TD MOBILE POS MERCHANT GUIDE
Financial Transactions
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institution to correct the problem. The merchant will be
responsible for any attempt to make debit card account
corrections and
will not
be reimbursed if a cash refund is
provided to the customer.
Refunds
You would use these instructions whenever a customer
wants to return a purchase.
You cannot refund a transaction that was declined/
cancelled
X
X
or already refunded .
Cash and Credit
On the app -> Transaction History
Step 1 - Smartphone App Navigation:
1.
Tap the
transaction
that you want to refund.
The
Transaction
screen appears.
2.
Tap
Refund
. The
Refund Amount
screen appears.
3.
Enter the amount to refund and tap
Refund
.
You cannot refund more than the total
amount of the purchase, but partial refunds
are allowed.
4.
Select the appropriate refund payment type
from below.
Step 2 - CASH Refund PINPad Navigation:
1.
There are no steps on the PINPad for a cash refund
as cash from your register drawer is being used.
Step 2 - CREDIT Refund PINPad Navigation:
1.
Take the credit card used in the transaction and:
»
Manually enter the credit card number
and expiry date
»
Swipe the credit card
»
Insert the credit card or
»
Tap the credit card.
Step 3 - Smartphone App Navigation:
1.
You will see
Refund for $XX.XX Approved
.
Tap
OK
to continue.
a.
If the refund is for cash, refund the
cash to the customer now.
b.
An
updated 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
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
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.
What do I if there is a dispute over a
debit transaction?
If a customer questions an alleged erroneous debit card
transaction, you must refer them to their financial
