TD Mobile POS Manuale utente

Merchant Guide

TD Mobile POS

*Android paired screen shown

This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of merchant

customers of TD Merchant Services.

This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission

of an authorized representative of The Toronto-Dominion Bank.

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NOTICE

The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The infor-

mation furnished in this publication is believed to be accurate and reliable; however, The Toronto-Dominion Bank assumes no

responsibility for its use, including without limitation for infringements of intellectual property rights or other rights of third

parties resulting from its use.

MERCHANT INFORMATION

Merchant Name .............................................

Merchant Number ...........................................

Terminal ID .................................................

Table of Contents

Welcome Kit and Setup .............................................1

About the TD Mobile POS Solution ...........................6

Financial Transactions..............................................15

Administration and Configuration ..........................25

Merchant Portal.......................................................31

Troubleshooting.......................................................41

Table of Contents

Section 1

Overview of the TD Mobile POS Solution..................2

The Purpose of this Guide..........................................................2

What is the TD Mobile POS solution? .......................................2

The Smartphone App and the PINPad............................2

The Merchant Portal........................................................2

Welcome Kit Contents .............................................. 3

What is provided?.......................................................................3

What do I need to do to use the TD Mobile POS solution?.....3

Missing any components? ..........................................................3

Setting up the TD Mobile POS ...................................3

Activate your account ................................................................3

Charge your PINPad....................................................................3

Download and install the smartphone app ..............................3

Enable Bluetooth® on your smartphone..................................4

Pair your Android smartphone to the PINPad ..........................4

Pair your iOS smartphone to the PINPad ..................................4

Confirm pairing is complete ......................................................4

Initialize your PINPad .................................................................5

How can I secure my product? .................................5

Summary....................................................................5

Section 1

Welcome Kit and Setup

TD MOBILE POS MERCHANT GUIDE

Welcome Kit and Setup 1

Overview of the TD

Mobile POS Solution

The Purpose of this Guide

This guide will provide helpful information about the

equipment, its features and TD Merchant Services. Please

ensure you read this guide so that you become familiar

with the capabilities of the TD Mobile POS and how it can

support your business needs.

This guide provides instruction on the use and functionality

of the TD Mobile POS solution. The provision of Visa®,

MasterCard®, Discover®, American Express® and/or

Interac® Direct Payment merchant services to you (the

user) by TD Merchant Services is governed by the Merchant

Services Agreement and any other agreement(s) that

govern the services that we may provide to you.

The use of the TD Mobile POS solution with respect to the

provision of merchant services by a third party is governed

by any agreement(s) with such third party.

What is the TD Mobile POS solution?

The TD Mobile POS solution is comprised of three

components. They are the:

1. Smartphone app that allows you to:

»Enter financial transactions

»Review transactions

2. PINPad that allows customers to:

»Pay for their transactions with credit or

debit cards

3. Merchant portal website that allows you to:

»Review prior transactions

»Configure your receipts

»Manage card readers and sub-merchants

Th e S m a r T p h o n e a p p a n d T h e p I n pa d

The smartphone app and the PINPad work together as

one solution.

• The smartphone app is like your electronic cash

(including tax) of the customer’s purchase.

• The PINPad is the payment device where the

customer pays for their purchase with their

credit or debit card.

»Merchant enters the transaction on

the smartphone app.

»Customer then selects their card

payment method on the PINPad.

Th e m e r c h a n T p o r T a l

The merchant portal is a website that mimics the

administration capabilities of the smartphone app and is

accessible via web browser.

• Merchant can review transactions and

administer their account.

iCMP

F1 F4F2 F3

GHI

BLUETOOTH

3112/12/2014

2CBA72215BF2

* Android paired screen shown

TD MOBILE POS MERCHANT GUIDE

Welcome Kit and Setup 1

Welcome Kit Contents

What is provided?

The physical kit has a:

• TD Mobile POS PINPad

• Installation guide and

• USB Cable (Black)

What do I need to do to use the TD

Mobile POS solution?

