td generation · the customer must sign the merchant’s receipt. 6. you can reprint the receipt or...
TRANSCRIPT
TD GenerationMerchant Guide: Givex Gift Cards
For the TD Generation
• Portal2withPINpad
COPYRIGHT © 2016 by The Toronto-Dominion BankThis publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.
NOTICE The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.
MERCHANT INFORMATION
Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Givex Gift Cards Merchant Guide
ContentsWho would use this guide? ......................................................... 1
Givex Gift Cards........................................................................... 1
Financial Transactions .................................................................. 1Payment selection options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Gift card icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Activate a gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Redeem a gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Balance inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Increase gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Cash out gift card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Adjust gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Transfer gift card balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Pre-authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Open pre-authorization .................................................................................. 5Complete pre-authorization ............................................................................. 6
Gift Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Create a gift certificate .................................................................................... 6
Transactions cash out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Reporting ..................................................................................... 7Gift card reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
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Givex Gift Cards Merchant Guide
Who would use this guide?YouwouldusethisguideifyouperformtransactionsduringthecourseofyourdailybusinessthatofferGivex®giftcards.TheinformationcoveredinthisguideisexclusivetoGivextransactions.Forfurtherinformationonyourterminalcapabilities,pleaserefertotheTDGenerationPortal2MerchantGuideonlineatwww.TDMerchantSolutions.com/ResourceCentre.
Givex Gift CardsYoumustsignupinordertooffergiftcardstoyourcustomers.Ifyoucurrentlydon’toffergiftcardsandwouldliketo,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.
Financial TransactionsTheTDGenerationPortal2terminalcanperformthefollowinggiftcardtransactions:
Transactions Explanation Administration ExplanationCancel Void Activation Activatenewgiftcard
ForcedCashback Fullorpartialcashback BalanceAdjustment Adjustexistinggiftcard
ForcedPre-Auth Pre-authorization BalanceInquiry Currentgiftcardbalance
GiftCardRedeem Purchase BalanceTransfer Transferonegiftcardtoanother
PostAuth Pre-authorizationcompletion GiftCertificateRegister Createpapergiftcertificate
Increment Increasegiftcardbalance
TerminalRegistration Registeryourterminal
TransactionCashout Printcashoutreport
PaymentselectionoptionsOncegiftcardsareactivatedonyourterminal,youwillseeanewscreenthatreflectsgiftcardaswellasallotheravailablepaymentoptions.Theaboveisjustanexampleastheremaybeotheroptionsavailabletoyouduetoyourindividualsetup.
• Pleasenote, therehasbeensomechanges to the terminalhardware.Thenewhardwareversionhasamuch larger touchscreenversusthepreviousversionwhichhadatouchscreenwithanumerictouchpadbelow.Ifyouhavetheprevioushardwareversion,pleaseensurethatyoudownloadthecorrectdocumentationforTDGenerationPortalwithPINpad.
Dependingonyourterminalsettings,youmayberequiredtoenterasupervisorIDandpasswordtoproceedwithanytransaction.
PurchasePayment Options
Credit / Debit Card
Gift Card
Cash
X �
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GiftcardiconToperformagiftcardtransactionyoumustusetheappropriateicontoensurethatitisprocessedcorrectly.Thegiftcardiconmaynotappearinthislocationonyourterminalscreen.
ActivateagiftcardThistransactioncreatesanaccountandloadsanamountontothecard.
1. Tapthe /HomekeyGiftCardActivation.
2. Enterthedollar amountyouwanttoaddtothegiftcardandtapOK.
3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thereceiptprintsshowingnewbalanceofthegiftcard.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
Wed Apr 20 16:09:42
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MoreDebit/Credit
Reports
Reprint
Host Tran.Ribequ
1234 5678 91
Alitem RaIde
que
9101 121
amtdelk
Gift Card GIFT CARD
Loyalty Award
Pre-Auth
Pre-AuthCompletion �
+
Phone/MailPurchase
Loyalty Transactions
GIFT CARD
• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash).
• Thistransactioncannotbeusedtoaddmoremoneytoanalreadyactivatedgiftcard–onlyanew,previouslyunactivatedgiftcard.
