TD Generation All-in-One Pre-Authorizations Manual
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Also See for TD Generation All-in-One:
- Merchant manual (52 pages) ,
- Quick start manual (24 pages) ,
- Quick start manual (20 pages)
Related Manuals for TD TD Generation All-in-One
Summary of Contents for TD TD Generation All-in-One
- Page 1 TD Generation Pre-authorizations Guide For the TD Generation • All-in-One, HSPA, WiFi • Portal with PINpad • 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 Who would use this guide? ............1 Financial Transactions .............1 Pre-authorization icons ................1 Create pre-authorization ................2 Close a pre-authorization ...............3 Force post pre-authorization ..............3 Receipts ....................4 Receipt examples ....................4 Reporting .................5 Business day reports ................5 Customized reports .................5 Customizing the day close report ............5 Configuration ................6 Additional amount ..................6 Troubleshooting ..............6... -
Page 5: Who Would Use This Guide
If the receipt has a signature line on it, the customer must sign it. • If pre-authorizations are not already enabled on your terminal, you can contact the TD Merchant Solutions Help Desk at 1-800-363-1163 to have them enabled. Pre-authorization icons To start a pre-authorization you must use the appropriate icon to ensure that it is processed correctly. -
Page 6: Create Pre-Authorization
Create pre-authorization Perform this transaction if you wish to create a new pre-authorization. Select the Pre-Authorization icon. Enter the amount / base amount and tap OK. Confirm the displayed amount and press OK. Customer confirms the displayed amount (Back or OK). If you use Additional Amounts, proceed to Additional amount (optional steps), otherwise go to step 4. -
Page 7: Close A Pre-Authorization
Force post pre-authorization Perform this transaction if you wish to create a new pre-authorization. For the TD Generation All-in-One, HSPA, WiFi, and Portal with PINpad terminals, select the Debit / Credit icon Force Post Pre-Auth. For the Portal 2 with PINpad terminal, select the More Debit / Credit icon Force Post Pre-Auth. -
Page 8: Receipts
Receipts Each transaction has a different receipt and most of the information is purely for record keeping. There are some points of important information you need to be aware of to ensure that your transactions have completed correctly. Receipt examples Merchant Name Merchant Name Address, Postal Code... -
Page 9: Reporting
Reporting Business day reports For the TD Generation All-in-One, HSPA, and WiFi terminals, press the left Desktop Main Menu Reports Business Day Reports, and select a report. For the Portal with PINpad terminal, select the Lock icon Desktop Main Menu Reports ... -
Page 10: Configuration
Manually entered means you must enter the additional amount for each pre-authorization. Default means a preset additional amount is applied for each pre-authorization and cannot be bypassed or changed unless you call into the TD Merchant Solutions Help Desk. Troubleshooting... - Page 11 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. Authorizations: 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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