Ingenico TD iWL252 Merchant Manual

Ingenico TD iWL252 Merchant Manual

Bluetooth, 3g wireless. pre-authorizations

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TD iWL252/255
Merchant Guide: Pre-authorizations
For the
iWL252 (Bluetooth)
iWL255 (3G Wireless)

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Summary of Contents for Ingenico TD iWL252

  • Page 1 TD iWL252/255 Merchant Guide: Pre-authorizations For the • iWL252 (Bluetooth) • iWL255 (3G Wireless)
  • Page 2 COPYRIGHT 2016 by The Toronto-Dominion Bank © 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

    Pre-authorizations Merchant Guide Table of Contents Who should use this guide? ............1 Pre-authorizations ............... 1 Restrictions ...................... 1 Steps ....................... 1 Open a pre-authorization ................... . 1 Close a pre-authorization .
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  • Page 5: Who Should Use This Guide

    Pre-authorizations Merchant Guide Who should use this guide? You would use this guide if you perform pre-authorizations on a TD iCT250 terminal during the course of your daily business. Pre-authorizations This transaction is generally used by hotels, restaurants that deliver food and car rental agencies. By running a pre-authorization the Merchant verifies that the customer’s credit card currently has the available funds for the purchase. The pre-authorized amount is charged upon completion of the transaction at a later time or date. Restrictions • Pre-authorizations can only be performed on credit cards • Pre-authorizations can be left open for 10 days maximum before they must be closed Steps The open pre-authorization transaction has two steps: • Merchant opens pre-authorization • Merchant closes pre-authorization Open a pre-authorization Perform this transaction to create a new pre-authorization. Press / F2 key. Enter the total dollar amount for the pre-authorization and press OK. Customer selects one of the following payment methods: Insert, Swipe or Contactless. Contactless T he customer taps their contactless-enabled credit card on the contactless card reader. The customer may be required to swipe or insert their card in some cases.
  • Page 6: Close A Pre-Authorization

    Close a pre-authorization Perform this transaction to close an existing pre-authorization. Press / key. Enter the trace number from the initial pre-authorization receipt and press OK. Close the pre-authorization: Comp or Back. Enter the final amount for the transaction and press OK. • The pre-authorization overage limit percentage is based upon the card used: Most is 20% and Discover is 10%. • You cannot charge an amount greater than the overage amount. You must void the existing pre-authorization to charge more than is allowable amount.
  • Page 7: Close A Pre-Authorization With Tip

    Pre-authorizations Merchant Guide T he screen shows the transaction total and the receipts print. The customer must write their tip on the merchant’s receipt and sign. • If it was a swipe transaction the customer must sign the signature field on the merchant copy. • After the transaction is complete, the Merchant will bring this receipt to the customer to write their tip amount on the receipt and sign it.
  • Page 8: Receipt Examples

    Receipt examples The receipt information that you will use the most is noted and explained on page 3. Merchant Name Merchant Name Address Address City, Province City, Province Merchant Number Merchant Number Terminal ID Terminal ID PREAUTHORIZATION PRE-AUTH COMP. 06-16-2016 12:41:02 06-16-2016 13:22:07 Acct # 455763******1632 Acct # 455763******1632 Exp Date: 10/18 Card Type Exp Date: 10/18 Card Type Name: nnnnnnn Name: nnnnnnn...
  • Page 9: Receipt Examples (Cont'd)

    Pre-authorizations Merchant Guide Receipt examples (cont’d) Merchant Name Merchant Name Address Address City, Province City, Province Merchant Number Merchant Number Terminal ID Terminal ID PREAUTHORIZATION PRE-AUTH COMP. 06-16-2016 12:41:02 Acct # 455763******4444 06-16-2016 14:57:07 Exp Date: 10/18 Card Type Acct # 455763******4444 Name: nnnnnnn Exp Date: 10/18 Card Type UP...
  • Page 10: Business Day Functions

    Business Day Functions Performing a day close • O pen pre-authorizations will not prevent a day close as long as they haven’t been open for longer than the 10 days • You will be unable to download Host 2 parameters while a pre-authorization is open Reporting Business day reports The following chart shows what each report displays. These reports are for all transactions performed in the current business day regardless of the number of batches that were closed. Re p o r t Re p o r t d et ail s Pre-Auth Status • Displays open and closed pre-authorizations Open Pre-Auth Status • Displays open pre-authorizations P ress Admin key  Business Day Menu  B.Day Reports and select one of the following options: P re-Auth Status Open Pre-Auth Status...
  • Page 11: Troubleshooting

    Pre-authorizations Merchant Guide nter the start time for the report and press OK. nter the end date for the report and press OK. time for the report and press OK. nter the end D ecide how to retrieve the report (Display or Print). I f you selected Display, you will be able to cycle through the details by selecting Prev or Next. If you selected Print, the your report will begin to print. Troubleshooting With any equipment, sometimes problems occur. With the TD iCT250 terminal, error messages are displayed on screen with a short description. Below is a list of pre-authorization error messages that you could see on the terminal screen and the actions required to resolve them. Error codes “B” E r r o r c o d e s E x pla n at io n Ac t io n r e q uir e d Batch Cannot There are still open Perform a Complete Pre-Authorization on all open...
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  • Page 13 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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