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TD Freedom V Merchant Manual

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Freedom V
Merchant Guide
Revision 3.1 April, 2013

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Summary of Contents for TD Freedom V

  • Page 1 Freedom V Merchant Guide Revision 3.1 April, 2013...
  • Page 2 Copyright © May 27, 2006, TD Merchant Services All rights reserved. Printed in Canada.

  • Page 3: Table Of Contents

    Contents Welcome To TD merchanT ServiceS ..................1 call cenTer informaTion ......................1 Printer/Stationery SuPPlieS......................1 Point of Sale Promotional materialS ..................1 The PurPoSe of ThiS GuiDe ......................2 chiP carDS (SmarT carDS) ......................2 ProTecTinG carDholDer Privacy .................... 2 ProTecTinG yourSelf from creDiT carDholDer frauD ..........
  • Page 4 doWnloadS .............................. 18 # ..................................60 rAce ..............................60 1 ..................................18 2 ..................................18 reCeiPt rePrint ............................. 61 HoSt reSet inVoiCe number to 1 ........................ 18 ................................61 eceipt ................................61 SyStem info ............................. 18 eceipt PrioriTy mail ..........................62 reSet date/time ............................. 18 Configuration rePortS ........................18 CheCK mail ...............................

  • Page 5: Welcome To Td Merchant Services

    WelCome to tD merChant serviCes We’re glad you’ve decided on a TD Merchant Services Freedom V terminal. These merchant materials give you helpful information about your equipment and TD Merchant Services. Most importantly, they tell you how to contact us with any questions you may have.

  • Page 6: The Purpose Of This Guide

    This allows the merchant time to verify that the numbers on the screen match the that we may provide to you. The use of the Freedom V terminal with respect to the provision of merchant numbers embossed on the card.

  • Page 7: Debit Transactions Disputes

    Changing Parameter ValueS The terminal has the option of changing some parameter values directly inside it. It is recommended that all changes are called into the TD Merchant Services Help Desk and that they are downloaded if possible, so that...

  • Page 8: Transaction Storage

    the terminal the system values are in synch with the values stored on the terminal. If the values are not updated on the system and the terminal is fully downloaded again, they will have to be manually adjusted each time. front VieW tranSaCtion Storage The terminal stores up to 10 business days of detailed transactions and 45 days of totals.

  • Page 9: Charger Rear View

    The TD logo is displayed in the center of the screen. The date and time are displayed on the top left of the screen. At the bottom of the screen, the functions associated with the function keys are displayed above each funCtion KeyS key.

  • Page 10: Canc (Red Key)

    CanC (reD Key) When the terminal is at the idle screen and voice support is activated on the terminal, this key activates the speed dial directory and the voice menu option. (Standard only) Used to interrupt and terminate the current transaction, function or warning message (except financial transactions) and return to the previous screen or the idle screen.

  • Page 11: Terminal Menu Structure

    Customized Reports Transaction Details terminal menu struCture Totals Pre-Auth / Tab Status There are 2 ways to access the menu from the idle screen: Gift Card (Options vary by Gift Card  F Key Program) This key will access the Main Menu of the terminal. ...
  • Page 12 Software Download folloWinG the transaCtion floW Diagnostics System Info Report This section explains the transaction flow used in this manual and in the Quick Reference Guides. The flow starts on the top left side and is read down the windows and messages in the first column. If a message in Priority Mail Check Mail square brackets appears in the column that is being read and its condition is met, go to the next column on the...

  • Page 13: Administrative Functions

    aDministrative funCtions id SetuP vieW & Delete Allows a user with a supervisor ID to add another supervisor or operator to the terminal. A maximum Allows a supervisor to view a list of all IDs currently set up in the terminal. While the list is displaying of 25 supervisors and 100 operators can be stored in the terminal.

  • Page 14: Logon/Logoff

    Provides a report on the parameters downloaded to the terminal from Host 1. host 1 Downloads the terminal setup from TD Host 1. If this download is not successful, the terminal will not host 2 settinG function until a successful download is performed.

  • Page 15: Customization Menu

    Customization menu CustomizeD rePorts Specifies whether a supervisor ID/password is required to access the customization menu. Menu Access Customization Gift CarD language Specifies whether a supervisor ID/password is required to enter the gift card menu. Allows the supervisor to specify the default language of the terminal. The supervisor can use the scroll Priority mail keys to select the options and press OK to accept.

