td generation€¦ · abc 3 def 4 ghi 5 jkl 6 mno 7 prs 8 tuv 9 wxy 0 x < o welcome/bonjour 4a...

TD GenerationQuick Start Guide

For the TD Generation:

• SharedPOS

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.

MerchantInformationEachdevice,andeachMerchantwhosharesthedevice,willhaveauniqueID.YourdeviceandMerchantIDsarelistedbelow.

Device / Merchant Name Device / Merchant ID

MasterDevice

MerchantName1 MerchantID1






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ContentsAbout this Guide .......................................................1

Merchant Welcome Kit Contents ...............................1

The TD Generation Shared POS .................................1

The Terminal ..............................................................1Navigation ............................................................................................. 2

Changing the paper .............................................................................. 2

The PINPad .................................................................2Navigation ............................................................................................. 2

Terminal and PINPad Screens ....................................3Idle screens and icons ............................................................................ 3

Home screen .......................................................................................... 4

Desktop screen ...................................................................................... 4

Main Menu screen ................................................................................. 4

Cardholder Privacy and Security ...............................5Terminal security ................................................................................... 5

Locking your home screen ........................................................... 5

Fraud prevention ................................................................................... 5Force post fraud prevention ......................................................... 5Call for authorization fraud prevention ......................................... 5

Financial Transactions ................................................6Accepted card types .............................................................................. 6

Credit card purchase ............................................................................. 6

Debit card purchase .............................................................................. 8

Phone or mail purchase ........................................................................ 8

Force post purchase .............................................................................. 9

Void ........................................................................................................ 9

Transaction recall .................................................................................. 9

Refund ................................................................................................. 10

Receipts ...................................................................11Reprinting receipts .............................................................................. 11

Receipt examples ................................................................................. 11

Continued on next page

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Business Day Functions ...........................................12Performing day close .......................................................................... 13

Reprinting the day close report ......................................................... 13

Reporting .................................................................13Business day reports ............................................................................ 13

Batch reports ....................................................................................... 14

Administration .........................................................14Adjusting terminal volume ................................................................. 14

Adjusting PINPad volume ................................................................... 14

Changing user icons on the home screen .......................................... 14

Troubleshooting .......................................................15What problems can I easily resolve? .................................................. 15

Why isn’t my terminal powering on? ................................................ 15

Why do I see the Internet disconnected icon? .................................. 16

Why do I see the PINPad disconnected icon? .................................... 16

Reference .................................................................16Storing the terminal and PINPad ....................................................... 16

Maintaining the terminal and PINPad ............................................... 16

1

About this GuideThisGuideprovidesanintroductiontoyourTDGenerationsolution,hardwarefunctionality,performingfinancialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingitsuseandavailablefeatures,pleasereviewouronlinedocumentationatwww.TDMerchantServices.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 Shared POSTheterminalissolelyforyou,ourMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasegotoouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.

The Terminal1. Paper chamber button

2. Touchscreen

Allnavigationisdonethroughthetouchscreen.

3. Paper advance key

Tap toadvancethepaperroll.

4. Command keys

•CANC ANNUL =Cancel

• CORR=Correction

•OK

=OKoractivate

5. Log out

Tap tologoffthecurrentuser.

*Thisshouldnotbeconfusedwith onthetouchscreen.

16:20?

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’tanyobjectsonthetouchscreenotherwiseyoumaydamageit.

Changingthepaper1. Pressthepaper chamber buttononthetop-leftcorneroftheterminaltoopenthepaneland

removetheemptypaperrolltube.

2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.

3. Pressdownonthepaneluntilitclicksshutandensurethereisabitofpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.

The PINPadThePINPadisusedbythecustomertoentermaketransactionselectionsandentries.

1. Dash keys

Usethe- 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

3

Terminal and PINPad ScreensIdlescreensandiconsThedefaultscreeniscalledtheIdle screen.Itdisplaysalotofimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.ThePINPadscreenhasnointerfaceicons.

