td generation · the customer must sign the merchant’s receipt. 6. you can reprint the receipt or...

TD GenerationMerchant Guide: Givex Gift Cards

For the TD Generation

• Portal2withPINpad

COPYRIGHT © 2016 by The Toronto-Dominion BankThis 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

- i -

Givex Gift Cards Merchant Guide

ContentsWho would use this guide? ......................................................... 1

Givex Gift Cards........................................................................... 1

Financial Transactions .................................................................. 1Payment selection options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Gift card icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Activate a gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Redeem a gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Balance inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Increase gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Cash out gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Adjust gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Transfer gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Pre-authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Open pre-authorization .................................................................................. 5Complete pre-authorization ............................................................................. 6

Gift Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Create a gift certificate .................................................................................... 6

Transactions cash out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Reporting ..................................................................................... 7Gift card reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

- ii -

- 1 -

Givex Gift Cards Merchant Guide

Who would use this guide?YouwouldusethisguideifyouperformtransactionsduringthecourseofyourdailybusinessthatofferGivex®giftcards.TheinformationcoveredinthisguideisexclusivetoGivextransactions.Forfurtherinformationonyourterminalcapabilities,pleaserefertotheTDGenerationPortal2MerchantGuideonlineatwww.TDMerchantSolutions.com/ResourceCentre.

Givex Gift CardsYoumustsignupinordertooffergiftcardstoyourcustomers.Ifyoucurrentlydon’toffergiftcardsandwouldliketo,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.

Financial TransactionsTheTDGenerationPortal2terminalcanperformthefollowinggiftcardtransactions:

Transactions Explanation Administration ExplanationCancel Void Activation Activatenewgiftcard

ForcedCashback Fullorpartialcashback BalanceAdjustment Adjustexistinggiftcard

ForcedPre-Auth Pre-authorization BalanceInquiry Currentgiftcardbalance

GiftCardRedeem Purchase BalanceTransfer Transferonegiftcardtoanother

PostAuth Pre-authorizationcompletion GiftCertificateRegister Createpapergiftcertificate

Increment Increasegiftcardbalance

TerminalRegistration Registeryourterminal

TransactionCashout Printcashoutreport

PaymentselectionoptionsOncegiftcardsareactivatedonyourterminal,youwillseeanewscreenthatreflectsgiftcardaswellasallotheravailablepaymentoptions.Theaboveisjustanexampleastheremaybeotheroptionsavailabletoyouduetoyourindividualsetup.

• Pleasenote, therehasbeensomechanges to the terminalhardware.Thenewhardwareversionhasamuch larger touchscreenversusthepreviousversionwhichhadatouchscreenwithanumerictouchpadbelow.Ifyouhavetheprevioushardwareversion,pleaseensurethatyoudownloadthecorrectdocumentationforTDGenerationPortalwithPINpad.

Dependingonyourterminalsettings,youmayberequiredtoenterasupervisorIDandpasswordtoproceedwithanytransaction.

PurchasePayment Options

Credit / Debit Card

Gift Card

Cash

X �

- 2 -

GiftcardiconToperformagiftcardtransactionyoumustusetheappropriateicontoensurethatitisprocessedcorrectly.Thegiftcardiconmaynotappearinthislocationonyourterminalscreen.

ActivateagiftcardThistransactioncreatesanaccountandloadsanamountontothecard.

1. Tapthe /HomekeyGiftCardActivation.

2. Enterthedollar amountyouwanttoaddtothegiftcardandtapOK.

3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thereceiptprintsshowingnewbalanceofthegiftcard.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

Wed Apr 20 16:09:42

?

MoreDebit/Credit

Reports

Reprint

Host Tran.Ribequ

1234 5678 91

Alitem RaIde

que

9101 121

amtdelk

Gift Card GIFT CARD

Loyalty Award

Pre-Auth

Pre-AuthCompletion �

+

Phone/MailPurchase

Loyalty Transactions

GIFT CARD

• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash).

• Thistransactioncannotbeusedtoaddmoremoneytoanalreadyactivatedgiftcard–onlyanew,previouslyunactivatedgiftcard.

