Freedom IVQuick Start Guide

For the Freedom IV

• Terminal

• withPINPad

• withcontactlessreader*

* Contactless reader not shown

COPYRIGHT©2016byTheToronto-DominionBank

This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.

NOTICE

The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.

MERCHANT INFORMATION

Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i

ContentsAbout this Guide .......................................................1

Merchant Welcome Kit Contents ...............................1

The Freedom IV Solution ...........................................1Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

The Terminal ..............................................................2Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Changing the paper roll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Screens .....................................................................3Idle screen and icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Transactions screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Main Menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The PINPad .................................................................4Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The Contactless Reader .............................................5

Cardholder Privacy and Security ...............................5Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Force post fraud prevention ......................................................... 6Call for authorization fraud prevention ......................................... 6

Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Credit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Debit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Phone or mail purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Force post purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Receipts ...................................................................11Reprinting receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Receipt examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Continued on next page

ii

Business Day Functions ...........................................12Performing a day close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Reprinting the day close report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Administration .........................................................13Changing the terminal communication method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Reporting .................................................................13Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Troubleshooting .......................................................14What problems can I easily resolve? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Why isn’t my terminal powering on? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Why don’t I see a connection icon on the Idle screen? . . . . . . . . . . . . . . . . . . . . 15

Reference .................................................................15Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Financial transaction shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Menu structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Storing the terminal, PINPad and card reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Maintaining the terminal, PINPad and card reader . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1

About this GuideThisGuideprovidesanintroductiontoyourFreedomIVsolution,hardwarefunctionality,performingfinancialtransactions,administrationfeaturesandtroubleshooting.Forfurtherinformationregardingitsuseandavailablefeatures,pleasereviewouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

Merchant Welcome Kit ContentsQuick Start GuidePamphlets

• How to Help Prevent Fraud

• Payment Card Industry Data

• If you have a problem or concernInformation sheets

• What you need to know about chargebacks

• Payment card industry data security standard (PCI DSS)

Miscellaneous

• Paperrolls(3+1intheterminal)

• Cleaningcardandinstructions

• Cardacceptancedecals(Visa®,MasterCard®,Discover®,AmericanExpress®,Interac®DirectPayment,etc.)

The Freedom IV SolutionTheterminalissolelyfortheyou,theMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

TherearefourpotentialconfigurationsfortheFreedomIVsolutionwithoptionalequipment.Theyare:

1. Terminalonly 2. TerminalandPINPad

3. Terminalandcontactless reader 4. Terminal,PINPadandcontactless reader

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2

FunctionalityName Terminal PINPad Contactless Reader

Paperchamberbutton -- --

Functionkeys -- --

Navigationkeys --

Paperadvancekey � -- --

Commandkeys CANCANNUL CORR

OK

�CANC

ANNUL CORR OK --

Fkey F Presentbutnotused --

Chipcardreader --

Magneticstripereader --

Contactlessreader -- --

Communications Viadial-uporDSLconnection

Connectedtotheterminal

Connectedtotheterminal

The Terminal1. Paper chamber button

2. Function keysUsethefunctionkeysasshortcutsandtoselectonscreenoptions.

F1 -PurchaseshortcutF2 -OpenPre-authorizationorTabshortcut

F3 -ClosePre-authorizationorTabshortcutF4 -Dayshortcut(programmable)

3. Navigation keys Usethearrowkeystonavigatethescreensandmenus.

4. Paper advance keyPress � toadvancethepaperroll

intheterminal.

5. Command keys

•CANC

ANNUL =Cancel

• CORR =Correction

• OK

� =OKoractivateandshortcuttotheTransactionsscreen.

6. F key F is theshortcuttotheMain Menuscreenandusedtoswitchbetweenenteringlettersandnumbersforcertainfunctionslikeusernamesorreceiptbanners.

