td iwl252 and 255 quick start guide...1 about this guide this guide provides an introduction to your...
TRANSCRIPT
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TD iWL252 and 255 Quick Start Guide
For the:
• iWL252(Bluetooth)
• iWL255(3GWireless)
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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.
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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ContentsAbout this Guide .......................................................1
Merchant Welcome Kit Contents ...............................1
The TD iWL252 / 255 Solution ...................................1Default shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Idle screen and icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2TD iWL252 ................................................................................... 2TD iWL255 ................................................................................... 3
Main menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Admin menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Changing the paper roll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Bluetooth Base ...................................................4Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Cardholder Privacy and Security ...............................5Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Force post fraud prevention ......................................................... 5Call for authorization fraud prevention ......................................... 6
Financial Transactions ................................................6Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Sale (credit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Sale (debit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Sale (phone or mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Force post (sale or phone / mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Receipts ...................................................................11Reprinting receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Receipt examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Business Day Functions ...........................................13Performing a day close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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Administration .........................................................14Changing the terminal communication method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
More features and functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Reporting .................................................................15Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Troubleshooting .......................................................16What problems can I easily resolve? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Why don’t I see a connection icon on the Idle screen? . . . . . . . . . . . . . . . . . . . . 16
Signal Strength . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
What can interfere with Bluetooth connectivity? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
What can interfere with 3G connectivity? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Why isn’t my terminal charging? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
What do I do if there’s a power outage? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Menu structure ........................................................19
Reference .................................................................22Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Maintaining the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Storing the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
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About this GuideThisGuideprovidesanintroductiontoyourTDiWL252/255solution,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 concern Information sheets
• What you need to know about chargebacks
• Payment card industry data security standard (PCI DSS)
Miscellaneous
• Paperrolls(3+1intheterminal)
• Cleaningcardandinstructions
• Chargingcord
• Cardacceptancedecals(Visa®,MasterCard®,Discover®,AmericanExpress®,Interac®DirectPayment,etc.)
The TD iWL252 / 255 SolutionTheterminalissolelyforyou,theMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcreditordebitcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Pleasepleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentretolearnhowtouseothercards.
Thetwoterminalslookvirtuallyidenticalandhaveverysimilarfunctionality.Thereisaneasywaytodeterminewhichoneyouareusing.
TD iWL252 and Bluetooth® base
Thisterminalistheshortrangewirelessversion.ItconnectswirelesslytotheBluetoothchargingbase.
TD iWL255
Thisterminalisthelongrangewirelessversion.Itconnectstothemobilephonenetwork.
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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 andshortcuttotheMain Menuscreen.
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
IdlescreenandiconsTD iWL252ThedefaultscreeniscalledtheIdlescreen.Onittherearenumerousimportanticons.Theyare,lefttoright:
1. Lock (security)The iconwillbeclosedoropen.Ifthelockisopen,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportithasbeentamperedwith.
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2. Bluetooth connection iconsTheterminal’sBluetoothconnectionisindicatedbyagroupoficons:
• B TerminalisconnectedtotheBluetoothbasebutnotresponding.• B Terminalissearchingforconnection.• B TerminalisconnectedtotheBluetoothbase.• IndicatestheterminalBluetoothsignalstrength.• ThenumberundertheseiconsistheassociatedBluetoothbaseserialnumber.• Indicateswhethertheterminalisconnectedtothenetwork.Itwillbe
oneoftwocolours: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.
MainmenuscreenFromtheIdlescreen,pressOKandtheMain Menu screenappears.TheMain Menuscreendisplaysthefollowingtransactions:
• Return
• Void
• ForcePost
• Phone/MailSale
MAIN MENUTD APP
1 - Return2 - Void3 - Force Post4 - Phone / Mail Sale
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AdminmenuscreenFromtheIdlescreen,press /Admin keyandtheAdmin Menuscreenappears.Itdisplaysthefollowingoptions:
• Logon/Logoff
• BusinessDayMenu
• TransRecallMenu
• SetupMenu
• ReprintMenu
• Maintenance
• OtherFunctions
Foralistofalltheadminfunctionsonavailableontheterminal,refertopage19foracompletemenubreakdown.
