TD MOBILE POS MERCHANT GUIDE
Financial Transactions
3
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the smartphone app returns to the transaction
screen.
Credit Card (Swipe)
You would use these instructions whenever a customer
wants to swipe their credit card to make a purchase.
A signature is required for this credit card transaction.
Always verify that the card holder’s signature on the
receipt matches the signature on the reverse of the card.
Step 1 - Smartphone App Navigation:
1.
Enter the
dollar amount
for each item or one
total for the purchase and tap
Next
.
2.
Review the
Subtotal
and
Total
amounts and
tap
Next
if everything is correct.
3.
Select
Card payment
and tap
Next
.
4.
Confirm the dollar amount and tap
Next
.
5.
Optional - Select the desied tip option and tap
Next
.
Step 2 - PINPad Navigation:
1.
Customer swipes their
credit card
.
Customer is requested to return the PINPad to
the merchant.
2.
Merchant verifies the card info. If correct,
presses
o
/OK
.
3.
A screen appears stating the authorization
number and that a signature is required.
Step 3 - Smartphone App Navigation:
1.
The
Signature
screen appears. Hand the
smartphone device to the customer to sign the
onscreen receipt. Customer then taps
Next
and
returns the smartphone to the merchant.
2.
Enter the customer’s email address for their
receipt and tap
Done
. (Optional)
Be sure to ask if they still want a receipt. If
the client doesn’t want to provide an email
address tap
Skip
.
Hand written receipts are acceptable, but
ensure that all the information 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 customer
wants to tap their credit card to make a purchase.
The total transaction amount must be equal to or less than
the maximum Contactless Dollar Value. If it doesn’t, the
customer will must insert their card and enter their PIN.
Step 1 - Smartphone App Navigation:
1.
Enter the
dollar amount
for each item or one
total for the purchase and tap
Next
.
2.
Review the
Subtotal
a
nd
Total
amounts and
tap
Next
if everything is correct.
3.
Select
Card payment
and tap
Next
.
4.
Confirm the dollar amount and tap
Next
.
5.
Optional - Select the desied tip option and tap
Next
.
Step 2 - PINPad Navigation:
1.
Customer taps their
credit card
against the
PINPad screen.
The customer may be prompted to insert their
credit card and enter their PIN if the amount of
the purchase is higher than the upper limit for a
contactless purchase.
Step 3 - Smartphone App Navigation:
1.
Enter the customer’s email address for their
receipt and tap
Done
. (Optional)
Be sure to ask if they still want a receipt. If
the client doesn’t want to provide an email
address tap
Skip
.
Hand written receipts are acceptable, but
ensure that all the information from the
phone receipt is transferred to the written
receipt.
2.
Tap
Continue
. The
Additional Details
screen
appears.
3.
Enter
purchase notes
, the
invoice number
and
whether or not to include the invoice number
on the receipt.
Tap
Skip
to not enter this information.
4.
Tap
Done
when finished entering the
information.
The transaction is now fully completed and
