1 MERCHANT SERVICES ONLINE TD Retail Card Services FAST, FREE & SECURE Web Manual Version 11.30
2 Table of Contents The TDRCS Online Merchant Services Website What is it? How to Use It Log In Main Menu Consumer Credit Application and Co-application Consumer Credit Response Upload a Settlement File Web Sales Individual Transactions» Sales» Sales: Memo Type» Payments» Returns» Pending Transactions» Processed Transactions File Upload File Download Loan Calculator Message Center Active Messages Inactive (Hidden) Messages Help Menu Contact Information
3 What is it? The TDRCS Online Merchant Services Website provides secure online access to: Process consumer credit applications. Complete sales, returns and payment transactions in real time. View all pending and processed transactions for up to two years. Send and receive data files and reports. Utilize custom message and calculating tools.
4 Log In Access our secure server by pointing your browser to Click on the LOG IN tab. Enter your Username and Password and click submit. You will be directed to the main menu page. For information about getting access to the site, please contact Merchant Services at
5 Log In (Password Reset) The first time a user logs on they must enter the temporary password given to them by the TDRCS Help Desk. Once logged on, the user will be instructed to enter their own personal password. Please review notes on passwords below. The user must enter all fields. Password Notes: Passwords must be a minimum of 8 characters in length (no special characters allowed). Passwords will expire every 90 days. Passwords that were used previously will not be accepted. The user may change their password at any time. After 3 failed attempts, the account will be locked and the user must call the TDRCS Help Desk.
6 Main Menu This page will display all the options available to you based on your profile. For instance, Consumer Credit Application, Upload a Settlement File, Web Sales, File Upload, File Download, Loan Calculator, and more. This page will also provide you with access to News, Contacts, and Password Management (see tabs).
7 Consumer Credit Application The Consumer Credit Application provides the merchant with a quick and easy way to process a credit application over the internet. After the consumer has completed and signed the credit application, the merchant must complete the ID section. Select Consumer Credit Application from the Main Menu and enter the following Primary Applicant fields. Additionally, the merchant has the option to enter co-applicant information. Upon submission, a message box will appear to the user listing all invalid entries, along with requirement instructions. In addition, field names for all invalid entries will turn red to better assist in locating them on the form. Required fields must contain a value and a valid entry. Field names for invalid required field entries will appear in bold red, while field names that are not required, but also contain invalid entries, will not appear in bold, but will also be red. Note: The following image shows the primary and co-applicant fields as they appear on the actual page. Required fields are shown in red for the purposes of this manual, but will not appear in red when the page is first loaded. Instead the required fields will all appear in bold black.
8 Consumer Credit Co-application Should there be co-applicant; the merchant has the option to fill in this information by clicking on the Co-applicant YES radio button. Shortcuts exist on the Co-applicant form that assists in simplifying the process. Click on this to copy the Address, Address Line 2, City, State and Postal Code of the primary applicant. Click on this to copy the Home Phone Number of the primary applicant. Note: The Insurance Product is not available to all merchants and therefore may not be visible on the form.
9 Consumer Credit Application CONSUMER CREDIT RESPONSE The response will be one of three possibilities (Approved, Declined or Referred) Approved will display the customer's new account number. A special feature allows the merchant to print a 'Temporary' card for the customer, until the permanent card has been mailed. Declined the customer will receive a letter in the mail in 7-10 business days. Referred will display the phone number to our credit department. The merchant can then call this number and review the application with one of our service representatives.
10 Upload a Settlement File Merchant generated transaction files can be processed by TDRCS via the Upload a Settlement File feature. Settlement file must be in approved TDRCS format. Click browse and select the file you wish to have processed. Click the submit button to begin processing. Once processing is complete, review the settlement totals and click either Accept or Reject. Accepted transmissions will be processed during tonight s update if submitted by 3 pm EST. Rejected transmissions will not be processed.
11 Web Transaction Types Web Sales Consumer Web Sales Commercial Web Sales Memo Type (consumer and commercial) Web Returns Web Payments Online Transactions Pending Processed Note: Web Transaction Types are determined by merchant business requirements therefore some options may not be available.
12 Web Sales - Consumer Select Store Number, and enter the following information: Account Number Invoice Date ~ Effective date of the purchase Credit Plan Number (Choose a Plan from the Dropdown Menu or Manually Specify a Plan Number) Sales Amount (example for $21.10) Reference Number (optional field) Statement Description (optional field) Click Submit
13 Web Sales Commercial Select Store Number, and enter the following fields: Account Number Invoice Date ~ Effective date of the purchase Credit Plan Number (Choose a Plan from the Dropdown Menu or Manually Specify a Plan Number) Sales Amount (example for $21.10) Reference Number (optional field) Statement Description (optional field) Serial Number (Required) Model Number (Required) Click Submit
14 Web Sales: Approved When a sale is approved, the transaction is complete and a confirmation page will be displayed. Click on Print Receipt and a pop-up window will appear.
15 The receipt will include all the information regarding the web transaction. Click Print and save it for your records.
16 Web Sales: Authorization Required If the sale is not automatically approved, you will need to call TDRCS for an authorization code (see below). If TDRCS approves the sale, enter the Authorization Code provided by the TDRCS Representative, select Authorized and click Submit Authorization. If TDRCS declines the transaction, select Declined and Submit Authorization or simply click Skip Authorization.. NOTE: TDRCS will not process any transactions without a valid approval code.
17 Web Sales: Memo Type Select a Finance Program and enter in an account number. Then click submit. Select your Store Number and Invoice Date. Then enter the following general information: o First Name o Middle Initial (optional field) o Last Name o Credit Plan For every sale item, enter the following information: o Model Number o Serial Number o Manufacturer Invoice Number (optional field) o Quantity o Sale Price o Reference Number (optional field) o Description (optional field) Enter the following subtotal information: o Sales Tax (optional field) o Down Payment (optional field) Click Submit at the bottom of the form.
18 NOTE: To enter another sale item, click on the Enter Another Item button. To add or remove sale items already listed on your form, click on and off the Included/Not Included check box.
19 Web Sales: Memo Type Approved When a sale is approved, the transaction is complete and a confirmation page will be displayed.
20 Click on Print Receipt and a pop-up window will appear. The sales receipt will include all the information regarding the web transaction. Click Print and a customer and merchant copy will print simultaneously.
21 Web Sales: Memo Type Authorization Required If the sale is not automatically approved, you will need to call TDRCS for an authorization code (see below). If TDRCS approves the sale, enter the Authorization Code provided by the TDRCS Representative, select Authorized and click Submit Authorization. If TDRCS declines the transaction, select Declined and Submit Authorization or simply click Skip Authorization. NOTE: TDRCS will not process any transactions without a valid approval code.
22 Web Returns Select Store Number, and enter the following fields: Account Number Credit Plan Number (credit plan used on original sale) Reversal Amount (example for $21.10) Reference Number (optional field) Statement Description (optional field) Click Submit
23 Web Returns Once approved, the transaction is complete and you will be directed to a confirmation page. Click Print Receipt. A new window will pop-up. Print the receipt and save it for future reference.
24 Web Payments Select Store Number, and enter the following fields: Account Number Credit Plan Number (supplied by TDRCS) Payment Amount (example for $21.10) Click Submit Once approved, the transaction is complete and you will be directed to a confirmation page.
25 Click Print Receipt. A new window will pop-up. Print the receipt and save it for future reference
26 Online Transactions Pending Allows you to preview all transactions that have been submitted, but have not yet been processed. All transactions that were entered prior to 3am EST will be processed the following business day. Once processed, the transactions are moved to the Settled queue.
27 Online Transactions Settled Allows you to preview all settled transactions. For past transactions, enter the date (MM/DD/YYY) and click Search. Scroll down (if necessary) for additional transactions). Transaction history is retained up to 2 years.
28 File Upload For merchants who require the ability to send files to TDRCS, we offer a secure and easy solution. The file must meet predetermine requirements such as allowable file size, naming convention and file type. Select File Upload from the main menu. On the File Upload screen click on the browse button and then select the file from your hard drive or network. Once fie is selected, click on the upload button and wait for the screen to display File Uploaded Successfully.
29 File Download For merchants who require the ability to receive files from TDRCS. Select File Download from the main menu. On the File Download screen select the file for download and click on the download button. A save dialogue box will appear and allows you to select where to save the file on your computer. Notes: Files that are new and were never downloaded will have a status of NEVER in the Date Downloaded field.