1. Provide an Android™ smartphone that:

a. Has an operating system version 2.3.6

or higher

b. Has a data plan and connectivity to an

active cellular network or Wi-Fi

c. Is Bluetooth® wireless technology

capable

1. Provide an iPhone™ mobile digital device that:

a. Is a 4, 4S, 5, 5C, 5S or 6 model

b. Has iOS operating system version 6.1.3

or higher

c. Has a data plan and connectivity to an

active cellular or Wi-Fi network

d. Is Bluetooth wireless technology capable

2. Download and install the TD Mobile POS app

from the Google Play™ or iTunes stores onto

your smartphone.

3. (Optional) Provide a computer with:

a. Internet access

b. Acrobat® Reader® software (most

current version)

c. An Internet browser (Chrome®,

Firefox®, Safari or Opera®) or Internet

Explorer® (version 9 or higher)

d. Adobe® Flash® platform

e. A screen resolution 1024 x 768 or greater

Missing any components?

If something is missing from your welcome kit please

contact TD Merchant Services Help Desk at 1-877-375-7331.

Setting up the TD

Mobile POS

Activate your account

By now, you will have received a welcome email with:

instructions how to download the smartphone app, your

username, and temporary password.

First you must activate your TD Mobile POS account from

the Merchant Portal so that you can link it to your PINPad.

1. Go to the URL in your Welcome Email.

If you don't see the email in your inbox check your

spam folder.

2. Enter the username and password provided in

the email and select Login. The Terms and

Conditions screen appears.

3. Read the terms and conditions, check I have

read and accept the above Terms &

Conditions, and click Activate Account. The

Account Setup screen appears.

4. Enter your personal email, create your password,

security questions and click Submit.

5. Click on the Manage Hardware tab. The

Manage Readers screen appears.

6. Write down the Terminal ID under the

Nickname column. You will need this to

initialize your PINPad.

Charge your PINPad

1. Take the provided USB cable plug it into a USB

power source such as a computer or a power

bar with a USB charging port.

2. Plug the other end into the mini-USB port on

the right side of the PINPad.

Your PINPad is now powered on and charging.

Download and install the smartphone app

1. Download and install the TD Mobile POS app

from Google Play or the App Store onto your

smartphone.

TD MOBILE POS MERCHANT GUIDE

Welcome Kit and Setup 1

Enable Bluetooth®on your smartphone

1. Tap Settings -> Bluetooth -> Enable Bluetooth.

Refer to the owner’s manual if your settings

aren’t located here. Remain on the Bluetooth

screen as you will need it for pairing your

smartphone.

Pair your Android smartphone to the

PINPad

1. On the PINPad

a. Press

/F1 -> 2(Android) -> 2(Display

Pairing Info).

b. A Waiting for Pairing... message

appears with your device information.

2. On your smartphone

a. Your Bluetooth screen should be open

from the last step. Tap the iCMP

PINPad under the Available Devices

list when it appears.

b. If you don’t see the PINPad, tap Scan

for devices and tap it when iCMP

appears.

3. Confirm your pairing information

a. PINPad - A six-digit passkey appears.

Confirm it is identical to the one

displayed on your smartphone and

press the

/F1 key.

b. Android - A six-digit passkey appears.

Confirm it is identical to the one

displayed on your PINPad and tap Pair.

c. PINPad - Press the

/Cancel button

until you return to the Main screen -

it’s the one with the TD logo.

4. Complete the pairing

a. Log in to the TD Mobile POS app.

b. Tap the icon in the top-left corner

to access the Settings screen.

c. Tap Manage card readers. The

Manage card readers screen

appears.

d. Tap the card reader you want to

connect to via Bluetooth.

e. A green check mark appears beside

the PINPad name.

f. PINPad Main Screen - A code

appears beneath BLUETOOTH line and

the icon stops flashing.

Pair your iOS smartphone to the PINPad

1. On the PINPad

a. Press

/F1 -> 1(iOS Device) -> 1

(Device Discovery). The Searching...

message appears.

b. Your iOS device will appear on the

screen after about five seconds. Select

it and press

/OK.

