* Image shown is the HSPA terminal TD Generation Quick Start Guide For the TD Generation: • All-In-One • HSPA • and Wi-Fi
* Image shown is the HSPA terminal
TD GenerationQuick Start Guide
For the TD Generation:
• All-In-One
• HSPA
• andWi-Fi
COPYRIGHT©2016byTheToronto-DominionBank
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.
NOTICE
The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.
MERCHANT INFORMATION
Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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ContentsAbout this Guide .......................................................1
Merchant Welcome Kit Contents ...............................1
The TD Generation Terminals .....................................1Differences between the terminals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Terminal ..............................................................2Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Changing the paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Terminal Screens ........................................................3Idle screen and icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Desktop screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Main menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Access Point / Repeater ......................................4
The Charger Base .......................................................5
Cardholder Privacy and Security ...............................5Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Force post fraud prevention ......................................................... 5Call for authorization fraud prevention ......................................... 5
Financial Transactions ................................................6Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Credit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Debit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Phone or mail purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Force post purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Receipts ...................................................................10Reprinting receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Receipt examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Continued on next page
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Business Day Functions ...........................................12Performing day close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Reprinting the day close report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Reporting .................................................................13Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Administration .........................................................14Adjusting screen brightness and volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Troubleshooting .......................................................14What problems can I easily resolve? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Why won’t my HSPA terminal connect? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Why isn’t my terminal powering on? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Why do I see the Internet disconnected icon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Why is the terminal signal strength low? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Reference .................................................................16Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Storing the terminals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Maintaining the terminals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
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About this GuideThisGuideprovidesanintroductiontoyourTDGenerationsolution,hardwarefunctionality,performingfinancialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingitsuseandavailablefeatures,pleasereviewouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
Merchant Welcome Kit ContentsQuick Start GuidePamphlets
• How to Help Prevent Fraud
• Payment Card Industry Data
• If you have a problem or concernInformation sheets
• What you need to know about chargebacks
• Payment card industry data security standard (PCI DSS)
Miscellaneous
• Paperrolls(3+1intheterminal)
• Cleaningcardandinstructions
• Cardacceptancedecals(Visa®,MasterCard®,Discover®,AmericanExpress®,Interac®DirectPayment,etc.)
The TD Generation TerminalsTheterminalissolelyforyou,ourMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasegotoouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
Differencesbetweentheterminals# Name All-in-One HSPA Wi-Fi
1 Paperchamberbutton ---Same---
2 Dashkeysanddirectionpad ---Same---
3 Paperadvancekey
4 Powerkey #
5 Commandkeys ---Same---
6a Chipcardreader ---Same---
6b Contactlessreader ---Same---
6c Magneticstripereader ---Same---
-- AccessPoint/Repeater No No Yes/Optional
-- ChargerBase No Optional Optional
-- Communications HubviaphonelineorEthernet
Celltowers Accesspoint
2
The Terminal1. Paper chamber button
2. Dash keys and direction pad
Usethe- keysandthedirectionpadtonavigatethescreensandmenus.
3. Paper advance key
Press or toadvancethepaperrollintheterminal.
4. Power key
Press or # topowertheterminalon.
Pressandholdfor3secondstopowertheterminaloff.
5. Command keys
• X =Cancel
• < =Correction
• O =OKoractivate
6. Card readersa) Insertchippedcardsb) Contactlesscardsc) Swipecards
NavigationTherearethreewaystonavigatescreensandselecticons.Theyare:
• Dashkeys—thetwo- keysareusedto:
» MovebetweentheIdle,Main Menu andtheDesktopscreens.
» Quicklytakeyoutothetoporbottommenuoption.
» Selectanonscreenoption.
• Directionpad—usethedirectionpadtonavigatescreensandmenus.Onceyoufindthedesirediconormenuoption,highlightitandpress O .
• Iconnumber—pressthenumberassignedtotheicononthescreen.Forexample,press 1 QZ toselectPurchaseintheimagetotheright.
Changingthepaper
1. Pressthepaper chamber buttononthetop-leftcorneroftheterminaltoopenthepanelandremovetheemptypaperrolltube.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.
3. Pressdownonthepaneluntilitclicksshutandensurethereisabitofpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.
< OX
0
1 QZ 2 ABC 3 DEF
4 GHI 5 JKL 6 MNO
7 PRS 8 TUV 9 WXY
ABC 3 DEF
-- >< ><
�
?
