TD Generation Quick Start Manual
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TD Generation Quick Start Manual

With pinpad
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TD Generation
Quick Start Guide
For the TD Generation:
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with PINPad

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Summary of Contents for TD TD Generation

  • Page 1 TD Generation Quick Start Guide For the TD Generation: • 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

    About this Guide ............1 Merchant Welcome Kit Contents ....... 1 The TD Generation with PINPad ........ 1 The Terminal .............. 1 Navigation ................... . . 2 Changing the paper .
  • Page 4 Reporting ..............12 Business day reports ................12 Batch reports .

  • Page 5: About This Guide

    If you have a problem or concern Express®, Interac® Direct Payment, Information sheets etc.) • What you need to know about chargebacks • Payment card industry data security standard (PCI DSS) The TD Generation with PINPad 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.TDMerchantSolutions.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 use 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 Terminal PINPad Access desktop screen  Control Panel  Help  Internet status  Mail  PINPad connection icon  Access desktop screen Internet status Tap to access the Desktop screen where your indicates your terminal is connected to the Internet. transaction icons are located. If it isn’t you will see on top of the icon. Control Panel Mail indicates that you have an email waiting.

  • Page 8: 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 9: 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.TDMerchantSolutions.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 10 the credit card. This is an optional step depending on your settings. Go to step 4. 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 11: Debit Card Purchase

    Debit card purchase ENTER AMOUNT -> Desktop -> Purchase Enter the dollar amount and tap 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 SELECT use: HEQUING or SAVINGS. PAYMENT T he customer enters their PIN and METHOD presses . Go to step 4. Contactless T he customer taps their contactless INSERT or TAP CARD enabled credit card on the contactless card SWIPE CARD reader. In some cases the customer may be required to swipe or insert their card. Go to step 4. DIFFERENT ENTER PIN PAYMENT...

  • Page 12: 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. -> Desktop -> Main Menu -> Debit / Credit -> Force Post Enter the dollar amount and tap Phone / mail purchases Enter the account number and tap Enter the expiry date and tap . Go to step 2.

  • Page 13: 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. -> Desktop -> Main Menu -> Debit / Credit -> Refund Enter the invoice number and press .

  • Page 14: Receipt Examples

    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 tap 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 2000000 2000000 N10000000205 N10000000205 PURCHASE **** **** **** PURCHASE **** 12-21-2015...

  • Page 15: Business Day Functions

    Card Type • AM — American Express • MD — MasterCard Debit DP — Debit • • PV — Visa Debit DS — Discover/Diners • • RC — RCS • JC — JCB UP — Union Pay* • • MC — MasterCard VI — Visa • * Union Pay is covered online at www.TDMerchantSolutions.com/ResourceCentre. Important Information Transaction Type • • This shows what type of The invoice number associated with the transaction was done transaction. (Purchase, Void, etc.) and • Auth whether it is a duplicate The authorization number associated with the receipt. transaction.

  • Page 16: Reprinting The Day Close Report

    When it is completed you will see the Business Day Closed message. Reprinting the day close report -> Desktop -> Main Menu -> Reprint Select Day Close Report and press 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 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 -> Desktop -> Main Menu -> Reports -> Business Day Reports and select a report. Report Instructions Provides... Terminal Detail DISPLAY or PRINT your report..transactions by operator ID and for the current business day. DISPLAY or PRINT your report. Terminal ...transactions by operator ID and for the Balancing current business day. DISPLAY or PRINT your report. Business Day ...transactions by operator ID and for the Subtotals current business day. Operator Select whether the report is for a ...transactions by card type (including gift Detail card totals and details) operator ID and for...

  • Page 17: Administration

    Administration Adjusting terminal volume Idle Screen -> Control Panel -> Settings -> Speaker Volume Tap the appropriate option to increase or decrease the terminal volume by 10%. Adjusting PINPad volume Press Press - or + to adjust the volume by 10%. Troubleshooting If you’re unable to resolve the problem after performing the following steps, please contact the TD 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. Bad Communication T here was a communication failure after the transaction was Press CANC key initiated. And Try Again CANC Press and try again.

  • Page 18: Why Isn't My Terminal Powering On

    Why isn’t my terminal powering on? Ensure that the electrical outlet has power. E nsure that the power cord is fully inserted into the outlet. P ower on the terminal. 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 the terminal or PINPad on a magnetized pad — this will cause them to malfunction. • E nsure 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 19 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.TDMerchantSolutions.com/ResourceCentre...
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