TD TD Generation User manual

TD Generation
Quick Start Guide
For the TD Generation:
• SharedPOS

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.
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
Eachdevice,andeachMerchantwhosharesthedevice,willhaveauniqueID.YourdeviceandMerchant
IDsarelistedbelow.
Device / Merchant Name Device / Merchant ID
MasterDevice
MerchantName1 MerchantID1
MerchantName2 MerchantID2
MerchantName3 MerchantID3
MerchantName4 MerchantID4
MerchantName5 MerchantID5
MerchantName6 MerchantID6

i
Contents
About this Guide .......................................................1
Merchant Welcome Kit Contents ...............................1
The TD Generation Shared POS .................................1
The Terminal .............................................................. 1
Navigation ............................................................................................. 2
Changing the paper.............................................................................. 2
The PINPad.................................................................2
Navigation ............................................................................................. 2
Terminal and PINPad Screens ....................................3
Idle screens and icons............................................................................ 3
Home screen.......................................................................................... 4
Desktop screen ...................................................................................... 4
Main Menu screen................................................................................. 4
Cardholder Privacy and Security ............................... 5
Terminal security ................................................................................... 5
Locking your home screen ........................................................... 5
Fraud prevention................................................................................... 5
Force post fraud prevention ......................................................... 5
Call for authorization fraud prevention......................................... 5
Financial Transactions................................................6
Accepted card types.............................................................................. 6
Credit card purchase ............................................................................. 6
Debit card purchase .............................................................................. 8
Phone or mail purchase ........................................................................ 8
Force post purchase .............................................................................. 9
Void........................................................................................................ 9
Transaction recall .................................................................................. 9
Refund ................................................................................................. 10
Receipts ...................................................................11
Reprinting receipts.............................................................................. 11
Receipt examples................................................................................. 11
Continued on next page

ii
Business Day Functions ...........................................12
Performing day close .......................................................................... 13
Reprinting the day close report ......................................................... 13
Reporting.................................................................13
Business day reports............................................................................ 13
Batch reports ....................................................................................... 14
Administration.........................................................14
Adjusting terminal volume................................................................. 14
Adjusting PINPad volume ................................................................... 14
Changing user icons on the home screen.......................................... 14
Troubleshooting.......................................................15
What problems can I easily resolve? .................................................. 15
Why isn’t my terminal powering on? ................................................ 15
Why do I see the Internet disconnected icon? .................................. 16
Why do I see the PINPad disconnected icon? .................................... 16
Reference.................................................................16
Storing the terminal and PINPad ....................................................... 16
Maintaining the terminal and PINPad ............................................... 16

1
About this Guide
ThisGuideprovidesanintroductiontoyourTDGenerationsolution,hardwarefunctionality,performing
financialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingits
useandavailablefeatures,pleasereviewouronlinedocumentationat
www.TDMerchantServices.com/ResourceCentre.
Merchant Welcome Kit Contents
Quick Start Guide
Pamphlets
• How to Help Prevent Fraud
• Payment Card Industry Data
• If you have a problem or concern
Information sheets
• What you need to know about
chargebacks
• Payment card industry data security
standard (PCI DSS)
Miscellaneous
• Paperrolls(3+1intheterminal)
• Cleaningcardandinstructions
• Cardacceptancedecals(Visa®,
MasterCard®,Discover®,American
Express®,Interac®DirectPayment,
etc.)
The TD Generation Shared POS
Theterminalissolelyforyou,ourMerchant.Youwillusetheterminaltoinitiatetransactionsfor
customer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynot
beacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasegotoouronlinedocumentation
atwww.TDMerchantServices.com/ResourceCentre.
The Terminal
1. Paper chamber button
2. Touchscreen
Allnavigationisdonethroughthe
touchscreen.
3. Paper advance key
Tap toadvancethepaperroll.
4. Command keys
•
CANC
ANNUL
=Cancel
•
CORR
=Correction
•
OK
=OKoractivate
5. Log out
T a p  tologoffthecurrentuser.
*Thisshouldnotbeconfusedwith onthe
touchscreen.
16:20
?
123
456
789
0
CANC
ANNUL
CORR OK
1
3
2
5
4