Apr 24, 2015 13:56Apr 24, 2015 13:56

F1 - PurchaseF2 - Pre-Auth Compl - F3

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- F4

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36

Call the TD Merchant Solutions Help Desk at 1-800-363-1163 to reprogram the F4 key.

3

7. Card readersa) Insertchippedcardsb) Swipecards

NavigationTherearethreewaystonavigatescreensandselectonscreenoptions.Theyare:

• Navigationkeys—usethearrowskeystoscrollupanddownmenus.Onceyoufindthedesirediconormenuoption,highlightitandpress

OK

� .

• F1andF2keys—usethesekeystomakeonscreenselections.

Changingthepaperroll1. Gentlypulluponthegraypaper chamber buttonalongthetopofterminal.

2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.

3. Pressdownonthepaneluntilitclicksshutandensurethereisaenoughpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.

Screens IdlescreenandiconsThedefaultscreeniscalledtheIdle screen.Itdisplaysalotofimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.

Icon Name Terminal PINPad Contactless reader

DSLCommunications

- -

Mail - -

Apr 24, 2015 13:56

F1 - PurchaseF2 - Pre-Auth Compl - F3

Day - F4l F3

Dial-up / Phone line DSL

Apr 24, 2015 13:56

F1 - PurchaseF2 - Pre-Auth Compl - F3

Day l

- F4

Communicat ionsThis indicatesthatyourterminalisconnectedtothenetworkviaaDSLconnection. Ifthereisnoicon,itmeansthatyou’reconnectedbyadial-up/phonelineor,ifyourterminalusesaDSLconnection,isdisconnectedfromthenetwork.

MailIndicatesthatyouhaveanemailwaiting.

4

TransactionsscreenThisterminalscreendisplaysalltheavailablefinancialtransactionsforyourterminal.Ifyourbusinessdoesnotoffersomeofthesetransactionstheoptionwillstillappearherebutisdisabled.

MainMenuscreenThisterminalscreendisplaysvariousothermenusandoptionsregardingyoursolution’sfunctionality.Itcontainsthefollowingmenusofinterest:

• Business Day

• Receipt Reprint –seepage11.

• Transaction Recall–seepage9.

• Admin Functionscontainsadministrationsolutionsettings.

• Customizationcontainsusermanagement,receiptbannerandlanguagesettings.

The PINPadThisisanoptionalpieceofhardware.Whenconnectedtoyourterminalitisusedbythecustomertoenterinformationandselectoptionsregardingthetransaction.Ifyoudon’thaveaPINPad,thecustomerwillusetheterminaltoenterinformation.

1. Navigation keysUsethegraykeystoselectanonscreenoption.

2. Command keys

•CANC

ANNUL =Cancel

• CORR =Correction

• OK =OKoractivate

3. Card readersa) Insertchippedcardsb) Swipecards

NavigationNavigationkeys—usethesekeystoselectanonscreenoption.

Transactions

Cash RefundIncremental Auth

RefundCash PurchaseVoid

OK

�

Main Menu

LoyaltyInstant Credit

y yy ySplit PaymentGift CardBusiness Day

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1 1

If you use a PINPad, you must process all inserted chip cards on it. Swiped cards can be processed on both the terminal and the PINPad.

5

The Contactless ReaderThisisanoptionalpieceofhardware.Ifyoudon’thaveacontactlessreaderyouwillbeunabletoacceptcontactlesspayments.

1. Contactless lightThisflashinggreenlightindicatesthatthecardreaderisactive.

2. ScreenThescreenwillpromptthecustomerwhentheycantaptheircardonthereader.

3. Contactless card readerThecustomertapstheircontactlesscardhereforpayment.

Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.

TerminalsecurityItistheMerchant’sresponsibilitytosecuretheterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearethreeusersecuritysettings:

No security (Default)• Noaccessrestriction

totheterminalfunctionalitylistedbelow.

Medium Security• Accessisrestrictedtocertain

featuresbyasupervisorormanagerIDandpassword.