  • Page 16: Receipt Banner

    Menu Access Admin Function Training Mode laws. By using this feature, the user agrees that they are solely responsible for and TD Bank Financial Group will not be responsible for their advertising messages. Note: The icon on the top left of the screen will display only if the TCP/IP connection is active when Note: To activate, after a Host 2 download, select YES and press the OK key until the menu reappears.
  • Page 17 Business Day funCtions Start/end of day [Manual Batch Close Activated] Menu Access Business Day Start/End of Day start of Day Opens the business day of the terminal. No financial transactions can be processed until a Start of Day has been completed. enD of Day Closes the business day of the terminal.

  • Page 18: Host Transactions

    hoSt tranSaCtionS rePortS Menu Access Business Day Host Transaction There are several report options available in this terminal. Reports can be made on detailed transactions for the current business day and the previous business day. BatCh suBtotals Menu Access Business Day Business Day Reports Communicates with the host to verify that the totals at the Host match those on the terminal for the current batch.

  • Page 19: R Financial Transactions

    finanCial transaCtions BatCh rePorts These reports are for transactions performed within the current batch. This section contains the screen flow for all chip financial transactions. Menu Access Business Day Batch Reports erminal eTail PurChaSe Provides a report by card type on the details of the transactions done within the current batch. Places a charge on a customer’s card.
  • Page 20 [Chip Cardholder Language] (Customer selects language) (Card is inserted/swiped/entered) [Amt. Confirmation Required] Important: Do not remove the card. (Confirm amount, press OK) [Customer Selected Cashback] [Swiped Credit Card] (Press OK if the account number (Select the amount of the cashback, is correct or CANC to exit) press OK to continue) [Manual Credit Card Entry]...
  • Page 21 [Manual Credit Card Entry] (Press OK to confirm) (Enter the expiry date, press (Imprint card. Press OK to continue) [Chip/Debit PIN Required] (Cardholder enters PIN, press OK) (Enter the 3 or 4 digit code printed at the back of the card. Press OK to bypass) [Debit Transaction] (Select account)
  • Page 22 Pre-auth / oPen taB Authorizes a customer’s card for an amount to be finalized at a later time. This transaction does not place any charges on the customer’s card, it holds the amount from their available credit for a future completion / close. Note: If a pre-authorized transaction is not completed within 10 calendar days, the transaction will be dropped from the terminal, and will require reauthorization.
  • Page 23 [Chip Application Selection] (Press F1 to accept the application or F4 to exit) Note: If multiple applications, use up and down arrow keys to select. (Card is inserted/swiped/entered) Important: Do not remove the card. [Chip Cardholder Language] (Customer selects language) [Swiped Credit Card] (Press OK if the account number is correct or CANC to exit) [Amt.
  • Page 24 inCremental Pre-auth / toP uP taB Authorizes a customer’s card for an additional amount above the original pre-authorized amount. Example; original pre-authorized/tab amount is $46.00, the incremental auth / top up tab is $20.00, the new pre-auth / tab amount is $66.00. [Swiped Credit Card] This transaction does not place any charges on the customer’s card, it holds the amount from their (Press OK if the account number is correct or CANC to exit)

  • Page 25: Nvoice Ab

    invoiCe taB This transaction provides the cardholder with the final amount of their tab. The terminal will print a receipt for the cardholder. The cardholder will have to sign the merchant’s copy of the receipt and will have an opportunity to include a tip. A card is not required to be present to process the transaction. [Invoice Number Not Found] This transaction does not place any charges on the customer’s card.
  • Page 26 Pre-auth ComPletion / Close taB Completes a pre-auth transaction or closes a tab transaction. This transaction places a charge on the customer’s card. A card is not required to be present to process the transaction. The pre-authorization transaction can be completed with a tip or a final transaction amount. A zero dollar amount may also be entered for the final amount to void the original pre-auth transaction.
  • Page 27 (Transaction details displayed. Press (To accept, press OK. To return OK to continue processing the to the tip screen, press CANC.) transaction) [Completion With Tip Off] (Enter password, press OK) [Tab / Completion With Tip On] (Enter tip amount, press OK) [Final Amount Within Limits] (Confirm amount, press OK) [Transactions Settled]...