2
Navigation
• Theterminalusesatouchscreenfornavigation.Youcannavigatescreensbyswipingleft/right
ortappinganonscreenoption.
• Onlyuseyourfingerwhenusingtheterminal.Don’tanyobjectsonthetouchscreenotherwise
youmaydamageit.
Changingthepaper
1. Pressthepaper chamber buttononthetop-leftcorneroftheterminaltoopenthepaneland
removetheemptypaperrolltube.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaper
feedsupfromunder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 PINPad
ThePINPadisusedbythecustomertoentermaketransaction
selectionsandentries.
1. Dash keys
Usethe
-
keysandthedirectionpad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) Insertchippedcards
b) Contactlesscards
c) Swipecards
Navigation
• Dashkeys—thetwo
-
keysareusedtoselectanonscreenoption.
- -
1 QZ 2 ABC 3 DEF
4 GHI 5 JKL 6 MNO
7 PRS 8 TUV 9 WXY
0
X<O
Welcome/Bonjour
4a
4b
4c
1
2
3

3
Terminal and PINPad Screens
Idlescreensandicons
ThedefaultscreeniscalledtheIdle screen.Itdisplaysalotofimportantinformationanddifferentwaysto
accessyourterminal’sfunctionality.ThePINPadscreenhasnointerfaceicons.
Icon Name Idle Home Desktop and Main Menu
 Accesshomescreen -
Patel ActiveMerchant - - 
 ControlPanel   -
?
Help   
 Home - - 

Internetconnection
status   
 Mail   
 
PINPadconnection
status   
16:20
?
Terminal
Welcome/Bonjour
PINPad
Access home screen
Tap toaccesstheHomescreenandselectaMerchant.
Active Merchant
AcolouredboxwiththeMerchant’snameinthetop-left
corneroftheDesktopandMain Menuscreens.
Control Panel
Tap toaccesstheControl Panel.
Help
Tap
?
toaccesstheHelpscreen.
Home
Tap toreturntotheHomescreentoselecta
newMerchant.
Internet status
indicatesyourterminalisconnectedtotheInternet.
Ifitisn’tyouwillsee ontopoftheicon.
Mail
indicatesthatyouhaveanemailwaiting.
PINPad connection icon
indicatesyourPINPadisconnectedtotheterminal.Ifit
isn’tyouwillsee ontopoftheicon.

4
Homescreen
ThisistheterminalscreenwhereyouwillselectwhichMerchant
youwanttoperformatransactionfororaccesstheControl Panel.
1. TaptheMerchanticonthatyouwanttoperforma
transactionfor.Inthiscase,we’llselectPatelandthe
Desktopscreenappears.
Desktopscreen
Thisterminalscreenalwaysdisplaysthreeormoreiconsthatalways
include:Purchase,VoidandDay Close.
• T h e  haschangedto .
• TheselectedMerchantisdisplayedinthetop-left
cornerofthescreen.Tapit(Patel)toviewthe
Merchant’sIDnumberandterminalnumber.
• T a p  togobacktotheHome
 screenandselectanewMerchant.
MainMenuscreen
TheremaybemorethanoneMain Menuscreenonyourterminal.
Thenumberofscreensdependonthenumberofavailableicons.
Patel Chan Smith
DilipoSandlerBrown
16:20
?
Purchase
P. Completion
Void
Pre-Auth
Day Close
Last Receipt
Desktop
Patel16:20
?
Patel16:20
?
Main Menu
Host Trans Transaction Recall
Reprint Reports
Debit/Credit

5
Cardholder Privacy and Security
PleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportant
informationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransaction
information.
Terminalsecurity
ItistheMerchant’sresponsibilitytosecuretheirterminal,anyuserIDsorpasswordsand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threeoptionstosecuretheSharedPOS:
Home Screen Desktop Screen Explanation
Not secured Alldesktopscreens
protected
AgoodoptionwhereMerchantsperformtheirown
transactions.
Secured Notprotected Agoodoptionwherethereisasinglepersonperforming
transactionsforallMerchants.
Secured Somedesktop
screenssecured
AcustomizedoptionwhereMerchantsperformtheirown
transactionsbutsomedon’twantpasswordprotection.
Not secured Notsecured Anoptionwherethereisasinglepersonwhomanagesan
officeformultipleMerchants.Thisoptionistheleastsecure
andnotsuggested.
Locking your home screen
Control Panel->Settings->ScreenLock
1. ConfirmthatyouwanttolockyourHomescreen(YES).Yourhomescreenisnowonlybeopened
byyouradministratorpassword.
Fraudprevention
PleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalso
reducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud prevention
Youcannowdisableorpasswordprotectforceposttransactionsonyourterminal.Ifaforcepost
transactionoccurstheterminalwilleither:
• Disabled—Statethatthetransactionisnotallowed.
OR
• Passwordprotected—Requestasupervisorormanagertoentertheirpassword.
Call for authorization fraud prevention
Youcanenable/disablecallforauthorizationtransactions.ThedefaultsettingisOFF.
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.

6
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.TDMerchantServices.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
->HomeScreen->Desktop-> Purchase
1. Enterthedollar amountontheterminalandpress
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press
O
.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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) EntertheCVD numberandpress
OK
.Thisnumberisgenerallylocatedonthebackof
thecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep4.
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.

7
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapproved
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 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

8
Debitcardpurchase
->HomeScreen->Desktop-> Purchase
1. Enterthedollar amountandtap
OK
.
2. Customerconfirmsthedollaramountandpresses
O
.
3. Selectoneofthefollowingpaymentmethods:
Insert,SwipeorContactless.
Insert / swipe
a) Thecustomerselectstheaccountto
use:CHEQUINGorSAVINGS.
b) ThecustomerenterstheirPINand
presses
O
.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.
4. Thescreenshowsthatthetransactioniscompleted
withanauthorizationnumberorapprovedmessage
andthereceiptsprint.
5. YoucanREPRINTthereceiptorFINISHthe 
transaction.
Phoneormailpurchase
->HomeScreen->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
.Thisstepisdependentuponyoursettings.
5. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberandthereceiptsprint.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
ENTER
AMOUNT
CONFIRM
AMOUNT
RECEIPTS
INSERT or
SWIPE CARD TAP CARD
SELECT
PAYMENT
METHOD
FINISHED
ENTER PIN DIFFERENT
PAYMENT
REQUIRED?
YES
NO
• 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 incorrect purchase 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 purchases.

9
Forcepostpurchase
Thisoptionisonlyusedwhenyoucan’tprocessacreditcardpurchasenormallythroughthenetwork
whetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
->HomeScreen->Desktop->MainMenu-> Debit / Credit->ForcePost
1. Enterthedollar amount andtap
OK
.
Phone / mail purchases
a) Entertheaccount number andtap
OK
.
b) Entertheexpiry dateandtap
OK
.Gotostep2.
All other purchases
a) Entertheaccount numberandtap
OK
.
b) Entertheexpiry dateandtap
OK
.
c) EntertheCVD numberandtap
OK
.
d) Thenenter/spelltheauthorizationnumberandtap
OK
.
2. YoucanREPRINTthereceiptorFINISHthetransaction.
Void
Thisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactions
thatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecall
transactionspriortothedayclose.Ifadayclosehasbeenperformedyoumustdoarefund,notavoid.
->HomeScreen->Desktop-> Void
1. Enterthetrace #fromthereceiptofthetransactiontobevoidedandpress
O
.
2. Confirmthatthetransactionistobecanceled(NOorYES).
3. Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.
4. YoucanREPRINTthereceiptorFINISHthetransaction.
Transactionrecall
Thisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorization.
Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifaday
closehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtab
transactionsarecoveredinouronlinedocumentationatwww.TDMerchantServices.com/ResourceCentre.
->HomeScreen->Desktop->MainMenu-> Transaction Recall
1. Selectoneofthefollowing:
Recall by trace #
a) Enterthe trace number thatyouwanttorecallandtap
OK
.Gotostep3.
Recall all
a) Alistofalltransactionscurrentlyavailableontheterminalappear.Gotostep2.
Before you perform this transaction you must call the TD Merchant Solutions Help Desk at 1-800-363-1163 and receive
an authorization number.

10
Recall by amount
a) Enterthedollar amountandtap
OK
.Gotostep2.
Recall by account #
a) SwipeorManually enter thecard.Gotostep2.
Recall by invoice #
a) Entertheinvoicenumberthatyouwanttorecallandtap
OK
.Gotostep3.
2. Iftherearemultipletransactions,scrolltothedesiredoneandtap
OK
.
3. SelectVoidtocancelthetransactionorselectCompletiontocloseapre-authorization.Tap
CANC
ANNUL
toleavethisscreenwithoutmakingaselection.
Refund
Youcanonlyperformarefundonatransactionthathasalreadybeensubmittedforreimbursement.
->HomeScreen->Desktop->MainMenu-> Refund
1. Entertheinvoice number andpress .
2. Enterthedollar amountandtap
OK
.
3. Selectoneofthefollowingpaymentmethods:Insert / Swipe,ContactlessorManual Entry.
Insert / swipe credit or debit card
a) ThecustomerenterstheirPINandpresses
O
.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 numberandpress
OK
.
b) Entertheexpiry dateandpress
OK
.Thisisfourdigitsinlength.
c) Isamanualimprintrequired(NOorYES)?IfyouselectNO,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4.
4. YoucanREPRINTthereceiptorFINISHtocompletetherefundandthereceiptsprint.
Debit refunds are disabled by default. If you wish to activate debit refunds on your terminal please call the TD Merchant
Solutions Help Desk at 1-800-363-1163.

11
Receipts
Eachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Thereare
somepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshave
completedcorrectly.
Reprintingreceipts
->HomeScreen->Desktop->MainMenu-> Reprintandselectoneofthefollowing:
Last Receipt
1. Confirmthatthisiscorrect(NOorYES).Themostrecentreceiptwillreprint.
Past Receipt
1. Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminal
bytheswipedcardwillappearonthescreen.
2. Selectthe transactionthatyouwanttoreprintthereceiptforandtaps
OK
.
3. SelectPRINTifthisisthecorrecttransaction.
Receiptexamples
Credit Card Debit Card
Theinformationthatyouwillusethemostisnotedonthereceiptsbelow.
Merchant Name
Address, Postal Code
City, Province
Merchant Label Merchant Number
Terminal ID
****
Transaction Type ****
12-21-2015
Acct # 452001****5097
Exp Date 10/19
Name: John Q Public
A00000000003101001
Trace # 6
Inv. # 5
Auth # 75612
RRN 001006006
TVR 000000000000TST F800
TC 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
City, Province
Merchant Label Merchant Number
Terminal ID
****
Transaction Type ****
12-21-2015
Acct # 452001****5097
Account Chequing
A00000000003101001
Trace # 9
Inv. # 3
Auth # 75612
RRN 001006006
F800
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 DP
INTERAC
Theinformationthatyouwillusethemostisnotedaboveandexplainedonthenextpage.

