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Related Manuals for TD TD Generation Portal 2 with PINpad
Summary of Contents for TD TD Generation Portal 2 with PINpad
- 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.
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Page 3: Table Of Contents
Contents About this Guide ..............1 Welcome kit contents ................1 The Portal 2 with PINpad ............1 The Terminal ....................2 The PINpad ....................2 Screens ....................3 Icons ........................3 Idle screens .......................4 Home screens ....................4 Navigation ......................4 The Communications Hub ..............5 Cardholder Privacy and Security ...........5 Terminal security ..................5 Administering the terminal ................6 Terminal functionality and security .............. - Page 4 Reporting ................21 Business day reports ................21 Batch reports ..................22 Customized reports ................22 Configuration ................ 22 Adjusting terminal volume ..............22 Adjusting PINpad volume ..............23 Troubleshooting ..............23 What problems can I easily resolve? ............23 Why isn’t my terminal powering on? ............24 Why do I see the Internet disconnected icon? ........24 Why do I see the PINpad disconnected icon? ........24 What do I do if the terminal displays a security alert? ......24...
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Page 5: About This Guide
.tdmerchantsolutions .com/posresources. Welcome kit contents We are pleased to provide Merchants new to TD Merchant Solutions with the included Welcome Kit from . The enclosed information was prepared with you in mind, and includes the following: •... -
Page 6: The Terminal
The Terminal Paper chamber button Touchscreen All navigation and merchant data entry is done through the touchscreen . Wed Apr 20 16:09:34 ID:| CANC < The PINpad The PINpad is used by the customer to make transaction selections and entries . Dash keys Use the / dash keys to navigate... -
Page 7: Screens
Speaker volume Tap to access terminal’s speaker volume . Screen Tap this to change terminal’s brightness screen brightness . Paper Advance Tap this to advance the paper roll . Service menu This icon is only used by TD technicians . -
Page 8: Idle Screens
Idle screens The default screen is called the Idle screen . It displays a lot of important information and different ways to access your terminal’s functionality . If you require users to log on to use the terminal, your Idle screen will be the one on the left . After the terminal is unlocked, or if it doesn’t require a login, it will appear as the screen on the right . -
Page 9: The Communications Hub
• If an icon has sub-menus, swipe up and down the screen to navigate . The Communications Hub The TD Generation terminal comes with an hub to allow for easy power and Internet connectivity . It includes: • A power cable •... -
Page 10: Administering The Terminal
Any changes that you make on the terminal will be overwritten the next time that you perform a Host 1 or Host download after a settlement request. Please contact the TD Merchant Solutions Help Desk to make any permanent changes to your terminal. -
Page 11: Terminal Functionality And Security
Terminal functionality and security The following is a list of terminal funtions that can be enabled or disabled (on or off), protected by supervisor ID or protected by an override passcode . Functionality Enable/Disable Supervisor ID Override Passcode G e n e ri c s e t t i n g s Voice prompts Fi n a n c i a l Tra n s a c t i o n s Call for authorization... - Page 12 Cash back totals report Gift card host details report Gift card host totals report Host balancing report Open pre-auth report Operator balancing report Operator detail report Pre-auth status report TD discount report Terminal balancing report Terminal details report Tip totals report...
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Page 13: Fraud Prevention
We understand that the default settings that come with this terminal may not fully meet your businesses’ needs . Should you wish to amend these default settings, please contact the TD Merchant Solutions Help Desk at 1-800-363-1163 to learn about your options . Call for authorization Sometimes, due to a communication or a security issue, a transaction cannot or should not be completed . -
Page 14: Storing Cardholder Receipts
Your receipts could become unreadable if you store receipts in plastic coated containers or expose them to direct heat or cold sources . • If TD needs a receipt copy, please send it within eight days and retain a copy for your records . •... -
Page 15: Accepted Card Types
• 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 This transaction flow is used for credit card purchases where the credit card is present . -
Page 16: Debit Card Purchase
Swipe Verify the card info with what is on the screen and press OK . Go to step 6 . Contactless The customer taps their contactless-enabled credit card on the contactless card reader . In some cases the customer may be required to swipe or insert their card . -
Page 17: Void
The customer confirms the amount: NO or YES . Cashback (optional) You will only see these steps if you have cashback enabled on your terminal . The customer indicates whether they want cashback (NO or YES) . The customer enters or selects the cashback amount and presses OK . Customer confirms that the amount is correct (NO or YES) . -
Page 18: 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 icon Refund . -
Page 19: Phone Or Mail Purchase
Recall by trace # This only recalls the transaction connected to the trace # in the open batch . Enter the trace number that you want to recall and tap OK . Go to step 4 . Recall by amount This recalls any transaction for the entered dollar amount in the open batch . -
Page 20: Force Post Purchase
10. You can REPRINT the receipt or FINISH the transaction . Force post purchase Before you perform this transaction you must call the TD Merchant Solutions Help Desk at 1-800-363-1163 and receive an authorization number. This option is only used due to communication problem or that the force post is requested via the terminal . -
Page 21: Receipts
There are some points of important information you need to be aware of to ensure that your transactions have completed correctly . Receipt print options You can select which receipts print and when by calling the TD Merchant Solutions Help Desk . The options available to you are: Customer receipts: •... -
Page 22: Receipt Examples
Receipt examples The information that you will use the most is noted on the receipts below . Credit card Debit card Merchant Name Merchant Name Address, Postal Code Address, Postal Code City, Province City, Province 2000000 ######## N10000000205 ############ PURCHASE **** PURCHASE ****... - Page 23 C a rd t y p e American Express Debit Discover / Diners Mastercard Mastercard Debit Visa Debit Union Pay* Visa * Union Pay transactions are covered in our online documentation at www .tdmerchantsolutions . com/posresources . I m p o r ta nt i n fo rm a t i o n Trace # The trace number associated with the transaction .
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Page 24: Business Day Functions
I m p o r ta nt i n fo rm a t i o n Approved Always ensure that the transaction was approved as it could be Declined . 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 . -
Page 25: 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 . Business day reports Tap Home icon Financial Reports Business Day Reports and select a report . Re p o r t Provi d e s . -
Page 26: Batch Reports
Batch reports Tap Home icon Reports Batch Reports and select a report . Re p o r t Provi d e s . . . I n s t ru c t i o n s Batch Detail . -
Page 27: Adjusting Pinpad Volume
.tdmerchantsolutions .com/posresources. 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? Pro b l e m... -
Page 28: Why Isn't My Terminal Powering On
What do I do if the terminal displays a security alert? If your terminal displays the message Security Alert, it means that your terminal has been damaged and must be replaced . Please contact the TD Merchant Solutions Help Desk immediately at 1-800-363-1163 . -
Page 29: Reference
. • Use TD-approved cleaning cards for the chip and magnetic card readers . Changing the paper Press the paper chamber button on the top-left corner of the terminal to open the panel and remove the empty paper roll tube . - Page 31 Contact 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 –...
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