TD Freedom IV Merchant Manual Download

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Freedom IV

Merchant Guide

Revision 3.

August, 2013

Summary of Contents for Freedom IV

Page 1: ...Freedom IV Merchant Guide Revision 3 2 August 2013...

Page 2: ...TD Merchant Solutions licensed user of Mark Visa International Service Association TD Merchant Solutions licensed user of Mark...

Page 4: ......

Page 5: ...ION 3 WHEN TO USE YOUR IMPRINTER 3 STORING CARDHOLDER RECEIPTS 3 DEBIT TRANSACTIONS DISPUTES 4 OVERVIEW 5 TERMINAL SECURITY 5 No Security 5 Medium Security 5 High Security 5 CHANGING PARAMETER VALUES...

Page 6: ...SET DATE TIME 18 CONFIGURATION REPORTS 18 Communication 19 Customization 19 Host 1 Setting 19 Host 2 Setting 19 Card BIN Ranges 19 EMV 19 CUSTOMIZATION MENU 20 PINPAD ADVERTISING 20 LANGUAGE 20 USER I...

Page 7: ...ail 28 Terminal Balancing 28 Customized Reports 28 Terminal Detail 28 Totals 28 Pre Auth Status Tab Status 28 FINANCIAL TRANSACTIONS 29 PURCHASE 29 Pre Auth Open Tab 35 Incremental Pre Auth Top Up Tab...

Page 8: ...CHECK MAIL 62 READ MESSAGES 62 DELETE INBOX MESSAGE 62 DELETE ALL MESSAGES 63 REMOTE SOFTWARE DOWNLOAD 64 BALANCING YOUR TRANSACTIONS 65 YOUR BALANCING WINDOW 65 BALANCING STEPS 65 TERMINAL MESSAGES...

Page 9: ...s a day seven days a week Printer Stationery Supplies Monday Friday 8 a m 5 p m ET Terminal Inquiries 24 hours a day seven days a week General Merchant Inquiries Monday Friday 8 a m 8 p m ET PRINTER S...

Page 10: ...ial institutions in Canada and around the world You can still also continue to use your new Chip enabled terminals to process magnetic stripe transactions for credit and debit cards without chips PROT...

Page 11: ...may be dealing with a fraudulent card and CODE 10 will alert the financial institution to this possibility When the cardholder signature on the receipt does not match the signature on the reverse of t...

Page 12: ...tain a copy of the receipt for your records For further information on your responsibilities to secure Cardholders information please see page 2 The required storage and response times apply for TD Me...

Page 13: ...erminal and any user IDs or passwords secure and to prevent unauthorized use In any event the merchant will be liable for any unauthorized use of the terminal or any user IDs or passwords Security can...

Page 14: ...a maximum of 999 transactions per batch REPLACING A PAPER ROLL To open the printer grasp the back of the terminal and pull it upwards and away from the terminal Replace the paper To close the printer...

Page 15: ...7 THE TERMINAL FRONT VIEW REAR VIEW...

Page 16: ...to the right of the date and time To return to the idle screen press the CANC key until it is displayed FUNCTION KEYS F1 Used as the Purchase short cut key from the idle screen or in response to a pr...

Page 17: ...ing sequences Also used to acknowledge warning information messages It will print a dupli cate copy of a transaction receipt when pressed at the authorization status screen NAVIGATION BUTTONS UP ARROW...

Page 18: ...the display of the characters in the same order If the key is not pressed quickly enough and the letter appears again the CORR key can be used to make corrections To enter a space or special character...

Page 19: ...h Compl Close Tab Void Refund Phone Mail Purchase Force Post LEVEL 2 Start End of Day Host Transaction Business Day Reports Batch Reports Customized Reports Purchase Pre Auth Open Tab Incremental Auth...

Page 20: ...Amount Account Invoice Pre Auth Open Logon Logoff ID Setup Reset Invoice ISP Connect Discon Connection Setup Parameter Download Training Mode Reset Date Time Configuration Report Merchant Copy Custome...

Page 21: ...ages Delete Inbox Message Delete All Messages Receipt Banner PIN Pad Advertising Language User ID Password Authority Setup Cashback Dial Features Report Start of Day End of Day Manual Account Batch Re...

Page 22: ...right to see the next set of windows Messages in these brackets require action by the user Messages in these brackets indicate a condition that must be met for other messages to appear The screens in...

Page 23: ...roll between the options Press OK to select Dial prefix Allows the user to change the telephone prefix local and long distance for dial and dial IP connections Menu Access F Admin Function Connection...

Page 24: ...transactions it is the responsibility of the merchant to disconnect the connection if the terminal should not be connected continuous ly Menu Access F Admin Function ISP Connect Discon ID SETUP ADD Al...

