Ingenico TD iWL252 User manual

TD iWL252/255
Merchant Guide: Pre-authorizations
For the
• iWL252(Bluetooth)
• iWL255(3GWireless)

COPYRIGHT ©2016 by The Toronto-Dominion Bank
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.
The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by TD is under license. Other
trademarks and trade names are those of their respective owners.
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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Pre-authorizations Merchant Guide
Table of Contents
Who should use this guide?......................................................... 1
Pre-authorizations ....................................................................... 1
Restrictions...................................................................................................... 1
Steps ............................................................................................................... 1
Open a pre-authorization............................................................................................ 1
Close a pre-authorization ............................................................................................ 2
Void ............................................................................................................................... 2
Pre-authorizations with tips........................................................ 2
Open a pre-authorization with tip.............................................................................. 2
Close a pre-authorization with tip .............................................................................. 3
Receipt codes ................................................................................................................ 3
Receipt examples.......................................................................................................... 4
Receipt examples (cont’d)............................................................................................ 5
Business Day Functions ............................................................... 6
Performing a day close................................................................................................. 6
Reporting..................................................................................... 6
Business day reports ..................................................................................................... 6
Customized reports ...................................................................................................... 6
Troubleshooting........................................................................... 7
Error codes.................................................................................................................... 7

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Pre-authorizations Merchant Guide
Who should use this guide?
Youwouldusethisguideifyouperformpre-authorizationsonaTDiCT250terminalduringthecourseofyourdaily
business.
Pre-authorizations
Thistransactionisgenerallyusedbyhotels,restaurantsthatdeliverfoodandcarrentalagencies.Byrunninga
pre-authorizationtheMerchantverifiesthatthecustomer’screditcardcurrentlyhastheavailablefundsforthe
purchase.Thepre-authorizedamountischargeduponcompletionofthetransactionatalatertimeordate.
Restrictions
• Pre-authorizationscanonlybeperformedoncreditcards
• Pre-authorizationscanbeleftopenfor10daysmaximumbeforetheymustbeclosed
Steps
Theopenpre-authorizationtransactionhastwosteps:
• Merchantopenspre-authorization
• Merchantclosespre-authorization
Openapre-authorization
Performthistransactiontocreateanewpre-authorization.
1. Press /F2 key.
2. Enterthetotal dollar amount forthepre-authorizationandpressOK.
3. Customerselectsoneofthefollowingpaymentmethods:Insert,Swipeor Contactless.
Contactless
a) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.
Insert card
a) Thecustomerinsertstheircreditcard.
b) ThecustomerenterstheirPINandpressesOK.
Swipe card
a) Thecustomerswipestheircreditcard.
b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.
Manually enter card
a) Entertheaccount numberandpressOK.
b) Entertheexpiry dateandpressOK.
c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.
d) CustomerenterstheCVD number andpressOK.Gotostep3.
4. Thescreenshowsthetransactiontotalandthereceiptsprint.Thecustomermustsignthesignaturefieldon
themerchantcopy.
5. Remindertoimprintthecardappearsonthescreen.
The customer may be required to swipe or insert their card in some cases.

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Closeapre-authorization
Performthistransactiontocloseanexistingpre-authorization.
1. Press / F3 key.
2. Enterthetracenumberfromtheinitialpre-authorizationreceiptandpressOK.
3. Closethepre-authorization:ComporBack.
4. EnterthefinalamountforthetransactionandpressOK.
5. Confirmthedollaramountandpress:AcceptorChange.
6. Thescreenindicatesthatthetransactionisapprovedandthereceiptsprint.
7. Ifthereareotherpre-authorizationsopenyouwillbepromptedwiththeoptiontocloseanother:YesorNo.
Void
Thistransactionisusedtocorrectapreviouslyenteredtransactionfromtheterminalinthecurrent,openbusinessday.
1. PressOKVoid.
2. Enterthetrace #forthetransactiontobevoidedandpressOK.
3. Verifythatthisisthecorrecttransaction:VoidorBack.Ifyouselectback,youcanenteranewtrace#.
4. Thevoidedtransactionreceiptsprint.
Pre-authorizations with tips
Whentipsareusedwithpre-authorizationsthereisoneextrastep.Theextrastepisincludedbelow:
• Merchantopenspre-authorization
• Customerwritestipamountonthereceiptandsignsit
• Merchantclosespre-authorization
Openapre-authorizationwithtip
Performthistransactiontocreateanewpre-authorizationwithatip.
1. Press /F2 key.
2. Enterthetotal dollar amount forthepre-authorizationandpressOK.
3. Customerselectsoneofthefollowingpaymentmethods:Insert,Swipeor Contactless.
Contactless
a) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.
Insert card
a) Thecustomerinsertstheircreditcard.
b) ThecustomerenterstheirPINandpressesOK.
Swipe card
a) Thecustomerswipestheircreditcard.
b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.
• The pre-authorization overage limit percentage is based upon the card used: Most is 20% and Discover is 10%.
• You cannot charge an amount greater than the overage amount. You must void the existing pre-authorization to
charge more than is allowable amount. See page below on how to void a transaction.
The customer may be required to swipe or insert their card in some cases.

