For the
• iWL252(Bluetooth)
• iWL255(3GWireless)
TD iWL252/255Merchant Guide
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.
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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Table of ContentsWelcome to TD Merchant Solutions ............................................ 1
Who should use this guide? ......................................................... 1The TD iWL252/255 Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Default shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Accessibility features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Main menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Admin menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Changing the paper roll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Bluetooth Base ..................................................................... 5Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Cardholder Privacy and Security ................................................. 7Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
User types ....................................................................................................... 7
Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Force post fraud prevention ............................................................................. 7Call for authorization fraud prevention ............................................................ 7
Call for authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Imprinters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Transaction records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Storing cardholder receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Financial Transactions ................................................................ 11Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Special transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Cashback ....................................................................................................... 11Partial authorizations ..................................................................................... 11Tip ................................................................................................................. 11
Sale (credit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Sale (debit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Sale (phone or mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Force post (sale or phone / mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Reprinting receipts ......................................................................................... 16Receipt examples ........................................................................................... 17Receipt codes ................................................................................................ 18
Business Day Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Performing a day close .................................................................................. 18
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Reporting ................................................................................... 21Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Customized reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
EMV reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Recent error report log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Activity log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Administration and Configuration ............................................. 25Administering the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
User management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Add user ....................................................................................................... 25Change password .......................................................................................... 26View and delete ............................................................................................ 26Operator wording .......................................................................................... 26Unlock user ................................................................................................... 26ID report ........................................................................................................ 26
Downloads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Parameter download ..................................................................................... 27
Functions enabled/disabled by TD Merchant Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Login requirements for terminal functions ..................................................... 28Configuration reports .................................................................................... 28
Communications (TD iWL252 Bluetooth) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Comms type .................................................................................................. 29IP Address type .............................................................................................. 29Dial up .......................................................................................................... 29Bluetooth ...................................................................................................... 29
Communications (TD iWL255 Wireless 3G) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
General options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Training mode ............................................................................................... 30Keystroke sounds .......................................................................................... 30Terminal backlight ......................................................................................... 30Idle timer ....................................................................................................... 31Reset invoice number .................................................................................... 31
Cashback options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Cashback presets ........................................................................................... 32
Tip options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Other tip options ........................................................................................... 32
Receipt options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Receipt banner .............................................................................................. 34Preprint receipt .............................................................................................. 34Receipt delay ................................................................................................. 34Receipt order ................................................................................................. 34Reprint last customer receipt ......................................................................... 34Reprint last receipt ......................................................................................... 35Reprint older receipt ...................................................................................... 35
Transaction options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Card present .................................................................................................. 35Duplicate transaction check ........................................................................... 35Partial authorization ...................................................................................... 35Transaction limit ............................................................................................ 36
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Troubleshooting ......................................................................... 37Error codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Hardware troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Terminal information ..................................................................................... 43Configuration reports .................................................................................... 43
Appendices ................................................................................ 45Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Lost or stolen equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45What should I do when the police arrive regarding the stolen device? ........... 45
Maintaining the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Storing the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
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TD iWL252/255 Merchant GuideAbout the TD iWL252/255 1
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Welcome to TD Merchant SolutionsThisisanewandexcitingproductthatoffersnewfunctionalityforyou,themerchant.Thefollowingmaterialswillprovidehelpfulinformationabouttheequipment,itsfeaturesandTDMerchantServices.PleaseensureyoureadthisguidesothatyoubecomefamiliarwiththecapabilitiesoftheTDiWL252/255andhowitcansupportyourbusinessneeds.
Bynowyourterminalwillbeinstalled,initializedandconfigured.Nowit’stimeforyoutolearnmoreaboutitsfeaturesandcapabilities.Section1outlinestheterminal’sbasicfunctions.Insection2youwilllearnaboutyourresponsibilitiesasamerchant.Financialtransactionsarecoveredinsection3andsection4coversreporting.Section5coversadministrationandtheconfigurationofyourterminalwhiletroubleshootingstepsareinsection6.
Who should use this guide?YouwouldusethisguideifyouperformtransactionsonaTDiWL252/255terminalduringthecourseofyourdailybusiness.
TheTDiWL252/255SolutionTheterminalissolelyforyou,theMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcreditordebitcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Pleasepleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentretolearnhowtouseothercards.
Thetwoterminalslookvirtuallyidenticalandhaveverysimilarfunctionality.Thereisaneasywaytodeterminewhichoneyouareusing.
TD iWL252 and Bluetooth® base
Thisterminalistheshortrangewirelessversion.ItconnectswirelesslytotheBluetoothchargingbase.
TD iWL255 Wireless 3G
Thisterminalisthelongrangewirelessversion.Itconnectstothemobilephonenetwork.
Functionality
Name iWL252 and iWL255 Terminals
Paperchamberflap
Functionkeys
Navigation/scrollkey
Paperadvancekey
Commandkeys
Chipcardreader
Magneticstripereader
Contactlessreader
Communications ViaBluetoothandwiredconnectionor3Gwirelessconnection
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The TD iWL252/255 Terminals1. Paper chamber flap
2. Function keysThe /F1and / F4keyscanbeusedasshortcutsandtoselectonscreenoptions.Seebelowformoreinformation.
3. Navigation keys Usethearrowkeystonavigatethescreensandmenus.
4. Command keys / Cancel
/ Correction or Paper advance / OK and shortcut to the Transactions screen.
5. Card readersa) Insertchippedcardsb) Swipecardsc) Contactlesscards
DefaultshortcutkeysToaccessaspecificmenuorfunction,usethefollowingshortcuts:
• Sale(default) /F1• Pre-AuthInitiation(default) /F2• Navigation/scrollkey• Pre-AuthCompletion(default) /F3• Phone/MailSale(default) /F4
• MainMenu / OK• AdminMenu / Admin• Reprintlastreceipt /0• Advancepaper / Correction
AccessibilityfeaturesTheTDiWL252/255hasnumerousaccessibilityfeatureswhichreflectTD’scommitmenttoourcustomers.Suchthingsas:
• Anadjustablekeystrokesoundthatsoundwhenakeyispressed.See“Keystrokesounds”onpage30formoreinformation.
• Adjustablescreenbrightnesstocreatevisualcontrast.See“Terminalbacklight”onpage30formoreinformation.
• Abumpornubonthebottom-leftcornerofthe /5keytoestablishacentralpointonthekeypadfornavigation.
• Araisedidentifieronthe:» / Cancelkey=X» / Correction =<» / OKkey=O
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1
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3
5c
* TD iWL252 screen shown
TD iWL252/255 Merchant GuideAbout the TD iWL252/255 1
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IdlescreenandiconsTD iWL252ThedefaultscreeniscalledtheIdlescreen.Onittherearenumerousimportanticons.Theyare,lefttoright:
1. Lock (security)The iconwillbeclosedoropen.Ifthelockisopen,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportithasbeentamperedwith.
2. Bluetooth connection iconsTheterminal’sBluetoothconnectionisindicatedbyagroupoficons:
• B TerminalisconnectedtotheBluetoothbasebutnotresponding.
• B Terminalissearchingforconnection.• B TerminalisconnectedtotheBluetoothbase.• IndicatestheterminalBluetoothsignalstrength.• ThenumberundertheseiconsistheassociatedBluetoothbaseserialnumber.• Indicateswhethertheterminalisconnectedtothenetwork.Itwillbeoneoftwocolours:green
(connected)orwhite(disconnected).
3. PowerThebatteryiconinthetop-rightcornerindicatesthattheterminalbatterylevel.Whenthelightningboltappearsontopofthebattery,itmeansitischarging.
TD iWL255ThedefaultscreeniscalledtheIdlescreen.Onittherearenumerousimportanticons.Theyare,lefttoright:
1. Wireless connection iconsTheterminal’swirelessconnectionisindicatedbyagroupoficons:
• Indicatestheterminal3Gwirelesssignalstrength.
• 3G Indicateswhethertheterminalisconnectedtothe3Gwirelessnetwork.Itwillbeoneoftwocolours:green(connected)orgrey(disconnected).
Lock (security)The iconwillbeclosedoropen.Ifthelockisopen,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportthatithasbeentamperedwith.
2. PowerThebatteryiconinthetop-rightcornerindicatesthattheterminalbatterylevel.Whenthelightningboltappearsontopofthebattery,itmeansitischarging.
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MainmenuscreenFromtheIdlescreen,pressOKandtheMain Menu screenappears.TheMain Menuscreendisplaysthefollowingtransactions:
• Return
• Void
• ForcePost
• Phone/MailSale
AdminmenuscreenFromtheIdlescreen,press / Admin keyandtheAdmin Menuscreenappears.Itdisplaysthefollowingoptions:
• Logon/Logoff
• BusinessDayMenu
• TransRecallMenu
• SetupMenu
• ReprintMenu
• Maintenance
• OtherFunctions
Foralistofalltheadministrationfunctionsavailableontheterminal,refertopage19foracompletemenubreakdown.
NavigationOnceyougettothedesiredscreen,usethefollowingkeystonavigateit:
• Presstheup/down arrow key toscrolldownoruponemenuselection.
• PressCanceltogobackonescreen.
• PressCorrection tochangeanentry.
• PressOKtoconfirmyourmenuselectionorentry.
• Pressthenumberassociatedwiththedesiredmenuitem.
Changingthepaperroll1. Gentlypulluponthepaper chamber panel alongthetopofterminalandremovetheoldpaperroll.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.