NavigationOnceyougettothedesiredscreen,usethefollowingkeystonavigateit:
• Presstheup/down arrow key toscrolldownoruponemenuselection.
• PressCanceltogobackonescreen.
• PressCorrection tochangeanentry.
• PressOKtoconfirmyourmenuselectionorentry.
• Pressthenumberassociatedwiththedesiredmenuitem.
Changingthepaperroll1. Gentlypulluponthepaper chamber panel alongthetopofterminalandremove
theoldpaperroll.
2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.
3. Pressdownonthepaneluntilitclicksshutandensurethereisaenoughpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.
4. PressCorrection toadvancethepapertoensureitisloadedproperly.
The Bluetooth BaseTheBluetoothbaseisonlyusedwiththeTDiWL252.ItactsasaconnectiontothepaymentnetworkandasashortrangewirelessbaseforyourTDiWL252terminal.Thisbasealsoactsasachargingstationfortheterminal.
ADMIN MENU1 - Logon / Logoff2 - Business Day Menu
3 - Trans Recall Menu4 - Setup Menu
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PortsThebasehasfourportsonthebackbutyouareonlyusingthenetworkadapterportandthepowerport:
1. Ethernetport
2. Powerport
Ifyouuseadialupconnection,thereisapanelonthebottomofthebasethatyoucanopenandplugyourphonelineinto.
Communication optionsTheTDiWL252solutionofferstwooptionsforcommunications:dial-uporEthernet.Youcansetthishoweveryouwishtosuityourexistingplaceofbusiness’setup.Tolearnmoreaboutcommunicationoptionsseepage14.
Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantwelcomekit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.
TerminalsecurityItistheMerchant’sresponsibilitytosecuretheterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearethreeusersecuritysettings:
No security (Default)• Noaccessrestrictionto
theterminalfunctionalitylistedbelow.
Medium Security• Accessisrestrictedtocertain
featuresbyasupervisorormanagerIDandpassword.
High Security• Accessisrestrictedto
certainfeaturesbyamanagerIDandpassword.
ThefollowingfunctionscanbeprotectedbyasupervisorIDandpassword:
• EndofDay
• ManualAccount#
• BatchReports
• B.Dayreports
• CustomizedReports
• BatchClose
• RecentErrorReport
FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantwelcomekit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:
Force post fraud preventionTheForcePostfunctionallowspriorauthorizationnumberstobemanuallykeyedin.Foryourprotection,thiscapabilityisdisabledbydefaultonyourterminal.IfyouneedtoprocessaForcePost,pleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163toenablethecapabilityafterbeingauthenticated.
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Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.
Financial TransactionsTheterminalscanperformthefollowingtransactions:
• Sale(purchase)
• Phone/Mailsale
• Forcepost
• Return(refund)
• Void
• Pre-authorization*
• Partialauthorization*
*Theseoptionaltransactionsandothers,suchastips,arecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
AcceptedcardtypesYourterminal(s)willacceptwhatevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163tochangethesecuritylevelonyourterminal.
Sale(creditcard)1. Press / F1.
2. Enterthetotal dollar amount forthesaleandpressOK.
3. Customerconfirmsthedollaramount.
4. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.
Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactless
cardreader.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceipts
printifrequested.Gotostep5.
Inserta) Thecustomerinsertstheircreditcard.b) ThecustomerenterstheirPINandpressesOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
Gotostep5.
Swipea) Thecustomerswipestheircreditcard.b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.
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.
The customer may be required to swipe or insert their card in some cases.
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c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Thecustomermustsignthesignaturefieldonthemerchantcopy.Gotostep5.
Manual entrya) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD numberandpressOK.Thisnumberisgenerallylocatedonthe
backofthecreditcard.Thisiscanbeanoptionalstepdependingonyoursettings.e) Indicateifthecardwaspresentforthetransaction:YesorNo.f) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceipts
print.Thecustomermustsignthesignaturefieldonthemerchantcopy.Gotostep5.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.Ifthecardwasswipedormanuallyentered,thecustomermustsignthesignaturefieldonthemerchantcopy.