Icon Name Idle Home Desktop and Main Menu

Accesshomescreen -

Patel ActiveMerchant - -

ControlPanel -

? Help

Home - -

Internetconnectionstatus

Mail

PINPadconnectionstatus

16:20?

Terminal

Welcome/Bonjour

PINPad

Access home screenTap toaccesstheHomescreenandselectaMerchant.

Active MerchantAcolouredboxwiththeMerchant’snameinthetop-leftcorneroftheDesktopandMain Menuscreens.

Control PanelTap toaccesstheControl Panel.

HelpTap ? toaccesstheHelpscreen.

HomeTap toreturntotheHomescreentoselectanewMerchant.

Internet status indicatesyourterminalisconnectedtotheInternet.

Ifitisn’tyouwillsee ontopoftheicon.

Mailindicatesthatyouhaveanemailwaiting.

PINPad connection iconindicatesyourPINPadisconnectedtotheterminal.Ifit

isn’tyouwillsee ontopoftheicon.

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HomescreenThisistheterminalscreenwhereyouwillselectwhichMerchantyouwanttoperformatransactionfororaccesstheControl Panel.

1. TaptheMerchanticonthatyouwanttoperformatransactionfor.Inthiscase,we’llselectPatelandtheDesktopscreenappears.

DesktopscreenThisterminalscreenalwaysdisplaysthreeormoreiconsthatalwaysinclude:Purchase,VoidandDay Close.

• The haschangedto .

• TheselectedMerchantisdisplayedinthetop-leftcornerofthescreen.Tapit(Patel)toviewtheMerchant’sIDnumberandterminalnumber.

• Tap togobacktotheHome screenandselectanewMerchant.

MainMenuscreenTheremaybemorethanoneMain Menuscreenonyourterminal.Thenumberofscreensdependonthenumberofavailableicons.

Patel Chan Smith

Di�lipoSandlerBrown

16:20?

Purchase

P. Completion

Void

Pre-Auth

Day Close

Last Receipt

Desktop

Patel 16:20?

Patel 16:20?

Mai

n M

enu

Host Trans Transaction Recall

Reprint Reports

Debit/Credit

5

Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.

TerminalsecurityItistheMerchant’sresponsibilitytosecuretheirterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.TherearethreeoptionstosecuretheSharedPOS:

Home Screen Desktop Screen Explanation

Not secured Alldesktopscreensprotected

AgoodoptionwhereMerchantsperformtheirowntransactions.

Secured Notprotected AgoodoptionwherethereisasinglepersonperformingtransactionsforallMerchants.

Secured Somedesktopscreenssecured

AcustomizedoptionwhereMerchantsperformtheirowntransactionsbutsomedon’twantpasswordprotection.

Not secured Notsecured AnoptionwherethereisasinglepersonwhomanagesanofficeformultipleMerchants.Thisoptionistheleastsecureandnotsuggested.

Locking your home screen

Control Panel->Settings->ScreenLock

1. ConfirmthatyouwanttolockyourHomescreen(YES).Yourhomescreenisnowonlybeopenedbyyouradministratorpassword.

FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:

Force post fraud preventionYoucannowdisableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalwilleither:

• Disabled—Statethatthetransactionisnotallowed.

OR

• Passwordprotected—Requestasupervisorormanagertoentertheirpassword.

Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.ThedefaultsettingisOFF.

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.TDMerchantServices.com/ResourceCentre.

AcceptedcardtypesTheterminalwillacceptwhatevercardsyouindicatedwhenyousignedup.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesrep.

Creditcardpurchase

->HomeScreen->Desktop-> Purchase

1. Enterthedollar amountontheterminalandpressOK.

2. Customerconfirmsthedollaramountandpresses O .

3. Performoneofthefollowingpaymentmethods:Insert / Swipe, ContactlessorManual Entry.

Inserta) ThecustomerenterstheirPINandpresses O .Gotostep4.

