TD iWL252 Quick Start Manual
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- Merchant manual (54 pages) ,
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- Manual (14 pages)
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Summary of Contents for TD iWL252
- Page 1 TD iWL252 and 255 Quick Start Guide For the: • iWL252 (Bluetooth) • iWL255 (3G Wireless)
- Page 2 The Toronto-Dominion Bank. The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by TD is under license. Other trademarks and trade names are those of their respective owners.
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Page 3: Table Of Contents
Merchant Welcome Kit Contents ....... 1 The TD iWL252 / 255 Solution ........1 Default shortcut keys ................2 Idle screen and icons . - Page 4 Administration ............14 Changing the terminal communication method ......14 More features and functionality ............14 Reporting ..............
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Page 5: About This Guide
Information sheets American Express®, Interac® • What you need to know about Direct Payment, etc.) chargebacks • Payment card industry data security standard (PCI DSS) The TD iWL252 / 255 Solution The terminal is solely for you, the Merchant. You will use the terminal to initiate transactions for customer’s using credit or debit cards. Depending on your settings, some card types may not be accepted by your terminal. Please please go to our online documentation at www.TDMerchantSolutions.com/ResourceCentre to learn how to use other cards. The two terminals look virtually identical and have very similar functionality. There is an easy way to determine which one you are using. TD iWL252 and Bluetooth base TD iWL255 ®... -
Page 6: Default Shortcut Keys
Command keys Cancel Correction Paper advance OK and shortcut to the Main Menu screen. Card readers I nsert chipped cards Swipe cards Contactless cards * TD iWL252 screen shown Default shortcut keys To access a specific menu or function, use the following shortcuts: • Sale (default) / F1 • Main Menu Admin • P re-Auth Initiation (default) / F2 • Admin Menu • Navigation / scroll key • Reprint last receipt / 0 • Pre-Auth Completion (default) -
Page 7: Td Iwl255
• T erminal is searching for connection. • T erminal is connected to the Bluetooth base. • I ndicates the terminal Bluetooth signal strength. • T he number under these icons is the associated Bluetooth base serial number. • Indicates whether the terminal is connected to the network. It will be one of two colours: green (connected) or white (disconnected). Power T he battery icon in the top-right corner indicates that the terminal battery level. When the lightning bolt appears on top of the battery, it means it is charging. TD iWL255 The default screen is called the Idle screen. On it there are numerous important icons. They are, left to right: 06/04/2016 Wireless connection icons 20:57 302880 T he terminal’s wireless connection is indicated by a group of icons: • Indicates the terminal 3G wireless signal strength. • Indicates whether the terminal is connected to the 3G wireless network. It... -
Page 8: Admin Menu Screen
2 - Business Day Menu • Business Day Menu 3 - Trans Recall Menu • Trans Recall Menu • Setup Menu 4 - Setup Menu • Reprint Menu * TD iWL252 screen shown • Maintenance • Other Functions For a list of all the admin functions on available on the terminal, refer to page 19 for a complete menu breakdown. Navigation Once you get to the desired screen, use the following keys to navigate it: • ress the up / down arrow key to scroll down or up one menu selection. -
Page 9: Ports
Ports The base has four ports on the back but you are only using the network adapter port and the power port: Ethernet port Power port If you use a dial up connection, there is a panel on the bottom of the base that you can open and plug your phone line into. Communication options The TD iWL252 solution offers two options for communications: dial-up or Ethernet. You can set this however you wish to suit your existing place of business’ setup. To learn more about communication options see page 14. Cardholder Privacy and Security Please refer to the Cardholder Privacy sheet in your Merchant welcome kit. It contains important information about your responsibilities to your customers and their personal and transaction information. Terminal security It is the Merchant’s responsibility to secure the terminal, any user IDs or passwords and to prevent unauthorized use. In any event the Merchant will be liable for any unauthorized use of the terminal or any user IDs or passwords. There are three user security settings: No security (Default) Medium Security High Security • N o access restriction to • A ccess is restricted to certain • A ccess is restricted to... -
Page 10: Call For Authorization Fraud Prevention
Call for authorization fraud prevention You can enable/disable call for authorization transactions. 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. Financial Transactions The terminals can perform the following transactions: •... - Page 11 T he screen shows that authorization number, the transaction total and the receipts print. The customer must sign the signature field on the merchant copy. Go to step 5. Manual entry number and press OK. nter the account date and press OK. nter the expiry A manual imprint of the credit card is required. Make the imprint and press OK. number and press OK. This number is generally located on the nter the CVD back of the credit card. This is can be an optional step depending on your settings. Indicate if the card was present for the transaction: Yes or No. T he screen shows that authorization number, the transaction total and the receipts print. The customer must sign the signature field on the merchant copy. Go to step 5. T he screen shows that authorization number, the transaction total and the receipts print if requested. If the card was swiped or manually entered, the customer must sign the signature field on the merchant copy. ENTER AMOUNT CONFIRM AMOUNT SELECT PAYMENT METHOD MANUALLY INSERT CARD TAP CARD SWIPE CARD ENTER CARD ENTER # and DIFFERENT EXP.
