iPay@Table Quick Start Guide

iPay@Table

Quick Start Guide

For the TD Move 5000

• with the iPay@Table application

This publication is conidential and proprietary to The Toronto-Dominion Bank and is intended solely for the

use of Merchant customers of TD Merchant Solutions. 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.

The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such

marks by TD is under license. Other trademarks and trade names are those of their respective owners.

NOTICE

The Toronto-Dominion Bank reserves the right to make changes to speciications at any time and without notice.

The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information

furnished in this publication, 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 ________________________________________________________________________

Contents

About this Guide ......................................................................1

Welcome kit contents ............................................................................. 1

Glossary ................................................................................................... 1

The Terminal ............................................................................ 2

Accessibility features .............................................................................. 2

Screens ....................................................................................................3

Home screen ....................................................................................................3

iPay@Table Home screen ...............................................................................3

Terminal communication modes ..........................................................4

Bluetooth ..........................................................................................................4

WiFi .....................................................................................................................4

4G .......................................................................................................................5

Web applications ....................................................................................5

Adding applications ........................................................................................5

Accessing applications ...................................................................................5

Peripherals ...............................................................................................6

The Bluetooth base ..........................................................................................6

The charging base (optional) ........................................................................6

Cardholder Privacy and Security ........................................... 7

Terminal security .................................................................................... 7

Fraud prevention ..................................................................................... 7

Manually entered credit card transactions ................................................. 7

Call for authorization ......................................................................................7

Financial Transactions ............................................................ 8

Available transactions ............................................................................8

Accepted card types...............................................................................8

Payment method options .......................................................................8

Payment ...................................................................................................9

Cash ...................................................................................................................9

Credit card ...................................................................................................... 10

Debit card ........................................................................................................11

Gift card .......................................................................................................... 12

Refund ................................................................................................... 12

Receipts ................................................................................................. 12

Receipt examples .......................................................................................... 13

Settlement ............................................................................................. 14

Reporting ............................................................................... 14

Coniguration ........................................................................ 15

Comms setup ........................................................................................ 15

iPAY@Table setup .................................................................................. 15

RMS Type ......................................................................................................... 15

Serial # Type .................................................................................................... 15

Sort order ........................................................................................................ 16

Demo Options ................................................................................................ 16

Font Size .......................................................................................................... 16

Refund Setup .................................................................................................. 16

Enable RMS Polling ........................................................................................ 17

Table Name ..................................................................................................... 17

Prompt Table .................................................................................................. 17

Prompt Check ................................................................................................. 17

SSL ................................................................................................................... 18

Change password ................................................................................. 18

Settlement ............................................................................................. 18

Core payment application settings ..................................................... 18

Troubleshooting .................................................................... 19

Who do I contact? ................................................................................. 19

Terminal error messages ..................................................................... 20

What problems can I easily resolve? ....................................................22

Reference ...............................................................................23

Charging your terminal ........................................................................23

Maintaining your terminal ....................................................................23

Storing your terminal ............................................................................23

Changing the paper roll .......................................................................23

Lost or stolen equipment ......................................................................23

About this Guide

This Guide provides an introduction to your TD Move 5000 terminal with the iPay@Table

application. This guide covers hardware functionality, performing inancial transactions,

administration features and troubleshooting. For more information regarding its use and

available features, please review the Configuration and Troubleshooting Guide.

Welcome kit contents

We are pleased to provide Merchants new to TD Merchant Solutions with the included

Welcome Kit from. The enclosed information was prepared with you in mind, and

includes the following:

• Paper rolls for the terminal

• Cleaning card and instructions

• Card acceptance decals (Visa®, MasterCard®, Discover®, American Express®,

Interac® Direct Payment, etc.)

• Information to help you protect your business and customers from fraud

Glossary

The following are terms used throughout this document. By understanding these terms

you will be better able to use the iPay@Table application.

Electronic Point of Sale (EPOS)

This is an electronic cash register package or computer that houses your Restaurant

Management Software.

Restaurant Management Solution or Software (RMS)

This is the software that resides on your EPOS that manages your restaurant’s food and

drink orders.

Terminal

This is the physical device that the customer uses to pay their bill. In this case, it is called

a TD Move 5000 semi-integrated terminal.

iPay@Table application

This is the application that connects the terminal to your RMS. The application pulls the

check and table information to the terminal so that customers can pay for their bill.

Core Financial application

This is the application that connects the terminal to the Payment Card Network so that

customers can pay their bill with their credit or debit cards. For more information on TD Core

Payment application settings, please refer to the Configuration and Troubleshooting Guide.

