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TD Mobile POS Manuals
Manuals and User Guides for TD Mobile POS. We have
1
TD Mobile POS manual available for free PDF download: Merchant Manual
TD Mobile POS Merchant Manual (59 pages)
Brand:
TD
| Category:
Touch terminals
| Size: 6 MB
Table of Contents
Table of Contents
3
The Smartphone App and the Pinpad
6
The Merchant Portal
6
Welcome Kit and Setup
6
What Is the TD Mobile POS Solution
6
The Purpose of this Guide
6
Overview of the TD Mobile POS Solution
6
Welcome Kit Contents
7
What Is Provided
7
What Do I Need to Do to Use the TD Mobile POS Solution
7
Missing any Components
7
Setting up the TD Mobile POS
7
Activate Your Account
7
Charge Your Pinpad
7
Download and Install the Smartphone App
7
Enable Bluetooth® on Your Smartphone
8
Pair Your Android Smartphone to the Pinpad
8
Pair Your Ios Smartphone to the Pinpad
8
Confirm Pairing Is Complete
8
Section 2
10
About the TD Mobile POS Solution
10
Legend
12
Log in Screen
12
The App
12
The Screens
12
Financial Transactions
13
Merchant Profile
13
Settings Screen
13
Tip Screen
13
Transaction History
13
Transaction Screen
13
Application PIN
14
Change Password
14
Choose Language
14
Faqs
14
Manage Card Readers
14
Sign out
14
Troubleshoot
14
View Terms and Conditions
14
Bottom of Pinpad
15
Front of Pinpad
15
Right Side of Pinpad
15
The Pinpad
15
Contactless Light
16
Ecomode Screen
16
Main Screen
16
Screen, Icons and Contactless Card Reader
16
Standby Screen
16
Administration and Configuration
17
Alpha-Numeric / Command Keypad
17
Contactless Card Reader
17
Function Keys
17
Mini-USB Port
17
Power Button
17
Section 3
19
Accepted Card Types
20
Financial Transactions
20
How Should I Store Cardholder Receipts
20
Payment Methods
20
Protecting Cardholder Privacy
20
Cash
21
Credit Card (Insert)
21
Purchase
21
Credit Card (Contactless)
22
Credit Card (Swipe)
22
Credit Card (Manual Entry)
23
Debit Card (Contactless)
24
Debit Card (Insert)
24
Cash and Credit
25
Debit Card (Swipe)
25
Refunds
25
What Do I if There Is a Dispute over a Debit Transaction
25
Credit and Debit
26
HTML and PDF Copies
26
Receipts
26
Void Last Transaction
26
Customer Receipts
27
Merchant Receipts
27
Purchase Receipts
27
Receipt Types
27
Refund Receipt
27
Close the Business Day
28
Day Close
28
Declined Receipt
28
Last Transaction Void Receipt
28
Section 4
29
How Do I Download the Pinpad Host 1 or 2 Parameters
30
How Do I Pair the Pinpad to My Android Smartphone
30
How Do I Pair the Pinpad to My Ios Smartphone
30
How Do I Unpair My Smartphone from the Pinpad
30
How Do I Verify the Smartphone Is Paired to My Pinpad
30
Pairing
30
Pinpad Administration
30
What Is Pairing
30
How Can I Prevent Duplicate Transactions
31
How Do I Select My Pinpad Language
31
How Do I Set the Idle Timer
31
How Do I Set the Pinpad Sleep Timer
31
How Do I Turn On/Off Key Beeps
31
How Do I Verify the Pinpad's System Information
31
Pinpad Customization
31
How Do I Change the Receipt Information
32
How Do I Resend a Customer Receipt
32
How Do I View a Customer Receipt
32
Receipts
32
App Administration
33
App Customization
33
How Do I Change the Password
33
How Do I Enable Tips
33
How Do I Manage My Card Readers? (Android Only)
33
How Do I Secure the App
33
How Do I Select the Language
33
How Do I View the Transaction History
33
Section 5
35
Merchant Portal
36
The Merchant Portal
36
Recent Activity Tab
37
How Do I Export Transaction Records
38
How Do I Review a Transaction
38
How Do I Review or Resend a Receipt
38
How Do I Search for a Specific Transaction
38
What Do All Payment Type Icons Mean
38
Edit Email Receipt
39
Edit User Information
39
How Do I Edit the Receipt Information
39
My Account Tab
39
Edit Business Information
40
How Do I Edit Business Information
40
How Do I Add a Sub-Merchant
41
Manage Sub-Merchants Tab
41
How Do I Change a Sub-Merchant Password
42
How Do I Edit a Sub-Merchant's Level of Access
42
What Can Sub-Merchants See on the Merchant Portal
42
How Do I Deactivate or Reactivate a Sub-Merchant
43
How Do I Edit a Sub-Merchant
43
How Do I Deactivate a Stolen or Lost Pinpad
44
Manage Hardware Tab
44
Summary
44
Support Tab
44
What Does the Nickname Column Signify
44
Section 6
45
Troubleshooting Bluetooth
46
What Can Interfere with Bluetooth Connectivity
46
Why Can't I Pair My Smartphone with the Pinpad
46
Confirm Pairing Is Complete
47
Pair Your Android Smartphone to the Pinpad
47
Pair Your Ios Smartphone to the Pinpad
47
Troubleshooting
48
Troubleshooting the App
48
Troubleshooting Your Pinpad
51
Contacting Help Desk
57
What Pinpad Hardware Problems Could I Experience
57
Summary
58
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