Mon Jun 0416:20:36
1
6a
6b
6c
43
2
5
3
Terminal ScreensIdlescreenandiconsThedefaultscreeniscalledtheIdle screen.Itdisplaysimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.Ifyourterminalhasablankscreenithasgonetosleepmode.PressanykeytowakeitandtheIdlescreenwilldisplay.
Icon Name All-in-One HSPA Wi-Fi
Accessdesktopscreen
Batterycharging -
Batterylevel -
? Help
Internetstatus -
Signal - -
Signalstrength -
All-in-One
?
Mon Jun 0416:20:36
HSPA
?
Mon Jun 0416:20:36
Wi-Fi
?
Mon Jun 0416:20:36
Access desktop screenPresstheleft- toaccesstheDesktopscreenwhereyourtransactioniconsarelocated.
HelpPresstheright- toaccesstheHelpscreen.
MailIndicatesthatyouhaveanemailwaiting.
Battery chargingIndicatesthattheterminalischarging.
Battery levelIndicatestheterminalpowerlevel.
Internet statusIndicateswhetheryourterminalisconnectedtotheInternet.Ifitisn’tyouwillsee ontopofthecomputericon.
SignalIndicateswhethertheterminalis:
• Notconnected(red),
• Trying toconnect(orange),or
• Connected(green).
Signal strengthYouneedatleasttwobarsinordertoreliablyprocesstransactions.
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DesktopscreenThisscreendisplaysthreeicons:Purchase,VoidandDay Close.AnyothericonsthatyouwillusewillbedisplayedontheMain Menuscreen.
MainmenuscreenTheremaybemorethanoneMain Menuscreenonyourterminal.Thenumberofscreensdependonthenumberofavailableicons.
The Access Point / RepeaterTheaccesspointactslikearouterthatconnectsyourWi-Fiterminaltothenetwork.Repeatersareadditionalroutersextendtheterminal’srangeoverlargerareas.
Light Activity Explanation
PWR Solidblue Theaccesspoint/repeaterispowered.
WAN Solidblue Theaccesspointhasaconnection.
AccessPointWPS
Quickflashingbluelightandapause.Slowflashingbluelight.
Theaccesspointissearchingforaconnection.Theaccesspointisconnected.
RepeaterWPS
Slowflashingbluelightandapause
Thenumberofflashesindicatesthestrengthofthesignalreachingtherepeater.Fiveflashesisthestrongestandoneistheweakest.
1. Purchase 2. Void 3. Day Close
DesktopMon Jun 0416:20:36
• OnlytheHSPAandWi-Fiterminalscanhavemorethanthreeiconsonthisscreen.
• The iconbar along the topwill showdifferent icons for eachterminaltype.
1. Debit/Credit 2. Host Tran. 3. Tran. Recall
Main MenuMon Jun 0416:20:36
4. Reprint 5. Reports 6. Control Panel
7. Priority Mail 8. Admin 9. Service
The icon bar along the top will show different icons for eachterminaltype.
WPS
WAN
USB
LAN
WLAN
PWR
5
The Charger BaseThisisanoptionthatallowsyoutorechargeaHSPAorWi-Fiterminalbyplacingitinthechargerbase.
Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.
TerminalsecurityItistheMerchant’sresponsibilitytosecuretheirterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearetwousersecuritysettings:
No security (Default)ThissettingdoesnotuseuserIDsandpasswords.Merchantsthatchoosetousenosecuritystillhavetheoptiontosetupastore/manageroverrideIDandpasswordtoaccessareasoftheterminalthathaveamandatoryrequirementforsupervisorpassword.
SecurityThisoptionallowstheusertosetupsupervisorsandoperatorswithanIDlogin.Thesupervisorsetuprequiresyoutocreateapassword.YoucanactivatethisbygoingtoDesktop->MainMenu->
Control Panel->LogonMethod.
FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud preventionYoucannowdisableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalwilleither:
• Disabled—Statethatthetransactionisnotallowed.
OR
• Passwordprotected—Requestasupervisorormanagertoentertheirpassword.
Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.ThedefaultsettingisOFF.
Ifyouwanttouseeitherofthesefraudpreventionfeatures,youmustenablethemoneachofyourterminals.Todoso,pleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.