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Givex Gift Cards Merchant Guide
RedeemagiftcardThisisapurchasetransactionthatallowsacustomertopayforgoodsorserviceswiththefundsavailableonanacceptedgiftcard.
1. Tapthe /HomekeyGiftCardGiftCard Redeem.
2. Enterthedollar amountyouwanttoremovefromthegiftcardandtapOK.
3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
VoidThisoptionallowsyoutovoidagiftcardtransactionthatwasdoneinerror.
1. Tapthe /HomekeyGiftCardCancel.
2. Enterthetrace numberfromthereceiptofthetransactionthatyouwanttovoidandtapOK.
3. Enterthegiftcardinformation:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Confirmthattheinfoenterediscorrect:NOorYES.
5. Thetransactionisnowvoidedandreceiptsprint.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
BalanceinquiryThistransactionallowsacardholdertocheckthebalanceontheirgiftcard.
1. Tapthe /HomekeyGiftCardBalance Inquiry.
2. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep3.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep3.
3. Thereceiptprintsshowingbalanceofthegiftcard.
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IncreasegiftcardbalanceThistransactionallowsyoutoincreasethedollarvalueonagiftcard.Thistransactionisusedtomakeamanualadjustmenttoagiftcardvalue.
1. Tapthe /HomekeyGiftCardIncrement.
2. Enterthedollar amountthecustomerwanttoaddtothegiftcardandtapOK.
3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thereceiptprintsshowingnewbalanceofthegiftcard.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
CashoutgiftcardThistransactionallowsthecardholdertoreceivecashforanavailablevalueonthegiftcard.
1. Tapthe /HomekeyGiftCardForcedCashBack.
2. Selecthowmuchofthegiftcardbalancetheywanttoreceiveincash:ALLorAMOUNT.
All
a) Gotostep3.
Amount
a) Enterthedollar amounttapOK.
b) Customerconfirmsthattheamountiscorrect:NOorYES.Gotostep3.
3. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
a) Swipethegiftcard.Gotostep4.
b) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thereceiptprintsshowingnewbalanceofthegiftcardaftertheforcedcashback.Providethecashtothecustomerandthetransactionisnowcomplete.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash)whenaddingfunds.
• Thistransactiondoesnotworkwithgiftcertificates.
Thistransactiondoesnotworkwithgiftcertificates.
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Givex Gift Cards Merchant Guide
AdjustgiftcardbalanceThistransactionallowsyoutoadjustthedollarvalueonagiftcard.Thistransactionisusedtomakeanadjustmenttoagiftcardvaluewithoutacorrespondingasale.
1. Tapthe /HomekeyGiftCardBalance Adjustment.
2. Selecthowyouwanttoadjustthegiftcardbalance:IncreaseorDecrease.
3. Enterthedollar amountthecustomerwanttoadd/removefromthegiftcardandtapOK.
4. Selectoneofthefollowingpaymentmethods:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep5.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep5.
5. Thereceiptprintsshowingnewbalanceofthegiftcard.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
TransfergiftcardbalanceThistransactionallowsacardholdertotransferthebalancefromonegiftcardtoanother.
1. Tapthe /HomekeyGiftCardBalance Transfer.
2. Entertheinformationforthegiftcardthatwillbetransferred:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep3.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep3.
3. Entertheinformationforthegiftcardthatwillreceivethetransferredmoney:SwipeorManual Entry.
Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thereceiptprintsshowingnewbalanceofthegiftcard.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
Pre-authorizations
Open pre-authorization
Thistransactionallowsyoutoplaceaholdonavailablefundsonthegiftcard.Thisessentiallycreatesapre-authorizationonagiftcard.
1. Tapthe /HomekeyGiftCardForced Pre-auth.
2. Enterthedollar amounttobereservedonthegiftcardandtapOK.
3. Enterthegiftcardinformationforthegiftcardthatwillhavefundsreserved:SwipeorManual Entry.
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Swipe card
a) Swipethegiftcard.Gotostep4.
Manually enter card
a) Enterthegiftcardaccount numberandtapOK.Gotostep4.
4. Thetransactioniscompletedandreceiptsprint.Thecustomermustsignthemerchant’sreceipt.Thebalanceofthegiftcardisdisplayedonthecustomer’sreceipt.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
Complete pre-authorization
Thistransactionchargesthefinalamountafterreservingfundsonagiftcard.
