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TD Mobile Pay, Merchant Manual

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Table of Contents

Who should use this guide? .....................................................1

Overview of the TD Mobile Pay Solution .................................1

The purpose of this guide ....................................................................... 1

Requirements ................................................................................................... 1

What is the TD Mobile Pay solution? ............................................................. 1

The card reader .......................................................................................3

Screens ..............................................................................................................3

TD Mobile Pay application ......................................................................5

New Sale screen ..............................................................................................5

Connection Manager screen .........................................................................6

Menu screen .....................................................................................................7

Merchant Portal.......................................................................................8

Financial transactions ............................................................8

New Sale ..................................................................................................8

Select product ..................................................................................................9

Quick Sale .........................................................................................................9

New Sale - Payment ......................................................................................10

Discounts ........................................................................................................10

Voids and refunds ..................................................................................11

Voids .................................................................................................................11

Refunds.............................................................................................................11

Receipts ................................................................................................. 12

Receipt example ............................................................................................ 12

Resend a receipt ............................................................................................ 13

Download a receipt ....................................................................................... 13

Reviewing sales ..................................................................................... 13

Dashboard ...................................................................................................... 13

Sales history ................................................................................................... 14

Settlement ............................................................................................. 15

Configuration ........................................................................ 15

Manage your product catalog ............................................................. 15

Add a new product ........................................................................................ 15

Disable or enable a product ........................................................................ 16

Delete a product ............................................................................................ 16

Manage your product categories ........................................................ 16

Add a category .............................................................................................. 16

Edit a Category .............................................................................................. 17

Delete a category .......................................................................................... 17

Manage your taxes ................................................................................17

Add a tax ......................................................................................................... 17

Edit a tax ......................................................................................................... 17

Disable a tax ................................................................................................... 18

Delete a tax ..................................................................................................... 18

Customize your receipts ....................................................................... 18

Summary of Contents for Mobile Pay

Page 1: ...TD Mobile Pay Merchant Guide...

Page 2: ...e 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 own...

Page 3: ...duct 9 Quick Sale 9 New Sale Payment 10 Discounts 10 Voids and refunds 11 Voids 11 Refunds 11 Receipts 12 Receipt example 12 Resend a receipt 13 Download a receipt 13 Reviewing sales 13 Dashboard 13 S...

Page 4: ...Run a report 23 Navigation 23 Report label 23 Detailed transactions report 23 Product sales report 25 Tax report 26 Statements 26 View merchant statements 26 Download a statement 26 Troubleshooting 27...

Page 5: ...t we may provide to you The use of the TD Mobile Pay solution with respect to the provision of merchant services by a third party is governed by any agreement s with such third party Requirements A mo...

Page 6: ...ere are some overlapping functionality which allows you options as how to access information and perform tasks Below is a list of functionality and where they can be performed Functionality TD Mobile...

Page 7: ...Idle screen It displays important information and icons They are 1 Bluetooth icon You will see the Bluetooth icon on this bar will be different depending on which setup or comms method is chosen The g...

Page 8: ...ess the Settings screen you will need to enter a four digit passcode This passcode is the last numbers of the Device ID on the back of the card reader and begins with LW Device Info The Device Info sc...

Page 9: ...ers Sales History and Settings Search This icon is only used if you have created a product catalog If you have you can search for an existing product Cart This icon displays whether there is an existi...

Page 10: ...con will take you to the New Sale screen Scan Press this button to search for nearby active card readers to connect the TD Mobile Pay app to Bonded Devices This section displays which card reader is c...

Page 11: ...s will take you to the Dashboard screen to show high level sales information for your business Product Catalog This will allow you to add edit or remove items and categories from your Product Catalog...

Page 12: ...ur business Staff add edit and delete user IDs for your business Settings view and edit your login profile view your business profile and edit the custom message on your receipt To access the Merchant...

Page 13: ...On the TD Mobile app Go to the New Sale Screen 2 Select Quick Sale 3 Enter a product or service name 4 Specify a price for the product or service 5 Select the appropriate taxes a Choose the applicabl...