3. Pressdownonthepaneluntilitclicksshutandensurethereisaenoughpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.
4. PressCorrection toadvancethepapertoensureitisloadedproperly.
MAIN MENUTD APP
1 - Return2 - Void3 - Force Post4 - Phone / Mail Sale
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ADMIN MENU1 - Logon / Logoff2 - Business Day Menu
3 - Trans Recall Menu4 - Setup Menu
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* TD iWL252 screen shown
TD iWL252/255 Merchant GuideAbout the TD iWL252/255 1
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The Bluetooth BaseTheBluetoothbaseisonlyusedwiththeTDiWL252.ItactsasaconnectiontothepaymentnetworkandasashortrangewirelessbaseforyourTDiWL252terminal.Thisbasealsoactsasachargingstationfortheterminal.
PortsThebasehasfourportsonthebackbutyouareonlyusingthenetworkadapterportandthepowerport:
1. Ethernetport
2. Powerport
Ifyouuseadialupconnection,thereisapanelonthebottomofthebasethatyoucanopenandplugyourphonelineinto.
Communication optionsTheTDiWL252solutionofferstwooptionsforcommunications:dial-uporEthernet.Youcansetthishoweveryouwishtosuityourexistingplaceofbusiness’setup.Tolearnmoreaboutcommunicationoptionsseepage14.
AcceptedcardtypesYourterminal(s)willacceptwhichevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesreptodiscuss.
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TD iWL252/255 Merchant GuideResponsibilities 2
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Cardholder Privacy and SecurityPleaserefertotheCardholderPrivacysheetinyourMerchantwelcomekit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.
TerminalsecurityItistheMerchant’sresponsibilitytosecuretheterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearethreeusersecuritysettings:
No security (Default)• Noaccessrestrictiontothe
terminalfunctionalitylistedbelow.
Medium Security• Accessisrestrictedtocertain
featuresbyasupervisorormanagerIDandpassword.
High Security• Accessisrestrictedtocertain
featuresbyamanagerIDandpassword.
Thefollowingfunctionscanbeprotectedmediumorhighsecurity.
• Batchreports
• Customizedreports
• Host1download
• Prioritymail
• Manualcardnumberentry
• Businessdayreports
• Dayclose
• Host2download
• Connectionsetup
User typesThisoptionallowstheusertosetup:managers,supervisors,andoperatorswithanIDlogininUserSetupbygoingto
/AdminSetupMenuCustomizationUse ID/Password.SeeSection 5 – Administration and ConfigurationformoreinformationoncreatinguserIDsandsettingtheirsecuritylevels.
FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud preventionYoucannowenable/disableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalreactdependingonwhetherthisisenabledornot.
• Disabled—Statesthatthetransactionisnotallowedandadifferentpaymentmethodisrequired.
• Passwordprotected—Requestasupervisortoentertheirpassword.
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.
The supervisor setup requires you to create a password.
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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CallforauthorizationSometimes,duetoacommunicationorsecurityissue,atransactioncannotorshouldnotbecompleted.Thistransactionmayrequirethatyoucallforauthorizationtoensurethatthecardisingoodstandingandthatthetransactioncanbecompleted.Seethelistofmessagesandeventsbelowthatwillcauseyoutocallforauthorization.
Whenever Action…theCALLFORAUTHmessageisseen.(Nocommerrorseen)
1. Don’tattemptthetransactionagain.
2. Callforavoiceauthorizationimmediately.
…theCALLFORAUTHmessageisseen.(Commerrorseen)
1. Tryagainthetransactionagain.OR
2. PresstheOKorCancelkeyandcallforavoiceauthorization.
…thecardnumberonthescreendoesnotmatchthenumberembossedonthecard.
1. PresstheCancelkeyandcallforavoiceauthorizationimmediately.
2. RequestaCODE 10authorization.Inthissituation,youmaybedealingwithafraudulentcardandCODE 10willalertthefinancialinstitutiontothispossibility.
…thecardholdersignatureonthereceiptdoesnotmatchthesignatureonthereverseofthecard.
1. Callforavoiceauthorization.
2. RequestaCODE 10authorization.Thefinancialinstitutionwillbeabletoadvisewhetherornotthecorrectindividualisusingthecard.Theywillalsotellyouhowtoproceed.
…youhaveanydoubtsaboutthevalidityofacardoratransaction.
1. Callforavoiceauthorization.
2. RequestaCODE 10 authorization.Thefinancialinstitutionwillbeabletoadvisewhetherornotthecorrectindividualisusingthecard.Theywillalsotellyouhowtoproceed.
Imprinters
Whenever Action…you’reunabletousethecardschiporswipethecardthroughtheterminalduetoaproblemwiththecard’smagstripeoraproblemwiththeterminalsreader.
1. Keyinthetransactionmanually.
2. Takeanimprinteddraftaspertheinstructionsontheterminal.
3. Indicatethetransactiondetailsintheimprintedcopyandstapletheprinterreceipttothesignedcopy.
…yourprinterisnotworking.
1. Takeanimprinteddraftaspertheinstructionsontheterminal.
2. Indicatethetransactiondetailsontheimprintedcopy.
…thesystemisdown,theterminaldoesnotaskforanauthorizationnumberandyoureceiveatelephoneauthorization.
1. Takeanimprinteddraft.
2. Notealltransactiondetailsonthedraft.
3. Callforauthorization.
4. Whenthesystembecomesavailable,enterallmanuallyimprintedtransactionbygoingto:MainMenuForcePost,thenstapleallprintedtransactionstotheimprintedsalesdraft(s).
TD iWL252/255 Merchant GuideResponsibilities 2
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TransactionrecordsTheterminalcanstoreupto:
• 10businessdaysofdetailedtransactions
• 45daysoftotals
• 999transactionsperbatchand
• 2000transactionsperbusinessday
StoringcardholderreceiptsMerchantsareresponsibleforretainingallreceiptstorespondtocardholderinquiries.Thefollowingareguidelinesyoushouldusewhenstoringthem.Storereceipts:
• ...inadark,secureareawithlimitedaccessforatleastoneyear
• ...inenvelopesarrangedbydateinasecuredfilingcabinetworkwell.Ifyouhaveseveralterminalsuseaseparateenvelope(s)foreachterminal.
• ...aslongasyouretaincashregistertapesfordirectpaymenttransactions
• IfTDneedsareceiptcopy,pleasesenditwithineightdaysandretainacopyforyourrecords.
• TherequiredstorageandresponsetimesareforTDMerchantSolutionsonlyandmayvarybyfinancialinstitution.
You receipts could become unreadable if you:
• store receipts in plastic coated containers
• expose them to direct heat or cold sources
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TD iWL252/255 Merchant GuideFinancial Transactions 3
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Financial TransactionsTheTDiWl252/255solutioncanperformthefollowingtransactions:
• Sale• Salewithtip• Salewithcashback• Salewithpartialauthorization• Salewithsplittender
• Phone/Mailsale• Forcepost• Refund• Void
*Theseoptionaltransactionsandothers,suchaspre-authorizationsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
AcceptedcardtypesYourterminal(s)willacceptwhatevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesreptodiscuss.
Specialtransactions
CashbackThisoptiononlyworksfordebitcards.Youcansetthisupyourself,butanychangesdonebyyouonterminalwillbeoverwrittenwheneveradaycloseisperformed.It’sbetterifyoucallintomakethesechangessothattheyarepermanent.
Partial authorizationsThisoptionallowsforpartialpayments.Iftheinstitutionthatholdsthecarddoesnotindicatethattherearesufficientfundsavailableforthesale,theterminalwillindicatethatabalanceisrequired.Inthiscasethecustomerwouldthenhavetheoptiontoofferasecondformofpaymentforthebalanceortocanceltheentiretransaction.
TipYoucansetthisupyourself,butanychangesdonebyyouonterminalwillbeoverwrittenwheneveradaycloseisperformed.It’sbetterifyoucallintomakethesechangessothattheyarepermanent.
Sale(creditcard)1. Press /F1.
2. Enterthetotal dollar amount forthesaleandpressOK.
3. Ifyouhavetipsenabledyouwillseethefollowingsteps.
Tip (optional)a) CustomerconfirmsthedollaramountandpressesYesorNo.b) Customerenters/selectsthetipamount/optionandpressesOK.c) CustomerconfirmsthedollaramountandpressesAcceptorChange.
4. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.
The customer may be required to swipe or insert their card in some cases.
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Insert carda) Thecustomerinsertstheircreditcard.b) ThecustomerenterstheirPINandpressesOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
Swipe carda) Thecustomerswipestheircreditcard.b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.The
customermustsignthesignaturefieldonthemerchantcopy.
Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD numberandpressOK.Thisnumberisgenerallylocatedonthebackofthecredit
card.Thisiscanbeanoptionalstepdependingonyoursettings.e) Indicateifthecardwaspresentforthetransaction:YesorNo.Thecustomermustsignthesignature
fieldonthemerchantcopy.
5. Ifthepaymenttypeusedhasinsufficientfundstopaytheentiresaleamountyoumayseethefollowing:
Partial authorization (optional)a) Thereceiptwillprintshowinghowmuchwasappliedtothesale.b) Thescreenshowsabalanceowed.c) Thecustomerdecidesthehowtheywillpaythebalance(CashorCard).
Ifthecustomerselectscard,followtheappropriatestepsfortheselectedcardtype:creditordebit.
6. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Ifthereceiptisfromaswipeormanualcardentrytransaction,thecustomermustsignthesignaturefieldonthemerchantcopy.
