TD Generation - TD Canada Trust

TD Generation

Quick Start Guide

For the TD Generation: ? All-In-One ? HSPA ? and Wi-Fi

* Image shown is the HSPA terminal

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

Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contents

About this Guide........................................................ 1 Merchant Welcome Kit Contents................................ 1 The TD Generation Terminals...................................... 1

Differences between the terminals....................................................... 1

The Terminal............................................................... 2

Navigation.............................................................................................. 2 Changing the paper............................................................................... 2

Terminal Screens......................................................... 3

Idle screen and icons.............................................................................. 3 Desktop screen....................................................................................... 4 Main menu screen.................................................................................. 4

The Access Point / Repeater....................................... 4 The Charger Base........................................................ 5 Cardholder Privacy and Security................................ 5

Terminal security.................................................................................... 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.................................................................... 10

Reprinting receipts............................................................................... 10 Receipt examples.................................................................................. 11

Continued on next page

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Business Day Functions............................................ 12

Performing day close........................................................................... 12 Reprinting the day close report.......................................................... 13

Reporting.................................................................. 13

Business day reports............................................................................. 13 Batch reports........................................................................................ 14

Administration.......................................................... 14

Adjusting screen brightness and volume............................................ 14

Troubleshooting........................................................ 14

What problems can I easily resolve?................................................... 14 Why won't my HSPA terminal connect?............................................. 15 Why isn't my terminal powering on?................................................. 15 Why do I see the Internet disconnected icon?................................... 15 Why is the terminal signal strength low?........................................... 15

Reference.................................................................. 16

Entering letters and special characters............................................... 16 Storing the terminals........................................................................... 16 Maintaining the terminals................................................................... 16

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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 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

? C ard acceptance decals (Visa?, MasterCard?, Discover?, American Express?, Interac? Direct Payment, etc.)

The TD Generation Terminals

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 ResourceCentre.

Differences between the terminals

# Name

All-in-One

1 Paper chamber button

2 Dash keys and direction pad

3 Paper advance key

4 Power key

5 Command keys

6a Chip card reader

6b Contactless reader

6c Magnetic stripe reader

-- Access Point / Repeater

No

-- Charger Base

No

-- Communications

Hub via phone line or Ethernet

1

HSPA --- Same ----- Same ---

#

--- Same ----- Same ----- Same ----- Same ---

No Optional Cell towers

Wi-Fi

Yes / Optional Optional

Access point

The Terminal

1. Paper chamber button

2. D ash keys and direction pad

U se the - keys and the direction pad to navigate the screens and menus.

3. Paper advance key

Press

or

the terminal.

to advance the paper roll in

4. Power key

Press

or # to power the terminal on.

Press and hold for 3 seconds to power the terminal off.

5. Command keys

?

X = Cancel

?

< = Correction

? O = OK or activate

6. Card readers a) Insert chipped cards b) Contactless cards c) Swipe cards

6c

1

Mon Jun 04 16:20:36

6b

?

2 -< >-

1 QZ 4 GHI 7 PRS

3

X

2 ABC 5 JKL 8 TUV 0

<

3 DEF 6 MNO

4 9 WXY

O5

Navigation

6a

There are three ways to navigate screens and select icons. They are:

? Dash keys -- the two - keys are used to: ?? Move between the Idle, Main Menu and the Desktop screens. ?? Quickly take you to the top or bottom menu option. ?? Select an on screen option.

? Direction pad -- use the direction pad to navigate screens and menus. Once you find the desired icon or menu option, highlight it and press O .

? Icon number -- press the number assigned to the icon on the screen. For example, press to 1 QZ select Purchase in the image to the right.

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.

2

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