High Security• Accessisrestrictedtocertain

featuresbyamanagerIDandpassword.

Thefollowingfunctionscanbeprotectedmediumorhighsecurity.

• Batchreports

• Customizedreports

• Host1download

• Prioritymail

• Manualcardnumberentry

• Businessdayreports

• Dayclose

• Host2download

• Connectionsetup

• Giftcardtransactions

FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:

3

21

Please call the TD Merchant Solutions Help Desk at 1-800-363-1163 to change the security level on your terminal.

6

Force post fraud preventionYoucannowenable/disableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalreactdependingonwhetherthisisenabledornot.

• Disabled—Statesthatthetransactionisnotallowedandadifferentpaymentmethodisrequired.

• Passwordprotected—Requestasupervisortoentertheirpassword.

Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.

Financial TransactionsTheFreedomIVsolutioncanperformthefollowingtransactions:

• Purchase

• Purchase(Phone/Mail)

• Forcepost

• Refund

• Void

• Cash*

• Pre-authorization*

• Tab*

• Giftcard*

• Loyaltycard/AirMiles®*

*Theseoptionaltransactionsandothers,suchaspre-authorizations�tabs,cashbackandtips,arecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

AcceptedcardtypesTheterminalwillacceptwhatevercardsyouindicatedwhenyousignedyourcontractwithTD.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesreptodiscuss.

Creditcardpurchase

F1 OROK

� ->Purchase

1. Enterthedollar amountontheterminalandpressOK

� .

2. Customerconfirmsthedollaramountandpresses OK .

3. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.

Inserta) ThecustomerenterstheirPINandpresses OK .Gotostep4.

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.

You may be required to enter a supervisor ID and password to proceed with any transaction and depends of your terminal security settings.

• This transaction flow is used for credit card purchases where the credit card is present. If the purchase is via phone or mail, see Phone or mail purchase. If you use the incorrect purchase transaction you could incur extra charges.

• You must have a contactless reader in order to process contactless payments.

7

Swipea) Verifythecardinfowithwhatisonthescreenandpress

OK

� .

Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscard

reader.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.

Manual entrya) Entertheaccount numberandpress

OK

� .b) Entertheexpiry dateandpress

OK

� .c) Amanualimprintofthecreditcardisrequired.Maketheimprintandpress

OK

� .d) EntertheCVD numberandpress

OK

� .Thisnumberisgenerallylocatedonthebackofthecreditcard.Thisiscanbeanoptionalstepdependingonyoursettings.Gotostep4.

4. Thescreenshowsthatauthorizationnumberandthetotalamountforthetransactionandthereceiptsprint.Ifthecreditcardwasmanuallyenteredorswiped,thecustomermustsignthereceipt.

ENTERAMOUNT

CONFIRM AMOUNT

RECEIPTS

SWIPE CARD MANUALLY ENTER CARD

ENTER # and EXP. DATE

ENTER CVD?(optional)

IMPRINT CARD MESSAGE

SELECT PAYMENT METHOD

FINISHED

ENTER PIN

INSERT CARD

DIFFERENT PAYMENT

REQUIRED?

TAP CARD

YES YES

NO

8

Debitcardpurchase

F1 OROK

� ->Purchase

1. Enterthedollar amountandpressOK

� .

2. Customerconfirmsthedollaramountandpresses OK .

3. Performoneofthefollowingpaymentmethods:Insert/SwipeorContactless.

Insert / swipea) Thecustomerselectstheaccountto

use: F1 -CHQor F4 -SAV.b) ThecustomerenterstheirPINand

presses OK .Gotostep4.

Contactlessa) Thecustomertapstheircontact-

less-enableddebitcardonthecontactlesscardreader.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.

4. Thescreenshowsthatauthorizationnumberandthetotalamountforthetransactionandthereceiptsprint.

Phoneormailpurchase

OK

� ->Phone / Mail Purchase

1. Enterthedollar amountandpressOK

� .