• If the customer selects cash the transaction will end. Ensure that you receive the correct cash amount for the balance of the transaction.
TD iWL252/255 Merchant GuideFinancial Transactions 3
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ENTERAMOUNT
RECEIPTS
SWIPE MANUALLY ENTRY
ENTER # and EXP. DATE
ENTER CVD?(optional)
IMPRINT CARD MESSAGE
SELECT PAYMENT METHOD
FINISHED
ENTER PIN
INSERT
DIFFERENT PAYMENT REQUIRED?
CONTACTLESS
YES YES
NO
TIP (optional)
PARTIAL AUTH? (optional)
CREDIT / DEBIT / CASH
RECEIPTS
YES
NO
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Sale(debitcard)1. Press /F1.
2. Enterthedollar amountandpressOK.
3. Ifyouhavetipsenabledyouwillseethefollowingsteps.
Tip (optional)a) Customerconfirmsthedollaramountand
pressesYesorNo.b) Customerenters/selectsthetipamount/
optionandpressesOK.c) Customerconfirmsthedollaramountand
pressesAcceptorChange.
4. Performoneofthefollowingpaymentmethods:Insert/SwipeorContactless.
Contactlessa) Thecustomertapstheircontactless-
enableddebitcard.
The customer may be required to swipe or insert their card in some cases.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.
Insert / swipe carda) Thecustomerselectstheaccounttouse:
CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.
5. Ifyouhavecashbackenabledyouwillseethefollowingsteps.
Cashback (optional)a) Customerconfirmsiftheywantcashback
ornot:YES or NO.b) Customerenters/selectsthecashbackamount/optionandpressesOK.c) Customerconfirmsthenewtotalamount:AcceptorChange.
6. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
Sale(phoneormail)
1. Press /F4 Phone / Mail Sale.
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
NOCASHABCK(optional)
• 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.
TD iWL252/255 Merchant GuideFinancial Transactions 3
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Forcepost(saleorphone/mail)Thisoptionisonlyusedwhenyoucan’tprocessacreditcardsalenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
1. PressOKForcePost Force Sale or Force Ph/Mail.
2. Enterthedollar amount andpress OK.
3. Performoneofthefollowingpaymentmethodsforthecreditcardinquestion:SwipeorManual entry.
Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep3.
Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD number andpressOK.Gotostep3.
4. ThenentertheauthorizationnumberandpressOK.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Thecustomermustsignthesignaturefieldonthemerchantcopyforaforcepostsaletransaction.
VoidThistransactionisusedtocorrectapreviouslyenteredtransactionfromtheterminalinthecurrent,openbusinessday.YoucanalsouseTransactionRecalltorecallandcancel/voidatransactionbasedoninformationotherthanthetrace#.
1. PressOKVoid.
2. Enterthetrace #forthetransactiontobevoidedandpressOK.Sivousannulezunetransactiondedébit,vousaurezbesoindelacartesurlaquellecelle-ciaétéréalisée.
3. Verifythatthisisthecorrecttransaction:VoidorBack.Ifyouselectback,youcanenteranewtrace#tovoid.
4. Thevoidedtransactionreceiptsprint.
TransactionrecallThisoptionrecallsatransactionsothatyoucanvieworvoidit.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucanonlyrecalltransactionsafterthelastdaycloseorbatchclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
1. Press / Admin TransRecallMenu.
2. Selectoneofthefollowingoptions:
by DetailThisrecallsthedetailsalloftransactionsintheopenbatch.
a) ScrolltothetransactionandpressSelect.Gotostep3.
by AmountThisrecallsanytransactionfortheentereddollaramountintheopenbatch.
b) Enterthedollar amountandpressOK.c) Ifmorethanonetransactionappears,scrolltothedesiredoneandpressSelect.Gotostep3.
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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by Account # (credit cards only)Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.
a) Swipethecreditcardorenterthecard account numberandpressOK.b) Scrolltothetransaction andpressSelect.Gotostep3.
by Invoice #Thisrecallsthetransactionfortheenteredinvoicenumber.
a) EntertheinvoicenumberthatyouwanttorecallandpressOK.Gotostep3.
by Trace #Thisonlyrecallsthetransactionconnectedtothetracenumberintheopenbatch.
a) Enterthe trace number thatyouwanttorecallandpressOK.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.Gotostep3.
Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep3.
Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.Thisisfourdigitsinlength.c) Indicateifthereturnisforaphone/mailsale:Yesor No.Gotostep3.
Insert / swipe carda) Thecustomerselectstheaccounttouse:CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.Gotostep3.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Thereisimportant information that youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
Reprinting receipts
1. Press / Adminkey ReprintMenuandselectareprintoption.
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.
TD iWL252/255 Merchant GuideFinancial Transactions 3
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Reprint Last
2. Selectwhichcopyyouwanttoreprint(Merchant,CustomerorBoth)andpressOK.
3. Thereceiptreprintsandisnotedasaduplicate.
Reprint Previous
2. Selectoneofthefollowingoptions:
Alla) Scrollthroughtheavailable receipts,selectthedesiredoneandpressOK.Gotostep3.
Invoice #b) Entertheinvoice numberandpressOK.Gotostep3.
Account # c) Swipethecardorentertheaccount numberandpressOK.Gotostep3.
Approval Coded) Entertheapproval codeandOK.Gotostep3.
3. Selectwhichreceipttoreprint(Merchant,CustomerorBoth)andpressOK.
4. Thereceiptreprintsandisnotedasaduplicate.
Receipt examplesTheinformationthatyouwillusethemostisnotedandexplainedonthenextpage.
Credit card
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
Debit card
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 6
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Receipt codes
Transaction typeC Onlinechipcardtransaction MC Manuallyenteredfallbackofachipcard
transaction
CN ChipcardNoSignatureRequiredtransaction RF Contactlesstransaction
CO Off-linechipcardtransaction S Swipedmagcardtransaction
M Manuallyenteredmagcardtransaction SC Swipedchipcardfallbacktransaction
SN SwipedNoSignatureRequiredtransaction
Card typeAM AmericanExpress MC MasterCard
DP Debit VI Visa
DS Discover/Diner
Important informationTrace # Thetracenumberassociatedwiththetransaction
Inv # Theinvoicenumberassociatedwiththetransaction.
Auth # Theauthorizationnumber associatedwiththetransaction
Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.
Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.
BusinessDayFunctionsTostartabusinessdaysimplyperformaclosebusinessday.
Performing a day closeYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:
• Sendsanystoredtransactions(SAFs).
• Closesallopenbatches.
• Printsselectedreports.
• Checksformail,anddownloads.
• Downloadsavailableupdates.
• Startsanewbusinessdayontheterminalbyopeninganewbatch.
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.
TD iWL252/255 Merchant GuideFinancial Transactions 3
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1. Press /AdminkeyBusinessDayMenuEnd of Day.
2. Confirmthatyouwanttoclosethebusinessday:YesorNo.
3. Theendofdayreportsprint.
4. Theterminalreboots.
If a lot of transactions have been performed during the day, or you are using a dial-up connection, this process may take a while. Once the process starts, do not:
• process any transactions
• press any buttons or
• disconnect your Internet service on the terminal in question.
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TD iWL252/255 Merchant GuideReporting 4
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ReportingBusinessdayreportsThefollowingchartshowswhateachreportdisplays.Thesereportsareforalltransactionsperformedinthecurrent business dayregardlessofthenumberofbatchesthatwereclosed.
Report Report detailsTerminal Detail • Bycardtype
Terminal Balancing • Bycardtype
Day Subtotals • Numberoftransactions• Totalamounts
Operator Detail • Bycardtype• ByoperatorID
Operator Balancing • Bycardtype• Bytransactiontype• ByoperatorID
Tip Totals • Totalsofalltips• ByoperatorID
Outstanding SAF • DetailsonallstoredtransactionssenttotheHostforsettlement
1. Press /AdminkeyBusinessDayMenuB.DayReportsandselectoneofthefollowingoptions:a) OperatorDetail,OperatorBalancing,orTipTotalsandgotostep#2.
ORb) TerminalDetail,TerminalBalancing,DaySubtotals,OutstandingSAF,andgotostep#3.
2. Dooneofthefollowing:a) EnteranOperator IDandpressOK.b) PressOKforareportofalloperators.Gotostep3.
3. Decidehowtoretrievethereport(DisplayorPrint).a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.b) IfyouselectedPrint,theyourreportwillbegintoprint.
BatchreportsThesereportsareforalltransactionsperformedwithinaparticularbatch.Thisisgenerallyusedwhenyouhavemultipleshiftsusingthesameterminal.Thisallowsyoutopullreportsattheendofaparticularshiftandactslikeashiftclosefunction,butitdoesnotclosethedayontheterminal.ItthenprintsareportshowingtransactionsperformedontheterminalsincethelastDayClose.Thefollowingchartshowswhateachreportdisplays.
Report Report detailsTerminal Detail • Bycardtype • Forcurrentorpreviousbatch
Terminal Balancing • Bycardtype • Forcurrentorpreviousbatch
1. Press /AdminkeyBusinessDayMenuBatchReportsandselectoneofthefollowingoptions:Terminal DetailorTerminal Balancing.
2. Selectthedesiredbatchyouwanttoretrieve(PrevorCurrent).
3. Decidehowtoretrievethereport(DisplayorPrint).a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.b) IfyouselectedPrint,theyourreportwillbegintoprint.
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CustomizedreportsThesereportsareforalltransactionsperformedforthebusinessdayscurrentlystoredintheterminal.Thesereportscanonlybeaccessedbysupervisorsormanagers.Thefollowingchartshowswhateachreportdisplays.