30 Loan Calculator We offer this tool to help merchants quickly calculate their customer s monthly loan payments. The merchant will need to supply the calculator with the loan amount, APR & term to calculate a payment.
31 Message Center Messages are a helpful way of allowing us to communicate important information to our merchants. These messages appear below the main menu. We give our merchants the ability to control which messages remain visible or active and which are inactive or hidden on their main menu page by providing them with a message center. To activate or hide messages, make a selection directly to the right of the message and click on the submit changes button. Below the submit changes button are radio buttons that when clicked will show you which messages are active, which are hidden or all messages.
33 Help Menu Help is available on all pages by clicking on the HELP tab at the top right corner or the HELP link at the bottom of the page. Each page has its own help.
34 Contact Information TDRCS Help Desk Merchant Services Credit Authorizations
WEB TRANSACTIONS Shoppers Charge Accounts Co. Table of Contents Page 2 SCA s Online Merchant Services Website Benefits to Dealers How to Use It Log In Main Menu Consumer Credit Application Consumer Credit
First Data Global Gateway Virtual Terminal User Manual Version 1.0 Table of Contents 1 Introduction 5 1.1 First Data Global Gateway Virtual Terminal Overview 5 1.1.1 Processing Transactions 5 1.1.2 Managing
Health Indicators Advancing Healthy Aging in Your Community Database Instructions for Managers Getting to the Database Website You can access the Health Indicators online database in two different ways.
CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25746 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images
Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you to: Validate bank numbers Validate ID numbers Access number tips Release funds to your bank Transfer
Create a requisition for a job This quick guide describes the key steps in creating a requisition for a new job posting and creating teams. Other resources for hiring administrators are available at http://www.uvic.ca/hr/services/home/hiring/index.php
Create Candidate Profile & Search/Apply to Jobs from the Amtrak Careers Site Target Audience: External Applicants This job aid explains how to create your candidate profile and search/apply for a job on
Qualtrics Survey Tool This page left blank intentionally. Table of Contents Overview... 5 Uses for Qualtrics Surveys:... 5 Accessing Qualtrics... 5 My Surveys Tab... 5 Survey Controls... 5 Creating New
Hiring Manager creates a job posting on-line. STAFF HIRING PROCESS ******************************************* Posting a Position 1. From the www.cmich.edu webpage, select CentralLink in the upper right
Welcome to DAT Onboarding Are you a broker or carrier and have registered? Click the Log In link from the top of the page and enter your User Name and Password. Are you a carrier and need to create a profile?
STEP BY STEP USER GUIDE FOR NURSES TO RENEW ONLINE Go to www.breeze.ca.gov and click on the Click Here to Access BreEZe Online Services link. If you have never registered in the new BreEZe system, click
First Security Bank Retail User Guide Rev: 09/23/2015 UUX Support Overview About the Unified User Experience (UUX) Hardware and software requirements Exploring the Accounts page Accounts The Menu The Sidebar
UCB erequest - CONTENTS 1 INTRODUCTION... 3 2 HOW TO REGISTER AND LOG-IN... 3 2.1 REGISTER TO RECEIVE AN EXTERNAL REQUESTOR USER ID AND PASSWORD... 3 2.2 LOGIN WITH USER ID AND PASSWORD... 5 3 HOW TO SUBMIT
Welcome to PaySimple! Congratulations on choosing PaySimple for all your payment processing needs! You will quickly notice that billing and collections is transformed into an effortless process. With PaySimple,
2013 1. Login facility is available on the home page. User has to register for logging in. If a user is already registered he can log in using the User ID and Password or Digital signature. How to Register:
Resolve Disputes User Guide Online Merchant Services Copyright Statement Copyright 2012 by American Express Travel Related Services Company, Inc. All rights reserved. No part of this document may be reproduced
Help Desk User Manual (Version 1.0) Table of Contents Accessing Infinity Technologies Help Desk Portal... 2 Logging into Infinity Technologies Help Desk Portal for the First Time... 3 Resetting Your Password...