Page 25: ...the terminal While the list is displaying there is an option to delete any of the IDs To delete an ID use the up and down navigation buttons to select an ID When the ID is highlighted press the OK key...

Page 26: ...the Host for the terminal Menu Access F Admin Function Parameter Download Host 2 Params RESET INVOICE NUMBER TO 1 Allows the supervisor to reset the value of the invoice number to 1 for automatic inv...

Page 27: ...nal customization settings HOST 1 SETTING Provides a report on the parameters downloaded to the terminal from Host 1 HOST 2 SETTING Provides a report on the parameters downloaded to the terminal from...

Page 28: ...Allows the supervisor to specify the default language of the terminal The supervisor can use the scroll keys to select the options and press OK to accept USER ID PASSWORD Allows the supervisor to man...

Page 29: ...S Specifies whether a supervisor ID password is required to access the batch reports Does not impact the End of Day transaction BUSINESS DAY REPORTS Specifies whether a supervisor ID password is requi...

Page 30: ...s responsibility to ensure that the advertising message complies with applicable laws By using this feature the user agrees that they are solely responsible for and TD Bank Fi nancial Group will not b...

Page 31: ...nn menu option in training mode will not be allowed Menu Access F Admin Function Training Mode The following menu options will not function during training mode Admin the menu option can be accessed b...

Page 32: ...business day of the terminal Sends any stored transactions SAFs sends a batch close transac tion and prints selected reports Important This transaction must be performed at the end of each business d...

Page 33: ...25 Manual Batch Close Activated End of Day Reports Selected A screen will display for each re port type specified to be printed at the end of day...

Page 34: ...verify that the totals at the Host match those on the terminal for the current batch Note This function is not necessary for merchants on Auto Batch Close BATCH CLOSE Communicates with the host to clo...

Page 35: ...by card type for the transactions done within the current busi ness day Operator Detail Provides a report by operator ID and by card type on the details of the transactions done in the current busine...

Page 36: ...ored in the terminal The user selects the dates and times that they wish to report on The ending date and time cannot be past midnight 23 59 of the current day Menu Access F Business Day Customized Re...

Page 37: ...please see the section for the processing of Phone Mail Purchase transactions Menu Access F1 or OK Purchase or Swipe Insert at idle Transaction Flow Authority Override Enter the ID press OK Enter the...

Page 38: ...is present the chip card must be inserted into the PIN pad if doing a chip transaction Important Do not remove the card for a chip transaction Swiped Credit Card Press OK if the account number is cor...

Page 39: ...pt the application or F4 to exit Note If multiple applications use up down arrow keys to select the application Chip Cardholder Language Customer selects language Amt Confirmation Required Confirm amo...

Page 40: ...OK Press CORR to return to the previous screen return to the previous screen Press OK to confirm Chip Debit PIN Required Cardholder enters PIN press OK Debit Transaction Select account Faulty Chip Fal...

Page 41: ...ry Enter the expiry date press Imprint card Press OK to OK continue Enter the 3 4 digits printed on the card Press OK to bypass Invalid CVD Operator Decision An invalid CVD response was received from...

Page 42: ...34 RFID NSR Customer Receipt Select F1 to print the customer receipt F4 to bypass Chip Integrated PIN Pad Customer removes the card and turns the unit to the operator...

Page 43: ...ansaction will be dropped from the terminal and will require reauthorization Reauthorization is subject to the cardholder s current available credit Tab transactions must be closed before an End of Da...

Page 44: ...card Swiped Credit Card or Press OK if the account number is correct or CANC to exit Manual Credit Card Entry Enter the expiry date press Imprint card Press OK to OK continue Enter the 3 4 digits prin...

Page 45: ...ired or Confirm amount press OK PIN Required Customer enters PIN press OK Faulty Chip Fallback Customer removes the card and turns the unit to the operator or Swipe card or manually enter card number...

Page 46: ...Enter the expiry date press Imprint card Press OK to OK continue Enter the 3 4 digits printed on the card Press OK to bypass or Card With Signature or Card with PIN or Customer removes the card and tu...

Page 47: ...se A card is not required to be present to process the trans action Note If a pre authorized transaction is not completed within 10 calendar days the transaction will be dropped from the terminal and...

Page 48: ...nd Press CANC to return to the invoice screen or Enter the incremental pre auth top up tab amount press OK or Confirm amount press OK to accept Total Pre Auth Tab Over Maximum Limit Press CANC process...

Page 49: ...is not required to be present to process the transaction This transaction does not place any charges on the customer s card Note Tab transactions must be invoiced before they can be closed Menu Acces...

Page 50: ...42 Confirm amount press OK to accept Total Invoice Over Maximum Limit Press CANC process a full au thorization Ask customer to sign the merchant receipt...

