Post on 13-Oct-2018
COPYRIGHT©2016byTheToronto-DominionBank
This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written 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 Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.
MERCHANT INFORMATION
Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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ContentsAbout this Guide .......................................................1
Merchant Welcome Kit Contents ...............................1
The TD iCT250 Solution .............................................1Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
The Terminal ..............................................................2Default shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Idle screen and icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Changing the paper roll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Communications Adapter ...................................4Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The PINPad .................................................................5Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Cardholder Privacy and Security ...............................6Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Force post fraud prevention ......................................................... 6Call for authorization fraud prevention ......................................... 6
Financial Transactions ................................................7Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
PINPad transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Sale (credit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Sale (debit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Sale (phone or mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Force post (sale or phone / mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Receipts ...................................................................12Reprinting receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Receipt examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Continued on next page
ii
Business Day Functions ...........................................14Performing a day close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Administration .........................................................15Changing the terminal communication method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
More features and functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Reporting .................................................................16Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Troubleshooting .......................................................17What problems can I easily resolve? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Why isn’t my terminal powering on? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Why don’t I see a connection icon on the Idle screen? . . . . . . . . . . . . . . . . . . . . 18
Menu structure ........................................................18
Reference .................................................................21Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Maintaining the terminal and PINPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Storing the terminal and PINPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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About this GuideThisGuideprovidesanintroductiontoyourTDiCT250solution,hardwarefunctionality,performingfinancialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingitsuseandavailablefeatures,pleasereviewouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
Merchant Welcome Kit ContentsQuick Start GuidePamphlets
• How to Help Prevent Fraud
• Payment Card Industry Data
• If you have a problem or concernInformation sheets
• What you need to know about chargebacks
• Payment card industry data security standard (PCI DSS)
Miscellaneous
• Paperrolls(3+1intheterminal)
• Cleaningcardandinstructions
• Cardacceptancedecals(Visa®,MasterCard®,Discover®,AmericanExpress®,Interac®DirectPayment,etc.)
The TD iCT250 SolutionTheterminalissolelyfortheyou,theMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcreditordebitcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Pleasepleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentretolearnhowtouseothercards.
TherearetwopotentialconfigurationsfortheTDiCT250solution.Theyare:
1. Terminalonly
Ifyouusethisconfigurationyoumusthandtheterminaltothecustomerwhenevertheymustentertheirinformation.
2. TerminalandPINPad
Ifyouusethisconfigurationyou,theMerchant,willusetheterminaltoenteryourinformationandthecustomerusethePINPadtoentertheirinformation.
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FunctionalityName Terminal PINPad
Paperchamberbutton --
Functionkeys
Navigationkeys
Paperadvancekey --
Commandkeys CANCANNUL CORR OK
Fkey F Presentbutnotused
Chipcardreader
Magneticstripereader
Contactlessreader
Communications Viadial-uporDSLconnection Connectedtotheterminal
The Terminal1. Paper chamber flap
2. Function keys
3. The / F1and /F2keyscanbeusedasshortcutsandtoselectonscreenoptions.Seepage3formoreinformation.
4. Navigation keys UsetheF2andF3arrowkeystonavigatethescreensandmenus.
5. Command keys/ Cancel
/ Correction or Paper advance
/ OK andshortcuttotheTransactionsscreen.
6. Card readersa) Insertchippedcardsb) Swipecardsc) Contactlesscards
DefaultshortcutkeysToaccessaspecificmenuorfunction,usethefollowingshortcuts:• Sale(default) / F1• Pre-AuthInitiation(default)• Pre-AuthCompletion(default)• Phone/MailSale(default) / F4
• MainMenu / OK• AdminMenu . , # *
• Reprintlastreceipt 0 • Advancepaper / Correction
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IdlescreenandiconsThedefaultscreeniscalledtheIdlescreen.Itdisplaysalotofimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.Onittherearenumerousimportanticons.Theyare:
1. Communication iconThe iconindicateswhethertheterminalisconnectedtothenetwork.Itwillbeoneoftwocolours:• Green(connected)or• White(disconnected).
