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TD Generation Quick Start Manual

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TD Generation
Quick Start Guide
For the TD Generation:
•
Portal 2 with PINpad

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Summary of Contents for TD TD Generation

  • Page 1 TD Generation Quick Start Guide For the TD Generation: • Portal 2 with PINpad...
  • 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 Portal 2 with PINpad........... 1 The Terminal .............. 2 Navigation ................... . . 2 Changing the paper .
  • Page 4 Business Day Functions ........... 13 Performing day close ................13 Reprinting the day close report .

  • Page 5: About This Guide

    About this Guide This Guide provides an introduction to your TD Generation solution, hardware functionality, performing financial transactions, administration features and troubleshooting. For further information regarding its use and available features, please review our online documentation at www.TDMerchantSolutions.com/ResourceCentre. Merchant Welcome Kit Contents...

  • Page 6: The Terminal

    The Terminal Paper chamber button Touchscreen All navigation and merchant data entry is done through the touchscreen. Navigation Wed Apr 20 16:09:34 • The terminal uses a touchscreen for navigation. You can navigate screens by swiping left / right or tapping an onscreen option.

  • Page 7: The Communications Hub

    Home Screen Help Tap this to access the Help   screen. Service menu This icon is only used by TD  technicians. Control panel Tap this icon to access  administration and configuration settings. This menu functionality is covered in our online Merchant Guide.

  • Page 8: Idle Screens And Icons

    Icon Name Description Idle Screen Home Screen PINpad This icon indicates your Possible Possible disconnected PINpad is disconnected from the terminal. Please verify the PINpad is securely connected to the terminal. Lock / Log off Tap this to log out the current ...

  • Page 9: Home Screen(S) And Icons

    Home screen(s) and icons Home screen displays three or more icons that Wed Apr 20 16:09:34 always include: Purchase, Void Close. • If your business requires more than 10 transaction types, there will be a Purchase Day Close CLOSED second screen with the remaining icons. •...

  • Page 10: Call For Authorization Fraud Prevention

    Accepted card types The terminal will accept whatever cards you indicated when you signed up. If you wish to adjust your accepted card list, please contact the TD Merchant Solutions Help Desk at 1-800-363-1163. Credit card purchase T his 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.
  • Page 11 Contactless transactions may prompt you to print them. If the purchase was for a low amount you may be offered the option to print the receipt. This receipt threshold can be set by calling the TD Merchant Solutions Help Desk at 1-800-363-1163. REPRINT FINISH You can the receipt or the transaction.

  • Page 12: Debit Card Purchase

    Debit card purchase ENTER AMOUNT / Home Tap the key  Purchase. dollar amount and tap OK. Enter the Select one of the following payment methods: Insert, Swipe or Contactless. CONFIRM AMOUNT Insert / swipe The customer selects the account to use: CHEQUING SAVINGS.

  • Page 13: Force Post Purchase

    Force post purchase This option is only used 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 Tap the key  Force Post Purchase. dollar amount and tap OK. Enter the Then enter the authorization number and tap OK.

  • Page 14: Transaction Recall

    Completion to close a pre-authorization. cancel to leave this screen without making a selection. 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. Tap the / Home  Refund. Enter the dollar amount and tap OK.

  • Page 15: Receipts

    Manual credit card Enter the account number on the PINpad and press OK. expiry date on the PINpad and press OK. Enter the phone / mail purchase (NO or YES)? Is this refund for a If you selected NO, continue below. If you selected got to step 4.
  • Page 16 C a r d t y p e American Express MasterCard Debit Debit Visa Debit Discover / Diners Union Pay* MasterCard Visa * Union Pay transactions are covered in our online documentation at www.TDMerchantSolutions.com/ResourceCentre. I m p o r t a n t i n f o r m a t i o n Trace # The trace number associated with the transaction.

  • Page 17: Business Day Functions

    Business Day Functions Depending on the logon method, it may be as simple as a user performing transactions to entering a logon ID and password. 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.

  • Page 18: Reporting

    Reporting The following reporting options are split into two different groups, business day and customized. You have access to all of the business day reports, and these will be covered in this document. Please see our online documentation for customized reports at www.TDMerchantSolutions.com/ResourceCentre. Business day reports Home key ...

  • Page 19: Administration

    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 Try inserting a different card.

  • Page 20: Why Isn't My Terminal Powering On

    Why isn’t my terminal powering on? Ensure that the electrical outlet has power. Ensure that the power cord is fully inserted into the outlet. Ensure the power cord is correctly connected to the communication adapter. Power on the terminal. Why do I see the Internet disconnected icon? icon will only appear when there is an Internet communication problem.

  • Page 21: Reference

    Reference Control panel menu Menu option Level 2 Level 3 User Management Add User Change Password Remove User User List Logon Method Communications Connection Type Setup IP Configuration Report Parameter Download Host 1 Parameters Host 2 Parameters Purge Transaction Data Receipt Banner Reset Invoice # Training Mode...

  • Page 22: Financial Transactions Menu

    Don’t place the terminal or PINpad on a magnetized pad — this will cause them to malfunction. • Ensure that the Portal and PINpad are cleaned routinely 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.
  • 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 –...
  • Page 24 535408 (1016)

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