background image

1

Who would use this guide?

You would use this guide if you perform pre-authorizations during the course of your daily business. 

Financial Transactions

The TD Generation terminals can perform the following pre-authorization transactions: Pre-authorization 

(Create Pre-Authorization, Pre-Auth Completion, Force Post Pre-Authorization).

Pre-authorization icons

To start a pre-authorization you must use the appropriate icon to ensure that it is processed correctly.

Transaction

All-in-One, HSPA, WiFi, and    

Portal with PINpad

Portal 2 with PINpad

Pre-Authorization

Pre-Authorization 

Completion

Credit / Debit 

More Credit Debit

• 

 Depending on your terminal settings, you may be required to enter a supervisor ID and password to 

proceed with any transaction. 

• 

Pre-authorizations can only be performed with credit cards.

• 

If the receipt has a signature line on it, the customer 

must

 sign it.

• 

 If pre-authorizations are not already enabled on your terminal, you can contact the TD Merchant Solutions 

Help Desk at 

1-800-363-1163

 to have them enabled. 

Ribequ

1234 5678 91

Alitem Ra

Ide

que

9101 121

amt

delk

Summary of Contents for TD Generation

Page 1: ...TD Generation Pre authorizations Guide For the TD Generation All in One HSPA WiFi Portal with PINpad Portal 2 with PINpad...

Page 2: ...purpose without the written permission of an authorized representative of The Toronto Dominion Bank NOTICE The Toronto Dominion Bank reserves the right to make changes to specifications at any time a...

Page 3: ...ation icons 1 Create pre authorization 2 Close a pre authorization 3 Force post pre authorization 3 Receipts 4 Receipt examples 4 Reporting 5 Business day reports 5 Customized reports 5 Customizing th...

Page 4: ...ii...

Page 5: ...rocessed correctly Transaction All in One HSPA WiFi and Portal with PINpad Portal 2 with PINpad Pre Authorization Pre Authorization Completion Credit Debit More Credit Debit Depending on your terminal...

Page 6: ...itional amount The customer confirms the displayed base amount and the additional amount No or OK Go to step 4 4 Select one of the following payment methods a The customer taps their contactless enabl...

Page 7: ...Manually enter the additional amount or based on your settings and select OK You can enter 0 so that there is no additional amount applied b Confirm the displayed base amount additional amount and se...

Page 8: ...a default amount set by the Merchant If your business doesn t use additional amounts you will only see the total amount Approved Always ensure that the transaction was approved as it could be DECLINE...

Page 9: ...ports and select a report For the Portal with PINpad terminal select the Lock icon Desktop Main Menu Reports Customized Reports and select a report For the Portal 2 with PINpad terminal select the Hom...

Page 10: ...dditional amount is applied for each pre authorization and cannot be bypassed or changed unless you call into the TD Merchant Solutions Help Desk Troubleshooting Error Codes Explanation Action Require...

Page 11: ...ies 24 hours a day seven days a week General Merchant Inquiries Monday Friday 8 a m 8 p m ET Printer Stationery Supplies Monday Friday 8 a m 5 p m ET Documentation Portal This guide covers the most co...

Page 12: ...535412 1120...

Reviews: