TD Freedom V Merchant Manual Download

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Freedom V

Merchant Guide

Revision 3.1 April, 2013

eedom V – Mer

chant Guide

Summary of Contents for Freedom V

Page 1: ...Freedom V Merchant Guide Revision 3 1 April 2013 Freedom V Merchant Guide...

Page 3: ...ty 5 No Security 5 Medium Security 5 High Security 5 Changing Parameter Values 5 Transaction Storage 6 Replacing A Paper Roll 6 The Terminal 7 Front View 7 Side View 7 Charger Rear View 8 Idle Screen...

Page 4: ...e 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 LANGUAGE 20 USER ID PASSWORD 20 CASHBACK 20 Aut...

Page 5: ...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 Sta...

Page 6: ...ore receipts 1 Keep receipts in a secure place for at least one year Envelopes arranged by date in a secured filing cabinet can work well The Purpose Of This Guide This guide provides instruction on t...

Page 7: ...uires no action by the user on initial setup This option means that the terminal is not setup to use IDs It is the default setting for the terminal and will allow access to almost every area of the te...

Page 8: ...Storage The terminal stores up to 10 business days of detailed transactions and 45 days of totals The terminal can store a maximum of 999 transactions per batch Replacing A Paper Roll To open the pri...

Page 9: ...ayed To change the option displayed please contact the TD Merchant Services Help Desk at 1 800 363 1163 Used to page down in the menu selection screens Command Keys F Key Used as the Main Menu short c...

Page 10: ...ion function or warning message except financial transactions and return to the previous screen or the idle screen CORR Yellow Key Used to delete all previous characters entered during data entry OK G...

Page 11: ...t 2 Settings Card BIN Ranges EMV Terminal Menu Structure There are 2 ways to access the menu from the idle screen F Key This key will access the Main Menu of the terminal OK Key This key will access t...

Page 12: ...reens information that appear in the left column of the page will always appear to the user while optional screens will appear on the middle or right columns Example Transaction Flow This is a constan...

Page 13: ...IDs currently set up in the terminal and their security level Menu Access F Admin Function ID Setup ID Report Administrative Functions ID Setup Add Allows a user with a supervisor ID to add another su...

Page 14: ...wnloaded Performing a partial download without calling TD Merchant Services Help Desk will not download any information Full downloads will pull all information currently stored at the Host for the te...

Page 15: ...the use of passwords with operator IDs CASHBACK Allows the supervisor to enable disable debit cashback and set the values required for this option Auto Wakeup Bluetooth only Allows the supervisor to e...

Page 16: ...e will be erased i e they will not be stored Receipt Setup Receipt Banner This option specifies a customized advertising message that will be printed at the end of the customer s receipt There is a ma...

Page 17: ...rt of Day Opens the business day of the terminal No financial transactions can be processed until a Start of Day has been completed End of Day Closes the business day of the terminal Sends any stored...

Page 18: ...uth Tab Status Provides a report on the status of all transactions initiated by a pre auth tab transaction Open Pre Auth Open Tab Provides a report on all pre auth tab transactions that have not been...

Page 19: ...ides a report by card type on the details of the transactions done within the current batch Terminal Balancing Provides a report on the overall totals by card type for the transactions done within the...

Page 20: ...ious screen CORR to return to the previous screen Card is inserted swiped entered Important Do not remove the card Swiped Credit Card Press OK if the account number is correct or CANC to exit Manual C...

Page 21: ...ransaction or F4 to accept Supervisor Override Enter the ID press OK Invalid CVD Declined NSR Customer Receipt Select F1 to print the customer receipt F4 to bypass Press OK to confirm Chip Debit PIN R...

Page 22: ...al and will require reauthorization Reauthorization is subject to the cardholder s current available credit Tab transactions must be closed before an End of Day can be performed Menu Access F2 or OK P...

Page 23: ...er 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 press OK or Card is inserted swiped entered Importa...

Page 24: ...ed 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 Day can be performed Menu...

Page 25: ...rd Note Tab transactions must be invoiced before they can be closed Menu Access OK Invoice Tab Transaction Flow Authority Override Enter the ID press OK Enter the password press OK Op ID Activated No...

Page 26: ...action The tab transaction can be closed with a tip amount Note Tab transactions must be invoiced before they can be closed Menu Access F3 or OK Pre Auth Completion Close Tab Transaction Flow Authorit...

Page 27: ...s to the host Transaction details displayed Press OK to continue processing the transaction Completion With Tip Off Tab Completion With Tip On or Enter tip amount press OK Final Amount Within Limits o...

Page 28: ...tip the void will be logged under the supervisor s ID in the terminal reports and the tip amount will be deducted from the operator s tips For debit transactions the account type must be the same as t...

Page 29: ...hip Application Selection Press F1 to accept the application or F4 to exit Note If multiple applications use up and down arrow keys to select the application Chip Cardholder Language Refund Returns mo...

Page 30: ...Pad Customer removes the card and turns the unit to the operator Customer selects language Confirm amount press OK Debit Transaction PIN Required Customer enters PIN press OK Faulty Chip Fallback Cus...

Page 31: ...For this reason cards can only be manually entered for this transaction Note Phone Mail Purchase transactions have a greater risk of chargeback because a signed and imprinted transaction record is no...

Page 32: ...ase Process a purchase which has received a voice authorization Menu Access OK Force Post Purchase Transaction Flow Authority Override Enter the ID press OK Enter the password press OK Enter the amoun...

Page 33: ...on Menu Access OK Force Post Pre Auth Open Tab 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...

Page 34: ...OK Phone Mail Purchase Processes a phone mail purchase which has received a voice authorization Menu Access OK Force Post Phone Mail Purchase Transaction Flow Authority Override Enter the ID press OK...

Page 35: ...l a particular ID or all IDs Operators can select one ID or all but will only be able to view their own transactions Note Receipts are not printed for any Pre Auth Completion transactions initiated fr...

Page 36: ...Mail check Mail Allows the user to download mail from the mail server Menu Access F Priority Mail Check Mail Transaction Flow Read Messages Allows the user to read messages downloaded from the mail se...

Page 37: ...call can be sent to voice mail if available without waiting for the terminal to transfer it To do this press the CANC or OK key while the terminal is ringing Adding to deleting from or editing the spe...

Page 38: ...l Cashback Amount Exceeds Limit The cashback amount selected is greater than the maximum limit set by the merchant Please enter a lesser amount Check Printer There is a problem with the printer If the...

Page 39: ...r ID If the number entered is the assigned number check with the supervisor Cheq Not Set Up Cardholder does not have a chequing account set up to be accessed by the debit card service Chip Error Use M...

Page 40: ...t transaction was not a valid transaction for voiding Please select another transaction Lost Carrier The terminal cannot connect to the tower Press the CANC key to end the transaction and retry it No...

Page 41: ...nu The terminal needs to verify the correct date and time with the host Reset the date and time from the menu of the terminal Sav Not Set Up Cardholder does not have a savings account set up to be acc...

Page 42: ...TD Merchant Services licensed user of Mark Visa International Service Association TD Merchant Services licensed user of Mark...

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