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
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Sale(debitcard)1. Press /F1.
2. Enterthedollar amountandpressOK.
3. Customerconfirmsthedollaramount.
4. Performoneofthefollowingpaymentmethods:Insert/SwipeorContactless.
Contactlessa) Thecustomertapstheir
contactless-enableddebitcard.
The customer may be required to swipe or insert their card in some cases.
b) Askthecustomeriftheywouldlikeareceipt:YesorNo.
c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.Gotostep5.
Insert / swipea) Thecustomerselectstheaccount
touse:CHQorSAV.b) ThecustomerenterstheirPIN
andpressesOK.c) Thescreenshowsthatauthorization
number,thetransactiontotalandthereceiptsprint.Gotostep5.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.
Sale(phoneormail)
1. Press /F4 Phone/MailSale.
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
NO
• 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.
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Forcepost(saleorphone/mail)Thisoptionisonlyusedwhenyoucan’tprocessacreditcardsalenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.
1. PressOK ForcePost ForceSaleorForcePh/Mail.
2. Enterthedollar amount andpress OK.
3. Performoneofthefollowingpaymentmethodsforthecreditcardinquestion:Swipe(onlyforSaletransactions)orManual entry.
Swipea) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep4.
Manual entrya) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD number andpressOK.Gotostep4.
4. ThenentertheauthorizationnumberandpressOK.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Thecustomermustsignthesignaturefieldonthemerchantcopyforaforcepostsaletransaction.
VoidThistransactionisusedtocorrectapreviouslyenteredtransactionfromtheterminalinthecurrent,openbusinessday.YoucanalsouseTransactionRecalltorecallandcancel/voidatransactionbasedoninformationotherthanthetracenumber.
1. PressOKVoid.Enterthetrace numberforthetransactiontobevoidedandpressOK.Ifyouarevoidingadebittransactionyouwillneedthecardthatitwasperformedon.
2. Verifythatthisisthecorrecttransaction:VoidorBack.Ifyouselectback,youcanenteranewtracenumbertovoid.
3. Thevoidedtransactionreceiptsprint.
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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TransactionrecallThisoptionrecallsatransactionsothatyoucanvieworvoiditforanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucanonlyrecalltransactionsafterthelastdaycloseorbatchclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
1. Press /AdminkeyTransRecallMenu.
2. Selectoneofthefollowingoptions:
by DetailThisrecallsthedetailsalloftransactionsintheopenbatch.
a) Scrolltothedesiredtransactionandpress /F4.Gotostep3.
by AmountThisrecallsanytransactionfortheentereddollaramountintheopenbatch.
b) Enterthedollar amountandpressOK.c) Ifmorethanonetransactionappears,selectthedesiredoneandpress /F4.
Gotostep3.
by Account # (credit cards only)Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.
a) Swipethecreditcardorenterthecard account numberandpress OK.b) Selectthetransaction andpress /F4.Gotostep3.
by Invoice #Thisrecallsthetransactionfortheenteredinvoicenumber.
a) EntertheinvoicenumberthatyouwanttorecallandpressOK.Gotostep3.
by Trace #Thisonlyrecallsthetransactionconnectedtothetracenumberintheopenbatch.
a) Enterthe trace number thatyouwanttorecallandpress OK.Gotostep3.
3. Verifythattheitisthecorrecttransactioninformationonthescreenanddooneofthefollowing:
a) SelectVoid tocancelthetransactionandthevoidedreceiptsprint.b) SelectBacktoselectadifferenttransaction.c) PressCancel toexitthescreen.
ReturnYoucanonlyperformareturnonatransactionthathasalreadybeensubmittedforreimbursement.
1. PressOKReturn.
2. Enterthedollar amountandpress OK.
3. CustomerconfirmsthedollaramountandpressesYesorNo.
4. Performoneofthefollowing:Insert , SwipeorManual entrythecardinquestion.
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.
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Insert credit carda) VerifythecardinfowithwhatisonthescreenandpressOK.b) ThecustomermayberequiredtoentertheirPIN.Gotostep5.
Swipe credit carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep5.
