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TD Mobile Pay
Merchant Guide

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Summary of Contents for TD Mobile Pay

  • Page 1 TD Mobile Pay Merchant Guide...
  • 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.
  • Page 3: Table Of Contents

    Who should use this guide? .............1 Overview of the TD Mobile Pay Solution .........1 The purpose of this guide ............... 1 Requirements ....................1 What is the TD Mobile Pay solution? ............. 1 The card reader ..................3 Screens ......................3 TD Mobile Pay application ..............5 New Sale screen ....................5...
  • Page 4 Manage your card readers ..............18 View a card reader ..................18 Connecting to your card reader ..............18 Edit a card reader’s name (alias) ..............19 Reinitialize a card reader ................19 Deactivate a card reader ................20 Adjust a card reader's volume ..............20 Replace a card reader .................
  • Page 5: Who Should Use This Guide

    This guide will provide helpful information about the equipment, its features and TD Merchant Solutions. Please ensure you read this guide so that you become familiar with the capabilities of the TD Mobile Pay and how it can support your business needs.
  • Page 6 Functionality Between the two components (TD Mobile Pay app / card reader and Merchant Portal) there are some overlapping functionality which allows you options as how to access information and perform tasks. Below is a list of functionality and where they can be performed:...
  • Page 7: The Card Reader

    The grey icon indicates that Bluetooth is not connected to the TD Mobile Pay app. The orange icon indicates that the card reader is connecting to the TD Mobile Pay app. The green icon indicates that the card reader Menu is connected to the TD Mobile Pay app.
  • Page 8 Device ID on the back of the card reader and begins with LW. Device Info The Device Info screen displays the card reader information such as Terminal ID and Serial Number. Service The Service screen is only used by TD Merchant Solutions Technicians.
  • Page 9: Td Mobile Pay Application

    Menu screen. New Sale screen The New Sale screen is the default screen once you log into the TD Mobile Pay app. From here you can do the following: I c o n D e s c ri p t i o n...
  • Page 10: Connection Manager Screen

    Connection Manager screen The Connection Manager screen is where you can review, find, and connect the TD Mobile Pay app to a card reader. From here you will see the following: I c o n / B u t to n...
  • Page 11: Menu Screen

    The Menu screen is where you access configuration and information on your solution. In the top-left corner you will see the application status and indicates whether the TD Mobile Pay app is connected to a card reader (Ready for use) or is not connected (Action Required).
  • Page 12: Merchant Portal

    To access the Merchant Portal go to www.mobilepay.td.com/MerchantPortal/. Financial transactions All financial transactions must be initiated from the TD Mobile Pay application and payment must be received via the card reader. New Sale Before starting a sale ensure that your card reader: is active.
  • Page 13: Select Product

    You would perform this when the product cannot be selected from a list of available products on the catalog. Select product On the TD Mobile app: Go to the New Sale Screen. Select the product for purchase and the Add to Cart screen appears.
  • Page 14: New Sale - Payment

    Discounts You can apply a discount to all or a selection of items for purchase. The TD Mobile Pay app supports percentage (%) and dollar amount ($) based discounts.
  • Page 15: Voids And Refunds

    Voids and refunds You can manage voids and refunds within the TD Mobile Pay app by accessing your Sales History. Find the specific transaction and view your options below. You will not see a void option if: • a partial refund has already been performed on the transaction •...
  • Page 16: Receipts

    Interac | Default Auth Number: 001675 B Entry Method: Contactless Approved (001) Approved Custom Message Here Because Tech Writers Rule Payment services provided by TD AID: A0000002771010 Application Label: Interac TVR: 8000008000 TSI: 2800 ARQC: 2DC0CA71A27781AF Payment services provided by TD...
  • Page 17: Resend A Receipt

    Click View Receipt to download the receipt. Reviewing sales With TD Mobile Pay, you can track daily sales statistics performed by you or your staff. The Dashboard provides a real-time summary of your sales, including total sales, refunds, taxes and tips. You can view the information by payment type or by the staff member that conducted the transaction.
  • Page 18: Sales History

    You can filter your results by selecting them from the drop down menus on the Merchant Portal or by pressing the Filter icon in the bottom-right corner of the TD Mobile Pay app. The following filters can be applied: User View: All Users/Business (default) or an Individual.
  • Page 19: Settlement