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Financial TransactionsTheTDGenerationterminalcanperformthefollowingtransactions:
• Purchase
• Purchase(Phone/Mail)
• Forcepost
• Refund
• Void
• Cash*
• Pre-authorization*
• Tab*
• Giftcard*
• Loyaltycard/AirMiles®*
*Theseoptionaltransactionsandotherssuchassplitpayment,cashbackandtiparecoveredinouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
AcceptedcardtypesTheterminalwillacceptwhatevercardsyouindicatedwhenyousignedup.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesrep.
Creditcardpurchase
Left- ->Desktop-> Purchase
1. Enterthedollar amountontheterminalandpress O .
2. Customerconfirmsthedollaramountandpresses O .
3. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Inserta) ThecustomerenterstheirPINandpresses O .Gotostep4.
Swipea) Verifythecardinfowithwhatisonthescreenandpress O .
Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.
Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.
Manual entrya) Entertheaccount numberandpress O .b) Entertheexpiry dateandpress O .c) Amanualimprintofthecreditcardisrequired.Maketheimprintandpress O .d) EntertheCVD numberandpress O .Thisnumberisgenerallylocatedontheback
ofthecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep4.
Dependinghowyouhavesetupyourterminal,youmayberequiredtoenterasupervisor IDandpasswordtoproceedwithanytransaction.
Thistransactionflowisusedforcreditcardpurchaseswherethecreditcardispresent.Ifthepurchaseisviaphoneormail,seePhone or mail purchase.Ifyouusetheincorrectpurchasetransactionyoucouldincurextracharges.
7
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.Ifthecreditcardwasmanuallyenteredorswiped,thecustomermustsignthereceipt.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
ENTERAMOUNT
CONFIRM AMOUNT
RECEIPTS
SWIPE CARD MANUALLY ENTER CARD
ENTER # and EXP. DATE
ENTER CVD?(optional)
IMPRINT CARD MESSAGE
SELECT PAYMENT METHOD
FINISHED
ENTER PIN
INSERT CARD
DIFFERENT PAYMENT
REQUIRED?
TAP CARD
YES YES
NO
8
DebitcardpurchaseLeft- ->Desktop-> Purchase
1. Enterthedollar amountandpress O .
2. CustomerconfirmsthedollaramountandpressesO .
3. Selectoneofthefollowingpaymentmethods:Insert,SwipeorContactless.
Insert / swipea) Thecustomerselectstheaccounttouse:
CHEQUINGorSAVINGS.b) ThecustomerenterstheirPINand
presses O .
Contactlessa) Thecustomertapstheircontactless-en-
ableddebitcardonthescreen.InsomecasesthecustomermayberequiredtoentertheirPIN.
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessageandthereceiptsprint.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
Phoneormailpurchase
Left- ->Desktop->MainMenu-> Phone / Mail Purchase
1. Enterthedollar amountandpress O .
2. Entertheaccount numberandpress O .
3. Entertheexpiry dateandpress O .
4. EntertheCVD numberandpress O .Thisstepisdependentuponyoursettings.
5. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberandthereceiptsprint.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
ENTER AMOUNT
CONFIRM AMOUNT
RECEIPTS
INSERT or SWIPE CARD TAP CARD
SELECT PAYMENT METHOD
FINISHED
ENTER PINDIFFERENT PAYMENT
REQUIRED?
YES
NO
• Theseinstructionsareusedforpurchaseswherethecardisnotpresent.Ifthecardispresentatpurchase,seeCredit cardpurchase.Ifyouusetheincorrectpurchasetransactionyoucouldincurextracharges.
• Thereare risksperformingtransactionswhenthecreditcard isnotpresent.Ensure thatyouperformallof theavailablesecuritychecksforphone/mailpurchases.
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ForcepostpurchaseThisoptionisonlyusedwhenyoucan’tprocessacreditcardpurchasenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
Left- ->Desktop->MainMenu-> Debit / Credit->ForcePost
1. Enterthedollar amount andpress O .
Phone / mail purchasesa) Entertheaccount number andpress O .b) Entertheexpiry dateandpress O andgo to step 2.
All other purchasesa) Entertheaccount numberandpress O .b) Entertheexpiry dateandpress O .c) EntertheCVD numberandpress O .d) Thenenter/spelltheauthorizationnumberandpress O .Seepage16tolearn
howtoenterlettersorspecialcharacters.
2. YoucanREPRINTthereceiptorFINISHthetransaction.
VoidThisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Ifadayclosehasbeenperformedyoumustdoarefund,notavoid.