Manually enter credit carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.Thisisfourdigitsinlength.c) Indicateifthereturnisforaphone/mailsale:Yesor No.Gotostep5.
Insert / swipe debit carda) Thecustomerselectstheaccounttouse:CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.Gotostep5.
5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.
ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Thereisimportant information that youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.
Reprintingreceipts1. Press /Adminkey ReprintMenuandselectareprintoption.
Reprint Last
2. Selectwhichcopyyouwanttoreprint(Merchant,CustomerorBoth)andpressOK.
3. Thereceiptreprintsandisnotedasaduplicate.
Reprint Previous
2. Selectoneofthefollowingoptions:
Alla) Scrollthroughtheavailable receipts,selectthedesiredoneandpress
OK.Gotostep3.
Invoice #a) Entertheinvoice numberandpressOK.Gotostep3.
Account # a) Swipethecardorentertheaccount numberandpressOK.Gotostep3.
Approval Codea) Entertheapproval codeandOK.Gotostep3.
3. Selectwhichreceipttoreprint(Merchant,CustomerorBoth)andpressOK.
4. Thereceiptreprintsandisnotedasaduplicate.
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ReceiptexamplesCredit card Debit card
Theinformationthatyouwillusethemostisexplainedbelow.
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
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
Transaction type
C Onlinechipcardtransaction RF Contactlesstransaction
CN ChipcardNoSignatureRequiredtransaction
S Swipedmagcardtransaction
CO Off-linechipcardtransaction SC Swipedchipcardfallbacktransaction
M Manuallyenteredmagcardtransaction
SN SwipedNoSignatureRequiredtransaction
MC Manuallyenteredfallbackofachipcardtransaction
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Card type
AM AmericanExpress MC MasterCard
DP Debit VI Visa
DS Discover/Diner
Important information
Trace # Thetracenumberassociatedwiththetransaction
Inv # Theinvoicenumberassociatedwiththetransaction.
Auth # Theauthorizationnumber associatedwiththetransaction
Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.
Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.
Business Day FunctionsPerformingadaycloseYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.
1. Press /AdminkeyBusinessDayMenuEndofDay.
2. Confirmthatyouwanttoclosethebusinessday:YesorNo.
3. Theendofdayreportsprint.
4. Theterminalreboots.
Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:
A day close is automatically performed on your terminal every three to five business days if one isn’t performed sooner by you.
• If a lot of transactions have been conducted during the day, or you are using a dial-up connection, this process may take a while.
• Once the process is started, ensure no one interrupts it by processing any transactions, pressing any buttons or disconnecting your Internet service on the terminal in question.
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.
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• Sendsanystoredtransactions(SAFs)
• Closesallopenbatches
• Printsselectedreports
• Checksformail,anddownloads
• Downloadsavailableupdates
• Startsanewbusinessdayontheterminalbyopeninganewbatch
AdministrationChangingtheterminalcommunicationmethod(iWL252 only)IfyouhavechangedyourInternetconnectionatyourplaceofbusiness,youmayhavetochangeyourterminalconnectionsettingssothatyouhaveafallbackconnectionincaseyourprimaryfails.Pleaserefertothechartbelowforthebestoptionforyourcommunications.
I have a dial connection
I have an Ethernet connection
Suggested communication setting
-- EthernetOnly
-- DialOnly
Ethw/dialF’back
1. Press /AdminkeySetupMenuCommunicationsMenuCommsTypeSetting.
2. Selectoneofthefollowing:Ethernet Only,Dial Only, Eth w/dial F’backorDial w/Eth F’backandpressOK.
MorefeaturesandfunctionalityTherearemorewaystoconfigureyourterminalsuchas:
• Usermanagement
• Softwaredownloads
• Communicationoptions
• Terminalsettings
• Transactionoptions
Formoreinformation,pleasevisitouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
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ReportingThefollowingreportingoptionsaresplitintodifferentgroups,business day,batch andcustomized.Youhaveaccesstoallofthebusinessdayandbatchreports,andthesewillbecoveredinthisGuide.Pleaseseeouronlinedocumentationforcustomizedreportsatwww.TDMerchantSolutions.com/ResourceCentre.