The Terminal

You will use the terminal to initiate transactions

for customers using credit, debit, or gift cards.

Depending on your settings, some card types

may not be accepted by your terminal.

1. Command keys

• Web Applications (silver)

• Cancel (red)

• Correction (yellow)

• OK / Enter (green)

2. Touchscreen

All terminal navigation is performed

through the touchscreen.

3. Paper advance key

4. Paper chamber panel

5. Card readers

a) Insert chipped cards

b) Swipe cards

c) Contactless cards (Tap the

card on the contactless

icon, not the touchscreen.)

Accessibility features

The terminal has the following accessibility features:

• Backlit keypad and adjustable screen brightness to create visual contrast

• Adjustable font size

• Adjustable key stroke sound when a key is pressed

• A raised identiier on the:

• 5 key,

• Main Menu key,

• Cancel key,

• Correction key, and

• OK key.

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Screens

Home screen

This is the irst screen that you will see when

you start the terminal. It is called the Core

Financial Home screen. It displays important

information and dierent ways to access

terminal functionality. They are:

1. Communication icons

The icons on this bar will be

dierent depending on which

setup or comms method is chosen.

2. Power

The battery icon in the top-right

corner indicates the terminal

battery level. When the lightning

bolt appears on top of the battery

icon, it means it is charging.

3. Admin

This icon will open the Admin Menu.

4. Language

This icon will open the Language Menu.

iPay@Table Home screen

The default screen is called the iPay@

Table Home screen. It displays important

information, and dierent ways to access

terminal functionality. They are:

1. Communication icons

The icons on this bar will be

dierent depending on which

setup or comms method

is chosen. See below for

explanations on each icon type.

2. Settings menu

This icon will open the iPay@Table

Settings menu.

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Terminal communication modes

The terminal has up to three different communication modes and their explanations

are described below.

Version Hardware Communication Method

Bluetooth®

(short range)

Terminal and a Bluetooth

base

Uses the Bluetooth base to connect to

the Payment Card Network via the

Merchant’s Internet connection

WiFi

(short range)

Terminal, charging base, and

a wireless router / modem

supplied by the Merchant

Uses a WiFi signal that connects to the

Payment Card Network via the

Merchant’s router

(long range)

Terminal and a charging

base

Uses the 4G cellular towers to connect

to the Payment Card Network

Bluetooth

1. Ethernet connection icon

The Ethernet icon in the top-left corner indicates that the Bluetooth base’s

connection to the Internet. It will be one of two colours: grey (disconnected), or

green (connected).

2. Bluetooth connection icon

The Bluetooth icon in the top-left corner indicates the terminal’s connection to

the Bluetooth base. It will be one of three colours: grey (disconnected), orange

(searching for connection) or green (connected).

The grey icon indicates that Bluetooth is active on the terminal but not

connected to a Bluetooth base.

The orange icon indicates that the terminal is connecting to a Bluetooth

base.

The green icon indicates that the terminal is connected to a Bluetooth

base.

WiFi

1. WiFi signal strength icon

The WiFi icon in the top-left corner indicates the terminal’s connection to a WiFi

network. It will be one of three colours: grey (disconnected), orange (searching for

connection) or green (connected). When connected, it will display the WiFi signal

strength with zero to three bands with three being the best signal strength.

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The grey icon indicates that WiFi is present but not activated on the terminal.

The orange icon indicates that the terminal is connecting to a router / modem.

The green icon indicates that the terminal is connected to a router / modem.

1. 4G signal strength icon

This icon in the top-left corner indicates the terminal’s connection and signal

strength to a 4G network. It will be one of two colours: green (connected) or grey

(disconnected).

When connected, it will display the 4G wireless signal strength with zero to ive

bars with ive being the best connection. It can display, and connect to, a 3G

or a 2G signal if 4G is not currently available. Below the icon is the 4G carrier

name — in this case it’s Bell®.

Web applications

Adding applications

The terminal can accept a wide range of third-party applications to meet your business needs

and are similar very to the applications on your smart phone. For example, if you want to

accept gift cards, you would have to:

1. Sign up for the appropriate program with the application provider.

2. Contact the TD Merchant Solutions Help Desk to enable it and have the application

downloaded to your terminal.

3. Access the applications via the Web

Application screen. If you accept gift

cards, they are automatically oered

as a tender option during the

transaction.