2. Lock (security)The iconwillbeclosedoropen.Ifyoudon’tseetheclosedlock,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportitasatampereddevice.
3. PowerThe iconinthetop-rightcornerindicatesthattheterminalispowered.
MainmenuscreenFromtheIdlescreen,presstheOKkeyandtheMain Menu screenappears.TheMain Menuscreendisplaysthefollowingtransactions:
• Return
• Void
• ForcePost
• BalanceInquiry
AdminmenuscreenFromtheIdlescreen,presstheAdmin key andtheAdmin Menuscreenappears.Itdisplays thefollowingoptions:
• Logon/Logoff
• BusinessDayMenu
• TransRecallMenu
• SetupMenu
• ReprintMenu
• Maintenance
TD APP
10:5205/04/2014
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MAIN MENUTD APP
1 - Return2 - Void3 - Force Post4 - Ph/Mail Sale
10:5205/04/2014
ADMIN MENU1 - Logon / Logoff2 - Business Day Menu
3 - Trans Recall Menu4 - Setup Menu
10:5205/04/2014
TD APP
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• OtherFunctionsForalistofalltheadminfunctionsonavailableontheterminal,refertopage18foracompletemenubreakdown.
NavigationOnceyougettothedesiredscreen,usethefollowingkeystonavigateit:
• PressUporDown arrowkeystoscrolldownoruponemenuselection
• PressF1orF2keystoselectanonscreenoption
• PressCanceltogobackonescreen
• PressCorrection tochangeanentry
• PressOKtoconfirmyourmenuselectionorentry
• Pressthenumberassociatedwiththedesiredmenuitem
Changingthepaperroll1. Gentlypulluponthepaper chamber panel alongthetopofterminalandremove
theoldpaperroll.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.
3. Pressdownonthepaneluntilitclicksshutandensurethereisaenoughpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.
4. Presscorrection toadvancethepapertoensureitisloadedproperly.
The Communications AdapterThecommunicationadapteristhebridgebetweenyourterminalanditspoweranddatainoneconnection.
PortsTheadapterhasfourportsandtheyare:
1. DatacabletotheTDiCT250
2. Power
3. InternetIn
4. PhoneLineIn
Communication optionsTheTDiCT250solutionofferstwooptionsforcommunications:dial-uporEthernet.Youasthemerchantcansetthishoweveryouwishtosuityourexistingplaceofbusiness’setup.Tolearnmoreaboutcommunicationoptionsseepage15.
Cord to terminal
ETHIN
RS23
2 1
2
3
4
5
The PINPadThisisanoptionalpieceofhardware.Whenconnectedtoyourterminalitisusedbythecustomertoenterinformationandselectoptionsregardingthetransaction.Ifyoudon’thaveaPINPad,thecustomerwillusetheterminaltoenterinformation.
1. Function keysTheF1andF4keyscanbeusedtoselectonscreenoptions.
2. Navigation keys UsetheF2 andF3arrowkeystonavigatethescreensandmenus.
3. Command keys• Cancel• Correction• OK (or Enter)
4. Card readersa) Insertchippedcardsb) Swipecardsc) Contactlesscards
NavigationOnceyougettothedesiredscreen,usethefollowingkeystonavigateit:
• PressF2 orF3 toscrolldownoruponemenuselection.
• PressOK toselectanonmenuscreenoption.
• PressF1 orF4 toselectanonscreenoption.
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Welcome / Bonjour
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If you use a PINPad, you must process all inserted chip cards on it. Swiped cards can be processed on both the terminal and the PINPad.
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Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantwelcomekit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.
TerminalsecurityItistheMerchant’sresponsibilitytosecuretheterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearethreeusersecuritysettings:
No security (Default)• Noaccessrestriction
totheterminalfunctionalitylistedbelow.
Medium Security• Accessisrestrictedto
certainfeaturesbyasupervisorormanagerIDandpassword.
High Security• Accessisrestrictedto
certainfeaturesbyamanagerIDandpassword.