Left- ->Desktop-> Void
1. Enterthetrace #fromthereceiptofthetransactiontobevoidedandpress O .
2. Confirmthatthetransactionistobecanceled(NOorYES).
3. Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.
4. YoucanREPRINTthereceiptorFINISHthetransaction.
TransactionrecallThisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorization.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
Left- ->Desktop->MainMenu-> Transaction Recall
1. Selectoneofthefollowing:
Recall by trace #a) Enterthe trace number thatyouwanttorecallandpress O .Gotostep3.
Recall alla) Alistofalltransactionscurrentlyavailableontheterminalappear.Gotostep2.
BeforeyouperformthistransactionyoumustcalltheTDMerchantSolutionsHelpDeskat1-800-363-1163andreceiveanauthorizationnumber.
10
Recall by amounta) Enterthedollar amountandpress O .Gotostep2.
Recall by account #a) SwipeorManually enter thecard.Gotostep2.
Recall by invoice #a) Entertheinvoicenumberthatyouwanttorecallandpress O .Gotostep3.
2. Iftherearemultipletransactions,scrolltothedesiredoneandpress O .
3. SelectVoidtocancelthetransactionorselectCompletiontocloseapre-authorization.PressX toleavethisscreenwithoutmakingaselection.
RefundYoucanonlyperformarefundonatransactionthathasalreadybeensubmittedforreimbursement.
Left- ->Desktop->MainMenu-> Debit / Credit ->Refund
1. Entertheinvoice number andpress O .
2. Enterthedollar amountandpress O .
3. Selectoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Insert / swipe credit or debit carda) ThecustomerenterstheirPINandpresses O .Gotostep4.
Contactless credit or debit carda) Thecustomertapstheircontactless-enabledcardonthescreen.Gotostep4.
Manual credit carda) Entertheaccount numberandpress O .b) Entertheexpiry dateandpress O .Thisisfourdigitsinlength.c) Isamanualimprintrequired(NOorYES)?IfyouselectNO,thetransactionwillbe
canceled.d) EntertheCVD numberandpress O .Thiscanbeuptofourdigitsinlength.
4. YoucanREPRINTthereceiptorFINISHtocompletetherefundandthereceiptsprint.
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
ReprintingreceiptsLeft- ->Desktop->MainMenu-> Reprintandselectoneofthefollowing:
Last Receipt
1. Confirmthatthisiscorrect(NOorYES).Themostrecentreceiptwillreprint.
Debitrefundsaredisabledbydefault.IfyouwishtoactivatedebitrefundsonyourterminalpleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.
11
Past Receipt
1. Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminalbytheswipedcardwillappearonthescreen.
2. Selectthe transactionthatyouwanttoreprintthereceiptforandpress O .
3. SelectPRINTifthisisthecorrecttransaction.
Receiptexamples
Credit Card Purchase Debit Card Purchase
Merchant NameAddress, Postal Code
City, Province2000000
N10000000205
**** PURCHASE ****
12-21-2015Acct # 452001****5097Exp Date 10/19Name: John Q Public A00000000003101001
Trace # 6 Inv. # 5 Auth # 75612 RRN 001006006TVR 000000000000TST F800TC 0E19785C8DAA97AC
Total $50.00
(00) APPROVED THANK YOU
Retain this copy for your recordsMerchant Copy
Receipt BannerReceipt Banner
12:29:12C
Card Type VI
VISA CREDIT
Merchant NameAddress, Postal Code
City, Province2000000
N10000000205
**** PURCHASE ****
12-21-2015Acct # 452001****5097Account ChequingA00000000003101001
Trace # 9 Inv. # 3 Auth # 75612 RRN 001006006 F800
Total $50.00
(00) APPROVED THANK YOU
Retain this copy for your recordsMerchant Copy
Receipt BannerReceipt Banner
12:29:12C
Card Type DPINTERAC
Theinformationthatyouwillusethemostisnotedaboveandexplainedbelowandonthenextpage.
