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5

Financial Transactions

The TD Generation terminal can perform the following transactions: 

• 

Purchase

• 

Purchase (Phone / Mail)

• 

Force post 

• 

Refund

• 

Void

• 

Cash*

• 

Pre-authorization*

• 

Tab*

• 

Gift card*

• 

Loyalty card / Air Miles®*

* These optional transactions are covered in our online documentation at  

www.TDMerchantSolutions.com/ResourceCentre

.

Accepted card types

The terminal will accept whatever cards you indicated when you signed up. If you wish to adjust your 
accepted card list, please contact your sales rep.

Credit card purchase

 -> Desktop -> 

 

Purchase

1. 

Enter the 

dollar amount

 on the terminal and tap 

OK

.

2. 

Customer confirms the dollar amount and presses 

O

.

3. 

 Perform one of the following payment methods: 

Insert, Swipe

,

 Contactless

 or 

Manual 

Entry

.

Insert

a) 

The customer enters their 

PIN

 and presses 

O

. Go to step 4.

Swipe

a) 

Verify the card info with what is on the screen and tap 

OK

. Go to step 4.

Contactless

a) 

 The customer 

taps

 their contactless-enabled credit card on the contactless card reader. 

In some cases the customer may be required to 

swipe

 or 

insert

 their card. Go to step 4.

Manual entry

a) 

 Enter the 

account number

 and tap 

OK

b) 

 Enter the 

expiry date

 and tap 

OK

c) 

 A manual imprint of the credit card is required. Make the imprint and tap 

OK

d) 

 Enter the 

CVD number

 and tap 

OK

. This number is generally located on the back of 

Depending how you have set up your terminal, you may be required to enter a supervisor ID and password to proceed 
with any transaction. 

  This transaction flow is used for credit card purchases where the credit card is present. If the purchase is via phone or 
mail, use the 

Phone or mail purchase 

instructions. If you use the incorrect purchase transaction you could incur extra 

charges. 

Summary of Contents for TD Generation

Page 1: ...TD Generation Quick Start Guide For the TD Generation with PINPad...

Page 2: ...en 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 Toro...

Page 3: ...nd Security 4 Terminal security 4 Fraud prevention 4 Force post fraud prevention 4 Call for authorization fraud prevention 4 Financial Transactions 5 Accepted card types 5 Credit card purchase 5 Debit...

Page 4: ...3 Adjusting PINPad volume 13 Troubleshooting 13 What problems can I easily resolve 13 Why isn t my terminal powering on 14 Why do I see the Internet disconnected icon 14 Why do I see the PINPad discon...

Page 5: ...card and instructions Card acceptance decals Visa MasterCard Discover American Express Interac Direct Payment etc The TD Generation with PINPad The terminal is solely for you our Merchant You will use...

Page 6: ...nder the paper roll towards you 3 Press down on the panel until it clicks shut and ensure there is a bit of paper sticking out from the chamber that it touches the top of the terminal screen The PINPa...

Page 7: ...esktop screen where your transaction icons are located Control Panel Tap to access the Control Panel Help Tap to access the Help screen Internet status indicates your terminal is connected to the Inte...

Page 8: ...uirement for supervisor password Security This option allows the user to setup supervisors and operators with an ID login The supervisor setup requires you to create a password You can activate this b...

Page 9: ...enters their PIN and presses O Go to step 4 Swipe a Verify the card info with what is on the screen and tap OK Go to step 4 Contactless a The customer taps their contactless enabled credit card on th...

Page 10: ...message If the credit card was manually entered or swiped the customer must sign the receipt 5 You can REPRINT the receipt or FINISH the transaction ENTER AMOUNT CONFIRM AMOUNT RECEIPTS SWIPE CARD MA...

Page 11: ...mail purchase Desktop Main Menu Phone Mail Purchase 1 Enter the dollar amount and tap OK 2 Enter the account number and tap OK 3 Enter the expiry date and tap OK 4 Enter the CVD number and tap OK Thi...

Page 12: ...und not a void Desktop Void 1 Enter the trace from the receipt of the transaction to be voided and tap OK 2 Confirm that the transaction is to be canceled NO or YES 3 The screen shows that the transac...

Page 13: ...mer enters their PIN and taps OK Go to step 4 Contactless credit or debit card a The customer taps their contactless enabled card on the screen Go to step 4 Manual credit card a Enter the account numb...

Page 14: ...C 0E19785C8DAA97AC Total 50 00 00 APPROVED THANK YOU Retain this copy for your records Merchant Copy Receipt Banner Receipt Banner 12 29 12 C Card Type VI VISA CREDIT Merchant Name Address Postal Code...

Page 15: ...ing transactions to entering a logon ID and password Performing day close You have a deadline to perform a day close This is called your balancing window and it is set on the system If your day close...

Page 16: ...operator ID and for the current business day Operator Detail Select whether the report is for a individual ID Operator ID and tap OK or all IDs 0 DISPLAY or PRINT your report transactions by card type...

Page 17: ...er cable is firmly connected to the electrical outlet Display lighting is too bright or too dark 1 Adjust the brightness setting to work with the lighting at the terminal location Bad Communication Pr...

Page 18: ...4 minutes Why do I see the PINPad disconnected icon The icon will only appear when there is an communication problem between the PINPad and the terminal 1 Is your PINPad disconnected from the termina...

Page 19: ...k Terminal Inquiries 24 hours a day seven days a week General Merchant Inquiries Monday Friday 8 a m 8 p m ET Printer Stationery Supplies Monday Friday 8 a m 5 p m ET Resource Centre This Guide covers...

Page 20: ...523020 0316...

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