Businessdayreports1. Press /AdminkeyBusinessDayBusinessDayReportsandthenselecta
report.
Report Instructions Provides.. .
TerminalDetail
DISPLAYorPRINTyourreport. ...alltransactionsforthecurrentbusinessday.
TerminalBalancing
Sameasabove. ...transactionsforthecurrentbusinessday.
DaySubtotals Selectwhetherthereportisforanindividual IDorall IDs.DISPLAYorPRINTyourreport.
...transactionsbyoperatorIDandforthecurrentbusinessday.
OperatorDetail
Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.
OperatorBalancing
Sameasabove. ...transactionsbycardtype,operatorIDforthecurrentbusinessday.
OutstandingSAF
DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.
Batchreports1. Pressthe / AdminkeyBusinessDayBatchReportsandthenselectareport.
Report Actions Provides.. .
TerminalDetail
SelectwhichbatchyouwanttoreviewPREVorCURRENTandhowyouwanttoreceiveitDISPLAYorPRINT.
...transactiondetailsbycardtypebycurrentorpreviousbatch.
TerminalBalancing
Sameasabove. ...transactiondetailsbycardtypebycurrentorpreviousbatch
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TroubleshootingIfyou’reunabletoresolvetheproblemafterperformingthefollowingsteps,pleasecontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.
WhatproblemscanIeasilyresolve?
Problem Action Required
BadCommunication 1. Therewasacommunicationfailureafterthetransactionwasinitiated.
2. Verifyyourconnections(Internet,dialup,terminalcables,etc.).
3. PressCancel andtryagain.
Chipcardscannotbeprocessed
1. Tryadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.
2. Useacleaningcardtocleanthecardreader.
Displayscreenisblank 1. Ensurethatthepowercableisfirmlyconnectedtothepowerportandtheelectricaloutlet.
Magneticstripecardreaderwon’treadcards
1. Swipethecardmorequicklyormoreslowlyorfromthetopofthereadertowardsyou.
2. Requestanotherformofpayment.Ifthiscardcanberead,theproblemiswiththefirstcard.
3. Useacleaningcardtocleantheproblemcardreader.
Printerdoesnotprint 1. Ensurethereispaperandthatitisloadedcorrectlyinthedevice.
Printerjam 1. Ensurethatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.
2. Ensuretheprinterlidiscompletelyclosed.
Whydon’tIseeaconnectioniconontheIdlescreen?TD iWL252TherearetwocommunicationmethodsfortheTDiWL252solution:dial-up/phonelineandDSL.Ifyoudon’tseethegreennetworkicon( )forDSLorthegreenphoneiconfordial-up,youcanquicklycheckthefollowing:
Dial-up / phone line connection DSL Internet connection
1. Isyourphonelineworkingproperly?
2. Ensuretheterminalissecurelypluggedintothecommunicationadapter.
3. Ensurethecommunicationadapterissecurelypluggedintoaphoneoutlet.
1. IsyourInternetconnectionworkingproperly?Verifythiswithanotherdevice.
2. Isyourmodem/routerworkingcorrectly?Unplugandplugbackinyourmodem/routerandwaitforthreetofourminutes.
3. Ensuretheterminalissecurelypluggedintothecommunicationadapter.
4. Ensurethecommunicationadapterissecurelypluggedintoaphoneoutlet.
If the issue is not resolved after trying the above, please contact the TD Merchant Solutions Help Desk at 1-800-363-1163.
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TD iWL255Ifyoudon’tseethe 3G icon,trythefollowing:
• Haveyoumadephysicalchangestoyourlocation?Newwallsorelectronicdevicesneartheterminalmayinadvertentlyreducethewirelesssignalstrength.Trywalkingaroundyourplaceofbusinesstoseeifyouareabletoreceiveasignal.
• Hassomethingchangedtotheenvironmentoutsideyourplaceofbusiness?Anewbuildingmayalsoreduceorblockyoursignalstrength.Trywalkingaroundyourplaceofbusinesstoseeifyouareabletoreceiveasignal.
• Theremaybeanissuewiththewirelessphonenetwork.