Report Report detailsTransaction Details • Bybusinessday
• Bycardtype• Byoperator
• Detailedtransactionscanbeaccessedforamaximumof10businessdays
Totals • Bytransactiontype• Bycardtype
• Totalscanbeaccessedforamaximumof45businessdays
1. Press /AdminkeyBusinessDayMenuCustomized Reports.
2. EntertheManager IDandpressOK.
3. EntertheManager PasswordandpressOK.
4. Selectoneofthefollowingoptions:a) TransactionDetailsb) Totals
5. Dooneofthefollowing:a) EnteranOperator IDandpressOK.b) PressOKforareportshowingalloperators.
6. Enterthestart dateforthereportandpressOK.
7. Enterthestart timeforthereportandpressOK.
8. Entertheend dateforthereportandpressOK.
9. Entertheend timeforthereportandpressOK.
10. Decidehowtoretrievethereport(DisplayorPrint).a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.b) IfyouselectedPrint,theyourreportwillbegintoprint.
EMVreportsTheEMVreportsareusedfortroubleshootingandyouonlyprinttheseoutifrequestedbytheHelpDesk.Also,ifyoudoprinttheseout,somecanbequitelongsorepeatedprintingswillmakeyouusemorepaperthannormal.
RecenterrorreportlogThisreportwilldisplayallerrorsthatoccurredontheterminalinthepast10days.
1. Press /AdminkeyOtherFunctionsRecent Error Rep.
2. Selectwhetheryouwanttoprintorsavetheerrors(PrintorFile).
3. Therecenterrorreportwillbeprintedorsavedasperyourselection.
You would only use this option if you were replacing your bluetooth station and you need to connect your terminal to the new one.
TD iWL252/255 Merchant GuideReporting 4
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ActivitylogTheactivitylogprovidestheabilitytodisplay,printordeleteareportlogshowingallrestrictedaccessactivityontheterminal.
1. Press /AdminkeyOtherFunctionsActivity Log.
2. EntertheManager IDandpressOK.
3. EntertheManager Password andpressOK.
4. Selectyourreportoption(Display,Print,orDelete).SelectDisplay iftherearen’tmanytransactionstogothrough.OtherwisethePrintoptionisbetterforreviewingalargenumberofentries.
If you delete the log it cannot be retrieved.
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TD iWL252/255 Merchant GuideAdministration and Configuration 5
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Administration and ConfigurationTheTDiWl252/255offersyounumerousoptionstopersonalizetheterminalwhilehelpingyoutoadministeryourbusiness.Standardadministrationfeaturesare:
• UserManagement(creating,editing,deletingandunlockinglockeduserIDs)
• ParameterUpdates(updatingyoursettingsontheterminaltoreflectnewinformationsuchasnewacceptedpaymenttypes)
• Communications(changestoyourterminal’scommunicationmethod)
• TrainingMode(enable/disablethissettingtosafelytrainnewemployeeshowtousetheterminal)
• Receipts(changestohowandwhentheyareprinted)
AdministeringtheterminalByutilizingusertypes,youcanhelpsecureyourterminalfromfraudulenttransactionsandallowscertainadvancedfunctionalitytotrustedemployees.Listedbelowaretheusertypesavailabletoyouandwhatfunctionalityisavailabletothem.
User Type Capabilities Special NotesManager • Canaccessallfeaturesandfunctions,
includingtransactionprocessing,allreportsandallmenus
• CansetupSupervisorandOperatorIDs• OnlyManagershaveaccesstotheActivityLog
• Amaximumof10Managersareallowedperterminal
• BeawareofwhoyougrantManageraccessto• ConsistsofanID,PasswordandoptionalName
Supervisor • Canperformnormaltransactions• CansetupOperatorIDs
• Amaximumof25Supervisorsareallowedperterminal
• ConsistsofanID,PasswordanoptionalName
Operator • Canperformnormaleverydayfinancialtransactions
• ConsistsofanID,PasswordanoptionalName• Amaximumof100Operatorsareallowedper
terminal• Operators(default)canberenamedbya
ManagertoClerk,ServerorCashier
Usermanagement
Add userUsethisoptiontocreateauniqueuserIDforthemwiththeappropriatelevelofaccesstoterminalfeatures.
1. Press /AdminkeySetupMenuUserSetupAdd User.EnterthenewIDandpressOK.Thisuniquenumbercanbeupto7digitsinlength.
2. Optional–EnterthenewUser NameandpressOK.This15alpha-numericcharacternameisoptional.PressOKwithoutenteringausernametobypassthis.
3. Enterthenew passwordandpressOK.Passwordsarefourtosevendigitsinlength.
4. Re-enterthenew passwordandpressOK.
5. Selectoneofthefollowinguser types:Manager,Supervisor,orOperator/Clerk/Server/Cashier.Operatoristhedefaultusertypeforthislevel.See“Operatorwording”onpage26formoreinformation.
6. ThenewIDisaddedtotheterminal.
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Change passwordThisoptionallowsyoutochangeanexistingpasswordforsecurityorpersonalreasons.Itrequiresahigherlevelusercanchangeit.Forexample,itwouldtakeamanagertochangeasupervisororoperator’spassword.
1. Press /AdminkeySetupMenuUserSetupChange Password.
2. EntertheIDthatyouwanttochangethepasswordforandpressOK.
3. Entertheold passwordandpressOK.
4. Enterthenew passwordandpressOK.
5. Re-enterthenew passwordandpressOK.
6. Thepasswordisnowchanged.
View and deleteThisoptionallowsyoutoviewallexistingIDsandselectonetodelete.RepeatthesestepsforeachIDyouwanttodelete.
1. Press /AdminkeySetupMenuUserSetupView & Delete.
2. SelecttheIDthatyouwanttodeleteandpressOK.
3. Confirmthatyouwanttodeletetheuser(YesorNo).
4. TheuserIDisdeleted.
Operator wordingThisoptionallowsyoutorenametheOperator(default)labeltooneoftheoptionslisted.
1. Press /AdminkeySetupMenuUserSetupOperator Wording.
2. Selectthewording optionthatyouwouldliketousefortheoperatorgroup(1Operatoror2Clerkor3Serveror4Cashier)andpressOK.
3. Theoperatorwordingisnowchangedtoyourselection.
Unlock userThisoptionallowsyoutounlockauserwhohasincorrectlyenteredtheirpasswordthreetimes,whichwillcausetheirIDtolock.OnlyauserwithhigherrankingcanunlocktheirID.
1. Press /AdminkeySetupMenuUserSetupUnlock User.
2. Enterthelocked IDandpressOK.
3. Confirmthatyouwanttounlocktheuser(YesorNo).
4. Enteryouruser IDandpressOK.
5. Entertheuser’snew passwordandpressOK.
6. Re-entertheuser’snew passwordandpressOK.
7. TheuserIDisunlockedandanewpasswordcreatedforit.
ID reportThisoptioncreatesareportthatcontainstheuserIDdetailswiththeoptiontoprintthem.
1. Press /AdminkeySetupMenuUserSetupID Report.
2. Displaythelistonthescreenorprintit(DisplayorPrint).
3. TheuserIDreporteitherdisplaysorprints.EachuserwillbelistedbyuserID,username(optional)andusertype.
• Each ID will be listed by user id, user name (optional) and user type.
• The user type remains operator and labelled as an O even if you change the operator wording to another label.
• You cannot delete the original manager ID.
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Downloads
Parameter downloadThisoptiondownloadsparametersfromtheTDHostsfortheoperationoftheterminal.Note:Thisfunctionisautomaticallyperformedduringtheendofdayprocess.Belowiswhatsortofinformationisgovernedbyeachhostdownload.
Host 1 Params.DLUsethisoptionifyouwanttoupdateanythingdealingwithfinancialinformationsuchascardtypes,transactiontypes.
Host 2 Params.DLUsethisoptionifyouwanttoupdateanythingdealingwithnon-financialinformationsuchasterminalsettings.
1. Press /AdminkeyMaintenance.
2. Selectwhichtypeofdownloadyouwanttodo(1-Host1Param.DLor2-Host2Param.DL).
3. IfyouselectedHost 1 Param.DLfollowtheseinstructions:a) PressOK.b) TheterminalbeginsthedownloadandcontinuesrunninguntilParameter Download Completed
appearsonthescreen.
4. IfyouselectedHost 2 Param.DLfollowtheseinstructions:a) Selectwhattypeofdownloadthisis(FullorPartial).b) Theterminalbeginsthedownload.Itwillshowapercentagecompletecounteruntilcompletewhen
itshowsthemessageHost 2 Download Completed.c) Yourterminalwillautomaticallyreboot.
5. Yourterminalstartsupandtheparameterdownloadiscomplete.
Functionsenabled/disabledbyTDMerchantSolutionsThefollowingsettingsareavailable,butyoumustcalltheTDMerchantServicesHelpDesktoenable/disablethem.
Function Settings ExplanationAuto Logoff Timer On/Off Callin.
Declined Credit Receipt Print/Don'tPrint Callin.
Invoice Number On/Off Callin.
Invoice Entry Method Automatic/manual Callin.
Logon Method DisableEnableOperIDEnableOperID/Password
Callin.
NSR Merchant Receipt NeverPrintPrintwithCustomercopyAlwaysprint
Callin.
Purchase with Tip On/Off Callin.
Receipt Banner On/Off Callinordoityourself.IfyoudoityourselfyourchangeswillbeoverwrittenafteraHost2download.