Accessing applications

To access your applications:

1. Press the silver Application key

(above the red Cancel key).

a) Core Financial application

This is the default application

when you power on your

terminal.

b) iPay@Table application

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c) Third Party applications

Any available third-party applications will appear.

2. Select the desired application.

3. Follow the instructions provided by the application creator.

Peripherals

The Bluetooth base

The Bluetooth base is used with the

terminal when a wired Internet connection is

available. It acts as a connection to the

payment network and as a short range

wireless base for your terminal. This base

also acts as a charging station for the terminal.

Ports

The base has four ports on the back but

you are only using the Ethernet port and

the power port:

1. Ethernet port

2. Printer port

3. USB port

4. Power cord — You must remove

the back plate to unplug the cord.

Communication options

The Bluetooth base offers an Ethernet connection. You can set this however you wish to

suit your existing place of business’ setup. To learn more about communication options

see pages 4 and 5.

The charging base (optional)

The charging base is physically identical to the Bluetooth base, but only has a power cord (#4).

1 2 3 4

Cardholder Privacy and Security

Terminal security

It is the Merchant’s responsibility to secure the terminal, any user IDs or passwords and to

prevent unauthorized use. In any event the Merchant will be liable for any unauthorized use

of the terminal or any user IDs or passwords. For more information on TD Core Financial

application settings, please refer to the Configuration and Troubleshooting Guide.

Fraud prevention

The following information will help you protect yourself from fraudulent transactions.

Manually entered credit card transactions

There is an inherent risk associated with these transactions as they have an increased rate

of fraud. If you do manually enter a credit card transaction which is deemed fraudulent,

you will be held responsible for any chargebacks associated with it.

If you are uncomfortable manually entering a credit card it’s within your rights as a

business owner to request another form of payment (debit, cash, etc.).

Call for authorization

Sometimes, due to a communication or security issue, a transaction cannot or should not be

completed. See the list of messages and events below that will cause you to call for authorization.

Note: You must call for authorization for every force post transaction performed on your terminal.

Whenever Action

…the card number on the

screen does not match the

number embossed on the card.

Press the Cancel key and call for a voice authorization immediately.

Request a CODE 10 authorization. In this situation, you may be

dealing with a fraudulent card and CODE 10 will alert the

inancial institution to this possibility.

…the cardholder signature

on the receipt does not

match the signature on the

reverse of the card.

Call for a voice authorization.

Request a CODE 10 authorization. The inancial institution

will be able to advise whether or not the correct individual is

using the card. They will also tell you how to proceed.

…you have any doubts

about the validity of a card

or a transaction.

Call for a voice authorization.

Request a CODE 10 authorization. The inancial institution

will be able to advise whether or not the correct individual is

using the card. They will also tell you how to proceed.

Financial Transactions

Available transactions

The iPay@Table solution can perform the following transactions:

• Payment*

• Refund

* Gift card transactions are only possible on the terminal if you have enrolled in a gift

card program, and installed their application on your terminal.

Accepted card types

Your terminal(s) will accept whatever cards you indicated when you signed your contract

with TD Merchant Solutions. If you wish to adjust your accepted card list, please contact

the TD Merchant Solutions Help Desk to discuss.

Payment method options

There are three types of payments that the server can accept:

Full

If this method is selected the bill will be paid in full by one payment.

For example, if a table of three is paying a $15.01 bill, and customer A decides to pay the

entire bill, customer A pays the entire bill of $15.01.

Split

If this method is selected the bill will be paid in full by X number of equal payments with

the last covering any rounded amounts. Once selected, all payments must be completed

by split payments.

For example, if a table of three is paying a $15.01 bill, and they split it three ways, customer

A pays $5.00, customer B pays $5.00 and customer C pays the balance of $5.01.

Note: If a split payment is declined for any reason, the iPay@Table application will take it

as paid. After all of the other payments are completed, you must leave the application

and reselect the table. This will pull the unpaid amount from the RMS and then the

customer can reattempt their payment.

Partial

If this method is selected the bill is paid in full by X number of payments where each

payment is determined by each customer. Once selected, all payments must be

completed by partial payments.

For example, if a table of three is paying a $15.01 bill, and they each pay their share,

customer A pays $5.01, customer B pays $2.00 and customer C pays the balance of $8.00.

Payment

Use these instructions to process a bill.

1. Enter your Server ID and tap Enter.

2. Select the table that is to be paid

out. You may be required to select

it from a list of available tables or

entering the table number

depending on your RMS and/or

settings. If you don’t enter a table

or check number and just tap

Continue, a list of open tables

under your server ID will appear.