- 3 -

Givex Gift Cards Merchant Guide

RedeemagiftcardThisisapurchasetransactionthatallowsacustomertopayforgoodsorserviceswiththefundsavailableonanacceptedgiftcard.

1. Tapthe /HomekeyGiftCardGiftCard Redeem.

2. Enterthedollar amountyouwanttoremovefromthegiftcardandtapOK.

3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

VoidThisoptionallowsyoutovoidagiftcardtransactionthatwasdoneinerror.

1. Tapthe /HomekeyGiftCardCancel.

2. Enterthetrace numberfromthereceiptofthetransactionthatyouwanttovoidandtapOK.

3. Enterthegiftcardinformation:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Confirmthattheinfoenterediscorrect:NOorYES.

5. Thetransactionisnowvoidedandreceiptsprint.

6. YoucanREPRINTthereceiptorFINISHthetransaction.

BalanceinquiryThistransactionallowsacardholdertocheckthebalanceontheirgiftcard.

1. Tapthe /HomekeyGiftCardBalance Inquiry.

2. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep3.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep3.

3. Thereceiptprintsshowingbalanceofthegiftcard.

- 4 -

IncreasegiftcardbalanceThistransactionallowsyoutoincreasethedollarvalueonagiftcard.Thistransactionisusedtomakeamanualadjustmenttoagiftcardvalue.

1. Tapthe /HomekeyGiftCardIncrement.

2. Enterthedollar amountthecustomerwanttoaddtothegiftcardandtapOK.

3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thereceiptprintsshowingnewbalanceofthegiftcard.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

CashoutgiftcardThistransactionallowsthecardholdertoreceivecashforanavailablevalueonthegiftcard.

1. Tapthe /HomekeyGiftCardForcedCashBack.

2. Selecthowmuchofthegiftcardbalancetheywanttoreceiveincash:ALLorAMOUNT.

All

a) Gotostep3.

Amount

a) Enterthedollar amounttapOK.

b) Customerconfirmsthattheamountiscorrect:NOorYES.Gotostep3.

3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

a) Swipethegiftcard.Gotostep4.

b) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thereceiptprintsshowingnewbalanceofthegiftcardaftertheforcedcashback.Providethecashtothecustomerandthetransactionisnowcomplete.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash)whenaddingfunds.

• Thistransactiondoesnotworkwithgiftcertificates.

Thistransactiondoesnotworkwithgiftcertificates.

- 5 -

Givex Gift Cards Merchant Guide

AdjustgiftcardbalanceThistransactionallowsyoutoadjustthedollarvalueonagiftcard.Thistransactionisusedtomakeanadjustmenttoagiftcardvaluewithoutacorrespondingasale.

1. Tapthe /HomekeyGiftCardBalance Adjustment.

2. Selecthowyouwanttoadjustthegiftcardbalance:IncreaseorDecrease.

3. Enterthedollar amountthecustomerwanttoadd/removefromthegiftcardandtapOK.

4. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep5.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep5.

5. Thereceiptprintsshowingnewbalanceofthegiftcard.

6. YoucanREPRINTthereceiptorFINISHthetransaction.

TransfergiftcardbalanceThistransactionallowsacardholdertotransferthebalancefromonegiftcardtoanother.

1. Tapthe /HomekeyGiftCardBalance Transfer.

2. Entertheinformationforthegiftcardthatwillbetransferred:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep3.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep3.

3. Entertheinformationforthegiftcardthatwillreceivethetransferredmoney:SwipeorManual Entry.

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thereceiptprintsshowingnewbalanceofthegiftcard.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

Pre-authorizations

Open pre-authorization

Thistransactionallowsyoutoplaceaholdonavailablefundsonthegiftcard.Thisessentiallycreatesapre-authorizationonagiftcard.

1. Tapthe /HomekeyGiftCardForced Pre-auth.

2. Enterthedollar amounttobereservedonthegiftcardandtapOK.

3. Enterthegiftcardinformationforthegiftcardthatwillhavefundsreserved:SwipeorManual Entry.

- 6 -

Swipe card

a) Swipethegiftcard.Gotostep4.