PAYMENT GATEWAY (Virtual Terminal) Document Version 131227 Copyright 2013 epaymentamerica, Inc. All Rights Reserved Logging in to the Virtual Terminal 1. Open your internet browser; We strongly recommend
Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism
Skipjack Merchant User Guide Quick Guide (a supplement to the Merchant User Guide) COPYRIGHT INFORMATION Evolve Adaptive Technology and Skipjack Financial Services are registered trademarks of the Bradley-Madison
QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,
Instructions for connecting to the Weston Schools Virtual Desktop Environment Notes: You will have to have administrator permission on your computer in order to install a VMWare Client application which
Federal Program Office (FPO) User Manual System Navigation NOAA Grants Online Program Management Office August 2015 Table of Contents Overview... 5 Accessing Grants Online... 5 Grants Online Navigation
M3 The PTA s new membership website database and dues reporting system State Level Actions from Task Menu M3 CAPABILITIES The State must authorize a user to have access to M3. The State s authorized users
Creating Online Surveys with Qualtrics Survey Tool Copyright 2015, Faculty and Staff Training, West Chester University. A member of the Pennsylvania State System of Higher Education. No portion of this
Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment
PRINCIPAL INVESTIGATOR The Principal Investigator role is for the customers of the system who are primarily responsible for FOPs used in orders, distributing charges between FOPS and reviewing the monthly
Akada Software, Inc. Credit Card Processing 1994-2008 by Akada Software, Inc. All Rights Reserved This software and documentation is copyrighted. All rights reserved. No part of this manual or the products
Help Where may I find the answers to my Internet Banking questions? How do I contact someone if my question is not answered in this FAQ? Enrolling How do I enroll in Internet Banking? Logging In How do
This guide is designed to provide Administrators with a quick overview of the features and functionalities provided to them in LEARN360 s Administration section. Login Figures 1-4 feature different components
Purchasing & Enrollment Guide Last updated June 30, 2014 Contents Purchasing Student Licenses for a North Carolina Public School/District... 3 Purchasing Additional Student Licenses for a School or District...
Manual Section 4 Claim Processing (CP) Claim Processing Electronic Select Short Cut Key (F12) Type in Menu Id: CP and enter The # symbol will generate the next Claim ID Process Type: Proof (This will check
Authorized Servicer Portal User Guide for SONY North America (SNA) Table of Contents Bookmarking the Authorized Servicer Portal (Adding to Favorites)... 2 Bookmark link locations... 2 How to check your
USER S GUIDE Last Modified: 12/06/2012 1 Contents 2 Welcome 3 User Service Activation 4 Introduction 4 Purpose 5 Key Features 6 Activate 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices
Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill
REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE A note to accountholders with multiple account types with Sterling HSA: We now support a single login for all of
NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts
ClinicAid Ontario - Getting Started Guide Welcome to ClinicAid Setting up your provider record Connecting your account to the MC EDT system Adding your first patients Doing a demographic import of patient
User Guide Manufacturer Page 1 of 18 Document control Change control table: Version Description Release date Reason for change Reviewer 2.6 Manufacturer User Guide 2.6.1 Manufacturer User Guide 2.7 Manufacturer
MSGCU SECURE MESSAGE CENTER Welcome to the MSGCU Secure Message Center. Email is convenient, but is it secure? Before reaching the intended recipient, email travels across a variety of public servers and
Submitting an application Procedure 1. If you would like to submit an application via the DAAD Portal, please start by selecting your chosen programme in our database for scholarship holders or academic
Technology @ QMU QuickStartIT: QMU Citrix remote desktop service v1.1, June 2015 What s in this guide? Page Introduction 2 Accessing the Citrix remote desktop service 2 Installing the Citrix receiver (PC)
CDX Fuels Programs Registration User Guide for Responsible Corporate Officers Version 3.02 CDX Fuels Programs Registration User Guide for Responsible Corporate Officers Version 3.02 Compliance Division
Personal Online Banking: If you access your account information through CNB Online Banking, our personal banking site, you will be able to import your account transactions directly into Quicken/QuickBooks.