2. Entertheaccount numberandpressOK

� .

3. Entertheexpiry dateandpressOK

� .

4. EntertheCVD numberandpressOK

� .Thisstepisdependentuponyoursettings.

5. Thescreenshowstheauthorizationnumberandthetotalamountforthetransactionandthereceiptsprint.

You must have a contactless reader in order to process contactless payments.

ENTER AMOUNT

CONFIRM AMOUNT

RECEIPTS

INSERT or SWIPE CARD

TAP CARD(optional)

SELECT PAYMENT METHOD

FINISHED

ENTER PINDIFFERENT PAYMENT

REQUIRED?

YES

NO

• These instructions are used for purchases where the card is not present. If the card is present at purchase, see Credit card purchase. If you use the incorrect purchase transaction you could incur extra charges.

• There are risks performing transactions when the credit card is not present. Ensure that you perform all of the available security checks for phone / mail purchases.

9

ForcepostpurchaseThisoptionisonlyusedwhenyoucan’tprocessacreditcardpurchasenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.

OK

� ->Force Post-> Purchase

1. Enterthedollar amount andpress OK

� .

2. Performoneofthefollowingpaymentmethodsforthecreditcardinquestion:SwipeorManual entry.

Swipea) Verifythecardinfowithwhatisonthescreenandpress

OK

� .Gotostep3.

Manual entrya) Entertheaccount numberandpress

OK

� .b) Entertheexpiry dateandpress

OK

� .c) Amanualimprintofthecreditcardisrequired.Maketheimprintandpress

OK

� .d) EntertheCVD number andpress

OK

� .Gotostep3.

3. ThenentertheauthorizationnumberandpressOK

� .Ifyouarerequiredtoenterletteraspartoftheauthorizationnumber,pleasegotopage15tolearnhow.

4. Thetheauthorizationnumberandthetotalamountforthetransactionappearsonthescreenwhilethereceiptsprint.

VoidThisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Ifadayclosehasbeenperformedyoumustdoarefund,notavoid.

OK

� ->Void

1. Enterthetrace #fromthereceiptofthetransactiontobevoidedandpress OK

� .

2. Verifythattheitisthecorrecttransactioninformationonthescreenandpress F1 tocancelthetransaction.

3. Theauthorizationnumberandtotaltransactiondollaramountaredisplayedwhilethereceiptsprint.

TransactionrecallThisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorization.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

F ->Transaction Recall

1. Selectoneofthefollowingoptions:

Trace #Thisonlyrecallsthetransactionconnectedtothetrace#intheopenbatch.

a) Enterthe trace number thatyouwanttorecallandpress OK

� .

Before you perform this transaction you must call the TD Merchant Help Desk at 1-800-363-1163 and receive an authorization number.

10

DetailThisrecallsthedetailsalloftransactionsintheopenbatch.

a) Scrolltothedesiredtransactionandpress OK

� .Gotostep3.

AmountThisrecallsanytransactionfortheentereddollaramountintheopenbatch.

a) Swipethecardorenterthedollar amountandpress OK

� .b) Ifmorethanonetransactionappears,selectthedesiredoneandpress

OK

� .

Account # (credit cards only)Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.

a) Enterthecard account numberandpress OK

� .b) Selectthetransaction andpress

OK

� .

Invoice #Thisrecallsthetransactionfortheenteredinvoicenumber.

a) EntertheinvoicenumberthatyouwanttorecallandpressOK

� .

2. Verifythattheitisthecorrecttransactioninformationonthescreenanddooneofthefollowing:

a) Press F1 - Void tocancelthetransaction.b) Press F4 -Comptocompletethepre-authorization.c) Press

CANCANNUL toexitthescreen.

3. Ifyoupress F1 ,thevoidedreceiptswillprint.

RefundYoucanonlyperformarefundonatransactionthathasalreadybeensubmittedforreimbursement.

