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TD Mobile Pay Manuals
Manuals and User Guides for TD Mobile Pay. We have
1
TD Mobile Pay manual available for free PDF download: Merchant Manual
TD Mobile Pay Merchant Manual (36 pages)
Brand:
TD
| Category:
Touch terminals
| Size: 3 MB
Table of Contents
Table of Contents
3
Who Should Use this Guide
5
Overview of the TD Mobile Pay Solution
5
The Purpose of this Guide
5
Requirements
5
What Is the TD Mobile Pay Solution
5
The Card Reader
7
Screens
7
TD Mobile Pay Application
9
New Sale Screen
9
Connection Manager Screen
10
Menu Screen
11
Merchant Portal
12
Financial Transactions
12
New Sale
12
Select Product
13
Quick Sale
13
New Sale - Payment
14
Discounts
14
Voids and Refunds
15
Voids
15
Refunds
15
Receipts
16
Receipt Example
16
Resend a Receipt
17
Download a Receipt
17
Reviewing Sales
17
Dashboard
17
Sales History
18
Settlement
19
Configuration
19
Manage Your Product Catalog
19
Add a New Product
19
Disable or Enable a Product
20
Delete a Product
20
Manage Your Product Categories
20
Add a Category
20
Edit a Category
21
Delete a Category
21
Manage Your Taxes
21
Add a Tax
21
Edit a Tax
21
Disable a Tax
22
Delete a Tax
22
Customize Your Receipts
22
Manage Your Card Readers
22
View a Card Reader
22
Connecting to Your Card Reader
22
Edit a Card Reader's Name (Alias)
23
Reinitialize a Card Reader
23
Deactivate a Card Reader
24
Adjust a Card Reader's Volume
24
Replace a Card Reader
24
Update Your Account Profile
24
Change Your Account Name
24
Change Your Language Preference
24
Change Your Email
24
Change Your Mobile Number
25
Security
25
Change Your Password
25
Change Your Authentication Preference
25
View Your Business Profile
26
Manage Your Staff / Users
26
Add a New Staff User Account
26
View Your Staff / User Accounts
26
Reports
27
Run a Report
27
Navigation
27
Report Label
27
Detailed Transactions Report
27
Product Sales Report
29
Tax Report
30
Statements
30
View Merchant Statements
30
Download a Statement
30
Troubleshooting
31
Signing in Using Sms/Text MFA
31
Forgot Your Password
31
Connecting to Your Card Reader
32
Accepting Payment
32
What Do I Do if the Card Reader Displays a Security Alert
32
Why Isn't My Card Reader Powering on
32
What Problems Can I Easily Resolve
33
Why Isn't My Card Reader Connecting to the Application
33
Remove the Card Reader from Your Mobile Phone (Android)
33
Remove the Card Reader from Your Mobile Phone (Ios)
33
Remove the Mobile Phone App from the Card Reader
33
Reference
34
Storing the Card Reader
34
Maintaining the Card Reader
34
Lost or Stolen Equipment
34
Police Information
34
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