TD MOBILE POS MERCHANT GUIDE
Financial Transactions
3
20
Debit Card (Insert)
You would use these instructions whenever a customer
wants to insert their debit card to make a purchase.
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 inserts their
debit card
.
2.
Customer
confirms the
amount
and presses
YES
.
3.
Customer selects account
CHQ
(F1)
or
SAV (F4)
.
4.
Customer enters their
PIN
and presses
o
/OK
.
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
and 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
the smartphone app returns to the transaction
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 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 taps their
debit 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 the
smartphone app returns to the transaction screen.
The total transaction amount must be less than the
maximum allowed Contactless Dollar Value. If it exceeds
it, the customer must insert their card and enter their
PIN to verify their identity.