OK

� ->Refund

1. Enterthedollar amountandpress OK

� .

2. Performoneofthefollowing:Insert , SwipeorManual entrythecardinquestion.

Insert credit carda) Verifythecardinfowithwhatisonthescreenandpress

OK

� .b) ThecustomerenterstheirPINandpresses OK .Gotostep3.

Swipe credit carda) Verifythecardinfowithwhatisonthescreenandpress

OK

� .Gotostep3.

Manually enter credit carda) Entertheaccount numberandpress

OK

� .b) Entertheexpiry dateandpress

OK

� .Thisisfourdigitsinlength.c) EntertheCVD numberandpress

OK

� .Thiscanbeuptofourdigitsinlength.Gotostep3.

Insert / swipe debit carda) Thecustomerselectstheaccounttouse: F1 -CHQor F4 -SAV.b) ThecustomerenterstheirPINandpresses OK .Gotostep3.

3. Therefundisapprovedandthereceiptsprint.

Debit refunds are disabled by default. If you wish to activate debit refunds on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163.

11

ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.

ReprintingreceiptsF ->Reprint->andselectoneofthefollowing:

Last Receipt

1. Selectwhichcopyyouwanttoreprint(Merchant Copy orCustomer Copy)andpressOK

� .

2. Selectthereprintlanguage(Same LanguageorOther Language)andpressOK

� .

3. IfyouselectedOther LanguageselectfromtheavailablelanguagesandpressOK

� .

4. Thereceiptreprints.

Past Receipt

1. Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminalbytheswipedcardwillappearonthescreen.

2. Selectthe transactionthatyouwanttoreprintandpressOK

� .

ReceiptexamplesCredit Card Debit Card

Merchant Name123 Any Street, M1A 1A1

Toronto, ON2000000

N10000000205

**** PURCHASE ****

12-21-2015Acct # 452001****5097Exp Date 10/19Name: John Q Public A00000000003101001

Trace # 6 Inv. # 5 Auth # 75612 RRN 001006006TVR 000000000000TST F800TC 0E19785C8DAA97AC

Total $50.00

(00) APPROVED THANK YOU

Retain this copy for your recordsMerchant Copy

Receipt BannerReceipt Banner

12:29:12C

Card Type VI

VISA CREDIT

Merchant Name123 Any Street, M1A 1A1

Toronto, ON2000000

N10000000205

**** PURCHASE ****

12-21-2015Acct # 452001****5097Account ChequingA00000000003101001

Trace # 9 Inv. # 3 Auth # 75612 RRN 001006006 F800

Total $50.00

(00) APPROVED THANK YOU

Retain this copy for your recordsMerchant Copy

Receipt BannerReceipt Banner

12:29:12C

Card Type DPINTERAC

Theinformationthatyouwillusethemostisnotedaboveandexplainedonthenextpage.

12

1. Transaction Type

• C—Onlinechipcardtransaction

• CN—ChipcardNoSignatureRequiredtransaction

• CO—Off-linechipcardtransaction

• M—Manuallyenteredmagcardtransaction

• MC—Manuallyenteredfallbackofachipcardtransaction

• RF—Contactlesstransaction

• S—Swipedmagcardtransaction

• SC—Swipedchipcardfallbacktransaction

• SN—SwipedNoSignatureRequiredtransaction

2. Card Type

• AM—AmericanExpress

• DP—Debit

• DS—Discover/Diners

• JC—JCB

• MC—MasterCard

• RC—RCS

• VI—Visa

3. Important Information

• Trace #—Thetracenumberassociatedwiththetransaction.

• Inv #—Theinvoicenumberassociatedwiththetransaction.

• Auth #—Theauthorizationnumber associatedwiththetransaction.

• Signature—Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.

• Approved—AlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.

Business Day FunctionsTostartabusinessday,logontoaterminalthathashadthedayclosefunctionperformedonit.Dependingonthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDandpassword.