Page 51: ...y also be entered for the final amount to void the original pre auth transaction The tab transaction can be closed with a tip amount Note Tab transactions must be invoiced before they can be closed Me...

Page 52: ...he transaction Completion With Tip Off Tab Completion With Tip On or Enter tip amount press OK Final Amount Within Limits or Confirm amount press OK New Amount Exceeds Limit Press CANC process as a pu...

Page 53: ...45 To accept press OK To return to the tip screen press CANC Enter password press OK or Transactions Settled Press F1 to send the transactions to the host...

Page 54: ...ount will be deducted from the operator s tips For debit transactions the account type must be the same as the original transaction for the void to process Menu Access Void F4 or OK Void Transaction F...

Page 55: ...47 press F4 to return to the trace number screen...

Page 56: ...ority Override Enter the ID press OK Enter the password press OK Op ID Activated No ID Logged On Enter the ID press OK Password Enter the password press OK Manual Invoice Number Entry Enter the invoic...

Page 57: ...t or CANC to exit Manual Credit Card Entry Enter the expiry date press Imprint card Press OK to OK continue Enter the 3 4 digits printed on the card Press OK to bypass Chip Application Selection Press...

Page 58: ...hip Fallback Customer removes the card and turns the unit to the operator Swipe card or manually enter card number and press OK Swiped Credit Card Press OK if the account number is correct or CANC to...

Page 59: ...51 Enter the 3 4 digits printed on the card Press OK to bypass Integrated PIN Pad Customer removes the card and turns the unit to the operator...

Page 60: ...se transactions have a greater risk of chargeback because a signed and imprinted transaction record is not obtained from the customer Menu Access OK Phone Mail Purchase Transaction Flow Authority Over...

Page 61: ...53 Password Enter the password press OK Manual Invoice Number Entry Enter the invoice number press OK...

Page 62: ...Post Purchase Transaction Flow Authority Override Enter the ID press OK Enter the password press OK Enter the amount press OK Swipe card or manually enter card number and press OK Swiped Credit Card...

Page 63: ...55 Enter the authorization number press OK...

Page 64: ...ty Override Enter the ID press OK Enter the password press OK Enter the amount press OK Swipe card or manually enter card number and press OK Swiped Credit Card Press OK if the account number is corre...

Page 65: ...57 Password Enter the password press OK Manual Invoice Number Entry Enter the invoice number press OK Enter the authorization number press OK...

Page 66: ...Purchase Transaction Flow Authority Override Enter the ID press OK Enter the password press OK Enter the amount press OK Enter the card number press OK Enter the expiry date press OK Enter the 3 4 dig...

Page 67: ...59 Manual Invoice Number Entry Enter the invoice number press OK Enter the authorization number press OK...

Page 68: ...nt batch Menu Access F Transaction Recall Transaction Flow Select Display or Print DETAIL Recalls the details all of transactions done within the current business day AMOUNT Recalls transactions done...

Page 69: ...ast successful financial transaction in the same or other language of the original transaction Customer Copy Reprints the customer receipt of the last successful financial transaction in the same or o...

Page 70: ...AGES Allows the user to read messages downloaded from the mail server Menu Access F Priority Mail Read Messages Transaction Flow Use the up and down arrow keys to navigate and OK to select a message D...

Page 71: ...o navigate and OK to select a message for deletion Press cancel if no more messages to delete DELETE ALL MESSAGES Allows a supervisor to delete all messages in the inbox Menu Access F Priority Mail De...

Page 72: ...commended that the mer chant print any reports for outstanding transactions that cannot be completed right away as they will need to reenter these transactions when the new application is installed Ho...

Page 73: ...balancing window all deposits to Visa debit and other card will be put forward to the next business day If an End of Day is not done totals will remain in the terminal and are added to the following...

Page 74: ...osed Business Day Already Started A Start of Business Day transaction was attempted after the day was already started Either do an End of Day transaction or continue to process transactions for the cu...

Page 75: ...nections are properly connected and try again If the problem persists contact Technical Support End of Business Day Already Completed An End of Day transaction is being attempted after an End of Day h...

Page 76: ...d The card number entered has not passed a validity check Invalid Date The date entered is not in the right format or has incorrect data Please reenter the date or press CANC to exit Invalid Expiry Da...

Page 77: ...rst then proceed Not Allowed Remove Card An attempt was made to process a transaction using the card s Chip Ask customer to remove their card and process the transaction using the card s magnetic stri...

Page 78: ...in their card after a debit transaction is completed Option Not Allowed An option was selected that was not allowed on the terminal Parameter Init Dwnld Cancelled The user has cancelled a request to i...

Page 79: ...he details of what was being done on the terminal Tab Already Invoiced The user is attempting to invoice a tab transaction that has already been invoiced Tab Already Closed The user is attempting to c...

Page 80: ...72...

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