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2

Create pre-authorization

Perform this transaction if you wish to create a new pre-authorization.

1. 

Select the 

Pre-Authorization

 icon.

2. 

Enter the 

amount / base amount

 and tap 

OK

.

a) 

Confirm the displayed amount and press 

OK

.

b) 

 Customer confirms the displayed amount (

Back

 or 

OK

). If you use Additional Amounts, 

proceed to 

Additional amount (optional steps)

, otherwise go to step 4.

3. 

 Enter an additional amount (optional). The additional amount value is the amount that the pre-authoriz-

ation can exceed the base amount. For more information see the 

Configuration

 section of this guide.

a) 

 Manually enter the 

additional amount

 (

$

 or 

%

 based on your settings) and tap 

OK

. You can 

enter 

0

 so that there is no additional amount applied.

b) 

Confirm the displayed base amount, additional amount, and tap 

OK

.

c) 

 Customer confirms the displayed base amount and the additional amount (

Back

 or 

OK

). Go 

to step 4.
or

a) 

 Use the default additional 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-enabled credit card on the terminal or the PINpad. In 

some cases the customer may be required to 

swipe

 or 

insert

 their card. Go to step 5. 

or

a) 

Insert the card and the customer enters their 

PIN

 and presses 

OK

. Go to step 5.

or

a) 

Swipe the card and verify the card info with what is on the screen and tap 

OK

. Go to step 5.

or

a) 

Manually enter the 

account number

 on the PINpad and press 

OK

.  

b) 

 Enter  the 

expiry date

 on the PINpad and press 

OK

.

c) 

 A manual imprint of the credit card is required. Do you wish to continue (

NO

 or 

YES

). 

If you selected 

YES

, make an imprint of the card and continue below. 

d) 

 Enter  the 

CVD number

 on the terminal and press 

OK

. This number is generally located on the 

back of the credit card. This is an optional step depending on your settings. Go to step 5.

5. 

 The screen shows the transaction total and the receipts print. Press 

CONTINUE

. You can 

REPRINT

 the 

receipt or 

FINISH

 the transaction.

Содержание TD Generation

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

Страница 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...

Страница 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...

Страница 4: ...ii...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 12: ...535412 1120...

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