Receipt Order MerchantCopyFirstCustomerCopyFirst
Callin.
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Function Settings ExplanationSupervisor Protection BatchReports
BusinessDayReportsCustomizedReportsDayCloseManualAccount#RecentErrorReport
Callin.
Login requirements for terminal functionsThisoptionallowsyoutodeterminewhichfunctionsrequireamanagerorsupervisortoentertheirloginIDandpassword.FunctionswillonlyappearintheoptionlistiftheycanbeIDandpasswordprotected.Thesamestepsareusedtodisableuseridandpasswordrequirements.Seethefollowinglistofavailablefunctionsandreports:
Function Settings ExplanationEnd of DayManual Account #Batch ReportsBusiness Day ReportsCustomized ReportsBatch CloseRecent Error Report
On/Off Enables/disablessupervisorprotectiononthisfunction.
1. Press /AdminkeySetupMenuCustomizationAuthority Setup.
2. Selectthefunction(seelistbelow)youwishtochangetheloginrequirementsforandpressOK.
3. ConfirmyouwanttochangethisfunctiontorequireauserIDandpassword(YesorNo).
4. TheuserIDandpasswordrequirementisnowenabled/disabledonthisfunction.
Configuration reportsUsethisreporttoprintareportofallyourconfigurationsettings.
1. Press /AdminkeySetupMenuConfig.Reportsandoneofthefollowing:Communications,Customization,Host 1 Settings,Host 2 Settings orBIN Ranges.
2. Confirmthatyouwanttoprintthereport(YesorNo).» Communications–Areportwillprintwithallofyourcommunicationsettings.» Customization–Areportwillprintwithallofyourcustomizedsettingsthatareprotectedbya
supervisorIDandpasswordandifyourendofdayprocessrequiresauserIDandpassword.» Host 1 Settings–AreportwillprintwithallofyourHost1settingsandtheirvalues.» Host 2 Settings–AreportwillprintwithallofyourHost2settingsandtheirvalues.
Communications(TDiWL252Bluetooth)UsetheseoptionstochangecommunicationsettingsonyourBluetoothterminal.
This option is only used when calling into Help Desk or to ensure that all your terminals have the same settings.
You must enter a valid supervisor ID and password to access this option.
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Comms typeUsethisoptiontochangethecommunicationssettingtypebetweendial-upandEthernet.
1. Press /AdminkeySetupMenuCommunicationsComms Type Setting.
2. Selectthedesiredoption(1-EthernetOnlyor2-DialOnlyor3-Ethw/dialF’backor4-Dialw/EthF’back).
3. Thenewcommunicationmodeisnowactive.
IP Address typeUsethisoptiontochangetheIPaddressforEthernetcommunications.
1. Press /AdminkeySetupMenuCommunicationsIP Address Type.
2. Selectthedesiredoption(1-DynamicIPor2-StaticIP).
3. IfyouselectedDynamic IPgotostep 5.
4. IfyouselectedStatic IP:a) Selectthedesiredoption(1-TerminalIP,2-GatewayIP,3-IPSubMask,4-PrimaryDNSIPor5-
SecondaryDNSIP).b) Whenyouselectanyoftheaboveoptions,entertheIP address andpressOK.ForastaticIPaddress
youmustcompletealloftheaboveinformation.Alloftheaddressesare12digitslongandsuppliedbyyourInternetserviceprovider(ISP).Leadingzerosarenotusuallyprovidedorrequiredtobeentered.Itisfourgroupsof1to3numbersseparatedbydecimalpoints.
5. TheIPaddressisnowsaved.
Dial upUsethisoptiontochangethedialupcommunicationssetting.
1. Press /AdminkeySetupMenuCommunicationsDial Menu.
2. Selectthedesiredoption(1-PrefixCodeor2-LDPrefixor3–Pre-Dialor4-DialRetryor5–DialTone6–Baudor7–DialMode).
» Prefix Code–EntertheprefixcodethatmayberequiredtoaccessthetelephonenetworkandpressOK.Forexample,someofficebuildingsmayrequireyoupress9 beforedialingoutofthebuilding.
» LD Prefix–EnterthelongdistanceprefixcodethatmayberequiredandpressOK.» Predial–SelectwhetheritisOnorOff.SettingittoOnwillreducethetimeittakestoperformthe
transaction.» Dial Retry–enterhowmanytimesthatyouwanttoretrydialingtheserverifyoudon’tconnecton
thefirsttimeandpressOK.Donotsetthishigherthan3.» Dial Tone Check–SelectwhetheritisOnorOff.» Baud–Selectwhichbaudrateyouwanttousetoconnecttotheserver(1–300,2–1200or3
–2400)andpressOK.Select3 -2400.» Dial Mode–Selectwhichmodeyouwanttouse(1–Toneor2–Pulse).
3. Thenewdialupcommunicationmethodisnowactive.
BluetoothUsethisoptionwhenrequestedbytheTDMerchantSolutionsHelpDesk.Normallyyouwouldn’tusethisoption.
1. Press /AdminkeySetupMenuCommunicationsBluetooth.
2. Selectthedesiredoption(1-NewBaseor2-Removebaseor3–PrintBases).
New Basea) Docktheterminalontothenewbasesothattheycanconnect.
Please ensure that you enter the decimal points in your IP addresses as they do not auto-populate.
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b) WhenthebaseandterminalaresuccessfullyconnectedthescreenwilldisplayBASE ASSOCIATION OK.
Remove Basec) TheBluetoothbaseandterminalarenowdisconnectedfromoneanother.
Print Basesd) Theterminalprintsthebasename,serialnumberandBluetoothaddress.Thebasenameisthe
numberthatyouseeontheterminalscreenundertheB .
Communications(TDiWL255Wireless3G)Theterminalcommunicationsettingsarepresetanditwillnotworkcorrectlyifyoumakeanychanges.
GeneraloptionsUsetheseoptionstoconfigureyourterminal’svolume,screenbrightnessandothergeneralsettings.
Training modeThisoptionallowsaManagerorSupervisortosigninandtrainanewuseronthefunctionsoftheterminalwithoutimpactinganylivetransactionsortotals.WhileinTrainingModetheusercanperformalltransactionsexceptforanyconfigurationchangesorchipcardtransactions.Whenintrainingmode:
1. Press /AdminkeyOtherFunctionsTrainingMode.
2. Enterorexittrainingmode(1-Enteror2-Exit).
3. Trainingmodeisnowenabled/disableddependinguponyourselection.YouwillreturntotheIdlescreenwiththewordTraining.
Keystroke soundsThisoptionallowsyoutoenableordisablethebeepswhenkeysarepressed.
1. Press /AdminkeySetupMenuCustomizationHardwareOptionsKey Beep.
2. Selectthedesiredoption(1-AllOffor2-AllOnor3-InvalidOnly).» All Off–Theterminalwillbeeponeverykeypress.Thisisthedefault.» All On–Theterminalwon’tbeepwhenkeysarepressed.» Invalid Only–Theterminalwillonlybeepwhenaninvalidactionisperformed.
3. Thenewkeystrokesoundsarenowchangedtoyourselection.
Terminal backlightThisoptionallowsyoudeterminewhenthescreenlightison.
1. Press /AdminkeySetupMenuCustomizationHardwareOptionsBacklight.
2. Selectthedesiredoption(1-AlwaysOffor2-AlwaysOnor3-On/KeyPress).» Always On–Thescreenwillalwaysbelit.Thisisthedefault.» Always Off–Thescreenwillalwaysbeoffuntilatransactionisinitiated.» On / Key Press–Thescreenwillturnonwhenakeyispressedoracardisswiped.
3. Thebacklightingsettingisnowchangedtoyourselection.
•The Idle screen will display the word Training.
• All screen names will have a (D) at the end to indicate that you are in demo/training mode – Sale (D), Main Menu (D), etc.
• You can create, edit and delete users that will be active after you exit training mode.
•Receipts will include **** Training Mode **** under the transaction type.
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Idle timerThisoptionwilldimtheterminalafterasetperiodofinactivity.Thissettingdictateshowlongaterminalwillsitunusedbeforereturningtotheidlescreen.Werecommendthatthisbesetto60secondsotherwiseyoumayexperiencemoretransactionstimingoutwhichwillrequireyoutorestartfromthebeginning.
1. Press /AdminkeySetupMenuCustomizationIdle Timer.
2. Enterthedesirednumber of secondsbeforeyourterminalentersidlemodeandpressOK.Thedefaultis60seconds.
3. Theidletimermaximumisnowset.
Reset invoice numberUsethisoptiontoresetyourinvoicenumberto1.Thiswillbereflectedontheprintedreceipts.
1. Press /AdminkeyMaintenanceResetMenuReset Invoice #.
2. Confirmyouwanttoresettheinvoicenumberto1(YesorNo).
3. Theinvoicenumberisresetto1.
CashbackoptionsUsetheseoptionstoconfigurepresetcashbackformatandamounts.
1. Press /AdminkeySetupMenuCustomizationTransactionOptionsCashbackOptions andselectoneofthefollowing:
CashbackUsethisoptiontoenable/disablecashbackfunctionality.
a) Cashbackisenabled/disabled.
MaxCashbackAmtUsethisoptiontosetthemaximumallowablecashbackamountthatacustomercanreceive.
a) Enteramaximum allowable Cashback amountandpressOK.b) Themaximumallowablecashbackamounthasbeenset.
EnablePresetsUsethisoptiontoenablepresetcashbackamounts.
a) Cashbackpresetsareenabled.