3. Select the payment method: Full,

Split or Partial.

a) If you selected Full, go

to step 4.

b) If you selected Split,

enter the number of

customers to split the

bill between and press

OK. Go to step 4.

c) If you selected Partial,

enter the Partial amount

without a decimal and

press OK. Go to step 4.

d) Select the appropriate

tender payment option

(Cash (below), Credit

card (page 11), Debit card

(page 12) or Gift card

(page 13).

Cash

4. Select Cash.

5. The terminal will print the receipt for the cash transaction. You must collect the

cash, any tip, and note it on the customer’s receipt.

6. If there is a balance remaining, please go to step 3.

If the bill has been paid in full, the transaction is completed. The Merchant

copy prints and the table is closed.

Core Financial

Application

Customer

Select table

Server

iPay@Table App

Enter server ID

Retrieve check

Full, Split

or Partial

Select tender

Process tender

Close table

Balance owed?

Customer

Receipt

Yes

Merchant

Receipt

If a split payment is declined for any reason, the iPay@Table application will take it as paid.

After all of the other payments are compelted, you must reselect the table. This will pull the

unpaid amount from the RMS and then the customer can complete the payment.

Credit card

4. Select CR/DB.

5. The customer conirms the total amount (Yes or No).

Tips (optional)

6. The customer selects a tip option and presses OK.

7. The customer conirms the total amount (Accept or Change).

Payment method

8. If you have gift cards enabled on your terminal, you must select CR/DB one

more time. Otherwise, go to step 9.

9. Perform one of the following payment methods: Insert, Swipe, Tap or Key

(Manual Entry).

Insert credit card

a) The customer inserts their credit card.

b) The customer enters their PIN and presses OK. Go to step 10.

Swipe credit card

a) Swipe the credit card.

b) UnionPay co-branded cards only - The customer indicates if the card is

<Other Card> or UnionPay. Other Card can be Visa, Mastercard, American

Express, etc.

c) Press OK.

If UnionPay is selected, enter the PIN and press OK. The customer may

bypass the PIN but if it is requested again, they must enter it.

If <Other Card> is selected, go to step d.

d) Perform a fraud check on the card and signature.

e) Verify the card info with what is on the terminal screen and press OK.

Go to step 10.

Tap credit card

a) The customer taps their contactless-enabled credit card on the contactless

card reader. The customer may be required to insert or swipe their card in

some cases. Go to step 10.

Manually enter credit card

There is an inherent fraud risk for manually entered transactions. Please see

page 8 for more information.

a) Enter the account number and press OK.

b) Enter the expiry date and press OK.

c) Enter the CVD number and press OK. This number is generally located on

the back of the credit card. This can be an optional step depending on

your settings.

d) If prompted, indicate if the card was present for the transaction (Yes or

No). Go to step 10.

10. The screen shows that authorization number, the transaction total and the customer

receipts print. The screen will show how much has been applied to the bill.

If there is still a balance remaining, go to step 3.

If the bill has been fully paid, the transaction is completed. The Merchant copy

prints and the table is closed.

Note: If a UnionPay card is used in this transaction, the customer may be

required to sign the receipt. Review the receipt to see if a customer

signature is requested.

Debit card

4. Select CR/DB.

5. The customer conirms the total amount (Yes or No).

Tips (optional)

6. The customer selects a tip option and presses OK.

7. The customer conirms the total amount (Accept or Change).

Payment method

8. If you have gift cards enabled on your terminal, you must select CR/DB one

more time. Otherwise, go to step 9.

9. Perform one of the following payment methods: Insert or Tap).

Insert debit card

a) The customer inserts their debit card.

b) The customer selects which account they want to use (Chq or Sav).

c) The customer enters their PIN and presses OK. Go to step 10.

Tap debit card

a) The customer taps their contactless-enabled debit card on the

contactless card reader. The customer may be required to insert their

card in some cases. Go to step 10.

10. The screen shows that authorization number, the transaction total and the customer

receipts print. The screen will show how much has been applied to the bill.

If there is still a balance remaining, please go to step 3.

If it is a UnionPay debit transaction, you will not see step b.

If the bill has been fully paid, the transaction is completed. The Merchant copy

prints and the table is closed.

Gift card

This tender option is only available through the terminal if you have downloaded a gift

card web application to your terminal. See page 6 for more information.

