TD MOBILE POS MERCHANT GUIDE
Financial Transactions
3
17
Purchase
Cash
You would use these instructions whenever a customer
wants to pay for their purchase with cash.
Step 1 - Smartphone App Navigation:
1.
Enter the
dollar amount
for each item or one
total for the purchase and tap
Next
.
2.
Review the
Subtotal
and
Total
amounts and
tap
Next
if everything is correct.
3.
Select
Cash
and tap
Next
.
4.
Optional - Select the desied tip option and tap
Next
.
5.
Enter the
amount
of cash that the customer
gave you and tap
Next
.
Provide change to the customer if necessary.
6.
Enter the customer’s
email address
for their
receipt and tap
Done
.
Be sure to ask if they still want a receipt. If
the client doesn’t want to provide an email
address tap
Skip
.
Hand written receipts are acceptable, but ensure
that all the information from the phone receipt is
transferred to the written receipt.
7.
Tap
Continue
and the
Additional Details
screen appears.
8.
Enter
purchase notes
, the
invoice number
and
whether or not to include the invoice number
on the receipt.
Tap
Skip
to not enter this information.
9.
Tap
Done
when finished entering the information.
The transaction is now fully completed and the
smartphone app returns to the
Transaction
screen.
Credit Card (Insert)
You would use these instructions whenever a customer
wants to insert their credit card to make a purchase.
Step 1 - Smartphone App Navigation:
1.
Enter the
dollar amount
for each item or one
total for the purchase and tap
Next
.
2.
Review the
Subtotal
and
Total
amounts and
tap
Next
if everything is correct.
3.
Select
Card payment
and tap
Next
.
4.
Confirm the dollar amount and tap
Next
.
5.
Optional - Select the desied tip option and tap
Next
.
Step 2 - PINPad Navigation:
1.
Customer inserts their
credit card
.
2.
Customer
confirms the
amount
and presses
o
/OK
.
3.
Customer enters their
PIN
and presses
o
/OK
.
4.
Approved.
Step 3 - Smartphone App Navigation:
1.
Enter the customer’s email address for their
receipt and tap
Done
. (Optional)
Be sure to ask if they still want a receipt. If
the client doesn’t want to provide an email
address tap
Skip
.
Hand written receipts are acceptable, but
ensure that all the information from the
phone receipt is transferred to the written
receipt.
2.
Tap
Continue
. The
Additional Details
screen
appears.
3.
Enter
purchase notes
, the
invoice number
and
whether or not to include the invoice number
on the receipt.
Tap
Skip
to not enter this information.
4.
Tap
Done
when finished entering the information.
The transaction is now fully completed and
the smartphone app returns to the transaction
screen.