Thefollowingfunctionscanbeindividuallyprotected:
• EndofDay
• ManualAccount#
• BatchReports
• B.Dayreports
• CustomizedReports
• BatchClose
• RecentErrorReport
FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantwelcomekit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud preventionYoucannowenable/disableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalreactdependingonwhetherthisisenabledornot.
• Disabled—Statesthatthetransactionisnotallowedandadifferentpaymentmethodisrequired.
Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.
Please call the TD Merchant Solutions Help Desk at 1-800-363-1163 to change the security level on your terminal.
If you want to use either of these fraud prevention features, you must enable them on each of your terminals. To do so, please call the TD Merchant Solutions Help Desk at 1-800-363-1163.
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Financial TransactionsTheTDiCT250solutioncanperformthefollowingtransactions:
• Sale(purchase)
• Phone/Mailsale
• Forcepost
• Return(refund)
• Void
• Pre-authorization*
• Partialauthorization*
*Theseoptionaltransactionsandothers,suchascashbackandtips,arecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
AcceptedcardtypesYourterminal(s)willacceptwhatevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163tochangethesecuritylevelonyourterminal.
PINPadtransactionsWhenaPINPadisconnectedtotheterminalthecustomerwilluseitexclusivelytoenterandinformationandmakeselections.ForthetransactionsinthisdocumentweshowthecustomerPINPadkeyoptions.Ifyouonlyhaveaterminal,thecustomerwillalsousetheterminaltoenterinformation.
Sale(creditcard)1. Press /F1.
2. Enterthetotal dollar amount forthesaleandpressOK.
3. Customerconfirmsthedollaramount.
4. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactless
cardreader.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.
Insert carda) Thecustomerinsertstheircreditcard.b) ThecustomerenterstheirPINandpressesOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
Swipe carda) Thecustomerswipestheircreditcard.b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.
• Depending on your security settings, you may be required to enter a supervisor ID and password to proceed with any transaction.
• Press 0 on the terminal to reprint the most recent customer receipt.
The customer may be required to swipe or insert their card in some cases.
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Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD numberandpressOK.Thisnumberisgenerallylocatedonthe
backofthecreditcard.Thisiscanbeanoptionalstepdependingonyoursettings.
e) Indicateifthecardwaspresentforthetransaction:YesorNo.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.Ifthecardwasswipedormanuallyentered,thecustomermustsignthesignaturefieldonthemerchantcopy.
ENTERAMOUNT
CONFIRM AMOUNT
RECEIPTS
SWIPE CARD MANUALLY ENTER CARD
ENTER # and EXP. DATE
ENTER CVD?(optional)
IMPRINT CARD MESSAGE
SELECT PAYMENT METHOD
FINISHED
ENTER PIN
INSERT CARD
DIFFERENT PAYMENT
REQUIRED?
TAP CARD
YES YES
NO
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Sale(debitcard)1. Press /F1.
2. Enterthedollar amountandpressOK.
3. Customerconfirmsthedollaramount.
4. Performoneofthefollowingpaymentmethods:Insert/SwipeorContactless.
Contactlessa) Thecustomertapstheir
contactless-enableddebitcard.
The customer may be required to swipe or insert their card in some cases.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.
Insert / swipe carda) Thecustomerselectstheaccount
touse:CHQorSAV.b) ThecustomerenterstheirPIN
andpressesOK.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.
Sale(phoneormail)
1. Press / F1 Phone/MailSale.
2. Enterthedollar amountandpressOK.
3. Entertheaccount numberandpressOK.
4. Entertheexpiry dateandpressOK.
5. EntertheCVD numberandpressOK.Thisstepisdependentuponyoursettings.
6. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
ENTER AMOUNT
CONFIRM AMOUNT
RECEIPTS
INSERT or SWIPE CARD
TAP CARD(optional)
SELECT PAYMENT METHOD
FINISHED
ENTER PINDIFFERENT PAYMENT
REQUIRED?
YES
NO
• These instructions are used for sales where the card is not present. If the card is present at sale, see Credit card sale. If you use the incorrect sale transaction you could incur extra charges.
• There are risks performing transactions when the credit card is not present. Ensure that you perform all of the available security checks for phone / mail sale.
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Forcepost(saleorphone/mail)Thisoptionisonlyusedwhenyoucan’tprocessacreditcardsalenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
1. PressOK ForcePost ForceSaleorForcePh/Mail.
2. Enterthedollar amount andpress OK.
3. Performoneofthefollowingpaymentmethodsforthecreditcardinquestion:SwipeorManual entry.
Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep4.
Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD number andpressOK.Gotostep4.
4. ThenentertheauthorizationnumberandpressOK.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.ThecustomermustsignthesignaturefieldonthemerchantcopyforaForcepostsaletransaction.
VoidThistransactionisusedtocorrectapreviouslyenteredtransactionfromtheterminalinthecurrent,openbusinessday.YoucanalsouseTransactionRecalltorecallandcancel/voidatransactionbasedoninformationotherthanthetracenumber.
1. PressOKVoid.
2. Enterthetrace numberforthetransactiontobevoidedandpressOK.
3. Verifythatthisisthecorrecttransaction:VoidorBack.Ifyouselectback,youcanenteranewtracenumbertovoid.
4. Thevoidedtransactionreceiptsprint.
TransactionrecallThisoptionrecallsatransactionsothatyoucanvieworvoiditforanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucanonlyrecalltransactionsafterthelastdaycloseorbatchclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
Before you perform this transaction you must call the TD Merchant Help Desk at 1-800-363-1163 and receive an authorization number.
If you have closed the business day that the transaction was performed in, you can only perform a return. The option to void the transaction is no longer available.
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1. Press . , # * / AdminkeyTransRecallMenu.
2. Selectoneofthefollowingoptions:
by DetailThisrecallsthedetailsalloftransactionsintheopenbatch.
a) ScrolltothetransactionandpressSelect.Gotostep3.
by AmountThisrecallsanytransactionfortheentereddollaramountintheopenbatch.
a) Swipethecardorenterthedollar amountandpress OK.b) Ifmorethanonetransactionappears,scrolltothedesiredoneandpress Select.
Gotostep3.
by Account # (credit cards only)Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.
a) Swipethecreditcardorenterthecard account numberandpress OK.b) Scrolltothetransaction andpress Select.Gotostep3.
by Invoice #Thisrecallsthetransactionfortheenteredinvoicenumber.
a) EntertheinvoicenumberthatyouwanttorecallandpressOK.Gotostep3.
by Trace #Thisonlyrecallsthetransactionconnectedtothetracenumberintheopenbatch.
a) Enterthe trace number thatyouwanttorecallandpress OK.Gotostep3.
3. Verifythattheitisthecorrecttransactioninformationonthescreenanddooneofthefollowing:
a) PressVoid tocancelthetransactionandprintthevoidedreceipts.b) PressBacktoselectadifferenttransaction.c) PressCancel toexitthescreen.
ReturnYoucanonlyperformareturnonatransactionthathasalreadybeensubmittedforreimbursement.
1. PressOKReturn.
2. Enterthedollar amountandpress OK.
3. CustomerconfirmsthedollaramountandpressesYesorNo.
4. Performoneofthefollowing:Insert , SwipeorManual entrythecardinquestion.
Insert carda) VerifythecardinfowithwhatisonthescreenandpressOK.b) ThecustomermayberequiredtoentertheirPIN.Gotostep5.
Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep5.
Debit returns are disabled by default. If you wish to activate debit returns on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163.
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Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.Thisisfourdigitsinlength.c) Indicateifthereturnisforaphone/mailsale:Yesor No.Gotostep5.
Insert / swipe carda) Thecustomerselectstheaccounttouse:CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.Gotostep5.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Thereisimportant information that youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
Reprintingreceipts1. Press . , # * / Adminkey ReprintMenuandselectareprintoption.
Reprint Last
2. Selectwhichcopyyouwanttoreprint(Merchant,CustomerorBoth)andpressOK.
3. Thereceiptreprintsandisnotedasaduplicate.
Reprint Previous
2. Selectoneofthefollowingoptions:
Alla) Scrollthroughtheavailable receipts,selectthedesiredoneandpress
OK.Gotostep3.
Invoice #a) Entertheinvoice numberandpressOK.Gotostep3.
Account # a) Swipethecardorentertheaccount numberandpressOK.Gotostep3.
Approval Codea) Entertheapproval codeandOK.Gotostep3.
3. Selectwhichreceipttoreprint(Merchant,CustomerorBoth)andpressOK.
4. Thereceiptreprintsandisnotedasaduplicate.
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ReceiptexamplesCredit card Debit card
Theinformationthatyouwillusethemostisexplainedbelow.
Merchant NameAddress
City, ProvinceMerchant Number
Terminal ID
SALE06-16-2016 12:41:02Acct # 455763******1632 S Card Type VIName: nnnnnnnTrace # 010103Inv # 109Auth #089090 RRN 001003099
Sale $9.00
TOTAL $9.00
+++++++++++++++++++++++00 APPROVED-THANK YOU+++++++++++++++++++++++
Retain this copy for yourrecords
Merchant copy
ADVERTISEMENT LINE 1ADVERTISEMENT LINE 2ADVERTISEMENT LINE 3ADVERTISEMENT LINE 4ADVERTISEMENT LINE 5ADVERTISEMENT LINE 6ADVERTISEMENT LINE 7ADVERTISEMENT LINE 8ADVERTISEMENT LINE 9
Merchant NameAddress
City, ProvinceMerchant Number
Terminal ID
SALE06-16-2016 12:41:02Acct # 476173******0010 C Card Type DPName: nnnnnnnnnA00000000980840
Trace # 060072Inv # 124Auth #008635 RRN 001003099TVR 8000048000 TSI 6800TC 98952D8874F69BD1
Sale $25.00
TOTAL $25.00
+++++++++++++++++++++++00 APPROVED-THANK YOU+++++++++++++++++++++++
Retain this copy for yourrecords
Merchant copy
ADVERTISEMENT LINE 1ADVERTISEMENT LINE 2ADVERTISEMENT LINE 3ADVERTISEMENT LINE 4ADVERTISEMENT LINE 5ADVERTISEMENT LINE 6Transaction type
C Onlinechipcardtransaction MC Manuallyenteredfallbackofachipcardtransaction
CN ChipcardNoSignatureRequiredtransaction
RF Contactlesstransaction
CO Off-linechipcardtransaction S Swipedmagcardtransaction
M Manuallyenteredmagcardtransaction SC Swipedchipcardfallbacktransaction
SN SwipedNoSignatureRequiredtransaction
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Card type
AM AmericanExpress MC MasterCard
DP Debit VI Visa
DS Discover/Diner
Important informationTrace # Thetracenumberassociatedwiththetransaction
Inv # Theinvoicenumberassociatedwiththetransaction.
Auth # Theauthorizationnumber associatedwiththetransaction
Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.
Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.
Business Day FunctionsTostartabusinessday,logontoaterminalthathashadthedayclosefunctionperformedonit.Dependingonthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDandpassword.
PerformingadaycloseYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:
• Sendsanystoredtransactions(SAFs).
• Closesallopenbatches.
• Printsselectedreports.
• Checksformail,anddownloads.
• Downloadsavailableupdates.
• Startsanewbusinessdayontheterminalbyopeninganewbatch.
1. Press . , # * /AdminkeyBusinessDayMenuEndofDay.
2. Confirmthatyouwanttoclosethebusinessday:YesorNo.
3. Theendofdayreportsprint.
A day close is automatically performed on your terminal every three to five business days if one isn’t performed sooner by you.
A batch is a group of transactions that you must submit to the issuer to accept in order for you to be paid. Once you close the batch or perform and end of day, these transactions are sent to the issuer for settlement and then they will deposit the funds into your account.
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4. Theterminalreboots.