4. Select CR/DB.

Tips (optional)

5. The customer selects a tip option and presses OK.

6. The customer conirms the total amount (Accept or Change).

Payment tender

7. Select Gift.

Payment method

8. Perform one of the following payment methods: Swipe or Key (Manual Entry).

Swipe gift card

a) Swipe the gift card. Go to step 9.

Manually enter gift card

a) Enter the account number and press OK. Go to step 9.

9. The screen shows the transaction total and the customer receipts print. The screen

will show how much has been applied to the bill.

If there is still a balance remaining, please go to step 3.

If the bill has been fully paid, the transaction is completed. The Merchant copy

prints and the table is closed.

Refund

You must create check with a negative amount in your RMS as settle it with the customer.

Receipts

Each transaction has a dierent receipt and most of the information is purely for record

keeping. There is important information that you need to be aware of to ensure that your

transactions have completed correctly.

You cannot reprint cash receipts.

Receipt examples

The information that you will use the most is explained below.

Card entry method

C Chip card transaction

CM Chip card transaction that was

forced to become a manually

entered transaction

CNP Manually entered transaction and

the card was not present. This is a

mail or telephone transaction

CP Manually entered transaction and

the card was present

CS Chip card transaction that was forced

to become a swipe transaction

M Manually entered transaction and

the card was present

P Contactless transaction

S Swiped transaction

Important information

Server # Clerk ID

Table # The table number associated with the check

Check # The check number

# Customers The number of customers associated with the check

Batch# Batch number the transaction is located in

Invoice # Invoice number

APPR

CODE

The approval code for this transaction

RRN The retrieval reference number

REF# The reference number

Signature The card issuer determines when a signatures is required for a transaction

Host

Response

Always ensure that the transaction was APPROVED as it could be

DECLINED or NOT COMPLETED

Merchant Name

Address

City, Province

Merchant Number

Terminal ID

SALE

Server #: 01 B Smith

Table #: 1234

Check #: 1234567890

Batch #: 1234567890

MM/DD/YY

VS: N

Invoice #: 1234567890

APPR CODE 12345678

********7892 M

VISA

ID: AAAAAAAAAAA

TVR: XX XX XX XX XX

TSI: XX XX

TC: 007B6441F0A45DEE

MOUNT

TIP

CASH BACK

TOTAL

# Customers: 1234

RRN: 1234567890

HH:MM:SS

CVC: X

REF#: 12345678

TCD XXXX

Manual Entry CP

**/**

$XX.XX

XXX APPROVED

(PIN VERIFIED)

X_____________________________________

I AGREE TO PAY THE ABOVE TOTA L

AMOUNT ACCORDING TO THE CARD

ISSUER AGREEMENT

RETAIN THIS COPY FOR YOUR

RECORDS

RECEIPT FOOTER LINE 1

RECEIPT FOOTER LINE 2

RECEIPT FOOTER LINE 3

RECEIPT FOOTER LINE 4

RECEIPT FOOTER LINE 5

RECEIPT FOOTERLINE 6

RECEIPT FOOTERLINE 7

MERCHANT COPY

Settlement

A settlement must be performed on each terminal in order to maintain accurate records

and balance your accounts. This is important as it:

• Closes all open batches.

• Checks for and downloads available updates.

• Prints selected reports.

• Starts a new business day on the terminal by opening a new batch.

There are two options for settlements:

• Automatic daily settlement (the system settles each night at 11:59 ET) if you

have this set up through TD Merchant Solutions.

• Manual settlement is managed by yourself and is best performed daily. You

have a deadline to perform a manual settlement. This is called your balancing

window and it is set on the system. If your manual settlement is completed

before your balancing window ends, you’ll receive same or next business day

deposit for credit and debit card totals. Otherwise, they will be forwarded to

the next business day.

To perform a manual settlement:

1. Go to the iPay@Table Setting menu.

2. Tap the Settlement menu option.

3. Enter Manager ID and password.

4. Conirm that you want to close the business day (Yes or No).

5. Conirm that you want to print the settlement reports (Yes or No).

6. The terminal reboots.

Reporting

For more information on TD Core Financial application reports, please refer to the

Configuration and Troubleshooting Guide.

• Performing a settlement will not close any third party applications on your terminal. You

must go into the application and perform a day close separately for it.

• This process may take a while if a lot of transactions have been processed during the day.

• Do not process any transactions, press any buttons, or disconnect your Internet

service, until the settlement process is complete.

Coniguration

There are various options and settings available for the iPay@Table solution. They are all

contained within the iPay@Table Settings menu. To access this menu:

• At the Home Screen, tap the three horizontal bars icon ( ) to open the Settings

menu. From here you have the following menu options:

• Comms Setup

• iPAY@Table Setup

• Change password

• Settlement

• Some settings are either enabled or disabled. This is indicated by a sliding

button to the right of the setting.

Enabled

Disabled

• To leave any screen you can press the red Cancel button on the terminal or tap

the back icon (<<) in the top-left corner of the screen.

Comms setup

This menu allows you to set the communications settings for iPay@Table application in

order to conigure the RMS IP addresses and Ports.

1. Enter the following information: the RMS Client IP Address, and the RMS Client

Port. Entering the Secondary Client IP Address, and the Secondary Client

Port is optional.

2. Click Continue. You may quit without saving the changes by pressing the back

icon or pressing the red Cancel key.

iPAY@Table setup

This menu allows you to set the desired options for your iPay@Table application. The

following settings are available.

RMS Type

This setting determines how the terminal will communicate with your restaurant management

system (RMS). Depending on which RMS you use, functionality may change on the terminal. Do

not change these settings unless instructed to do so.

Serial # Type

This setting identiies which serial number will be used to communicate with the Restaurant

Management System (RMS). Do not change these settings unless instructed to do so.

1. Tap the Serial # Type menu option.

2. You have two options: Use Injected S/N and Use Device S/N. The default

setting is Use Injected S/N.

3. Tap the back icon or press the red Cancel key.

Sort order

This setting is only available if RMS Type is set to Type 3 (Squirrel). This setting indicates

how the tables and checks are sorted for display.

1. Tap the Sort Order menu option.

2. Set the sort option to Alpha/Numeric or Numeric/Alpha. The default setting is

Alpha/Numeric.

3. Tap the back icon in the header or press the Cancel key.

Demo Options

This setting allows iPay@Table to pull tables from RMS when you enter Demo Mode from

the Core Financial application. Otherwise, this setting will be ignored.

1. Tap the Demo Options menu option.

2. Select Enable or Disable. The default setting is Enabled.

If Enabled, the iPay@Table solution connects to the RMS to retrieve table/check

list while in demo mode. This will allow a more realistic demo mode to help

train new employees, but it carries some risks.

If Disabled, the iPay@Table solution doesn’t connect with RMS so get tables

and get checks from RMS are simulated while in demo mode.

3. Tap the back icon or press the red Cancel key.

Font Size

This settings controls the iPay@Table font.

1. Tap the Font Size menu option.

2. Select the desired font size (Large or Normal). The default setting is Large.

3. Tap the back icon or press the red Cancel key.

Refund Setup

This setting allows the ability to perform a Refund transaction from the RMS by entering a

negative amount. When this option is enabled and the table amount received from RMS is

negative, iPay@Table will initiate a Refund transaction to be processed by the Core Payment

Application. Note: This does not override Core Payment Application refund settings.

1. Tap the Refund Setup menu option.

If you retrieve an actual table in demo mode, and select Cash to make a

payment on it, the live check will be modiied by the demo cash amount. We

suggest that you Disable this feature to avoid accidental check modiications.

2. Select Enable or Disable. The default setting is Disabled.

3. Tap the back icon or press the red Cancel key.

Enable RMS Polling

This setting controls how often the RMS and terminal with the iPay@Table application try

to communicate with one another when the terminal is idle.

1. Tap the Enable RMS Polling menu option.

2. Enter the polling interval and press OK. The default interval is 15 minutes (and

minimum setting) and the maximum is 60 minutes.

3. Tap the back icon or press the red Cancel key.

Table Name

This setting is only available if the RMS Type (see page 16) is set to Type 1 (Other). This

setting allows you to name your tables versus using a table number. If your RMS uses table

names this option must be set to On.

Aloha RMS: If Table Name is enabled, and alpha-numeric tables are selected, only the

Table Name will print on the receipt.

For all other RMS, both Table Number and Table Name are printed on the transaction receipt.

1. Tap the Table Name menu option.

2. Select Enable or Disable. The default setting is Disabled.

3. Tap the back icon or press the red Cancel key.

Prompt Table

This setting will automatically prompt the server for a table when a server enters their ID.

1. Tap the Prompt Table menu option.

2. Select Enable or Disable. The default setting is Enabled.

3. Tap the back icon or press the red Cancel key.

Prompt Check

This setting will automatically prompt the server for a check number when a server

enters their ID. This will not appear if Prompt Table is disabled.