Configure PresetsUsethisoptiontoconfigurepresetcashbackamounts.
a) Selectthecashbackpresetoptionthatbestsuitsyourneeds.Seebelowforallthecashbackpresetexamples.
b) Cashbackpresetsareset.
You cannot reset the invoice number with an open batch. Close the existing batch and then reset the invoice number.
Whenever you do a Host 2 Download, you will overwrite the cashback options with what is on the server. To ensure that your cashback settings aren’t overwritten, we suggest you call in to change them.
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Cashback presetsUsethisoptiontoconfigurepresetcashbackamounts.
Format Display ExplanationPresetCashback$ $10
$20$30
Cashbackasthreepresetcashvalues.
TipoptionsUsethisoptiontoconfigurepresettipformatandamounts.
1. Press /AdminkeySetupMenuCustomizationTransactionOptionsTip Options.
2. Selectthetippresetthatbestsuitsyourneeds(1–Percent(%)Tip,2–Amount($)Tipor3-OtherTipOptions).
3. IfyouselectedPercent (%) Tip:a) Pressthenumbercorrespondingwiththepercentageyouwanttochange.b) EnterthenewpercentageandpressOK.c) Repeatforeachpercentageyouwanttochange.
4. IfyouselectedAmount ($) Tip:a) Pressthenumbercorrespondingwiththedollaramountyouwanttochange.b) EnterthenewdollaramountandpressOK.c) Repeatforeachamountyouwanttochange.
5. IfyouselectedOther Tip Options:a) Selectthetipoptionyouwanttouse.b) Selectthepercentage/amountfortheavailableoptionsandpressOKaftereachone.
ForalistoftheOther Tip Options,seebelow.
6. Theselectedtipformatisnowactive.
Other tip optionsTherearevarioustipformatsthatyoucanuseontheTDiWl252/255.Theyare:
Tip Format Display ExplanationPercentage % Thecustomercanenteratipasapercentageoftheoverallsale.
Enter0%toleavenotip.
Dollar Amount $ Thecustomercanenteratipasadollaramount.
Enter$0toleavenotip.
Whenever you do a Host 2 Download, you will overwrite the cashback options with what is on the server. To ensure that your tip settings aren’t overwritten, we suggest you call TD Merchant Solutions Help Desk to change them.
Whenever you do a Host 2 Download, you will overwrite the tip options with what is on the server. To ensure that your tip settings aren’t overwritten, we suggest you call TD Merchant Solutions Help Desk to change them.
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Tip Format Display ExplanationPercentage or Dollar Entry
1-%
2-$
OR
1-$
2-%
Thecustomercanselectwhethertheywanttoentertheirtipasadollaramountorapercentageoftheoverallsale.
Enter$0or0%toleavenotip.
Percentage, Dollar Entry or No Tip
1-%
2-$
3–NoTip
Thecustomercanselectwhethertheywanttoentertheirtipasadollaramountorapercentageoftheoverallsale.
SelectNoTiptoleavenotip.
Three Preset Percentages
1-Preset%=$XX.XX
2-Preset%=$XX.XX
3-Preset%=$XX.XX
Thecustomercanselectapresettippercentage(thatyouwouldhavesetaheadoftime)withtheamountofthetipalreadycalculated.Forexample,youhavedecidedthatyouwantthepresettipoptionstobe10%,20%and30%andyouhavejustmadeasalefor$20.00.
Thetipscreenwouldlooklikethis:
1–10%(of$20)=$2.00
2–20%(of$20)=$4.00
3–30%(of$20)=$6.00
Three Preset Dollar Amounts or Manual Dollar Amount
1–Preset$
2–Preset$
3–Preset$
4-$
Sameasabove,butthecustomerhastheoptiontoenterthetipdollaramount.
Selectthelastoptionandenter$0 toleavenotip.
Three Preset Dollar Amounts
1–Preset$
2–Preset$
3–Preset$
Thecustomercanselectapresetdollarvalueforthetip(thatyouwouldhavesetaheadoftime).Forexample,ifthepresettipoptionsare$5.00,$7.50and$10.00,thetipscreenwouldlooklikethis:
1–$5.00
2–$7.50
3–$10.00
Three Preset Dollar Amounts or Manual Percentage Amount
1-Preset%=$XX.XX
2-Preset%=$XX.XX
3-Preset%=$XX.XX
4-%
Sameasabove,butthecustomerhastheoptiontoenterthetippercentage.
Selectthelastoptionandenter0%toleavenotip.
ReceiptoptionsUsetheseoptionstoconfigureyourreceipts.
• Receiptbanner
• Preprintreceipt
• Receiptdelay
• Receiptorder
• Reprintlastcustomerreceipt
• Reprintlastreceipt
• Reprintolderreceipt
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Receipt bannerThisoptionallowsyoutoaddashortsloganoradvertisingtothebottomofallreceiptsprintedfromaterminal.
1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Banner.
2. Enablethereceiptbanner(YesorNo).
3. Enterthenumberoflinestoprintonthereceipt(1 – 9)andpressOK.Ifyousetittozeroitwilldisablethereceiptbanner.
4. Selectthefont sizeforthedisplayedline(SingleorDouble).Singlesizecanhave26characterstoalineanddoublewillallow20characters.
5. EnterthetextforthedisplayedlineandwhenfinishedpressOK.SeetheReferencessectionattheendofthisdocumentforhelpenteringalpha-numericcharacters.IfyoupressOKwithoutenteringanything,thelinewillbeleftblank.
6. Gotostep5foreachlineinyourreceiptbanner.WhenyoupressOKafterthefinalline,yourchangesaresavedandwillbeappliedtoallfuturereceipts.
Preprint receiptUsethisoptiontopreprintpartofthereceiptwhiletheterminalsendsthefinancialtransactiondetailstobeverifiedbythefinancialservers.
1. Press /AdminkeySetupMenuCustomizationReceipt Options and Preprint.
2. Enablethepreprintoption(YesorNo).Thedefaultisoff.
3. Preprintisnowenabled/disabled.
Receipt delayUsethisoptiontoaddatimedelaybetweenprintingreceiptcopies.
1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Delay.
2. Enterthetime delaybetweenprintingthemerchantandthecustomerreceipts(1to99seconds)andpressOK.Thedefaultdelayisthreeseconds.
3. Thetimedelayisset.
Receipt orderUsethisoptiontodecidewhichreceiptprintsfirst,merchantorcustomer.
1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Order.
2. Selectwhichreceiptprintsfirst(MerchantorCustomer).Bydefaultthemerchantreceiptprintsfirst.
3. Thereceiptorderisset.
Reprint last customer receiptThistransactionisusedtoreprintthelastcustomerreceiptbeforeanothertransactionisprocessed.Thisisaquickwaytoreprintthelastcustomerreceipt.Ifyouneedtoreprintamerchantreceiptseethetransactionbelow.
1. Press0 key.
2. Confirmyouwanttoreprintthelastreceipt(YesorNo).
3. Thelastcustomerreceiptreprints.
• The receipt banner must be added to each terminal that you want to use it on.
• The more lines you add to the banner, the more paper will be used when you print a receipt. If you print a large number of receipts daily, your paper usage may be significantly higher than what you’re accustomed to.
• It’s your responsibility to ensure that the content of any banner message complies with all applicable laws. By using this feature, you agree that you are solely responsible for any advertising messages displayed on the terminal.
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Reprint last receiptThisoptionisusedtoreprintthelastmerchantorcustomerreceiptbeforeanothertransactionisprocessed.
1. Press /AdminkeyReprintMenuReprint Last.
2. Selectwhichreceiptistobereprinted(1–MerchantCopy,2–CustomerCopyor3–Both).
3. Thelastreceiptreprints.
Reprint older receiptThisoptionisusedtoreprintareceiptprintedbeforethelastreceiptsincethelastendofdayclose.
1. Press /AdminkeyReprintMenuReprint Previous.
2. Selecthowyouwouldliketolookupthereceiptby(1–All,2–OperatorID,3 –Invoice#,4–Account#or5 –ApprovalCode).
» All–Selectthetransactionthatyouwanttoreprintthereceiptsfor.» Operator ID–EntertheOperatorIDandpressOK.» Invoice Number–EntertheInvoiceNumberandpressOK.» Account #–SwipethecardusedtomakethesaleorenterthecardaccountnumberandpressOK.» Approval Code–EntertheApprovalCodeandpressOK.
3. Scrolltothedesiredtransaction(ifthereismorethanone)andpressOK.
4. Confirmthisisthecorrectreceipt(YesorNo).
5. Selectwhichreceiptistobereprinted(1–MerchantCopy,2–CustomerCopyor3–Both).
6. Theselectedreceiptorreceiptsreprint.
TransactionoptionsUsetheseoptionstofinetuneyourterminaltoperformtransactionsexactlyhowyouwantitto.
• Cardpresent
• Duplicatetransactioncheck
• Partialauthorization
• Transactionlimit
Card presentThisoptiondisplaysascreenthatallowstheusertoindicatewhetheracardispresentornotforamanuallyenteredtransaction.
1. Press /AdminkeySetupMenuCustomizationTransactionPromptsCard Present.
2. Selectthedesiredoption(OnorOff).Thedefaultsettingisoff.
3. Thecardpresentfeatureisenabled/disabled.
Duplicate transaction checkThisoptionisaformofsecurityagainstaccidentallyenteringthesamecreditcardtransactionintotheterminaltwice.Iftheterminaldetectsanidenticaltransactionbeingperformed,itwillraiseaflagandaskyouwhetheryouwishtoproceed.
