TD Mobile POS, Merchant Manual

Page 1: ...Merchant Guide TD Mobile POS Android paired screen shown...

Page 2: ...se of such marks by TD is under license Other trademarks and trade names are those of their respective owners Opera is a trademark of Opera Software A S A Firefox is a registered trademark of Mozilla...

Page 3: ...Table of Contents Welcome Kit and Setup 1 About the TD Mobile POS Solution 6 Financial Transactions 15 Administration and Configuration 25 Merchant Portal 31 Troubleshooting 41 Table of Contents...

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Page 5: ...o do to use the TD Mobile POS solution 3 Missing any components 3 Setting up the TD Mobile POS 3 Activate your account 3 Charge your PINPad 3 Download and install the smartphone app 3 Enable Bluetooth...

Page 6: ...olution is comprised of three components They are the 1 Smartphone app that allows you to Enter financial transactions Review transactions 2 PINPad that allows customers to Pay for their transactions...

Page 7: ...ces Help Desk at 1 877 375 7331 Setting up the TD Mobile POS Activate your account By now you will have received a welcome email with instructions how to download the smartphone app your username and...

Page 8: ...bile POS app b Tap the icon in the top left corner to access the Settings screen c Tap Manage card readers The Manage card readers screen appears d Tap the card reader you want to connect to via Bluet...

Page 9: ...inal ID is numbers Finish entering the terminal ID and press o OK BLUETOOTH 14 47 31 12 12 2014 3 1 How can I secure my product The TD Mobile POS PINPad is able to perform unauthorized transactions in...

Page 10: ...0 Troubleshoot 10 Manage card readers 10 Choose Language 10 View Terms and Conditions 10 FAQs 10 Sign Out 10 The PINPad 11 Front of PINPad 11 Bottom of PINPad 11 Right side of PINPad 11 Contactless Li...

Page 11: ...7 Section 2 Admin Menu 13 Card Readers 14 The Merchant Portal 14 Summary 14...

Page 12: ...ile POS solution Admin Menu This menu contains all the administration and configuration functions for the PINPad It is accessed via the key Function Keys The function Keys F1 F2 F3 and F4 are used for...

Page 13: ...another item or tap Next to proceed to the next step You can enter a total amount for the entire purchase but remember each dollar entry has its own entry on the receipt This amount must be the total...

Page 14: ...ot From here you can Retrieve your last card transaction Clear or send your application logs to the TD Help Desk for troubleshooting Manage card readers This is used when you must pair your PINPad wit...

Page 15: ...der 6 Power button 7 Mini USB Power port 8 Chip card reader iCMP F1 F4 F2 F3 4 0 5 JKL 6 MNO GHI 8 TUV 9 WXY 7 PRS BLUETOOTH 14 47 31 12 12 2014 2CBA72215BF2 3 F x o QZ 1 2 ABC 3 DEF Right side of PIN...

Page 16: ...not paired or paired Paired means that the PINPad is connected wirelessly to the app on your smartphone a Paired Two computer icons appear to the left of the BLUETOOTH label and the wireless connecti...

Page 17: ...ocess Alpha numeric Command Keypad The command keys allow you to cancel correct and confirm actions The keys are F KEY F CANCEL x CHANGE OK o Power Button This button is used to power the PINPad on Yo...

Page 18: ...a certain percentage of your income Please contact a financial advisor to discuss investment and budgeting strategies For Customer Service call 1 888 555 1224 Credit Card For account information go t...

Page 19: ...ipe 18 Credit Card Manual Entry 19 Debit Card Insert 20 Debit Card Contactless 20 Debit Card Swipe 21 What do I if there is a dispute over a debit transaction 21 Refunds 21 Cash and Credit 21 Void Las...

Page 20: ...rty to verify that printed information is securely stored and processed The Visa Account Information Security Standards Manual is available at www visa com while the equivalent for MasterCard is avail...

Page 21: ...smartphone app returns to the Transaction screen Credit Card Insert You would use these instructions whenever a customer wants to insert their credit card to make a purchase Step 1 Smartphone App Nav...

Page 22: ...rmation from the phone receipt is transferred to the written receipt 3 Tap Continue and the Additional Details screen appears Credit Card Contactless You would use these instructions whenever a custom...

Page 23: ...t entering anything You will then have two options Unreadable or Not Present Select the one which best describes why you can t enter the CVD and proceed with the rest of the transaction 5 A screen app...

Page 24: ...n screen Debit Card Contactless You would use these instructions whenever a customer wants to tap their debit card to make a purchase Step 1 Smartphone App Navigation 1 Enter the dollar amount for eac...

Page 25: ...ated receipt is emailed to the Debit Card Swipe You would use these instructions whenever a customer wants to swipe their debit card to make a purchase Step 1 Smartphone App Navigation 1 Enter the dol...

Page 26: ...for the amount that you entered Void Last Transaction This option allows you to void the last credit debit card transaction that was successfully performed This must be performed before the End of Da...

Page 27: ...different purchase receipts they are cash credit and debit with each one shows its respective payment method Cash Credit Debit Refund Rec eip t The only difference between a purchase and a refund rece...

Page 28: ...Closing sales Closing Batch message appears Step 2 PINPad Navigation 1 The Close Batch Closing Batch message appears Select Yes to continue 2 The batch business day is closed Press o OK to continue If...

Page 29: ...How can I prevent duplicate transactions 27 How do I turn on off key beeps 27 How do I set the idle timer 27 How do I set the PINPad sleep timer 27 Receipts 28 How do I view a customer receipt 28 How...