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Pre-authorizations Merchant Guide
4. Thescreenshowsthetransactiontotalandthereceiptsprint.Thecustomermustwritetheirtiponthe
merchant’sreceiptandsign.
Closeapre-authorizationwithtip
Performthistransactiontocloseanexistingpre-authorizationwithatip.
1. Press / F3 key.
2. Enterthetrace number fromtheinitialpre-authorizationreceiptandpressOK.
3. Closethepre-authorization:ComporBack.
4. EnterthetipamountthatthecustomerenteredonthereceiptandpressOK.
5. Confirmthedollaramountandpress:AcceptorChange.
6. Thescreenindicatesthatthetransactionisapprovedandthereceiptsprint.
7. Ifthereareotherpre-authorizationsopenyouwillbepromptedwiththeoptiontocloseanother:YesorNo.
Receiptcodes
Transaction type
C Onlinechipcardtransaction RF Contactlesstransaction
CN ChipcardNoSignatureRequiredtransaction SSwipedmagcardtransaction
CO Off-linechipcardtransaction SC Swipedchipcardfallbacktransaction
MManuallyenteredmagcardtransaction SN SwipedNoSignatureRequiredtransaction
MC Manuallyenteredfallbackofachipcard
transaction
Card type
AM AmericanExpress MC MasterCard
DP Debit VI Visa
DS Discover/Diner
Important information
Trace # Thetracenumberassociatedwiththetransaction
Inv # Theinvoicenumberassociatedwiththetransaction.
Auth # Theauthorizationnumber associatedwiththetransaction
Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsigns
thesereceipts.
Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDeclined.
• If it was a swipe transaction the customer must sign the signature field on the merchant copy.
• After the transaction is complete, the Merchant will bring this receipt to the customer to write their tip amount on the
receipt and sign it. Once this is completed, only then can the Merchant beging closing the pre-authorization.
if the tip amount exceeds the allowable limit for the entire pre-authorization you will either have to cancel and redo the
transaction as a new pre-authorization for the full amount or receive a supervisor override if this is set up on your terminal.

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Receiptexamples
Thereceiptinformationthatyouwillusethemostisnotedandexplainedonpage3.
Pre-auth open
Merchant Name
Address
City, Province
Merchant Number
Terminal ID
PREAUTHORIZATION
06-16-2016 12:41:02
A
cct # 455763******1632 C
Exp Date: 10/18 Card T
ype VI
Name: nnnnnnn
VISA CREDIT
Trace # 000103
Inv # 109
Auth #089090 RRN 001003099
Pre-Auth Sale $60.00
TOTAL $60.00
+++++++++++++++++++++++
00 APPROVED-THANK YOU
+++++++++++++++++++++++
(PIN VERIFIED)
Retain this copy for your
records
Merchant copy
If a credit card is swiped to open a pre-authoriza-
tion, the client will have to sign the merchant copy,
but they will not be required to sign when the
pre-authorization is closed.
Pre-auth completed
Merchant Name
Address
City, Province
Merchant Number
Terminal ID
PRE-AUTH COMP.
06-16-2016 13:22:07
A
cct # 455763******1632 C
Exp Date: 10/18 Card T
ype VI
Name: nnnnnnn
VISA CREDIT
Trace # 000103
Inv # 109
Auth #089090 RRN 001003099
A
mount $65.00
TOTAL $65.00
+++++++++++++++++++++++
00 APPROVED-THANK YOU
+++++++++++++++++++++++
Retain this copy for your
records
Merchant copy