1. Transaction Type
• C—Onlinechipcardtransaction
• CN—ChipcardNSRtransactions
• CO—Off-linechipcardtransaction
• M—Manuallyenteredmagcardtransaction
• MC—Manuallyenteredfallbackofachipcardtransaction
• RF—Contactlesstransaction
• S—Swipedmagcardtransaction
• SC—Swipedchipcardfallbacktransaction
• SN—SwipedNSRtransaction
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2. Card Type
• AM—AmericanExpress
• DP—Debit
• DS—Discover/Diners
• JC—JCB
• MC—MasterCard
• MD—MasterCardDebit
• PV—VisaDebit
• RC—RCS
• UP—UnionPay*
• VI—Visa*UnionPayiscoveredinouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
3. Important Information
• Transaction Type Thisshowswhattypeoftransactionwasdone(Purchase,Void,etc.)andwhetheritisaduplicatereceipt.
• Card Type Thisshowswhatkindofcardwasusedforthetransaction.
• Trace #Thetracenumberassociatedwiththetransaction.
• Inv #Theinvoicenumberassociatedwiththetransaction.
• Auth #Theauthorizationnumber associatedwiththetransaction.
• SignatureThecardissuerdetermineswhenasignaturesisrequiredforatransaction.
• ApprovedAlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.
Business Day FunctionsTostartabusinessday,logontoaterminalthathashadthedayclosefunctionperformedonit.Dependingonthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDandpassword.
PerformingdaycloseYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:
• Sendsanystoredtransactions(SAFs).
• Closesallopenbatches.
• Printsselectedreports.
• Checksformail,anddownloads.
• Downloadsavailableupdates.
• Startsanewbusinessdayontheterminalbyopeninganewbatch.
Left- ->Desktop-> Day Close
1. ConfirmthatyouwanttoContinue. Oncetheprocessisstartedensurethattheterminalisnot
Adaycloseisautomaticallyperformedonyourterminaleverythreetofivebusinessdaysifoneisn’tperformedsoonerbyyou.Adaycloseisautomaticallyperformedonyourterminaleverythreetofivebusinessdaysifoneisn’tperformedsoonerbyyou.
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useduntilthedaycloseiscompleted.
2. Selectyourreportdeliverymethod(DISPLAYorPRINT).Dependingonhowyouhavesetupyourdayclose,certainreportswillprint.
3. WhenitiscompletedyouwillseetheBusiness Day Closed message.
ReprintingthedayclosereportLeft- ->Desktop->MainMenu-> Reprint
1. SelectDay Close Reportandpress O .
2. Confirmthatthisiscorrect(NOorYES).
ReportingThefollowingreportingoptionsaresplitintotwodifferentgroups,business day andcustomized.Youhaveaccesstoallofthebusinessdayreports,andthesewillbecoveredinthisdocument.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantServices.com/ResourceCentre.
BusinessdayreportsLeft- ->Desktop->MainMenu-> Reports->BusinessDayReportsandselectareport.
Report Instructions Provides...
TerminalDetail DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
TerminalBalancing
DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
BusinessDaySubtotals
DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorDetail
SelectwhetherthereportisforaindividualID(Operator ID)orallIDs( 0 )andpress O .DISPLAYorPRINTyourreport.
...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.
OperatorBalancing
SelectwhetherthereportisforaindividualID(Operator ID)orallIDs( 0 )andpress O .DISPLAYorPRINTyourreport.
...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.
OutstandingSAF
DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.
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BatchreportsLeft- ->Desktop->MainMenu-> Reports->BatchReportsandselectareport.
Report Actions Provides...
BatchDetail Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).
...transactiondetailsbycardtypeandforcurrentorpreviousbatch.
BatchBalancing
Selectwhichbatchyouwanttoreview(PREVorCURRENT)andhowyouwanttoreceiveit(DISPLAYorPRINT).
...transactiondetailsbycardtypeandforcurrentorpreviousbatch.
AdministrationAdjustingscreenbrightnessandvolumeLeft- ->Desktop->MainMenu-> Control Panel->BacklightorSpeakerVolume
1. Presstheappropriate- toincreaseordecreasethebrightness/volumeby5%/10%.
TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.
WhatproblemscanIeasilyresolve?
Problem Action Required
Chipcardscannotbeprocessed
1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.
2. Useacleaningcardtocleantheproblemcardreader.
Displayscreenisblank 1. Ensurethatthepowercableisfirmlyconnectedtothepowerportandtheelectricaloutlet.