SignalStrengthThesignalstrengthisrepresentedbyfivetozerobars.Yourterminalshouldalwaysshowatleastoneinordertobeabletocompletetransactionsandideallyitshouldbeaminimumoftwobars.
100% 80% 60% 40% 20% / Low Zero / None
Iftheterminalisexperiencinglowornosignalstrength,checkthefollowing:
Has the Bluetooth base become loose or unplugged? (TD iWL252 only)Ensurethebaseissecurelypluggedintoanelectricaloutlet.
Have any obstacles or electronic equipment been placed around the base or the terminal? (TD iWL252 and TD iWL255)Ifyouhavemadephysicalchangestoyourlocation,suchasaddinganewwallorpieceofequipment,youmayneedtohavethebasemovedtoaccommodatethischange.PleasecontacttheTDMerchantSolutionsHelpDesktoassistwiththisifnecessary.
WhatcaninterferewithBluetoothconnectivity?Thebiggestissueisthatthefrequencyrange(2.4GHz)usedbyBluetoothissharedbyotherequipmentandcanbeblockedbycertainmaterials.TherearestepsthatyoucantakethatwillminimizeBluetoothconnectivityissues.Theyare:
1. Distance between the terminal and the baseEnsurethatyoukeepyourterminalandbaseinthesameroomifpossible.ObstaclessuchaswallsorfurnituremayweakenorblocktheBluetoothsignal.
2. Signal interferenceBluetoothusesthe2.4GHzfrequencyrangewhichissharedbyotherdevicessuchas:
• Microwaves• Wi-Fidevices(routers,VoIPphones,wirelesscameras)• Fluorescentofficelighting• Somecordlessphonesandbabymonitors
Toavoidconnectivityanddataissues,avoidgoingnearthesedeviceswhenusingtheTDiWL252solution.Ofcourse,youcan’talwaysavoidsourcesofinterferencesuch
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asWi-Fiorfluorescentlighting.Toaccommodatethis,Bluetoothisabletoadapttosomeinterferencefrommultiplesourcesdependingonitsstrength.But,ifyouencountertoomanysourcesofinterferenceatonce,yourdevicesmaynotbeabletoadaptandtheycouldloseconnectivity.
Whatcaninterferewith3Gconnectivity?The3G(celltowers)signalisblockedbycertainmaterials.Buildings(neworexisting)havealargeamountofconcreteorbrickandmaycauseconnectionissues.Aswell,newphysicalbarriersaddedtoyourworkplace(wallswithmetalframeworksandelectricalwires)mayalsocauseinterferenceforyouriWL255terminal.Beawarewhenmodifyingyourworkplacethatyoumaybeintroducingsignalinterference.
Whyisn’tmyterminalcharging?
TD iWL252 TD iWL255
1. Ensuretheterminalisseatedfirmlyinthebase?Then,checktoseeifthechargingiconappearsinthetop-rightofthescreen.Ifitdoesn’t,gotostep2.
2. Ensurethatthebases’electricaloutlethaspower.Ifitis,gotostep3.
3. Ensurethatthepowerpackisfullyinsertedintothepoweroutlet.Istheterminalcharging?Ifnot,gotostep4.
4. Ensurethatthepowercableisfullyinsertedintothebase.Istheterminalcharging?Ifnot,gotostep5.
5. Usechargingcordincludedinyourwelcomekit.Plugthisintoanelectricaloutletandplugtheotherendintothechargingportontheleftsideoftheterminal.Itiscoveredbyagreyrubberflapthatcaneasilybeliftedwithyourthumbnail.
1. Usechargingcordincludedinyourwelcomekit.Plugthisintoanelectricaloutletandplugtheotherendintothechargingportontheleftsideoftheterminal.Itiscoveredbyagreyrubberflapthatcaneasilybeliftedwithyourthumbnail.
WhatdoIdoifthere’sapoweroutage?TD iWL252Theterminalwillnotbeabletoprocesstransactionswithoutpower.Oncethepowerhasbeenrestored,youdonotneedtotakeanystepstorestartyourBluetoothbase.Itwillautomaticallycomeonlineandcreateaconnectionwithyourterminalifitisinrange.Ifatransactionwasinterruptedduetobattery/powerfailure,pleaseperformthetransactionagainwhenpowerisrestored.