Swipea) Verifythecardinfowithwhatisonthescreenandpress O .Gotostep4.

Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.

Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.

Manual entry

a) Entertheaccount numberandpressOK.

b) Entertheexpiry dateandpressOK.

c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK

.

d) EntertheCVD numberandpressOK.Thisnumberisgenerallylocatedonthebackof

thecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep4.

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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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

8

Debitcardpurchase->HomeScreen->Desktop-> Purchase

1. Enterthedollar amountandtapOK.

2. Customerconfirmsthedollaramountandpresses O .

3. Selectoneofthefollowingpaymentmethods:Insert,SwipeorContactless.

Insert / swipea) Thecustomerselectstheaccountto

use:CHEQUINGorSAVINGS.b) ThecustomerenterstheirPINand

presses O .Gotostep4.

Contactlessa) Thecustomertapstheircontactless

enabledcreditcardonthecontactlesscardreader.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.

4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessageandthereceiptsprint.

5. YoucanREPRINTthereceiptorFINISHthe transaction.

Phoneormailpurchase

->HomeScreen->Desktop->MainMenu-> Phone / Mail Purchase

1. Enterthedollar amountandtapOK.

2. Entertheaccount numberandtapOK.

3. Entertheexpiry dateandtapOK.

4. EntertheCVD numberandtapOK.Thisstepisdependentuponyoursettings.

5. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberandthereceiptsprint.


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.

->HomeScreen->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

.


VoidThisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Ifadayclosehasbeenperformedyoumustdoarefund,notavoid.

->HomeScreen->Desktop-> Void

1. Enterthetrace #fromthereceiptofthetransactiontobevoidedandpress O .

2. Confirmthatthetransactionistobecanceled(NOorYES).

3. Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.


TransactionrecallThisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorization.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.

->HomeScreen->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.

->HomeScreen->Desktop->MainMenu-> Refund

1. Entertheinvoice number andpress .

2. Enterthedollar amountandtap OK.

3. Selectoneofthefollowingpaymentmethods:Insert / Swipe, ContactlessorManual Entry.

Insert / swipe credit or debit carda) ThecustomerenterstheirPINandpresses O .Gotostep4.

Contactless credit or debit carda) Thecustomertapstheircontactless-enabledcardonthescreen.Gotostep4.

Manual credit card

a) Entertheaccount numberandpressOK.

b) Entertheexpiry dateandpressOK.Thisisfourdigitsinlength.

c) Isamanualimprintrequired(NOorYES)?IfyouselectNO,thetransactionwillbecanceled.

d) EntertheCVD numberandpressOK.Thiscanbeuptofourdigitsinlength.Gotostep4.

4. YoucanREPRINTthereceiptorFINISHtocompletetherefundandthereceiptsprint.

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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ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.

Reprintingreceipts->HomeScreen->Desktop->MainMenu-> Reprintandselectoneofthefollowing:

Last Receipt

1. Confirmthatthisiscorrect(NOorYES).Themostrecentreceiptwillreprint.

Past Receipt

1. Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminalbytheswipedcardwillappearonthescreen.

2. Selectthe transactionthatyouwanttoreprintthereceiptforandtapsOK.

3. SelectPRINTifthisisthecorrecttransaction.

Receiptexamples

Credit Card Debit Card

Theinformationthatyouwillusethemostisnotedonthereceiptsbelow.

Merchant NameAddress, Postal Code

City, ProvinceMerchant Label Merchant Number

Terminal ID

**** Transaction Type ****

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, ProvinceMerchant Label Merchant Number

Terminal ID

**** Transaction Type ****

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.

12

1. Transaction Type

• C—Onlinechipcardtransaction

• CN—ChipcardNSRtransactions

• CO—Off-linechipcardtransaction

• M—Manuallyenteredmagcardtransaction

• MC—Manuallyenteredfallbackofachipcardtransaction

• RF—Contactlesstransaction

• S—Swipedmagcardtransaction

• SC—Swipedchipcardfallbacktransaction

• SN—SwipedNSRtransaction

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.TDMerchantServices.com/ResourceCentre.

