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CustomizeD rePorts

Specifies whether a supervisor ID/password is required to access the customization menu.

Gift CarD

Specifies whether a supervisor ID/password is required to enter the gift card menu.

Priority mail

Specifies whether a supervisor ID/password is required to access the priority mail menu.

Customization menu

Menu Access

 F Customization

language

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 manage how his/her staff enter their operator IDs into the terminal.  The 

supervisor can enable/disable the use of their staff entering operator IDs, or enable 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 enable/disable the auto wakeup feature of the device.

authority SetuP

Menu Access

 

Customization 

 Authority Setup

start of Day

Specifies whether a supervisor ID/password is required to access the start of day function.

enD of Day

Specifies whether a supervisor ID/password is required to access the end of day function.

manual aCCount #

Specifies whether a supervisor ID/password is required to enter credit card numbers manually.

BatCh rePorts

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 required to access the business day reports. Does not 

impact the End of Day transaction.

Содержание Freedom V

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

Страница 2: ...ii Copyright May 27 2006 TD Merchant Services All rights reserved Printed in Canada...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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

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