Page 14: ...l or a selection of items for purchase The TD Mobile Pay app supports percentage and dollar amount based discounts Add a discount 1 On the TD Mobile app Select your item s for sale and press Cart 2 Pr...

Page 15: ...or if the transaction took place on a prior day Refunds should always be performed to the same payment method and card number whenever possible To perform a refund 1 On the TD Mobile app Press Menu S...

Page 16: ...ion Entry Method This is how the card was used contactless chip etc Cash transactions will not have this information Approved Always ensure that debit and credit sales are approved before completing t...

Page 17: ...ws you to review a list of your previous sales You may click on the row of a transaction to see more detail and resend a receipt When you need to find a specific transaction you are able to browse by...

Page 18: ...ame time range For example if your date range is Last 7 Days then it will use the 7 Days prior for comparison 4 Click Apply Apply Filters Sales history To view the Sales History 1 On the TD Mobile Pay...

Page 19: ...r to the following sections below for more details Applying a Tax You can add a tax to your new product You are responsible for all required taxes to be applied to your products or services a Select t...

Page 20: ...e for things like seasonal products or when you have run out of the product in question To disable enable a product 1 On the TD Mobile Pay app Press Menu Product Catalog 2 Swipe the product to the lef...

Page 21: ...alog 2 Swipe the Category to the left to reveal the Delete button 3 Press Delete and press Delete again to confirm Manage your taxes Add a tax To add a tax to one or more products 1 On the TD Mobile P...

Page 22: ...ce you are satisfied with your message Manage your card readers The card readers screen lists the card readers associated to your merchant account including Make Model Merchant ID associated with it T...

Page 23: ...will start scanning 3 Once the scan is complete you will be able to see all the card readers that are available for connection 4 Press the card reader you would like to connect to 5 Once the card read...

Page 24: ...nt Solutions Contact Centre at 1 800 363 1163 Update your account profile Change your account name To change the name associated to your account please call our TD Merchant Solutions Contact Centre at...

Page 25: ...lick Save Change your authentication preference Your Multi Factor Authentication Preference set up when you first signed in is used as an additional security check when accessing the TD Mobile Pay app...

Page 26: ...Name Email Mobile Phone Number Language Role Employee or Supervisor and whether you want to give them Refund Permission 4 Click Save View your staff user accounts To view the list of your employees 1...

Page 27: ...Depending on time range selected for the report the information will not fit on one page To navigate to another page 1 On the Merchant Portal Click on the arrows in the top left corner of the screen 2...

Page 28: ...as used to in the transaction Contactless Chip or Swipe Card Type This is the type of card used to pay for the transaction The possibilities are Visa MC AE American Express and Interac Card Number Thi...

Page 29: ...ype Sale Refund and Void and overall Net Amount Tax Quantity Summary This is the number of HST GST PST and QST tax transactions by transaction type Sale Refund and Void and overall Net Quantity Tip Am...

Page 30: ...Collected This is the net amount of tax that was collected This is calculated by subtracting Sales Tax Collected from Tax Refunded Statements View merchant statements Need to find a past statement The...

Page 31: ...eted the authenticator app What should I do A Call the TD Merchant Solutions Contact Centre at 1 800 363 1163 to reset your MFA preference so you can set up a new authenticator app or you can choose t...

Page 32: ...are only accepted within Canada What does that mean A This means that the mobile phone that you are using does not have its Location Services set to Canada Please refer to your mobile phone s documen...

Page 33: ...relaunch the TD Mobile Pay app 4 Restart your mobile device and card reader before attempting to connect again If you are having issues with connecting your card reader you can remove the pairing fro...

Page 34: ...he stolen device If a police officer arrives on site please record the following Officer s name Officer s jurisdiction Officer s contact information Stolen device s serial number The officer should pr...

Page 35: ...Monday Friday 8 a m 8 p m ET Merchant Portal To access your the Merchant Portal go to www mobilepay td com MerchantPortal Documentation Portal This guide covers the most commonly used information in...

Page 36: ...0322...

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