TD MOBILE POS MERCHANT GUIDE
Merchant Portal
5
34
How do I review a transaction?
1.
Click the
transaction
in question. The
transaction
expands.
2.
Transaction Information
,
Payment
Information
,
Order Summary
and
Related
Transactions
(if any) are all displayed in their
own sections.
The Related Transactions section displays
any transactions associated with selected
transaction. For example, a refund or void
transaction would have the original purchase
in this section.
3.
Click on the
transaction
again to collapse the
expanded information.
How do I review or resend a receipt?
1.
Click the
Receipt
button beside the transaction
in question. The
Receipt
window expands. You
will see the HTML version of the receipt.
a. Print
icon
The
dialogue screen appears.
Print the receipt as you would any other
document to you printer.
b. Resend a receipt icon
The email address that the receipt was
initially sent to is shown in the top-left
corner. Ensure it is correct and click
Email Receipt
.
c.
Customer or Merchant receipt
details icons
Click either of these options and the
appropriate financial receipt appears.
You can enter a different email
address than what was used for the
original transactions.
How do I search for a specific transaction?
1.
If you want to search all transactions change
View Sub-Merchant
to
All Lines
otherwise
change it to the appropriate setting for the
merchant or sub-merchant‘s transactions that
you need to search through.
2.
In the
Search Transactions
text box type the
search criteria. Below are some examples:
»
Transaction type
(cash, Interac, etc.)
»
Transaction amount
»
Last 4 digits of the card number
»
Any word(s)
that may be on the
receipt such as an email address.
OR
»
Enter a date range in the
Filter by
Date Range
boxes.
How do I export transaction records?
1.
Apply any desired search or date filters on your
transaction before exporting the information.
2.
Click
CSV
Export
to CSV
or
Export to PDF
.
The
Save As
window appears.
3.
Decide where to save the file, name it and click
Save
.
What do all payment type icons mean?
There is a different icon for every payment type that is
accepted by the TD Mobile POS solution. They are:
American
Express
Cash
Interac
MasterCard
Visa
Discover
As well, some transactions have an icon beside them that
indicates it was either declined, refunded or voided.
•
X
X
Decline or Cancel - A red circle with an X.
•
Refund - A yellow circle with a left pointing
arrow.
•
Void - A red circle with a line through it.