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Pre-authorizations Merchant Guide
Receiptexamples(cont’d)
Pre-auth completed with tip
Merchant Name
Address
City, Province
Merchant Number
Terminal ID
PRE-AUTH COMP.
06-16-2016 14:57:07
A
cct # 455763******4444 C
Exp Date: 10/18 Card Type UP
Name: nnnnnnnnnnn
Trace # 40001
Inv # 109
Auth #132098 RRN 001003099
Pre-Auth Sale $55.00
Tip $10.00
TOTAL
$65.00
+++++++++++++++++++++++
00 APPROVED-THANK YOU
+++++++++++++++++++++++
Retain this copy for your
records
Merchant copy
Pre-auth open with tip
Pre-authorization tips always require a customer
signature and tip amount be entered on the initial
receipt before it can be closed.
Merchant Name
Address
City, Province
Merchant Number
Terminal ID
PREAUTHORIZATION
06-16-2016 12:41:02
A
cct # 455763******4444 RF
Exp Date: 10/18 Card T
ype VI
Name: nnnnnnn
VISA CREDIT
Trace # 40001
Inv # 109
Auth #132098 RRN 001003099
Pre-Auth Sale $36.00
Tip $
TOTAL $
X
Signature
I agree to pay the above total
amount according to the card
issuer agreement.
Retain this copy for your
records
Merchant copy
4.50
40.50
Signature

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Business Day Functions
Performingadayclose
• Openpre-authorizationswillnotpreventadaycloseaslongastheyhaven’tbeenopenforlongerthanthe10days
• YouwillbeunabletodownloadHost2parameterswhileapre-authorizationisopen
Reporting
Businessdayreports
Thefollowingchartshowswhateachreportdisplays.Thesereportsareforalltransactionsperformedinthecurrent
business dayregardlessofthenumberofbatchesthatwereclosed.
Report Report details
Pre-Auth Status • Displaysopenandclosedpre-authorizations
Open Pre-Auth Status • Displaysopenpre-authorizations
1. P r e s s  / Admin keyBusinessDayMenuB.DayReportsandselectoneofthefollowingoptions:
a) Pre-AuthStatus
or
b) OpenPre-AuthStatus
2. Dooneofthefollowing:
a) EnteranOperator IDandpressOK.
b) P r e s s  OKforareportofalloperators.
3. Decidehowtoretrievethereport(DisplayorPrint).
a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.
b) IfyouselectedPrint,theyourreportwillbegintoprint.
Customizedreports
Thesereportsareforalltransactionsperformedforthebusinessdayscurrentlystoredintheterminal.Thesereportscan
onlybeaccessedbysupervisorsormanagers.Thefollowingchartshowswhateachreportdisplays.
Report Report details
Pre-Auth Status • Byuserenteredtimeanddaterange
• Bystatus(OpenorComplete)
1. Press /Admin key BusinessDayMenu Customize Reports.
2. IfthisisprotectedbysupervisorIDandpasswordyouwillhavetoenterthatnow.
3. SelectPre-Auth Status.
4. Dooneofthefollowing:
a) EnteranOperator IDandpressOK.
or
b) P r e s s  OKforareportofalloperators.
5. Enterthestart dateforthereportandpressOK.

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Pre-authorizations Merchant Guide
6. Enterthestart timeforthereportandpressOK.
7. Entertheend dateforthereportandpressOK.
8. Entertheend timeforthereportandpressOK.
9. Decidehowtoretrievethereport(DisplayorPrint).
a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.
b) IfyouselectedPrint,theyourreportwillbegintoprint.
Troubleshooting
Withanyequipment,sometimesproblemsoccur.WiththeTDiCT250terminal,errormessagesaredisplayedonscreen
withashortdescription.Belowisalistofpre-authorizationerrormessagesthatyoucouldseeontheterminalscreen
andtheactionsrequiredtoresolvethem.
Errorcodes
“B” Error codes Explanation Action required
Batch Cannot
Be Closed
With Open Pre-Auths
Therearestillopen
pre-authorizations.
PerformaCompletePre-Authorizationonallopen
pre-authorizationsandthenclosethebatch.
“T” Error codes Explanation Action required
Transaction Already
Completed
Thispromptisdisplayedwhena
pre-authorizationcompletionis
attemptedbutthe
pre-authorizationhasalready
beencompleted.
N/A

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Call Centre Information
PleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyou
mayhave.
Authorization:
24hoursaday,sevendaysaweek
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
Documentation Portal
ThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesand
functionalitytoexploreonourdocumentationportalwww.TDMerchantSolutions.com/ResourceCentre.

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