12
1. Transaction Type
• C—Onlinechipcard
transaction
• CN—ChipcardNSR
transactions
• CO—Off-linechipcard
transaction
• M—Manuallyenteredmag
cardtransaction
• MC—Manuallyenteredfallbackofa
chipcardtransaction
• RF—Contactlesstransaction
• S—Swipedmagcardtransaction
• SC—Swipedchipcardfallback
transaction
• SN—SwipedNSRtransaction
2. Card Type
• AM—AmericanExpress
• DP—Debit
• DS—Discover/Diners
• JC—JCB
• MC—MasterCard
• MD—MasterCardDebit
• PV—VisaDebit
• RC—RCS
• UP—UnionPay*
• VI—Visa


*UnionPayiscoveredonlineatwww.TDMerchantServices.com/ResourceCentre.
3. Important Information
• Merchant Label
Thisisthenameontheselected
Merchant’sicon.
• Merchant Number
ThisistheselectedMerchant’s
individualIDnumber.
• Terminal ID
ThisisthemasterdeviceID
number.
• Transaction Type
Thisshowswhattypeof
transactionwasdone
(Purchase,Void,etc.)and
whetheritisaduplicate
receipt.
• Card Type
Thisshowswhatkindofcard
wasusedforthetransaction.
• 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.
• Approved
Alwaysensurethatthetransactionwas
approvedasitcouldbeDECLINED.
Business Day Functions
Tostartabusinessday,logontoaterminalthathashadthedayclosefunctionperformedonit.Depending
onthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDand
password.
A day close is automatically performed on your terminal every three to five business days if one isn’t performed sooner by you.

13
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isdonebeforeyourbalancingwindowends,you’llreceivesameornextbusiness
daydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalance
youraccounts.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businessdayontheterminal
byopeninganewbatch.
Control Panel->DayClose
1. SelectAlloranIndividual Merchantthatyouwanttoclosethebusinessdayfor.Ifyouselect
All,everyMerchantontheterminalwillhavetheirbusinessdayclosed.
2. Confirmthatthisiscorrect(NOorYES).
3. WhenitiscompletedyouwillseetheBusiness Day Closed message.
Reprintingthedayclosereport
->HomeScreen->Desktop->MainMenu-> Reprint
1. SelectDay Close Reportandtap
OK
.
2. Confirmthatthisiscorrect(NOorYES).
Reporting
Thefollowingreportingoptionsaresplitintotwodifferentgroups,business day andcustomized.You
haveaccesstoallofthebusinessdayreports,andthesewillbecoveredinthisdocument.Aswell,theuser
canprintforasingleMerchant.Pleaseseeouronlinedocumentationforcustomizedreportsat
www.TDMerchantServices.com/ResourceCentre.
Businessdayreports
->HomeScreen->Desktop->MainMenu-> Reports->BusinessDayReportsandselectareport.
Report Instructions Provides...
TerminalDetail DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthe
currentbusinessday.
Terminal
Balancing
DISPL AYorPRINTyourreport. ...transactionsbyoperatorIDandforthe
currentbusinessday.
BusinessDay
Subtotals
DISPL AYorPRINTyourreport. ...transactionsby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.
DISPL AYorPRINTyourreport.
...transactionsbycardtype(includinggift
cardtotalsanddetails)operatorIDandfor
thecurrentbusinessday.