3. Important Information

• Merchant Label Thisisthenameontheselected

Merchant’sicon.• Merchant Number

ThisistheselectedMerchant’sindividualIDnumber.

• Terminal ID ThisisthemasterdeviceID

number.• 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.

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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PerformingdaycloseYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:

• Sendsanystoredtransactions(SAFs).

• Closesallopenbatches.

• Printsselectedreports.

• Checksformail,anddownloads.

• Downloadsavailableupdates.

• Startsanewbusinessdayontheterminalbyopeninganewbatch.

Control Panel->DayClose

1. SelectAlloranIndividual Merchantthatyouwanttoclosethebusinessdayfor.IfyouselectAll,everyMerchantontheterminalwillhavetheirbusinessdayclosed.

2. Confirmthatthisiscorrect(NOorYES).

3. WhenitiscompletedyouwillseetheBusiness Day Closed message.

Reprintingthedayclosereport->HomeScreen->Desktop->MainMenu-> Reprint

1. SelectDay Close ReportandtapOK.

2. Confirmthatthisiscorrect(NOorYES).

ReportingThefollowingreportingoptionsaresplitintotwodifferentgroups,business day andcustomized.Youhaveaccesstoallofthebusinessdayreports,andthesewillbecoveredinthisdocument.Aswell,theusercanprintforasingleMerchant.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantServices.com/ResourceCentre.

Businessdayreports->HomeScreen->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.

14

Report Instructions Provides...

OperatorBalancing

Selectwhetherthereportisfora

individualID(Operator ID)andtapOK

orallIDs 0 .DISPLAYorPRINTyourreport.

...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.

OutstandingSAF

DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.

Batchreports->Desktop->MainMenu-> Reports->BatchReportsandselectareport.

Report Actions Provides...

BatchDetail Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).

...transactiondetailsbycardtypeandforcurrentorpreviousbatch.

BatchBalancing

Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).

...transactiondetailsbycardtypeandforcurrentorpreviousbatch.

Whencreatingreports,theusercanprintforasingleMerchant.EachindividualreportwillhavetheappropriateMerchantinformationprintedonthetopofthereport.

Business day and batch reports

1. ThisistheselectedMerchant’snameandID.

2. ThisisthemasterdeviceIDnumber.

AdministrationAdjustingterminalvolume

Control Panel->Settings->SpeakerVolume

1. Taptheappropriateoptiontoincreaseordecreasetheterminalvolumeby10%.

AdjustingPINPadvolume1. Press .

2. Press-or+toadjustthevolumeby10%.

ChangingusericonsonthehomescreenThisoptionallowsyoutochangetheiconcolourandtext.

Control Panel->IconIDManagement

1. SelectChange ColourorChange Label Text.

BATCH TERMINAL DETAIL REPORTPatel 200-200000072 Terminal ID

05-15-2014 19:48:1491 2

BATCH: 1Associated transaction details

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Change Coloura) Taptheiconthatyouwanttochangethecolourfor.Youhavesixcolouroptionsand

eachcolourcanonlybeusedonce.b) Tapthenew colourthatyouwantforyouricon.Yourchangesarenowsaved.

Change Label Texta) Taptheiconthatyouwanttochangethetextfor.Thereisaneightcharacter

maximum.

b) Cleartheexistingtext,enterthenewinformationandtapOK

.Yourchangesarenowsaved.

TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.

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.

Whyisn’tmyterminalpoweringon?1. Ensurethattheelectricaloutlethaspower.

2. Ensurethatthepowercordisfullyinsertedintotheoutlet.

3. Powerontheterminal.

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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’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.

• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.

• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.

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18

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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.TDMerchantServices.com/ResourceCentre

523022(0316)

td generation€¦ · abc 3 def 4 ghi 5 jkl 6 mno 7 prs 8 tuv 9 wxy 0 x < o welcome/bonjour 4a...

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