    This is important as it closes all open batches and starts a new batch on the terminal. Configuration Manage your product catalog You can manage your commonly sold products and services within TD Mobile Pay app by accessing your Product Catalog. •...
  • Page 20: Disable Or Enable A Product

    To disable/enable a product: On the TD Mobile Pay app: Press Menu  Product Catalog. Swipe the product to the left.
  • Page 21: Edit A Category

    You can edit a category you have previously set up including the category name and products the category applies to. To edit a category: On the TD Mobile Pay app: Press Menu  Product Catalog. Select a Category in the list to edit.
  • Page 22: Disable A Tax

    View a card reader To view your card readers: On the TD Mobile Pay app: Press Menu  card readers  Select a card reader to view. On the Merchant Portal: Click card readers  Select a card reader to view.
  • Page 23: Edit A Card Reader's Name (Alias)

    You can assign a user-friendly alias name to each card reader for easier identification on the Mobile App and Merchant Portal. To update a card reader’s name: On the TD Mobile Pay app: Press Menu  card readers  Select a card reader. On the Merchant Portal: Click card readers  Select a card reader.
  • Page 24: Deactivate A Card Reader

    1-800-363-1163. Change your language preference The TD Mobile Pay app can be viewed in either English or French. To change your language: On the TD Mobile Pay app: Press Menu  Settings  Language from the menu button. On the Merchant Portal: Click Settings  Personal Profile.
  • Page 25: Change Your Mobile Number

    Your Multi-Factor Authentication Preference (set up when you first signed in) is used as an additional security check when accessing the TD Mobile Pay app from different devices or after long periods of inactivity. It’s also required if your password was incorrectly entered multiple times during sign in.
  • Page 26: View Your Business Profile

    On the TD Mobile Pay app: Press Menu  Settings  Business Profile. On the Merchant Portal: Click Settings  Business Profile. To change the name or address associated on your business profile, please call our TD Merchant Solutions Contact Centre at 1-800-363-1163.
  • Page 27: Reports

    • Status (Email Sent, Not Verified, Verified) Click a specific staff member from the list to view their details. Reports You can download detailed analytics and reports for your business. These reports will allow you to accurately track your transactions, as well as products and services your business has sold. The reporting feature provides real-time reporting and analytics to track and analyze your sales.
  • Page 28 H e a d i n g s D e s c ri p t i o n Date This is the transaction date. Time This is the time that the transaction took place. Order Number This is the invoice number. User This is the user who performed the transaction.
  • Page 29: Product Sales Report

    S u m m a r y H e a d i n g s D e s c ri p t i o n Transaction Amount Summary This is the dollar value of Credit, Debit, and Cash transactions by transaction type (Sale, Refund, and Void) and overall Net Amount.
  • Page 30: Tax Report

    Tax report The Tax Report provides the sum of sales taxes collected for a given time period. The report includes taxable sales, refunds and the net tax collected. The report will display the following information: H e a d i n g s D e s c ri p t i o n Tax Name This is the tax amount collected and split into the following headings: HST,...
  • Page 31: Troubleshooting

    Q: When I’m trying to log in, I’m asked for a verification code, but I can’t access it because I deleted my account in the authenticator app. What should I do? A: Call the TD Merchant Solutions Contact Centre at 1-800-363-1163 to reset your MFA preference so you can set up a new account in your authenticator app.
  • Page 32: Connecting To Your Card Reader

    A: You can only connect to your card reader and process transactions if you are in Canada. If you are in Canada and are still having this issue, you can try the following: Confirm Location Services are turned ON and permissions are granted for the TD Mobile Pay app. Confirm your time zone is accurate on your mobile device.
  • Page 33: What Problems Can I Easily Resolve

    Why isn’t my card reader connecting to the application? Confirm Bluetooth is enabled and permissions are granted for the TD Mobile Pay app. Confirm Location Services are enabled and permissions are granted for the TD Mobile Pay app. Close and relaunch the TD Mobile Pay app.
  • Page 34: Reference

    If your device has been lost or stolen, please: Deactivate your card reader via the TD Mobile Pay app or the Merchant Portal. (lost or stolen) Call the TD Merchant Solutions Contact Centre immediately at 1-800-363-1163 to report the incident.
  • Page 35 Contact Information Please call the TD Merchant Solutions Contact Centre 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 –...
  • Page 36 (0322)

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