1. Tap the Prompt Check menu option.

2. Select Enable or Disable. The default setting is Enabled.

3. Tap the back icon or press the red Cancel key.

SSL

This setting enables/disables SSL security between the terminal and the RMS. Do not

change these settings unless instructed to do so.

1. Tap the SSL menu option.

2. Select Enable or Disable. The default setting is Enabled.

3. Tap the back icon or press the red Cancel key.

Change password

This allows you to change the iPay@Table password. This password provides access to

the Settings, Communications, and Settlement menus.

1. Tap the Change Password menu option.

2. Enter your current password to access this menu and tap Enter.

3. Enter your Old Password.

4. Enter your New Password. The new password must be 7 to 10 alpha-numeric

characters in length. This password can be numbers only if you like.

5. Re-enter your New Password.

6. Tap Continue when inished.

Settlement

This settings option allows you to start a manual settlement in the payment application.

1. Enter your password to proceed.

2. The iPay@Table application will close and take you to the payment application

and the settlement process begins.

3. Once completed, you will be returned to the iPay@Table Home screen.

Core payment application settings

To change the following settings you must:

1. Press the silver Application key (above the red Cancel key).

2. Select the TD Core Payment application.

3. Follow the instructions for the desired setting.

Note: Depending on your settings, you may have to enter the Admin password

to change the functionality.

The following settings can be modiied on your terminal as well. To make any of changes

to these settings permanent, you must call TD Merchant Solutions Help Desk and then

perform a parameter download.

This does not settle gift card transactions. You must settle these through the

gift card application.

Setting Explanation

Clerk Wording Set this option to add or change an existing clerk tile

(server or clerk for example). It requires a higher level user

to change it. For example, it would take a manager tor

supervisor to aect a clerk’s name. You must enable

ClkPrompt to use this feature.

Communications Priority Use this option to set your terminal’s communication

priority list. This list determines the order in which the

terminal connects to the RMS solution. Do not change these

settings unless instructed to do so.

RMS Cash Enable or disable this option to allow cash tender within

iPay@Table.

RMS Type This sets the desired Restaurant Management System

(RMS) for iPay@Table Web application. Do not change

these settings unless instructed to do so.

Terminal Language Set the language settings on the terminal.

Tip Settings Enable, disable, or change the tip settings on the terminal.

RMS Cash

This enables or disables the support of cash tender within the iPay@Table application.

Troubleshooting

Who do I contact?

You must contact the correct help desk to resolve any issues with the iPay@table

solution. Below are some issues and the appropriate help desk to contact.

You would contact the RMS vendor for the following issues:

• RMS software issues

• Communication issues between iPay@Table application and RMS such as

entering a server ID and receiving a comms error

You would contact the third party application vendor for the following issues:

• Any issues encountered when using the third party application such as gift

cards, loyalty cards, etc.

You would contact TD Merchant Solutions Help Desk for the following issues:

• Hardware issues such as blank screen, batteries not holding a charge,

malfunctioning Bluetooth / charging bases

• Reconciliation issues on the TD Core Financial Application

• Communication issues with debit or credit inancial transactions

• Any changes to terminal functionality that require a Host 2 download such as

tip settings

Terminal error messages

If you’re unable to resolve the problem after performing the following steps, please refer to

the Configuration and Troubleshooting Guide for more troubleshooting tips.

Error codes Explanation Action required

Apply Failed: $99999.99 The RMS cannot apply the

approved amount to the check.

Press OK.

Close the transaction

manually in the RMS.

Apply Payment Failed

Please Retry

1Yes 2No

The system cannot apply

the approved amount to

the check.

If you select:

Yes, the terminal resends the

payment info to restaurant

system.

No, the transaction will not be

posted to the RMS, and will

need to be closed manually.

Apply Payment

Check/Table Already

Closed

The Apply Payment was not

successful because the Check

or Table is already closed.

The server needs to update the

RMS as required.

Apply Payment

Comm Error OK

There is a communication

issue while applying the

payment of an approved

transaction.

Reprocess the payment.

The server must manually close

the ticket on the RMS.

Applied: $99999.99

Apply Failed: $99999.99

Not all payment records

have been successfully

applied in a multi-record

transaction.

The server needs to open

any outstanding checks and

accept payment from the

customer(s).

If the transaction is approved,

the server must close the

ticket manually on the RMS.

Comm Error There has been a

communication error.

Press OK to return to the

iPay@Table Home screen.

Verify that the network is

working.

Verify that the comm icons are

connected / green.

Check the Comms Setup in

the iPay@Table settings

menu to make sure valid IPs

and Ports are entered.