Displaylightingistoobrightortoodark
1. Adjustthebrightnesssettingtoworkwiththelightingattheterminallocation.
BadCommunicationPressCANCkeyAndTryAgain
1. Therewasacommunicationfailureafterthetransactionwasinitiated.
2. Press X andtryagain.
Magneticstripecardreaderwon’treadcards
1. Tryswipingthecardmorequicklyormoreslowlyorfromthetopofthereadertowardsyou.
2. Requestanotherformofpayment.Ifthiscardcanberead,theproblemiswiththefirstcard.
3. Useacleaningcardtocleantheproblemcardreader.
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Problem Action Required
Printerdoesnotprint 1. Isthereispaperinthedevice?Ifthereis,ensurethatthepaperisloadedcorrectly.
Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.
2. Ensuretheprinterlidisclosedcompletely.
Whywon’tmyHSPAterminalconnect?TheHSPAwirelessnetworksignalisrepresentedbythe inthetop-rightcornerofthescreen.Iftheiconisreditmeansitcan’tconnecttothenetwork.Ifyoucan’testablishaconnection:
1. Hasyourenvironmenthaschanged?Physicalchangestoyourplaceofbusiness,suchasaddinganewwallorinstallinganelectronicdevicemayhavereducedthewirelesssignalstrengthandpreventtheconnection.
2. Itmaybethatsomethinghashappenedoutsideyouplaceofbusinessthatisimpactingthesignalstrengthsuchasanewbuilding.Trymovingyourterminalaroundyourplaceofbusinesstoseeifitcanconnectinanewlocation.Thewillturngreenwhenit’sconnected.
Whyisn’tmyterminalpoweringon?
All-in-One HSPA and Wi-Fi
1. Ensurethattheelectricaloutlethaspower.
2. Ensurethatthepowercordisfullyinsertedintotheoutlet.
3. Re-insertthepowercableintothehub’spowerportandtwistitgentlytotherightuntilitclicks.
4. Powerontheterminal.
1. Ensurethattheterminal’spowercordisproperlyinsertedintotheelectricaloutlet.
2. Ensurethatthepowercordisproperlyinsertedintotheterminal/chargingbase.
3. Verifythatthechargingiconappearsontheterminalscreen.
WhydoIseetheInternetdisconnectedicon?The iconwillonlyappearontheAll-in-OneandWi-FiterminalscreenwhenthereisanInternetcommunicationproblem.
1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.
2. IsyourInternetcableconnectedproperly?Unplugitandplugitbackinagain.
3. Isyourmodem/routerworkingcorrectly?Unplugandplugbackinyourmodem/routerandwaitforthreetofourminutes.
Whyistheterminalsignalstrengthlow?YourHSPAandWi-Fiterminalshouldalwaysshowatleastonebarinordertobeabletocompletetransactions,butitshouldbeaminimumtwobarstocompletetransactionsreliably.
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Ideal signal strength Low signal strength No signal
If your terminal is experiencing low or no signal strength, check the following:
1. Hasyourenvironmentchanged?(HSPAandWi-Fi)
Changestoyourplaceofbusiness,suchasaddinganewwallorinstallinganelectronicdevicenearyourterminalorbetweentheaccesspointandterminal,couldreduceitswirelesssignalstrength.
2. Isyouraccesspoint/repeaterworking?(Wi-Fionly)a) Ensuretheaccesspointissecurelypluggedintoanelectricaloutlet.b) Fingertightentheantennaintotheantennaportonthebackoftheaccesspoint/
repeater.c) Adjusttheantennaangletoseeifthisprovidesabettersignaltotheterminal.
ReferenceEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.Press < tochangeanyentry.
Letters Spaces Special characters
1. Pressthenumber keythathasthedesiredletteronit.Forexample,press
2 ABC toenterC.
2. Scrolltodesired letter andpress
O .
1. Presstheleft- tocreateaspace.
1. Presstheright- .
2. Scrolltothedesiredcharacterandpress
O .
Storingtheterminals
• Theymustbestoredintemperaturesbetween0°and50°Celsius.
• Donotleavethemoutdoorsovernight,especiallyinthewinter.
Maintainingtheterminals
• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.
• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.
• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.
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Call Centre InformationPleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyoumayhave.
Authorization:24hoursaday,sevendaysaweek
Terminal Inquiries:24hoursaday,sevendaysaweek
General Merchant Inquiries:Monday–Friday,8a.m.–8p.m.ET
Printer / Stationery Supplies:Monday–Friday,8a.m.–5p.m.ET
Resource CentreThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesandfunctionalitytoexploreinourresourcecenter.www.TDMerchantServices.com/ResourceCentre
523018(0316)