1. Press /AdminkeySetupMenuCustomizationTransactionOptionsDuplicate trans Check.
2. Selectthedesiredoption(OnorOff).Thedefaultsettingisoff.
3. Duplicatetransactioncheckisenabled/disabled.
Partial authorizationApartialauthorizationoccurswhenapaymentisattemptedforatransactionandthereareinsufficientfundsintheaccounttocoverthefullamount.Theissuerreturnsanauthorizationfortheamountavailableintheaccount,leavingthemerchanttoobtainanadditionalformofpaymentfromthecustomerforthebalance.
1. Press /AdminkeySetupMenuCustomizationTransactionPromptsPartial authorization.
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2. Selectthedesiredoption(OnorOff).Thedefaultsettingisoff.
3. Thepartialauthorizationfeatureisenabled/disabled.
Transaction limitThisoptioncreatesatransactiondollaramountlimitfortheterminal.Thisisausefuloptiontolimittransactionamounts
1. Press /AdminkeySetupMenuCustomizationTransactionOptionsHigh Amount Limit.
2. Selectthedesiredoption(1-Offor2-Limitor3–Limitw/Password).» Off–Thisisthedefaultsetting.Gotostep 5.» Limit–Thisisahardlimitandnotransactionsareallowedabovethisamount.Gotostep3.» Limit w/password –Thisisasoftlimitthatrequiresapasswordtobypass.Gotostep3.
3. EnterthehighamountlimitandpressOK.Ifyoualreadyhaveoneset,itwillbedisplayedinthebottom-rightcornerofthescreen.
4. Ifyouselectedlimitw/password,selecttheusertyperequiredtoexceedthelimit(1–Operatoror2–Supervisor).
5. Thetransactionlimitchangesarenowenabled/changed/disabled.
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TroubleshootingWithanyequipment,sometimesproblemsoccur.WiththeTDiWl252/255terminal,errormessagesaredisplayedonscreenwithashortdescription.Belowisalistoferrormessagesthatyoucouldseeontheterminalscreenandtheactionsrequiredtoresolvethem.
Errorcodes
“A” Error codes Explanation Action requiredAlready In Training Mode
TheusertriedtoenterTrainingmodewhentheywerealreadyinit.
EitherproceedwithTrainingModeorrepeatthestepsandexitTrainingMode.
Amount $0.00 Not Allowed
Youmustenteranamountgreaterthan$0.00.
PleaseenteranewamountandpressOK.
“B” Error codes Explanation Action requiredBad Communication Press CANC key And Try Again
Terminaldetectedacommunicationfailureafterthetransactionwasinitiatedtothehost.
PressCancelandtryagain.
“C” Error codes Explanation Action requiredCannot Reset Invoice # to 1 When Set to Manual
Theterminalhasinvoicenumberentrysettomanualentry,andthisoptionisnotallowedinthismode.
ContacttheTDMerchantSolutionsHelpDeskifyouwishtochangetheentrymodetoautomatic.
Card Error Please Try Again
Theterminalfailedtoreadthechipontheinsertedcard.
Removethecardandtryinsertingitagain.Allowthreeconsecutiveattemptsofthecardinsertion.
Card Error Use Mag Strip
Theterminalfailedtoreadthechipontheinsertedcard.
Removethecardfromthechipreaderandswipeitthroughthemagneticstripreader.
Card Removed Too Soon Try Again
Thechipcardwasremovedfromtheterminalbeforethetransactionwascompleted.
Processthetransactionagain,whileinstructingthecardholdernottoremovethecarduntilinstructedbytheterminal.
Cashback Amount Exceeds Limit OK to Try Again
Thecashbackamountenteredexceedsthemaximumallowedforthisterminal.
Enteranotheramountwithinthecashbacklimit.
Check Printer Theprinterisnotreadyforprinting. PressOKtocontinueorCanceltoreturntopreviousscreen.Verifythattheprinterhaspaperandthatthecoverisclosedproperly.
Close Batch Failed End Of Business Day Not Complete
TheterminalfailedtocompleteaBatchClosetransactionduringtheEndofBusinessDay.
RetrytheEndofBusinessDaytransaction.
Close Batch Now Theterminalhasreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabatch.
PerformaBatchCloseimmediately.
Close Batch Soon Theterminalhasalmostreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabatch.
ABatchClosemustbeprocessedassoonapossibleinordertocontinueprocessing.
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“C” Error codes Explanation Action requiredConnection Failure Press CANC Key And Try Again
Otherissuescancausecommunicationfailuresuchasinternaldialingerrors.
PressCancelandtryagain.
Customer to Insert Chip Card
Thecardholderattemptedtoswipeachipcardontheterminal.
PressOKorCanceltocancelthedisplay.Insertthecardintothechipreaderontheterminal.
“D” Error codes Explanation Action requiredDefault Manager ID Update Failed
ThemanagerIDwasnotproperlyupdatedduringtheHost2download.
PleasecalltheTDMerchantSolutionsHelpDesk.
Download Host 1 Parameter First
TheterminalrequiresaUSBINandHost1Parameterdownloadtobeperformed.
DownloadUSBINParametersandthendownloadtheHost1Parameters.
Download Full Host 2 Params First
TheterminalrequiresafullHost2ParameterDownloadtobeperformed.
DownloadtheHost2Parameters.
“E” Error codes Explanation Action requiredEnd of Business Day Already Completed
Theendofdaytransactionhasalreadybeencompletedsuccessfully.
PressOKorCanceltoreturntoidlescreen.
End of Day Process Cancelled TheDayClosetransactionwascancelled.
Retrytheendofdayprocess.
“F” Error codes Explanation Action requiredFaulty Card Ifaswipedmagcardisdeemedtobe
faulty,suchasTrackIIdatacannotbereadorcorrupted.
Tryswipingthecardagain.Ifthatfails,askthecardholdertouseanothercard.
Function Not Allowed Thefunctionselectedisnotsetupforthisterminal.
Ifyourequirethefunction,pleasecontacttheTDMerchantSolutionsHelpDesk.
Function Not Allowed Under Training Mode
ThefunctionisnotallowedinTrainingMode.
ExitTrainingModeandretry.
“H” Error codes Explanation Action requiredHost 1 Download Not Completed
TheterminalattemptedaHost1Downloadanditwasnotcompletedsuccessfully.
TrytheHost1Downloadagain.
Host 2 Download Not Completed
TheterminalattemptedaHost2Downloadanditwasnotcompletedsuccessfully.
TrytheHost2Downloadagain.
“I” Error codes Explanation Action requiredID Already Exists TheIDenteredalreadyexistsonthe
terminal.EnteranotherID.
ID Table Empty TherearenoIDsdefinedintheterminal.
AddanewID.
Input Must Be At Least 1 Character Nocharacterwasenteredinarequiredfield.
AddanewIDthatisatleastonecharacterinlength.
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“I” Error codes Explanation Action requiredInput Must Be At Least 3 Characters
Lessthanthreecharacterswereentered.
Enteratleastthreecharacters.
Input Must Be At Least 9 Characters
Lessthanninecharacterswereentered.
Enteratleastninecharacters.
Input Must Be Greater Than Zero Valueenteredmustbegreaterthanzero.
Enteravaluegreaterthanzero.
Input Not In Valid Range
Thedataenteredwasnotwithintherequiredvalues.
Re-enterthedata.
Insufficient Memory Do End Of Day Now
Ifthere’snomorememoryforthebusinessdayorifthenumberoftransactionsinthecurrentbusinessdayisequalto2000.
Dotheendofdaynow.
Internal Error Call Help Desk AAAAAAAAAAAA NNNNNNNNNNNN CCCCCCCCCCCCC
Theterminalhasencounteredafatalerror.AA…componentnameNN…applicationinfoCC…errorcode
PleasecontacttheTDMerchantSolutionsHelpDeskandprovidetheinformationonthescreen.
Invalid Account # Thecardusedfailedasecuritycheckorthecardnumberlengthisinvalidforthecardtype.
Enterthecardagain,iftheproblempersistsaskthecardholderforanotherformofpayment.
Invalid Date Thedateenteredontheterminalisnotvalidoroccursinthefuture.
Enteravaliddate.
Invalid Expiry Date Theexpirydateonthecardisinvalid. EnteravalidexpirydateORaskthecardholderforanotherformofpayment.
Invalid ID TheuserIDwasnotfoundontheterminal.
EnteravalidID.
Invalid Password ThepasswordisnotvalidfortheUserIDentered.
Re-enterthepasswordortryanother.
Invalid Tax Amount Thetaxamountenteredisnotwithintheallowablerange.
Re-enteranappropriatetaxamount.
Invalid Time Thetimeenteredisnotvalid. Enteravalidtime.
ISP Logon Failed Press Canc key and try again
TheISPhosthasrespondedwithBADAUTHORIZATIONresponse.ThismeansthataccesstoISPnetworkisdeniedandyouarebeingdisconnected.
Checkusernameandpassword.Failingthat,pressCancelandtryagain.
“L” Error codes Explanation Action requiredLine is Busy Press CANC key And Try Again
Remotemodemisbusy. PressCancelandtryagain.
Line In Use Press CANC key And Try Again
Thephonelineisbeingusedbyothers.
PressCancelandtryagain.
“M” Error codes Explanation Action requiredMaximum # of Entries Reached ThemaximumnumberofUserIDs
(100)hasbeenreached.ToenteradditionalIDs,someIDswillhavetobedeleted.