Error codes Explanation Action required

Connection failed,

please retry

The terminal failed to retrieve

the check details from the RMS

due to a communication issue.

Try to pull the check details

again.

Function not available The selected function is not

enabled or available.

Change the settings to enable

the function.

Get Tables

Communication Error

The terminal is unable to

retrieve a table from the RMS.

Conirm that the communi-

cation icons on the terminal

are green and try to retrieve

the table again.

Get Tables

Get Tables Not Available

There could be a number of

possible reasons:

• The RMS returned a

table count of 0.

• The RMSType does not

match the POS system.

• The terminal does not

have an injected serial #

and Use Injected Serial

# is enabled.

• The user cannot retrieve

any tables from RMS.

Investigate which of the

reasons are causing this error.

No Open Table Is

Available

There are currently no

open tables.

Press OK to return to the

iPay@Table Home screen.

Payment App Initialization

Required

The payment application is not

set up or only partially set up to

support iPay@Table Web

application.

Complete the set up setup of

the Financial application to

support the iPay@Table Web

application.

POS System Error The RMS has returned an

invalid response to the terminal.

The Merchant must contact

the RMS solution provider.

Setup Required The iPay@Table application is

not set up or only partially set up

– for example if the RMSType

and Comms Setup are not set.

Access the iPay@Table

Settings Menu and complete

set up of the web application.

What problems can I easily resolve?

Problem Action Required

Bad Communication There was a communication failure after the transaction

was initiated.

• Verify your connections.

• Press Cancel and try again.

Chip cards cannot be

processed

• Try inserting a dierent card. If this card can be read,

the problem is with the irst card.

• Use a cleaning card to clean the problem card reader.

Display screen is blank • Ensure that the power cable is irmly connected to the

power port and the electrical outlet.

Magnetic stripe card

reader won’t read cards

• Try swiping the card more quickly or more slowly or

from the top of the reader towards you.

• Request another form of payment. If this card can be

read, the problem is with the irst card.

• Use a cleaning card to clean the problem card reader.

Printer does not print • Is there paper in the device? If there is, ensure that the

paper is loaded correctly.

Printer jam • Ensure that the paper feed is clear and that the paper

roll is seated correctly.

• Ensure the printer lid is completely closed.

Terminal isn’t powering on • Ensure that the power cord is properly inserted into the

Bluetooth base / charging base and an electrical outlet.

Ensure that the terminal is properly seated in the base.

• Ensure that the power cord is properly inserted into the

terminal and a power source.

Transaction is not going

through

• Ensure that the terminal is connected to the network via

Bluetooth, WiFi or 4G.

• Check your Internet connection to ensure that it is

working. Bluetooth, WiFi only.

Reference

Charging your terminal

• If you are using a Bluetooth or charging base, ensure that your terminal is

properly seated.

• If you are using a charging cord, ensure that it is connected properly to your

terminal and to the electrical outlet.

Maintaining your terminal

• Don’t place it on a magnetized pad — this will cause it to malfunction.

• Routinely clean it with a damp cloth so that spills don’t get into the inner workings.

• Use TD-approved cleaning cards for the chip and magnetic card readers.

Storing your terminal

• It must be stored in temperatures between 0° and 50° Celsius.

• Do not leave it outdoors overnight, especially in the winter.

Changing the paper roll

1. Gently pull up on the paper chamber panel along the top of terminal and

remove the old paper roll.

2. Unwrap a new paper roll and place it in the paper chamber so that the loose

end of the paper feeds up from under the paper roll towards you.

3. Press down on the panel until it clicks shut and ensure there is enough paper

sticking out from the chamber that it touches the top of the terminal screen.

Lost or stolen equipment

If your device has been lost or stolen, please:

1. Contact the TD Merchant Solutions Help Desk immediately to report the incident.

(stolen or lost)

2. Contact the police to ile a report. (stolen only)

What should I do when the police arrive regarding the stolen device?

If a police oicer arrives on site please record the following:

• Oicer’s name

• Oicer’s jurisdiction

• Oicer’s contact information

• Stolen device’s serial number

The oicer should provide you with a report number. After obtaining the above from the

oicer, please contact the TD Merchant Solutions Help Desk and provide this information

so that you can receive a replacement device.

Call Centre 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

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:

Monday – Friday, 8 a.m. – 5 p.m. ET

Documentation Portal

This guide covers the most commonly used information in order to get you started. Your

terminal has more features and functionality to explore on our documentation portal which

you can ind at www.tdmerchantsolutions.com/posresources.

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