TD TD Generation Portal 2 with PINpad, Quick Start Manual

Page 1: ...For the TD Generation Portal 2 with PINpad TD Generation Quick Start Guide...

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: ...ity 7 Fraud prevention 9 Manually entered credit card transactions 9 Call for authorization 9 Storing cardholder receipts 10 Financial Transactions 10 Accepted card types 11 Credit card purchase 11 De...

Page 4: ...hooting 23 What problems can I easily resolve 23 Why isn t my terminal powering on 24 Why do I see the Internet disconnected icon 24 Why do I see the PINpad disconnected icon 24 What do I do if the te...

Page 5: ...rect Payment etc Information to help you protect your business and customers from fraud The Portal 2 with PINpad The terminal is solely for you our Merchant You will use the terminal to initiate trans...

Page 6: ...s and entries 1 Dash keys Use the dash keys to navigate the screens and menus 2 Command keys X Cancel Correction O OK or activate 3 Volume key Use this key to adjust the PINpad volume 4 Card readers a...

Page 7: ...p this to log out the current user or if you don t use login IDs tap this icon to return to the Idle screen No Yes Internet status These icons indicates if your terminal is connected to the Internet o...

Page 8: ...Home screen displays three or more icons that always include Purchase Void and Day Close If your business requires more than 10 transaction types there will be a second screen with the remaining icon...

Page 9: ...or passwords to prevent unauthorized use In any event the Merchant will be liable for any unauthorized use of the terminal or any user IDs or passwords There are two user security settings No security...

Page 10: ...n administrator ID are Adding editing deleting or unlocking manager IDs Any functionality that you have protected with an administrator login The TD Generation offers you a variety of options to perso...

Page 11: ...s Cash transaction Yes Yes Yes Cashback prompt Yes No No Force post Yes Yes Yes Force post purchase Yes No No Gift card balance Yes No No Loyalty award Yes No No Manual entry credit card Yes Yes No Ma...

Page 12: ...mized reports No Yes No Access gift card reports No Yes No Access override passcode menu No Yes No End of day reports Cash back totals report No Yes No Gift card host details report No Yes No Gift car...

Page 13: ...er into the terminal for a purchase transaction when a customer is performing a card not present purchase Disabled Force post purchase This is the ability to perform a transaction with a manually ente...

Page 14: ...or at least 18 months in envelopes arranged by date in a secured filing cabinet works well If you have several terminals use a separate envelope s for each terminal as long as you retain cash register...

Page 15: ...Select the back arrow or OK If correct select OK Otherwise select the back arrow c Select the payment method and press OK The customer selects how they are paying for the partial amount Gift card appe...

Page 16: ...receipt You can REPRINT the receipt or FINISH the transaction 7 If there is a balance left owing go to the Split Payment instructions in step 3 Debit card purchase 1 Tap the Home icon Purchase 2 Enter...

Page 17: ...t the transaction is completed with an authorization number or approved message and the receipts print You can REPRINT the receipt or FINISH the transaction 6 If there is a balance left owing go to th...

Page 18: ...the transaction will be canceled d Enter the CVD number and press OK This can be up to four digits in length Go to step 5 5 You can REPRINT the receipt or FINISH to complete the refund and the receipt...

Page 19: ...without making a selection Phone or mail purchase These instructions are used for purchases where the card is not present If the card is present at purchase see Credit card purchase If you use the in...

Page 20: ...Enter the CVD number and tap OK Go to step 5 5 The screen shows that the transaction is approved and the receipts print 6 You can REPRINT the receipt or FINISH the transaction Force post phone mail p...

Page 21: ...eclined by the Merchant Do not print any customer receipts Merchant receipts Print for every transaction default Print for every approved transaction Printfortransactionsoverasetamount Print only for...

Page 22: ...tion Merchant Name Address Postal Code City Province PURCHASE 03 21 2020 Acct 5097 Card Type VI A00000000003101001 Trace 6 Inv 5 Auth 75612 RRN 001003001 TVR8000000000 TSI 7800 TC 0E19785C8DAA97AC Pur...

Page 23: ...line documentation at www tdmerchantsolutions com posresources Important information Trace The trace number associated with the transaction Inv The invoice number associated with the transaction Auth...

Page 24: ...Closing the business day is important as it Sends any stored transactions SAFs Closes all open batches Prints selected reports Checks for mail and downloads Downloads available updates Starts a new b...

Page 25: ...otals transactions by operator ID and for the current business day Outstanding SAF all stored transaction details that have not been sent for settlement Cashback Totals a total of all cashbacks for th...

Page 26: ...ails by card type for a maximum of 10 days Select whether the report is for a individual ID Operator ID or all IDs 0 and press OK Enter the From Date Time and press OK Enter the To Date Time and press...

Page 27: ...cleaning card to clean the card reader Display is too bright or too dark 1 Adjust the brightness setting to work with the lighting at the terminal location Display screen is blank Please try the follo...

Page 28: ...s your modem router working correctly Unplug and plug back in your modem router and wait for 3 to 4 minutes Why do I see the PINpad disconnected icon The PINpad disconnected icon will only appear when...

Page 29: ...tinely with a damp cloth so that spills don t get into the inner workings Use TD approved cleaning cards for the chip and magnetic card readers Changing the paper 1 Press the paper chamber button on t...

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Page 31: ...ies 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 Documentation Portal This guide covers the most co...

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