TD iWL255Aterminalwithbatterypowerwillstillworkandbeabletoperformtransactionsunlessthelocalcelltowerdoesnothavepoweraswell.
If after trying these steps your terminal still does not charge, please contact the TD Merchant Solutions Help Desk.
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Menu structureAccessallofthefollowingmenusbypressingthe /Admin key.
Logon / Logoff
Log ON --
Log OFF --
Business Day Menu
End of Day --
B. Day Reports TerminalDetailTerminalBalancingDaySubtotalsOperatorDetailOperatorBalancingPre-AuthStatus*OpenPre-Auth*TipTotalsOutstandingSAFCashbackTotals*
--
Customized Reports TransactionDetailsTotalsPre-AuthStatus*
--
Batch Reports TerminalDetailTerminalBalancing
--
Host Transactions BatchSubtotalsBatchClose
--
*Pre-authorizationsandcashbacksarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
Trans Recall Menu
by Detail --
by Amount --
by Account # --
by Invoice --
by Trace # --
PreAuthOpen-Inv.#* --
PreAuthOpen-Detail* --
*Pre-authorizations,tabsandcashbacksarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.
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Setup Menu
Customization ReceiptOptions ReceiptBannerPreprintReceiptDelayReceiptOrder
LanguageOptions --
UseID/Password DisableEnableOperIDEnableOperID/Pwd
AuthoritySetup EndofDayManualAccount#BatchReportsB.DayReportsCustomizedReportsBatchCloseRecentErrorReport
TransactionOptions CashbackOptionsHighAmountLimitDuplicateTransCheckTipOptions
TransactionPrompts SplitTenderCardPresent
HardwareOptions KeyBeepBacklightSleepTimer
IdleTimer --
User Setup AddUserChangePasswordView&DeleteOperatorWordingUnlockUserIDReport
--
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Setup Menu
Communications CommsTypeSettingIPAddressType
DialMenu
Bluetooth(iWL252only)
Wireless(iWL255only)
--DynamicIPStaticIPPrefixCodeLDPrefixPredialDialRetryDialToneBaudDialModeNewBaseRemovebasePrintBasesAccessPoint1AccessPoint2AccessPoint3WirelesspreferenceSIMCodeOperationMode
Config. Reports CommunicationsCustomizationHost1SettingsHost2SettingsBINRanges
--
Reprint Menu
Reprint Last -- --
Reprint Previous -- --
Maintenance Menu
Host 1 Param DL -- --
Host 2 Param DL -- --
US BIN Download -- --
Reset Menu ResetInvoice# --
System Info -- --
Software Download Setup
ConnectionType
StartDownloadScheduleDownload
DialIPEthernetDial----
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Other Functions Menu
Training Mode -- --
Service Menu -- --
EMV Reports EMVParameterRptEMVStatisticsRptEMVLastTransEMVPublicKeys
--
Recent Error Rep. -- --
Activity Log -- --
ReferenceEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.Presscorrection tochangeanyentry.
Letters Spaces Special characters
1. Pressthekeythathasthedesiredletteronit.Forexample,press / 2 key toenterC.
2. Pressthe F keyuntilthedesiredletterisdisplayed.
1. Press0key.
2. PresstheF keytwice.
1. Pressthe /Admin key.
2. PresstheF key untilthedesiredspecialcharacterappearsonthescreen.
Maintainingtheterminal• Don’tplaceitonamagnetizedpad—thiswillcauseittomalfunction.
• Routinelycleanitwithadampclothsothatspillsdon’tgetintotheinnerworkings.
• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.
• ThisalsoincludestheBluetoothbasefortheTDiWL252.
Storingtheterminal• Theymustbestoredintemperaturesbetween0°and50°Celsius.
• Donotleaveitoutdoors,orinyourvehicle,(summerorwinter)foranextendedperiodoftimeasthiswillhaveanadverseeffectonbatteryperformance.
• ThisalsoincludestheBluetoothbasefortheTDiWL252.
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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.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportal.www.TDMerchantSolutions.com/ResourceCentre
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535400(1017)