  • Page 28: Oid

    voiD Voids a chip transaction done within the current batch. A card is not required to be present to process the transaction. Note: If a supervisor voids an operator’s purchase that includes a tip, the void will be logged under the supervisor’s ID in the terminal reports, and the tip amount will be deducted (Transaction details are displayed from the operator’s tips.
  • Page 29 refunD Returns money to the cardholder’s account. Menu Access Refund Transaction Flow (Card is inserted/swiped/entered) Important: Do not remove the card. [Authority Override] (Enter the ID, press OK) (Enter the password, press OK) [Swiped Credit Card] (Press OK if the account number is correct or CANC to exit) [Op ID Activated, No ID Logged On] (Enter the ID, press OK)
  • Page 30 (Customer selects language) [Manual Credit Card Entry] (Enter the expiry date, press OK.) (Imprint card. Press OK to (Confirm amount, press OK) continue.) [Debit Transaction] (Enter the 3 or 4 digit code printed at the back of the card. Press OK to bypass) [PIN Required] (Customer enters PIN, press OK)
  • Page 31 Phone/mail PurChase Processes a purchase transaction received by phone or mail order. This transaction is used when the card is not present for the transaction. For this reason cards can only be manually entered for this transaction. [Op ID Activated, No ID Logged On] Note: Phone/Mail Purchase transactions have a greater risk of chargeback because a signed (Enter the ID, press OK)

  • Page 32: Force Post

    forCe Post Note: Transactions processed through this menu function require a previously acquired authoriza- tion number. urchaSe [Manual Invoice Number Entry] Process a purchase which has received a voice authorization (Enter the invoice number, press OK) Menu Access Force Post Purchase Transaction Flow (Enter the authorization number,...
  • Page 33 Processes a pre-authorization transaction which has received a voice authorization. Menu Access Force Post Pre-Auth/Open Tab Transaction Flow [Password] (Enter the password, press OK) [Authority Override] (Enter the ID, press OK) (Enter the password, press OK) [Manual Invoice Number Entry] (Enter the invoice number, press OK) (Enter the amount, press OK) (Enter the authorization number, press OK)
  • Page 34 hone urchaSe Processes a phone/mail purchase which has received a voice authorization. Menu Access Force Post Phone/Mail Purchase Transaction Flow [Op ID Activated, No ID Logged On] (Enter the ID, press OK) [Authority Override] (Enter the ID, press OK) (Enter the password, press OK) [Password] (Enter the password, press OK) (Enter the amount, press OK)

  • Page 35: Transaction Recall

    transaCtion reCall reCeiPt rePrint This function allows the recall of a transaction by entering either the transaction amount, account number, last reCeiPt invoice number or a trace number. Once a transaction is recalled there will be options to either void the Menu Access Receipt Reprint Last Receipt...
  • Page 36 Priority mail (Use the up and down arrow keys to navigate, and OK to select a message for deletion) CheCK mail Allows the user to download mail from the mail server. Menu Access Priority Mail Check Mail Transaction Flow (Press cancel if no more messages to delete) delete all meSSageS Allows a supervisor to delete all messages in the inbox.
  • Page 37 Note: TD Bank Financial Group will not be liable for any additional costs arising from the use of Your balancing window is set into the system to reflect the time of the day you are most likely to do an End telephone functionality.
  • Page 38 Cannot Process [Business Day Open] The merchant cannot process this transaction. Please contact the TD Merchant Services Help Desk. Card Not Set Up The card cannot be used. The cardholder should contact their branch.
  • Page 39 The maximum number of transactions allowed per batch is being approached. A batch close transaction should be done soon. There is a problem with the application in the terminal. Write down the complete message and contact the TD Merchant Services Help Desk.
  • Page 40 Please Try Again Not Allowed To Change Invoice # Method With Open Pre-Auths The transaction could not be completed. Try again. If the problem persists, call the TD Merchant Services Help Desk. An attempt was made to change the invoice # method (manual, automatic) while there were open pre-auth...
  • Page 41 Transactions Remaining Will Send Later Processing… Not all of the SAFs could be sent to the Host. They will be sent with the next on-line transaction. The terminal is busy performing a function. Transaction Type Not Allowed At Host. Call Help Desk. Processing Error The transaction attempted is not set up for this terminal.
  • Page 42 * TD Merchant Services, licensed user of Mark. + Visa International Service Association / TD Merchant Services, licensed user of Mark.

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