Manually enter card

a) Enterthegiftcardaccount numberandtapOK.Gotostep4.

4. Thetransactioniscompletedandreceiptsprint.Thecustomermustsignthemerchant’sreceipt.Thebalanceofthegiftcardisdisplayedonthecustomer’sreceipt.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

Complete pre-authorization

Thistransactionchargesthefinalamountafterreservingfundsonagiftcard.

1. Tap /HomeGiftCardPost-auth.

2. Enterthetrace numberfromthereceiptofthetransactionthatyouwanttovoidandtapOK.Thisislocatedonthesignedreceiptcreatedbyreservingthefunds.

3. Enterthedollar amounttobepaidfromthegiftcardandtapOK.Thisisthefinalamountforthetransaction(includingtip)thatthecustomersignsforonthereceiptfromtheinitialpre-authotization.

4. Confirmthattheamountiscorrect:NOorYES.

5. Thetransactioniscompletedandreceiptsprint.Thecustomermustsignthemerchant’sreceipt.

6. YoucanREPRINTthereceiptorFINISHthetransaction.

GiftCertificates

Create a gift certificate

Thistransactionallowsyoutocreateagiftcardaccountwithoutaphysicalgiftcard.

1. Tapthe /HomekeyGiftCardGift CertificateRegister.

2. Enterthedollar amountyouwanttoaddtothegiftcardandtapOK.

3. Customerconfirmsthattheamountiscorrect:NOorYES.

4. Thereceiptprintsshowingtheaccountnumberandbalanceofthegiftcertificate.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

TransactionscashoutThistransactionallowsyoutowithdrawmoniesfromanexistinggiftcard.

1. Tapthe /HomekeyGiftCardTransactionsCashOut.

2. Confirmthatyouwishtoperformatransactionscashout:NOorYES.

3. Thereceiptprintsshowingthecashouttransactions.

• Ifyouhavepartialauthorizationsenabledonyourterminal,youcanchargemorethanisavailableonthegiftcardandhaveanoutstandingbalance.Ensurethatyouoffsettheoutstandingbalanceafinancialtransaction(i.e.debit,creditcardorcash).

• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash).

• Thistransactioncannotbeusedtoaddmoremoneytoanalreadyactivatedgiftcard.

- 7 -

Givex Gift Cards Merchant Guide

ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.

Important information

Trace # Thetracenumberassociatedwiththetransaction.

Inv # Theinvoicenumberassociatedwiththetransaction.

Auth # Theauthorizationnumber associatedwiththetransaction.

Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesemerchantreceipts.

Card balance Thisinformationisonlydisplayedonthecustomer’sreceipt.Themerchantcopywillnothavethis.

Tip Thisiswherethecustomerwouldenterthetipamountonapre-authorization.

Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDeclined.

ReportingGiftcardreportsThefollowinggiftcardreportsareavailable.

Tapthe /HomekeyGiftCardReportsandselectareport.

Report Instructions Provides...BusinessDaySubtotals

DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.

TerminalDetail DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.

OperatorDetail SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.

...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.

TerminalBalancing DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.

OperatorBalancing SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.

...transactionsbyoperatorIDandforthecurrentbusinessday.

HostTotals Selectwhichbatchyouwanttoreview(PREVorCURRENT).DISPLAYorPRINTyourreport.

...transactiondetailsforcurrentorpreviousbatch.

HostDetails Selectwhichbatchyouwanttoreview(PREVorCURRENT).DISPLAYorPRINTyourreport.

...transactiondetailsforcurrentorpreviousbatch.

CustomizedTotals Enterthestart dateandend date.

DISPLAYorPRINTyourreport.

...transactiondetailsbytransactiontypeforamaximumof45businessdays

CustomizedDetails Enterthestart dateandend date.

DISPLAYorPRINTyourreport.

...transactiondetailsforamaximumof10businessdays

- 8 -

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.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportalatwww.TDMerchantSolutions.com/ResourceCentre

535418(1016)