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Page 12: Sale (Debit Card)
Sale (debit card) ENTER AMOUNT P ress / F1. amount and press OK. nter the dollar C ustomer confirms the dollar amount. CONFIRM P erform one of the following payment AMOUNT methods: Insert / Swipe or Contactless. Contactless T he customer taps their SELECT contactless-enabled debit card. PAYMENT METHOD The customer may be required to swipe or insert their card in some cases. INSERT or TAP CARD SWIPE CARD (optional) A sk the customer if they would... -
Page 13: Force Post (Sale Or Phone / Mail)
Force post (sale or phone / mail) This option is only used when you can’t process a credit card sale 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 Help Desk at 1-800-363-1163 and receive an authorization number. ress OK Force Post Force Sale or Force Ph/Mail. Enter the dollar amount and press OK. P erform one of the following payment methods for the credit card in question: Swipe (only for Sale transactions) or Manual entry. Swipe V erify the card info with what is on the screen and press OK. Go to step 4. Manual entry nter the account number and press OK. -
Page 14: Transaction Recall
Select Void to cancel the transaction and the voided receipts print. Select Back to select a different transaction. Press Cancel to exit the screen. Return You can only perform a return on a transaction that has already been submitted for reimbursement. Debit returns are disabled by default. If you wish to activate debit returns on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163. P ress OK Return. Enter the dollar amount and press OK. Customer confirms the dollar amount and presses Yes or No. Swipe or Manual entry the card in question. -
Page 15: Receipts
Insert credit card Verify the card info with what is on the screen and press OK. T he customer may be required to enter their PIN. Go to step 5. Swipe credit card V erify the card info with what is on the screen and press OK. Go to step 5. Manually enter credit card number and press OK. nter the account nter the expiry date and press OK. This is four digits in length. I ndicate if the return is for a phone / mail sale: Yes or No. Go to step 5. Insert / swipe debit card T he customer selects the account to use: CHQ or SAV. The customer enters their PIN and presses OK. Go to step 5. T he screen shows that authorization number, the transaction total and the receipts print. Receipts Each transaction has a different receipt and most of the information is purely for record keeping. There is important information that you need to be aware of to ensure that your transactions have completed correctly. Reprinting receipts Press / Admin key ... -
Page 16: Receipt Examples
Receipt examples C r e d it c a r d D e b it c a r d The information that you will use the most is explained below. Merchant Name Merchant Name Address Address City, Province City, Province Merchant Number Merchant Number Terminal ID Terminal ID SALE SALE 06-16-2016 12:41:02 06-16-2016 12:41:02... -
Page 17: Business Day Functions
C a r d t y p e American Express MasterCard Debit Visa Discover/Diner 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 Inv # The invoice number associated with the transaction. Auth # The authorization number associated with the transaction Signature The card issuer determines when a signatures is required for a transaction so... -
Page 18: Administration
• Prints selected reports • S tarts a new business day on the terminal by opening a new batch Administration Changing the terminal communication method (iWL252 only) If you have changed your Internet connection at your place of business, you may have to change your terminal connection settings so that you have a fall back connection in case your primary fails. Please refer to the chart below for the best option for your communications. I h ave a I h ave a n S u g g e s t e d d ial c o n n e c t i o n... -
Page 19: Reporting
Reporting The following reporting options are split into different groups, business day, batch and customized. You have access to all of the business day and batch reports, and these will be covered in this Guide. Please see our online documentation for customized reports at www.TDMerchantSolutions.com/ResourceCentre. Business day reports P ress / Admin key Business Day Business Day Reports and then select a report. R e p o r t I n s t r u c t i o n s P r ovi d e s . . . Terminal DISPLAY or PRINT your report. -