PerformingadaycloseYouhaveadeadlinetoperformadayclose.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.

13

F ->BusinessDay->Close Business Day

1. Confirmthatthisiscorrect F1 -Yesor F4 -No.

2. YouwillseethePrinting Business Day <Report name>messageasyourendofdayreportsprint.

3. WhenitiscompletedyouwillseetheBusiness Day Closed message.

ReprintingthedayclosereportF ->BusinessDay->Reprint->EOD Report

1. Thereportprints.

AdministrationChangingtheterminalcommunicationmethodIfyouhavechangedyourInternetconnectionatyourplaceofbusiness,youmayhavetochangeyourterminalconnectionsettings(dial-uponly,DSLwithdial-upbackuporDSLonly).

F ->AdminFunction->ConnectionSetup->Connection Type

1. Selectoneofthefollowing:3101 Dial-up,TCP / IP -> Dial-uporTCP / IP DSLandpressOK

� .

ReportingThefollowingreportingoptionsaresplitintodifferentgroups,business day,batch andcustomized.Youhaveaccesstoallofthebusinessdayandbatchreports,andthesewillbecoveredinthisGuide.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantSolutions.com/ResourceCentre.

BusinessdayreportsF ->BusinessDay->Business Day Reports andselectareport.

Report Instructions Provides...

TerminalDetail F1 - DISPLAYor F4 -PRINTyourreport.

...alltransactionsforthecurrentbusinessday.

TerminalBalancing

Sameasabove. ...transactionsforthecurrentbusinessday.

DaySubtotals Selectwhetherthereportisforan F1 - individual IDor F4 -all IDs.

F1 - DISPLAYor F4 -PRINTyourreport.

...transactionsbyoperatorIDandforthecurrentbusinessday.

UserDetail Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.

UserBalancing Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.

OutstandingSAF

F1 - DISPLAYor F4 -PRINTyourreport.

...allstoredtransactiondetailsthathavenotbeensentforsettlement.

14

BatchreportsF ->BusinessDay->Batch Reportsandselectareport.

Report Actions Provides...

BatchDetail SelectwhichbatchyouwanttoreviewF1 -PREVor F4 -CURRENTandhow

youwanttoreceiveit F1 -DISPLAYorF4 -PRINT.

...transactiondetailsbycardtypebycurrentorpreviousbatch.

BatchBalancing

Sameasabove. ...transactiondetailsbycardtypebycurrentorpreviousbatch.

TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.

WhatproblemscanIeasilyresolve?Problem Action Required

BadCommunication 1. Therewasacommunicationfailureafterthetransactionwasinitiated.

2. Verifyyourconnections.

3. PressCANC

ANNUL andtryagain.

Chipcardscannotbeprocessed

1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.

2. Useacleaningcardtocleantheproblemcardreader.

Displayscreenisblank 1. Ensurethatthepowercableisfirmlyconnectedtothepowerportandtheelectricaloutlet.

Magneticstripecardreaderwon’treadcards

1. Tryswipingthecardmorequicklyormoreslowlyorfromthetopofthereadertowardsyou.

2. Requestanotherformofpayment.Ifthiscardcanberead,theproblemiswiththefirstcard.

3. Useacleaningcardtocleantheproblemcardreader.

Printerdoesnotprint 1. Isthereispaperinthedevice?Ifthereis,ensurethatthepaperisloadedcorrectly.

Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.

2. Ensuretheprinterlidiscompletelyclosed.

*Iftheissueisnotresolvedaftertryingtheabove,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.

15

Whyisn’tmyterminalpoweringon?1. Ensurethattheterminal’spowercordisproperlyinsertedintotheelectricaloutlet.

