disconnected from the terminal? Reboot your terminal and see if this resolves the problem. Reference Storing the terminal and PINPad • T hey must be stored in temperatures between 0° and 50° Celsius. • Do not leave them outdoors overnight, especially in the winter. Maintaining the terminal and PINPad • D on’t place them on a magnetized pad — this will cause them to malfunction. • R outinely clean them with a damp cloth so that spills don’t get into the inner workings. • Use TD-approved cleaning cards for the chip and magnetic card readers.
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  • Page 23 Call Centre Information Please call the TD Merchant Solutions Help Desk at 1-800-363-1163. We would be happy to answer any questions you may have. Authorization: 24 hours a day, seven days a week Terminal Inquiries: 24 hours a day, seven days a week General Merchant Inquiries: Monday – Friday, 8 a.m. – 8 p.m. ET Printer / Stationery Supplies: Monday – Friday, 8 a.m. – 5 p.m. ET Resource Centre This Guide covers the most commonly used information in order to get you started. Your terminal has more features and functionality to explore in our resource center. www.TDMerchantServices.com/ResourceCentre...
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