Page 30: ...saction types Interac keys Host 2 Params DL Use this option if you want to update anything dealing with non financial information such as Card types PINPad settings Pairing What is pairing Pairing is...

Page 31: ...mers as they are set to maximize your battery life If you never want it to enter sleep mode enter 999 The default is 45 seconds How do I verify the PINPad s system information Allows a user to verify...

Page 32: ...bsite URL d Facebook page e Twitter account 7 Tap Save You will receive an email confirming a change has been made Receipts How do I view a customer receipt This option allows you to review an existin...

Page 33: ...member How do I enable tips On the app Tip This allows you to enable disable tips on your TD Mobile POS solution 1 Turn the tip option On or Off App Administration How do I view the transaction histor...

Page 34: ...creen appears You may review them at your leisure 2 Tap Done to return to the Settings screen How do I view the FAQs On the app FAQs This option will provide answers to some of your questions Just tap...

Page 35: ...ceipt information 35 Edit Business Information 36 How do I edit business information 36 Manage Sub Merchants Tab 37 How do I add a sub merchant 37 What can sub merchants see on the Merchant Portal 38...

Page 36: ...app just via the web Some of the things you can do are Review transactions and their receipts merchant receipts are only available on the portal Edit merchant information such as phone number email s...

Page 37: ...s documentation FAQs terms of usage 2 Filter by PINPad if you have more than one 3 Filter by sub merchant user if you have more than one 4 Export the transactions to a CSV file PDF or just view them o...

Page 38: ...ifferent email address than what was used for the original transactions HowdoIsearchforaspecifictransaction 1 If you want to search all transactions change View Sub Merchant to All Lines otherwise cha...

Page 39: ...chant information on page 37 My Account Edit User Information Step 1 Contact Information 1 Enter the primary email address 2 Enter the mobile phone number Step 2 Security Settings 1 Enter your persona...

Page 40: ...box provided 2 If this is all that you needed to change scroll to the bottom of the screen and click Submit Step 3 Connect with your customers This section allows you to optionally list all your conta...

Page 41: ...list below with their Status as Pending It will change to Active once they log into the Merchant Portal or App Step 2 Sub Merchant Actions The following actions must be taken by the sub merchant that...

Page 42: ...t s level of access You can provide or restrict access to certain features for existing sub merchants by clicking on their username ManageSub Merchants ClickSub MerchantUsername 1 Go to the Sub Mercha...

Page 43: ...the Sub Merchant Username 1 Go to the Account Information section 2 Edit any of the following sub merchant information a First name b Middle name Optional c Last name d Primary Email e Mobile Phone f...

Page 44: ...INPad s in case they are lost or stolen How do I deactivate a stolen or lost PINPad Manage Hardware 1 In the Actions column for the PINPad to be deleted click Deactivate A Notes pop up appears 2 Enter...

Page 45: ...2 What can interfere with Bluetooth connectivity 42 Pair your Android smartphone to the PINPad 43 Pair your iOS smartphone to the PINPad 43 Confirm pairing is complete 43 Troubleshooting the App 44 Tr...

Page 46: ...pair them Ensure that both your smartphone and the PINPad are near one another when attempting to pair them Side by side is ideal What can interfere with Bluetooth connectivity The biggest issue is t...

Page 47: ...een check mark appears beside the connected PINPad Your smartphone is now connected to the PINPad via Bluetooth Pair your iOS smartphone to the PINPad 1 On the PINPad a Press Setup Bluetooth Pair Devi...

Page 48: ...sn t power on charge your PINPad 3 If your PINPad doesn t accept a charge call the TD Merchant Services Help Desk at 1 877 375 7331 Card reader Not Paired Your PINPad is not paired with your smartphon...

Page 49: ...il address must follow the proper email format and greater than five characters in length Email_Name Service_Provider Domain Invalid image format Please try again Your company logo must be a PNG or JP...

Page 50: ...to the Internet If there is no connection Please check that isn t disabled on your smartphone If it is disabled re enable and see if there is signal If there still isn t a signal please power cycle y...

Page 51: ...tion has already been settled You cannot void the last transaction after it has been settled You must now perform a refund Troubleshooting Your PINPad With any equipment sometimes there will be a prob...

Page 52: ...Close transaction during the End of Business Day Please retry the End of Business Day transaction Close Batch Now The PINPad has reached the maximum number of transactions that can be stored before th...

Page 53: ...iped card is faulty Please try swiping the card again If that fails ask the customer to use another card or form of payment H Error Codes Action Required Host 1 Download Not Completed The PINPad attem...

Page 54: ...ts call the TD Merchant Services Help Desk at 1 877 375 7331 Invalid Time You have entered an invalid time in the Service menu Please enter a correct time M Error Codes Action Required Merchant Setup...

Page 55: ...transactions Please perform an end of day close business day Not Completed The attempted transaction or function did not complete successfully Please re attempt the transaction or function If the prob...

Page 56: ...he TD Merchant Services Help Desk at 1 877 375 7331 S Error Codes Action Required System Error Contact Help Desk The PINPad has encountered a system error Please call the TD Merchant Services Help Des...

Page 57: ...rge it between uses 3 If the problem persists call the TD Merchant Services Help Desk at 1 877 375 7331 Bad comms 1 PINPad detected a communication failure after the transaction was initiated 2 Press...

Page 58: ...UIDE Troubleshooting 6 54 Summary After reading this section you now know Smartphone app error codes PINPad error codes Hardware problems and their solutions How to use the TD Mobile POS solution in y...

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