14
Report Instructions Provides...
Operator
Balancing
Selectwhetherthereportisfora
individualID(Operator ID)andtap
OK

orallIDs 0.
DISPL AYorPRINTyourreport.
...transactionsbycardtype(includinggift
cardtotalsanddetails)operatorIDandfor
thecurrentbusinessday.
Outstanding
SAF
DISPL AYorPRINTyourreport. ...allstoredtransactiondetailsthathavenot
beensentforsettlement.
Batchreports
->Desktop->MainMenu-> Reports->BatchReportsandselectareport.
Report Actions Provides...
BatchDetail Selectwhichbatchyouwanttoreview
(PREVorCURRENT)andhowyouwantto
receiveit(DISPL AYorPRINT).
...transactiondetailsbycardtypeandfor
currentorpreviousbatch.
Batch
Balancing
Selectwhichbatchyouwanttoreview
(PREVorCURRENT)andhowyouwantto
receiveit(DISPL AYorPRINT).
...transactiondetailsbycardtypeandfor
currentorpreviousbatch.
Whencreatingreports,theusercanprintforasingleMerchant.Eachindividualreportwillhavethe
appropriateMerchantinformationprintedonthetopofthereport.
Business day and batch reports
1. ThisistheselectedMerchant’snameandID.
2. ThisisthemasterdeviceIDnumber.
Administration
Adjustingterminalvolume
Control Panel->Settings->SpeakerVolume
1. Taptheappropriateoptiontoincreaseordecreasetheterminalvolumeby10%.
AdjustingPINPadvolume
1. Press .
2. Press-or+toadjustthevolumeby10%.
Changingusericonsonthehomescreen
Thisoptionallowsyoutochangetheiconcolourandtext.
Control Panel->IconIDManagement
1. SelectChange ColourorChange Label Text.
BATCH TERMINAL DETA IL REPORT
Patel 200-200000072 Te rminal ID
05-15-2014 19:48:149
12
BATCH: 1
Associated transaction details

15
Change Colour
a) Taptheiconthatyouwanttochangethecolourfor.Youhavesixcolouroptionsand
eachcolourcanonlybeusedonce.
b) Tapthenew colourthatyouwantforyouricon.Yourchangesarenowsaved.
Change Label Text
a) Taptheiconthatyouwanttochangethetextfor.Thereisaneightcharacter
maximum.
b) Cleartheexistingtext,enterthenewinformationandtap
OK
.Yourchangesare
nowsaved.
Troubleshooting
Ifyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchant
SolutionsHelpDeskat1-800-363-1163.
WhatproblemscanIeasilyresolve?
Problem Action Required
Chipcardscannotbe
processed
1. Tryinsertingadifferentcard.Ifthiscardcanberead,the
problemiswiththefirstcard.
2. Useacleaningcardtocleantheproblemcardreader.
Displayscreenisblank 1. Ensurethatthepower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
PressCANCkey
AndTryAgain
1. Therewasacommunicationfailureafterthetransactionwas
initiated.
2. Press
CANC
ANNUL
andtryagain.
Magneticstripecard
readerwon’treadcards
1. Tryswipingthecardmorequicklyormoreslowlyorfromthetopof
thereadertowardsyou.
2. Requestanotherformofpayment.Ifthiscardcanberead,the
problemiswiththefirstcard.
3. Useacleaningcardtocleantheproblemcardreader.
Printerdoesnotprint 1. Isthereispaperinthedevice?Ifthereis,ensurethatthepaperis
loadedcorrectly.
Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseated
correctly.
2. Ensuretheprinterlidisclosedcompletely.
Whyisn’tmyterminalpoweringon?
1. Ensurethattheelectricaloutlethaspower.
2. Ensurethatthepowercordisfullyinsertedintotheoutlet.
3. Powerontheterminal.

16
WhydoIseetheInternetdisconnectedicon?
The iconwillonlyappearwhenthereisanInternetcommunicationproblem.
1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.
2. IsyourInternetcableconnectedproperly?Unplugitandplugitbackinagain.
3. Is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 iconwillonlyappearwhenthereisancommunicationproblembetweenthePINPadandthe
terminal.
1. IsyourPINPaddisconnectedfromtheterminal?
2. Rebootyourterminalandseeifthisresolvestheproblem.
Reference
StoringtheterminalandPINPad
• Theymustbestoredintemperaturesbetween0°and50°Celsius.
• Donotleavethemoutdoorsovernight,especiallyinthewinter.
MaintainingtheterminalandPINPad
• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.
• Routinelycleanthem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.