2. Ensurethatthepowercordisproperlyinsertedintotheterminal.

Whydon’tIseeaconnectioniconontheIdlescreen?TherearetwocommunicationmethodsfortheFreedomIV:dial-up/phonelineandDSL.IfyouuseaDSLconnection,anddon’tseethe oryouarehavingcommunicationproblemswithyourdial-up/phonelineconnection,youcanquicklycheckthefollowing:

Dial-up / phone line connection DSL Internet connection

1. Isyourphonelineworkingproperly?

2. Ensuretheterminalissecurelypluggedintoaphoneoutlet.

1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.

2. IsyourInternetcableconnectedproperly?Unplugitandplugitbackin.

3. Isyourmodem/routerworkingcorrectly?Unplugandplugbackinyourmodem/routerandwaitforthreetofourminutes.

ReferenceEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.Press CORR tochangeanyentry.

Letters Spaces Special characters

1. Press F .

2. Pressthekeythathasthedesiredletteronit.Forexample,press2 A

B C toenterC.

3. Pressthenumberkeyuntilthedesiredletterisdisplayed.

1. Press 0 twice. 1. Press F .

2. Press 0 threetimes.

3. Scrolltothedesiredcharacterwiththe

F1 and F4 keys(left�right)andthearrowkey(up�down)andpress

OK

� .

16

FinancialtransactionshortcutsTRANSACTION SCREEN

OK

�

Transaction PurchasePre-Auth/OpenTabIncrementalAuth/TopUpTabInvoiceTabPre-AuthCompl/CloseTabVoidRefundPhone/MailPurchaseCashPurchaseForcePost------------------------> Purchase

Pre-AuthIncrementalAuth/TopUpTabPhone/MailPurchase

MenustructureMAIN MENU F LEVEL 2 LEVEL 3

Business Day CloseBusinessDayStartBusinessDay

HostTransaction----------------------> BatchSubtotalsBatchClose

BusinessDayReports-----------------> TerminalDetailTerminalBalancingDaySubtotalsUserDetailUserBalancingPre-Auth/TabStatusOpenPre-Auth/TabTipTotalsOutstandingSAFCashbackTotalsStoreReportsDiscountTotals

BatchReports-------------------------> TerminalDetailTerminalBalancing

CustomizedReports------------------> TransactionDetailsTotalsPre-Auth/TabStatus

Gift Card Optionsvarybygiftcardprogram --

Split Payment -- --

Loyalty Otheroptionsvarybyloyaltyprogram --

Your terminal may display a different menu order and options that you don’t use. These unused options will be disabled.

17

Instant Credit -- --

Receipt Reprint EODReportLastReceipt--------------------------->

PastReceipt

MerchantCopyCustomerCopy

Transaction Recall Trace#DetailAmountAccount#Invoice#Pre-AuthOpen------------------------> Invoice#

Detail

Admin Function Logon/Logoff

ResetInvoice#ISPConnect/DisconConnectionSetup--------------------> ConnectionType

ISPInfoPhone#Prefix

ParameterDownload-----------------> Host1ParamsHost2Params

TrainingMode------------------------> EnterExit

ResetDate/TimeConfigurationReport-----------------> Communications

CustomizationHost1SettingsHost2SettingsCardBINRangesEMV

SoftwareDownloadDiagnostics---------------------------->SystemInfo

Report

Priority Mail CheckMailReadMessagesDeleteInboxMessageDeleteAllMessages

--

Customization IDSetup------------------------------->

ReceiptBannerPINPadAdvertisingLanguageUserID/Password-------------------->

AddChangePasswordView&DeleteIDReport

DisableEnableIDEnableID/Pwd

18

Cashback----------------------------->

DialFeatures-------------------------->

AllowCashbackDisallowCashbackDialModeSetTonality

Service -- --

Storingtheterminal,PINPadandcardreader• Theymustbestoredintemperaturesbetween0°and50°Celsius.

• Donotleavethemoutdoorsovernight,especiallyinthewinter.

Maintainingtheterminal,PINPadandcardreader• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.

• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.

• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.

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.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportal.www.TDMerchantSolutions.com/ResourceCentre

535196(0316)