13
Resend a receipt
If a customer requests that you send them a receipt from a past transaction, you can resend the PDF receipt to a
their email address or mobile number.
To resend a receipt:
1.
On the TD Mobile Pay app: Press
Menu
Sales History.
On the Merchant Portal: Click
Sales History
.
2.
Select the
transaction
.
3.
Select
Send Receipt
.
4.
Enter the customer’s
email address
and/or
mobile number
and click
Send Receipt
.
Download a receipt
If you wish to save a copy of a transaction receipt, you can download a PDF copy on the Sales Details screen.
To download a receipt:
1.
On the Merchant Portal: Click
Sales History
.
2.
Select the
transaction
to view the details.
3.
Click
View Receipt
to download the receipt.
Reviewing sales
With TD Mobile Pay, you can track daily sales statistics performed by you or your staff.
The
Dashboard
provides a real-time summary of your sales, including total sales, refunds, taxes and tips. You
can view the information by payment type or by the staff member that conducted the transaction.
The
Sales History
allows 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
payment type, date range or staff member that conducted that transaction.
Dashboard
To view the Dashboard:
1.
On the TD Mobile Pay app: Press
Menu
Dashboard.
On the Merchant Portal: Click
Dashboard
.
2.
The following information will be displayed for the specified specified date range.
•
Total Sales:
This is the total sales dollar figure that your business has transacted in the last
month. It will also display the percentage change over the selected time periods.
•
Number of Sales:
This is the total number of sales that your business has transacted in the
last month. It will also display the change over the selected time periods.
•
Total Refunds:
This is the total refund dollar figure that your business has transacted in the
last month. It will also display the change over the selected time periods.
The receipt is attached when sending to an email address. A secure link is provided to download the receipt
when sending to a mobile number.
Need to find a past transaction? You can track your historical transactions from the past 18 months.
Summary of Contents for Mobile Pay
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