1. Tap /HomeGiftCardPost-auth.
2. Enterthetrace numberfromthereceiptofthetransactionthatyouwanttovoidandtapOK.Thisislocatedonthesignedreceiptcreatedbyreservingthefunds.
3. Enterthedollar amounttobepaidfromthegiftcardandtapOK.Thisisthefinalamountforthetransaction(includingtip)thatthecustomersignsforonthereceiptfromtheinitialpre-authotization.
4. Confirmthattheamountiscorrect:NOorYES.
5. Thetransactioniscompletedandreceiptsprint.Thecustomermustsignthemerchant’sreceipt.
6. YoucanREPRINTthereceiptorFINISHthetransaction.
GiftCertificates
Create a gift certificate
Thistransactionallowsyoutocreateagiftcardaccountwithoutaphysicalgiftcard.
1. Tapthe /HomekeyGiftCardGift CertificateRegister.
2. Enterthedollar amountyouwanttoaddtothegiftcardandtapOK.
3. Customerconfirmsthattheamountiscorrect:NOorYES.
4. Thereceiptprintsshowingtheaccountnumberandbalanceofthegiftcertificate.
5. YoucanREPRINTthereceiptorFINISHthetransaction.
TransactionscashoutThistransactionallowsyoutowithdrawmoniesfromanexistinggiftcard.
1. Tapthe /HomekeyGiftCardTransactionsCashOut.
2. Confirmthatyouwishtoperformatransactionscashout:NOorYES.
3. Thereceiptprintsshowingthecashouttransactions.
• Ifyouhavepartialauthorizationsenabledonyourterminal,youcanchargemorethanisavailableonthegiftcardandhaveanoutstandingbalance.Ensurethatyouoffsettheoutstandingbalanceafinancialtransaction(i.e.debit,creditcardorcash).
• Ensurethatyouoffsetthecostofthegiftcardwithafinancialtransaction(i.e.debit,creditcardorcash).
• Thistransactioncannotbeusedtoaddmoremoneytoanalreadyactivatedgiftcard.
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Givex Gift Cards Merchant Guide
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
Important information
Trace # Thetracenumberassociatedwiththetransaction.
Inv # Theinvoicenumberassociatedwiththetransaction.
Auth # Theauthorizationnumber associatedwiththetransaction.
Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesemerchantreceipts.
Card balance Thisinformationisonlydisplayedonthecustomer’sreceipt.Themerchantcopywillnothavethis.
Tip Thisiswherethecustomerwouldenterthetipamountonapre-authorization.
Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDeclined.
ReportingGiftcardreportsThefollowinggiftcardreportsareavailable.
Tapthe /HomekeyGiftCardReportsandselectareport.
Report Instructions Provides...BusinessDaySubtotals
DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
TerminalDetail DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorDetail SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.
...transactionsbycardtype(includinggiftcardtotalsanddetails)operatorIDandforthecurrentbusinessday.
TerminalBalancing DISPLAYorPRINTyourreport. ...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorBalancing SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.
...transactionsbyoperatorIDandforthecurrentbusinessday.
HostTotals Selectwhichbatchyouwanttoreview(PREVorCURRENT).DISPLAYorPRINTyourreport.
...transactiondetailsforcurrentorpreviousbatch.
HostDetails Selectwhichbatchyouwanttoreview(PREVorCURRENT).DISPLAYorPRINTyourreport.
...transactiondetailsforcurrentorpreviousbatch.
CustomizedTotals Enterthestart dateandend date.
DISPLAYorPRINTyourreport.
...transactiondetailsbytransactiontypeforamaximumof45businessdays
CustomizedDetails Enterthestart dateandend date.
DISPLAYorPRINTyourreport.
...transactiondetailsforamaximumof10businessdays
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Call Centre InformationPleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyoumayhave.
Authorization:
24hoursaday,sevendaysaweek
Terminal Inquiries:
24hoursaday,sevendaysaweek
General Merchant Inquiries:
Monday–Friday,8a.m.–8p.m.ET
Printer / Stationery Supplies:
Monday–Friday,8a.m.–5p.m.ET
Documentation PortalThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportalatwww.TDMerchantSolutions.com/ResourceCentre
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