TD Freedom IV Manuel utilisateur

Freedom IV

Merchant Guide

Revision 3.2

August, 2013

*TD Merchant Solutions, licensed user of Mark.

+Visa International Service Association / TD Merchant Solutions, licensed user of Mark.

Printed in Canada

iii

Contents

WELCOME TO TD MERCHANT SOLUTIONS.............................................................. 1

CALL CENTER INFORMATION .................................................................................... 1

PRINTER/STATIONERY SUPPLIES ............................................................................................... 1

POINT OF SALE PROMOTIONAL MATERIALS............................................................................ 1

THE PURPOSE OF THIS GUIDE .................................................................................. 2

CHIP CARDS (SMART CARDS) ................................................................................... 2

PROTECTING CARDHOLDER PRIVACY..................................................................... 2

PROTECTING YOURSELF FROM CREDIT CARDHOLDER FRAUD ......................... 2

WHEN TO CALL FOR CARDHOLDER AUTHORIZATION ............................................................ 3

WHEN TO USE YOUR IMPRINTER................................................................................................ 3

STORING CARDHOLDER RECEIPTS ........................................................................................... 3

DEBIT TRANSACTIONS DISPUTES.............................................................................................. 4

OVERVIEW .................................................................................................................... 5

TERMINAL SECURITY ................................................................................................................... 5

NoSecurity

................................................................................................................................. 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

REAR VIEW..................................................................................................................................... 7

IDLE SCREEN ................................................................................................................................. 8

FUNCTION KEYS............................................................................................................................ 8

F1 8

F2 8

F3 8

F4 8

COMMAND KEYS ........................................................................................................................... 9

F Key

........................................................................................................................................... 9

cANc (red Key)

......................................................................................................................... 9

corr (yellow Key)

................................................................................................................... 9

oK (greeN Key)

.......................................................................................................................... 9

NAVIGATION BUTTONS................................................................................................................. 9

upArrow Key

............................................................................................................................. 9

dowN Arrow Key

......................................................................................................................... 9

oK .............................................................................................................................................. 9

MORE DATA ARROWS................................................................................................................... 9

........................................................................................................................................ 9

...................................................................................................................................... 10

PAPER FEED KEY ........................................................................................................................ 10

................................................................................................................................................. 9

ALPHA AND SPECIAL CHARACTERS ....................................................................................... 10

TERMINAL MENU STRUCTURE .................................................................................11

ADMINISTRATIVE FUNCTIONS ................................................................................. 15

CONNECTION SETUP .................................................................................................................. 15

ConneCtion type

................................................................................................................................................15

Dial prefix

......................................................................................................................................................... 15

ISP INFO........................................................................................................................................ 15

ISP CONNECT/DISCONNECT ...................................................................................................... 16

ID SETUP....................................................................................................................................... 16

Add

........................................................................................................................................... 16

cHANge pASSword

..................................................................................................................... 17

View & delete

........................................................................................................................... 17

id report

.................................................................................................................................. 17

LOGON/LOGOFF .......................................................................................................................... 18

DOWNLOADS ............................................................................................................................... 18

HoSt 1

....................................................................................................................................... 18

oSt 2

....................................................................................................................................... 18

RESET INVOICE NUMBER TO 1.................................................................................................. 18

SYSTEM INFO............................................................................................................................... 18

RESET 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 ID/PASSWORD................................................................................................................... 20

CASHBACK................................................................................................................................... 20

COMMUNICATION ........................................................................................................................ 20

diAl FeAtureS

............................................................................................................................ 20

Dial MoDe

.......................................................................................................................................................... 20

Set tonality

.......................................................................................................................................................21

AUTHORITY SETUP ..................................................................................................................... 21

StArt oF dAy

............................................................................................................................. 21

eNd oF dAy

................................................................................................................................ 21

MANuAl Nt #ccou

.................................................................................................................... 21

BAtcH reportS

.......................................................................................................................... 21

BuSiNeSS dAy reportS

............................................................................................................... 21

cuStoMized reportS

.................................................................................................................. 21

iSp iNFo

..................................................................................................................................... 21

giFt cArd

.................................................................................................................................. 21

priority MAil

............................................................................................................................. 21

RECEIPT SETUP......................................................................................................... 22

RECEIPT BANNER ....................................................................................................................... 22

TRAINING MODE ........................................................................................................ 23

BUSINESS DAY FUNCTIONS ..................................................................................... 24

START/END OF DAY..................................................................................................................... 24

StArt oF dAy

............................................................................................................................. 24

eNd oF dAy

................................................................................................................................ 24

HOST TRANSACTIONS................................................................................................................ 26

BAtcH SuBtotAlS

....................................................................................................................... 26

BAtcH cloSe

.............................................................................................................................. 26

REPORTS...................................................................................................................................... 27

BuSiNeSS dAy reportS

............................................................................................................... 27

terMinal Detail

..................................................................................................................................................27

terMinal BalanCing

............................................................................................................................................27