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“M” Error codes Explanation Action requiredMemory Almost Full Do End Of Day Soon
Theterminalisclosetothelimitoftransactionvolumeallowedforthecurrentday.Thiswarningisonlydisplayedattheendofafinancialtransaction.
Performanendofday.
“N” Error codes Explanation Action requiredNo Answer Press CANC key And Try Again
Thecallwasunanswered. PressCancelandtryagain.
No Dial Tone Press CANC Key And Try Again
Thephonelinecurrentlydoesn’thavedialtone.
PressCancelandtryagain.
No Carrier Press CANC key And Try Again
Thephonelineiscurrentlybeingusedbyothers.
PressCancelandtryagain.
No Last Receipt Available
Ifthereisnolastreceipt(duplicatereceipt)availableforreprint.
Thereisnotreceipttoprintasofyet.
No Match Amatchcannotbefoundforthedataenteredorselected.
Retryorenternewdata.
No Response From Host Press CANC key And Try Again
Terminaltimesoutthehostresponse. PressCancelandtryagain.IftheproblempersistscontacttheTDMerchantSolutionsHelpDesk.
No Receipt Available Press OK/Cancel
Printerfailurewasdetectedwhenthetransactionstarted.
PressOKorCancelandverifyprinter.
No Transactions Found Atransactioncannotbefoundwiththecriteriaentered.
Enternewdata.
Not Accepted Thecardtypeenteredisnotsupportedonthisterminal.
Requestadifferentcard.
Not Accepted Use Mag Stripe
Thecardwasinserted,butthePINpaddoesnothavethecardtypedefinedforchip.
SwipethecardonthePINpad.Ifthecardtypeissupposedtobesetupforchip,pleasecontacttheTDMerchantSolutionsHelpDesk.
Not Accepted Obtain Card Cardnotaccepted. Requestadifferentcard.
Not Accepted Remove Card Thecardwasnotaccepted. Requestadifferentcard.
Not Allowed Thetransactionselectedisnotsetupforthisterminaloritisnotallowedwiththecardbeingused.
Tryanothercardtype.
Not Allowed Until EOD Completed & No Trans Outstanding
TheTMSdownloadcannotbeperformedifthereareoutstandingtransactionsanduntilanendofdayisperformedandbeforeanynewtransactionisperformed.
Performendofday.
Not Allowed To Reset Invoice # With Open Batch
Youcannotresettheinvoicenumberto1whilethereareopenbatches.
Closeallopenbatchesandthenresettheinvoicenumber.
Not Completed Theattemptedtransactionorfunctiondidnotcompletesuccessfully.
Re-attemptthetransactionorfunction.
TD iWL252/255 Merchant GuideTroubleshooting 6
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“N” Error codes Explanation Action requiredNot Completed Obtain Card
Theterminalcancelledthetransaction.Theattemptedtransactionorfunctiondidnotcompletesuccessfully.
Requestadifferentcard.
Not Completed Remove Card Transactionwasnotcompleted. Removethecard.
Number Not In The Range 1 – 9
Theinput#doesnotfallintherangeofprintlinesallowedforthereceiptbanner.
Enteravalidnumber.
Number Not In The Range 1 — 65535
Theenteredhost2portnumberisnotinavalidrange.
Enteravalidportnumber.
Not In Training Mode
YouhavetriedtoexitTrainingModewhenyouweren’talreadyinit.
N/A
“P” Error codes Explanation Action requiredParameter Init & Download Cancelled
Thedownloadwascancelled. Restartthedownload.
Passwords Do Not Match
Thepasswordconfirmationdoesnotmatchtheoriginalpasswordentered.
Re-enterthepasswordconfirmation.
Processing... Theterminalneedstocarryoutsomeprocessinginthebackgroundbeforethenextpromptcanbedisplayed.
Waituntiltheterminalfinishesprocessing.
Processing Error OK to Re-select Theterminal/PINpadhastimedout. PressCancelorpressOKtogobacktoApplicationSelection.
Processing Error Re-select Application
Theselectedapplicationcannotproceedduetoanunsupportedapplication.
PleasecontacttheTDMerchantSolutionsHelpDesk.
Processing Error! Transaction Not Completed
Theterminalencounteredanerrorwhentryingtoprocessachiptransaction.
RemovecardandpressCancel.Trytheactionagain.Iftheproblempersistsaskforanotherformofpayment.Iftheproblemoccursonmultiplechipcards,pleasecontacttheTDMerchantSolutionsHelpDesk.
“R” Error codes Explanation Action requiredReceipt Not Printed! Imprint Card and Complete Sales Draft Manually
Thetransactionwasapprovedhowevertheterminalisunabletoprintareceipt.
Manuallyimprintthecard,recordtheauthorizationcodeandhavethecardholdersignthereceipt.
Reset Date And Time From Main Menu
Theterminalrequiresthedatetobesynchronizedwiththehostdateandtime.
PerformtheDate / Time Syncfunctionontheterminal.
“S” Error codes Explanation Action requiredSystem Error Contact Help Desk
Theterminalhasencounteredasystemerror.
PleasecalltheTDMerchantSolutionsHelpDeskimmediatelytohaveyourterminalreplaced.
“T” Error codes Explanation Action requiredTransaction Cancelled Youhavecancelledthetransaction. N/A
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“T” Error codes Explanation Action requiredTransaction Already Voided
Voidtransactionisattemptedonatransactionthathasalreadybeenvoided.
N/A
Transaction Not Allowed
Transactionnotallowedforthattypeofcard.
Requestadifferentcard.
“U” Error codes Explanation Action requiredUse Chip Reader Achipcardwasswiped. Insertcardintochipreader.
Hardwaretroubleshooting
Problem Action requiredChip cards cannot be processed 1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemis
withthefirstcard.
2. Useacleaningcardtocleanthecardreader.Ifyouneedcleaningcards,contacttheTDMerchantSolutionsHelpDesktopurchase.
3. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
Display screen is black 1. Ensurethatthepowercablesarefirmlyconnectedtothepowerportsandthewalljacks.
2. IfthePINpadscreenisblack,pressanykeyontheterminal.
3. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
Magnetic Stripe Card reader won’t read cards
1. Tryswipingthecardmorequicklyormoreslowlyorfromthefrontofthereadertowardstheback.
2. Tryswipingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.
3. Requestanotherformofpayment.
4. Useacleaningcardtocleanthecardreader.Ifyouneedcleaningcards,contacttheTDMerchantSolutionsHelpDesktopurchasethem.
5. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
Printer does not print 1. Ensurethereispaperinthedevice;ifyes,ensurethepaperrollisinsertedcorrectly.
2. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
Printer Jam 1. Opentheprinterandcheckthatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.
2. Closetheprinterlidandensurethatitisclosedcompletely.
3. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
Transaction not going through 1. EnsurethatthedatacablesareconnectedtotheterminalandPINpad.
2. CheckyourInternetconnectiontoensurethatitisworking.
3. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.
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Terminal informationThisoptiondisplaystheterminalIDofthedevice,thesoftwareversioninstalledandthedateitwasinstalledorupgraded.ThisisgenerallyonlyusedwhencallingtotheHelpDesk.
1. Press /AdminkeyMaintenance System Info.
2. Press toprinttheinformation.
3. Thereportwilldisplay.
Configuration reportsThisoptionallowsyoutoprintareportthatshowswhichconfigurableoptionshavebeenenabledonaspecificterminal.ThisisgenerallyonlyusedwhencallingtotheHelpDeskorifyouwanttocomparesettingsbetweentwoormoreofyourterminals.
1. Press /AdminkeySetupMenuConfig. Reports.
2. Selectoneoftheoptions(1-Communications,2-Customization,3-Host1Settings,4-Host2Settingsor5-BINRanges).
3. Printthereport(YesorNo).
4. Thereportprints.
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TD iWL252/255 Merchant GuideAppendices 7
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AppendicesEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.PressCorrectiontochangeanyentry.
Letters Spaces Special characters
1. Pressthekeythathasthedesiredletteronit.Forexample,press / 2 key toenterC.
2. Pressthe F keyuntilthedesiredletterisdisplayed.
1. Press 0key.
2. Pressthe F keytwice.
1. Pressthe /Admin key.
2. Pressthe F key untilthedesiredspecialcharacterappearsonthescreen.
LostorstolenequipmentIfyourdevicehasbeenlostorstolen,please:
1. ContacttheTDMerchantSolutionsHelpDeskimmediatelytoreporttheincident.(Stolenorlost)
2. Contactthepolicetofileareport.(Stolenonly)
What should I do when the police arrive regarding the stolen device?Ifapoliceofficerarrivesonsitepleaserecordthefollowing:
• Officer’sname
• Officer’sjurisdiction
• Officer’scontactinformation
• Stolendevice’sserialnumber
Theofficershouldprovideyouwithareport number.Afterobtainingtheabovefromtheofficer,pleasecontacttheTDMerchantServicesHelpDeskandprovidethisinformationsothatyoucanreceiveareplacementdevice.Seebelowforaneasytouseinformationcardtorecordtherequiredinformation.
Police Information
Name ___________________________________________
Jurisdiction ___________________________________________
Contact Information PH#_________________________ EXT #_________
FAX# ______________________________________
Email ______________________________________
Report Number ___________________________________________
Device Information
Stolen Device Serial Number ___________________________________________
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Maintainingtheterminal• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.
• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.
• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.
Storingtheterminal• 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.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportalwww.TDMerchantSolutions.com/ResourceCentre.
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