2. On your smartphone

a. Your Bluetooth screen should be open

from the last step.

3. Confirm your pairing information

a. PINPad - A six-digit passkey appears.

Confirm it is identical to the one

displayed on your smartphone and

press the

/F1 key.

b. iOS - A pop-up message appears with

the six-digit passkey. Confirm it is

identical to the one displayed on your

PINPad and tap Pair.

c. iOS - The PINPad name will appear

under the devices list, and be labelled

Connected.

d. PINPad - Press the

/Cancel button

until you return to the Main screen -

which has a TD logo.

e. iOS - Log onto the TD Mobile POS

app.

Confirm pairing is complete

Go to the Main screen of the PINPad to confirm you’re

connected.

Android

2CBA72215BF2

BLUETOOTH

3112/12/2014 3

TD MOBILE POS MERCHANT GUIDE

Welcome Kit and Setup 1

1. Bluetooth

A line of code appears beneath the BLUETOOTH

label and the wireless connectivity symbol ( )

stops flashing.

On the phone app the icon and the icon

appear.

iOS

1. Bluetooth

Two computer icons appear to the left of the

BLUETOOTH label and the wireless connectivity

symbol ( ) flashes.

On the phone app the icon and the



icon

appear.

Initialize your PINPad

1. Please go to the Merchant Portal. To do this

use the URL provided in your Welcome Email.

2. Once there, go to Manage Hardware and in

the nickname column record the terminal ID.

3. On the PINPad press

/F4.

4. It will prompt you to enter the terminal ID. It

always starts with GR. See below how to enter

alpha-numeric characters.

a. To enter the G, press

GHI

and then the

/F key. The 4will change to a G.

b. To enter the Rpress

PRS

and then the

/F key. The 7will change to a R.

c. The balance of the terminal ID is

numbers. Finish entering the terminal

ID and press

/OK.

BLUETOOTH

3112/12/2014 3

How can I secure my

product?

The TD Mobile POS PINPad is able to perform

unauthorized transactions including debits to the

merchant’s account due to fraudulent usage. It’s the

merchant’s responsibility to take whatever steps are

necessary to secure the PINPad, any usernames or

passwords and to prevent unauthorized use. In any event,

the merchant will be liable for any unauthorized use of the

PINPad or any usernames or passwords.

You can create a PIN for the TD Mobile POS app by going

to -> App PIN.

For more information see "How do I secure the app?" on

page 29.

Summary

After reading this section you now know:

• The overall working relation of the smartphone

app, PINPad and Merchant Portal

• The contents of the Welcome Kit

• The Welcome Email with your login information

• How to setup and pair the smartphone app and

the PINPad

• How to protect cardholder security

• How to secure your smartphone app

In the next section you’ll learn more about each of the

components mentioned in this section as well as their

functions.

Section 2

About the TD Mobile POS Solution

Legend.......................................................................8

The App......................................................................8

The Screens .................................................................................8

Transaction Screen ...........................................................9

Settings Screen.................................................................9

Transaction History ..........................................................9

Tip Screen .........................................................................9

Merchant Profile..............................................................9

Application PIN ..............................................................10

Change Password...........................................................10

Troubleshoot ..................................................................10

Manage card readers.....................................................10

Choose Language ..........................................................10

View Terms and Conditions...........................................10

FAQs................................................................................10

Sign Out..........................................................................10

The PINPad............................................................... 11

Front of PINPad.........................................................................11

Bottom of PINPad.....................................................................11

Right side of PINPad.................................................................11

Contactless Light.......................................................................12

Screen, Icons and Contactless card reader ..............................12

Standby Screen...............................................................12

Ecomode Screen.............................................................12

Main Screen....................................................................12

Contactless card reader .................................................13

Function Keys............................................................................13

Alpha-numeric / Command Keypad ........................................13

Power Button............................................................................13

Mini-USB Port............................................................................13

Continued on next page

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