OLAS Home Page Enter https://olas.wi.gov in the browser location box to display the OLAS Home page. Click on the Create Account tab on the OLAS menu to display the DOA/Wisconsin Logon Management System
Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you
Guide to Training Teachers on the Co-op Dashboard https://www.hourrepublic.com Hour Republic is a tool used by (i) students to track co-op hours, activities, skills and more, and (ii) teachers to monitor
Content Management System QUICK START GUIDE Revised 03/10/11 TABLE OF CONTENTS Pg. 1... Logging In Pg. 2... Navigating to your site folder Pg. 2... The Folder Tree, Site Structure and Wire Frames Explained.
Appendix In the Appendix: Online Help NCIR Help Desk Online Help NCIR s online help function provides you with both screen-specific help and a general help index. You may access online help from any screen
Introduction to the Document Vault Table of Contents Introduction to the Document Vault... 3 Key Documents to Maintain in your Document Vault... 3 Document Vault Navigation... 4 Uploading a New Document...
PIVOTAL PAYMENTS PAYMENT SERVER Document Version 2.07.0415 Copyright 2007-2008 Pivotal Payments Inc. All Rights Reserved. Visit us at: www.pivotalpayments.com Merchant User Manual Congratulations on the
HOW TO USE OIT EMAIL VIA THE WEB A) Logging into your MyOIT account which includes your email account 1) Open a browser such as Firefox, Chrome or Safari. Please do not use Internet Explorer. 2) In the
Online Banking Guide Your guide to safely and securely managing your accounts online. Table of contents LOGGING INTO ONLINE BANKING... Page 2 YOUR PASSWORD... Page 3 SETTING UP YOUR SECURITY IMAGE, PHRASE
Table of Contents Table of Contents... 1 About this Document... 2 Copyright Notice... 3 Publication History... 3 Documentation Conventions... 4 Obtaining Additional Development Information and Documentation...
Please read all information and instructions prior to entering the data. The instructions provide important details about completing the form and will help make your web experience a positive one. 1. How
May 20, 2013 Version 1.1 Table of Contents 1 Introduction... 1 2 Accessing the Secure Large File Transfer Tool... 2 3 Setting Your Email Address for Confirmation Notifications.. 7 4 Uploading a File...
Adding An Audio Profile To An Adobe Connect Account This How-To Guide will walk through the process of adding an Audio Profile to a Host account within Adobe Connect. The Audio Profile will allow the Host
Alpha e-pay v2 Merchant User Manual (v1.9) Overview NOTE: Alpha e-pay, Alpha Bank s e-commerce solution, is currently using the DeltaPAY e- commerce platform. Therefore, Alpha e-pay and DeltaPAY are used
Access Online Transaction Management User Guide Version 3.6 Cardholder and Program Administrator Contents Introduction... 2 Transaction Management Variables by Organization... 2 Procedures in This Guide...
How to Reset Your Password for the ONRR Data Warehouse Portal Audience This document is for all those who access the ONRR Data Warehouse Portal by starting at the following website: https://dwportal.mms.gov/.
Using UMB Secure File Transfer UMB Secure File Transfer is a Java-based interface that you can use to upload and download your files through a secure SSL connection using a Javasupported web browser such
College Credit Plus Funding Application Parent User Manual College Credit Plus Student Funding Application February 2016 Table of Contents Accessing the Funding Application...2 Adding New Funding Application...5
1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log
Kirchmeyer & Associates, Inc. Online Appraisal Order Guide Welcome to Kirchmeyer & Associates We would like to take this moment to thank you for being a part of the Kirchmeyer Network. Our mission is to
Merchant Interface Online Help Files REGAL t e c h n o l o g i e s t h e f u t u r e o f p a y m e n t s Table of Contents Merchant Interface Online Help Files... 1 Tools... 2 Virtual Terminal... 7 Submit
DOCUMENT MANAGEMENT SYSTEM USER S MANUAL By: MIS Department Software Division Page 1 of 14 1. Overview Document Management System is a powerful web based file manager and storage utility. It was developed
Autodesk Software Grant for F1 in Schools Step by Step Instructions John Helfen Partnership Strategy Manager, Autodesk Education 2013 Autodesk Autodesk Software Students and Institution Student/Faculty/Mentor
How To Connect Your Event To PayPal This document describes, in click by click detail, how to connect your event's registration page to your PayPal merchant account. You PayPal merchant account MUST BE