Page 20: Troubleshooting
E nsure there is paper and that it is loaded correctly in the device. Printer jam E nsure that the paper feed is clear and that the paper roll is seated correctly. E nsure the printer lid is completely closed. Why don’t I see a connection icon on the Idle screen? TD iWL252 There are two communication methods for the TD iWL252 solution: dial-up / phone line and DSL. If you don’t see the green network icon ( ) for DSL or the green phone icon for dial-up, you can quickly check the following: D ial - u p / p h o n e li n e c o n n e c t i o n DS L I n t e r n e t c o n n e c t i o n... -
Page 21: Signal Strength
4 0 % 20 % / L ow Zero / None If the terminal is experiencing low or no signal strength, check the following: Has the Bluetooth base become loose or unplugged? (TD iWL252 only) Ensure the base is securely plugged into an electrical outlet. Have any obstacles or electronic equipment been placed around the base or the terminal? (TD iWL252 and TD iWL255) If you have made physical changes to your location, such as adding a new wall or piece of equipment, you may need to have the base moved to accommodate this change. Please contact... -
Page 22: What Can Interfere With 3G Connectivity
E nsure that the bases’ electrical be lifted with your thumbnail. outlet has power. If it is, go to step 3. E nsure that the power pack is fully If after trying these steps your terminal inserted into the power outlet. Is the still does not charge, please contact the terminal charging? If not, go to step 4. TD Merchant Solutions Help Desk. E nsure that the power cable is fully inserted into the base. Is the terminal charging? If not, go to step 5. U se charging cord included in your welcome kit. Plug this into an electrical outlet and plug the other end into the charging port on the left side of the terminal. It is covered by a grey rubber flap that can easily be lifted with your thumbnail. -
Page 23: Menu Structure
Menu structure Access all of the following menus by pressing the / Admin key. L o g o n / L o g o f f Log ON Log OFF B u s i n e s s Day M e n u End of Day B. Day Reports Terminal Detail Terminal Balancing Day Subtotals... - Page 24 S e t u p M e n u Customization Receipt Options Receipt Banner Preprint Receipt Delay Receipt Order Language Options Use ID / Password Disable Enable Oper ID Enable Oper ID/Pwd Authority Setup End of Day Manual Account # Batch Reports B.Day Reports Customized Reports Batch Close Recent Error Report Transaction Options Cashback Options High Amount Limit Duplicate Trans Check Tip Options Transaction Prompts Split Tender Card Present Hardware Options Key Beep Backlight Sleep Timer Idle Timer User Setup Add User...
- Page 25 S e t u p M e n u Communications Comms Type Setting IP Address Type Dynamic IP Static IP Dial Menu Prefix Code LD Prefix Predial Dial Retry Dial Tone Baud Dial Mode Bluetooth (iWL252 only) New Base Remove base Print Bases Wireless (iWL255 only) Access Point 1 Access Point 2 Access Point 3 Wireless preference SIM Code Operation Mode Config. Reports Communications Customization Host 1 Settings Host 2 Settings BIN Ranges...
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Page 26: Reference
Admin key. ress the F key letter on it. For twice. ress the F example, press until the desired key to enter C. special character P ress the key until appears on the the desired letter is screen. displayed. Maintaining the terminal • D on’t place it on a magnetized pad — this will cause it to malfunction. • R outinely clean it 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. • This also includes the Bluetooth base for the TD iWL252. Storing the terminal • T hey must be stored in temperatures between 0° and 50° Celsius. • D o not leave it outdoors, or in your vehicle, (summer or winter) for an extended period of time as this will have an adverse effect on battery performance. • This also includes the Bluetooth base for the TD iWL252. - Page 27 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 Documentation Portal This Guide covers the most commonly used information in order to get you started. Your terminal has more features and functionality to explore on our documentation portal. www.TDMerchantSolutions.com/ResourceCentre...
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