AdministrationChangingtheterminalcommunicationmethodIfyouhavechangedyourInternetconnectionatyourplaceofbusiness,youmayhavetochangeyourterminalconnectionsettingssothatyouhaveafallbackconnectionincaseyourprimaryfails.Pleaserefertothechartbelowforthebestoptionforyourcommunications.
I have a dial connection
I have an Ethernet connection
Suggested communication setting
-- EthernetOnly
-- DialOnly
Ethw/dialF’back
1. Press . , # * / AdminkeySetupMenuCommunicationsMenuCommsTypeSetting.
2. Selectoneofthefollowing:Ethernet Only,Dial Only, Eth w/dial F’backorDial w/Eth F’backandpressOK.
MorefeaturesandfunctionalityTherearemorewaystoconfigureyourterminalsuchas:
• Usermanagement
• Softwaredownloads
• Communicationoptions
• Terminalsettings
• Transactionoptions
Formoreinformation,pleasevisitouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
• This process may take a while if a lot of transactions have been conducted during the day, or you are using a dial-up connection.
• Once the process is started, do not process any transactions, press any buttons or disconnect your Internet service on the terminal in question.
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ReportingThefollowingreportingoptionsaresplitintodifferentgroups,business day,batch andcustomized.Youhaveaccesstoallofthebusinessdayandbatchreports,andthesewillbecoveredinthisGuide.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantSolutions.com/ResourceCentre.
Businessdayreports1. PressFkeyBusinessDayBusinessDayReportsandthenselectareport.
Report Instructions Provides...
TerminalDetail
DISPLAYorPRINTyourreport. ...alltransactionsforthecurrentbusinessday.
TerminalBalancing
Sameasabove. ...transactionsforthecurrentbusinessday.
DaySubtotals Selectwhetherthereportisforan individual IDorall IDs.DISPLAYorPRINTyourreport.
...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorDetail
Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.
OperatorBalancing
Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.
OutstandingSAF
DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.
Batchreports1. PresstheFkeyBusinessDayBatchReportsandthenselectareport.
Report Actions Provides...
TerminalDetail
SelectwhichbatchyouwanttoreviewPREVorCURRENTandhowyouwanttoreceiveitDISPLAYorPRINT.
...transactiondetailsbycardtypebycurrentorpreviousbatch.
TerminalBalancing
Sameasabove. ...transactiondetailsbycardtypebycurrentorpreviousbatch
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TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.
WhatproblemscanIeasilyresolve?Problem Action Required
BadCommunication 1. Therewasacommunicationfailureafterthetransactionwasinitiated.
2. Verifyyourconnections.
3. PressCancel andtryagain.
Chipcardscannotbeprocessed
1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.
2. Useacleaningcardtocleantheproblemcardreader.
Displayscreenisblank 1. Ensurethatthepowercableisfirmlyconnectedtothepowerportandtheelectricaloutlet.
Magneticstripecardreaderwon’treadcards
1. Tryswipingthecardmorequicklyormoreslowlyorfromthetopofthereadertowardsyou.
2. Requestanotherformofpayment.Ifthiscardcanberead,theproblemiswiththefirstcard.
3. Useacleaningcardtocleantheproblemcardreader.
Printerdoesnotprint 1. Isthereispaperinthedevice?Ifthereis,ensurethatthepaperisloadedcorrectly.
Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.
2. Ensuretheprinterlidiscompletelyclosed.
Whyisn’tmyterminalpoweringon?1. Ensurethattheterminal’spowercordisproperlyinsertedintothecommunicationadapter
2. Ensurethatthecommunicationadapterpowercordisproperlyinsertedintoanelectricaloutlet.
• Please see our online documentation for for more troubleshooting tips at www.TDMerchantSolutions.com/ResourceCentre.
• If the issue is not resolved after trying the above, please contact the TD Merchant Solutions Help Desk at 1-800-363-1163.
