Transaction Recall; Refund - TD Generation Quick Start Manual

Transaction recall

This option recalls a transaction so that you can view, void or complete / close it if it is a pre-authorization or
tab. The following instructions access any transactions that were performed in the current open batch. If a
day close has been completed you cannot recall transactions prior to the day close. Pre-authorization and tab
transactions are covered in our online documentation at www.TDMerchantSolutions.com/ResourceCentre.
1.
Tap the
2.
Select one of the following:
Recall all
This recalls the details all of transactions in the open batch.
a) A list of all transactions currently available on the terminal appear. Go to step 2.
Recall by trace #
This only recalls the transaction connected to the trace # in the open batch.
a) Enter the
Recall by amount
This recalls any transaction for the entered dollar amount in the open batch.
a) Enter the
Recall by account #
This recalls any transaction for the entered card account number in the open batch.
a) Swipe
Recall by invoice #
This recalls the transaction for the entered invoice number.
a) Enter the invoice number that you want to recall and tap OK. Go to step 4.
3. If there are multiple transactions, scroll to the desired one and tap OK.
4. Select Void
Tap cancel

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.
1. Tap the
2. Enter the dollar amount
3. Select one of the following payment methods:
card only).
Insert / swipe credit or debit card
a) The customer
Contactless credit or debit card
a) The customer
/ Home
key  Transaction Recall.
trace number
dollar amount
or Manually enter
to cancel the transaction or select
to leave this screen without making a selection.
/ Home key  Refund.
and tap OK.
inserts or
taps
their contactless-enabled card on the screen. Go to step 4.
that you want to recall and tap OK. Go to step 4.
and tap OK. Go to step 3.
the card. Go to step 3.
Completion
Insert / Swipe,
swipes their card. Go to step 4.
10
to close a pre-authorization.
Contactless or Manual Entry (credit