Day SuBtotalS

....................................................................................................................................................27

operator Detail

................................................................................................................................................. 27

operator BalanCing

........................................................................................................................................... 27

pre-auth /taB StatuS

.........................................................................................................................................27

open pre-auth/open taB

...................................................................................................................................27

tip totalS

..........................................................................................................................................................27

outStanDing Saf

...............................................................................................................................................27

CaShBaCk totalS

................................................................................................................................................ 27

BAtcH reportS

.......................................................................................................................... 28

terMinal Detail

..................................................................................................................................................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 uptAB

............................................................................................ 39

iNVoice tAB

................................................................................................................................ 41

pre-AutH coMpletioN/cloSe tAB

............................................................................................... 43

Void

.......................................................................................................................................... 46

reFuNd

...................................................................................................................................... 48

pHoNe/MAil purcHASe

................................................................................................................ 52

Force poSt

................................................................................................................................ 54

purChaSe

...........................................................................................................................................................54

pre-auth

...........................................................................................................................................................56

phone/Mail purChaSe

......................................................................................................................................... 58

TRANSACTION RECALL............................................................................................ 60

detAil

........................................................................................................................................ 60

AMouNt

...................................................................................................................................... 60

AccouNt #

................................................................................................................................. 60

iNVoice #

.................................................................................................................................... 60

trAce #

..................................................................................................................................... 60

pre-AutH/opeN tAB

................................................................................................................... 60

invoiCe #

............................................................................................................................................................60

Detail

.................................................................................................................................................................60

RECEIPT REPRINT....................................................................................................................... 61

lASt receipt

.............................................................................................................................. 61

MerChant Copy

..................................................................................................................................................61

CuStoMer Copy

..................................................................................................................................................61

pASt receipt

.............................................................................................................................. 61

PRIORITY MAIL........................................................................................................... 62

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.............................................................................................. 66

WELCOME TO TD MERCHANT SOLUTIONS

We’re glad you’ve decided on a TD Merchant Solutions Freedom IV terminal. These merchant materials give

you helpful information about your equipment and TD Merchant Solutions. Most importantly, they tell you

how to contact us with any questions you may have.

CALL CENTER INFORMATION

Please call the TD Merchant Solutions Help Desk at 1-800-363-1163. We would be happy to answer any

questions you may have.

Authorization:

24 hours 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/STATIONERY SUPPLIES

Please arrange payment for printer supplies directly with your supplier by Visa, MasterCard, or C.O.D. Reorder

forms are included with each shipment of printer supplies. Order printer/stationery supplies by calling 1-800-

363-1163.

POINT OF SALE PROMOTIONAL MATERIALS

For Visa, order these by calling 1-800-363-1163.

For Interac Direct Payment, we’ve included a starter kit with your terminal. Order additional materials by call-

ing 1-800-363-1163.

THE PURPOSE OF THIS GUIDE

is guide provides instruction on the use and functionality of the Freedom IV terminal using credit card, debit

card, as well as additional accepted card types. It also provides general administrative guidelines with respect to

both credit and debit.

The provision of Visa+and/or Interac Direct Payment merchant services to you (the user) by TD Merchant

Solutions is governed by the Merchant Solutions Agreement and any other agreement(s) that govern the

services that we may provide to you. The use of the Freedom IV terminal with respect to the provision of

merchant services by a third party is governed by any agreement(s) with such third party.

CHIP CARDS (SMART CARDS)

As you may know, chip-enabled cards and terminals are being introduced throughout the retail and nancial

services industry across Canada because they help enhance the security of electronic point-of-sale debit and

credit card transactions and provide faster, more efcient customer service at the checkout.

e new generation of smarter credit and debit cards – Chip cards - are coming to Canada and can now be ac-

cepted by your Chip-enabled Freedom IV terminal. Chip cards are embedded with a microchip that can secure-

ly store encrypted information such as a cardholder’s account number, Personal Identication Number (PIN)

and credit limits.

With your new Chip-enabled Freedom IV terminal from TD Merchant Solutions, you can now process

transac-tions for Chip credit and debit cards issued by financial 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.

PROTECTING CARDHOLDER PRIVACY

Remember you have a responsibility to protect your customers from possible credit card fraud by maintaining

the condentiality of their personal information. Visa requires that merchants protect cardholders’ account and

transaction information including cardholder names, account numbers and information embossed, encoded or

appearing on Visa cards (“information”) in accordance with the Visa Account Information Security Standards.

You may not use Information for any purpose except to complete transactions authorized by the cardholder.

Information must be stored in a secure area and only authorized sta should be given access to the Information.

Information must be destroyed and rendered unreadable before it is discarded. If you make arrangements with

any third party for the purpose of collecting, processing or storing information you must have a written con-

tract with the third party which requires compliance with the Visa Account Information Security Standards. You

must allow TD Merchant Solutions or Visa to inspect your premises and ensure that we can inspect the

premises of any third party to verify that Information is securely stored and processed. The Visa Account

Information Security Standards Manual is available at www.visa.com or for further information please contact

TD Merchant Solutions.

PROTECTING YOURSELF FROM CREDIT CARDHOLDER FRAUD

is terminal is designed to further protect us from cardholder fraud. e Freedom IV terminal can accept

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