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Whydon’tIseeaconnectioniconontheIdlescreen?TherearetwocommunicationmethodsfortheTDiCT250solution:dial-up/phonelineandDSL.Ifyoudon’tseethe youcanquicklycheckthefollowing:
Dial-up / phone line connection DSL Internet connection
1. Isyourphonelineworkingproperly?
2. Ensuretheterminalissecurelypluggedintothecommunicationadapter.
3. Ensurethecommunicationadapterissecurelypluggedintoaphoneoutlet.
1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.
2. Isyourmodem/routerworkingcorrectly?Unplugandplugbackinyourmodem/routerandwaitforthreetofourminutes.
3. Ensuretheterminalissecurelypluggedintothecommunicationadapter.
4. Ensurethecommunicationadapterissecurelypluggedintoaphoneoutlet.
Menu structureAccessallofthefollowingmenusbypressingthe . , # * / Admin key.
Logon / Logoff
Log ON --
Log OFF
Business Day Menu
End of Day --
B. Day Reports TerminalDetailTerminalBalancingDaySubtotalsOperatorDetailOperatorBalancingPre-AuthStatusOpenPre-AuthTipTotalsOutstandingSAFDebitReports
------------------CashbackTotals
Customized Reports TransactionDetailsTotalsPre-AuthStatus
--
Batch Reports TerminalDetailTerminalBalancing
--
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Business Day Menu
Host Transactions BatchSubtotalsBatchClose
--
Trans Recall Menu
by Detail --
by Amount --
by Account # --
by Invoice --
by Trace # --
PreAuthOpen-Inv.# --
PreAuthOpen-Detail --
Setup Menu
Customization ReceiptOptions ReceiptBannerPreprintReceiptDelayReceiptOrder
LanguageOptions --
UseID/Password --
AuthoritySetup EndofDayManualAccount#BatchReportsB.DayReportsCustomizedReportsBatchCloseRecentErrorReport
TransactionOptions CashbackOptionsHighAmountLimitDuplicateTransCheckTipOptions
TransactionPrompts SplitTenderCardPresent
HardwareOptions KeyBeepBacklightPINPadType
IdleTimer --
User Setup AddUserChangePasswordView&DeleteOperatorWordingUnlockUserIDReport
--
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Setup Menu
Communications CommsTypeSettingIPAddressType
DialMenu
--DynamicIPStaticIPPrefixCodeLongDistancePrefixPredialDialRetryDialToneBaudDialMode
Config. Reports CommunicationsCustomizationHost1SettingsHost2SettingsBINRanges
--
Reprint Menu
Reprint Last MerchantCopyCustomerCopyBoth
--
Reprint Previous -- --
Maintanance Menu
Host 1 Param DL -- --
Host 2 Param DL -- --
US BIN Download -- --
Reset Menu ResetInvoice# --
System Info -- --
Software Download
Other Functions Menu
Training Mode -- --
Service Menu -- --
EMV Reports EMVParameterRptEMVStatisticsRptEMVLastTransEMVPublicKeys
--
Recent Error Rep. -- --
Activity Log -- --
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ReferenceEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.PressCorrection tochangeanyentry.
Letters Spaces Special characters
1. Pressthekeythathasthedesiredletteronit.Forexample,press 2 A
CB / 2 key toenterC.
2. Pressthe F keyuntilthedesiredletterisdisplayed.
1. Press 0key.
2. Pressthe F keytwice.
1. Pressthe . , # * /Admin key.
2. Pressthe F key untilthedesiredspecialcharacterappearsonthescreen.
MaintainingtheterminalandPINPad• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.
• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.
• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.
StoringtheterminalandPINPad• Theymustbestoredintemperaturesbetween0°and50°Celsius.
• Donotleavethemoutdoorsovernight,especiallyinthewinter.
Call Centre InformationPleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyoumayhave.
Authorization:24hoursaday,sevendaysaweek
Terminal Inquiries:24hoursaday,sevendaysaweek
General Merchant Inquiries:Monday–Friday,8a.m.–8p.m.ET
Printer / Stationery Supplies:Monday–Friday,8a.m.–5p.m.ET
Documentation PortalThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportal.www.TDMerchantSolutions.com/ResourceCentre