the lincoln service credit card - pictures.dealer.com service credit card – from maintenance and...

14
The Lincoln Service Credit Card PROGRAM GUIDE

Upload: lamnga

Post on 31-Mar-2018

218 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

The Lincoln Service Credit Card

PROGRAM GUIDE

Page 2: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

Contents

Important Information & Phone Numbers ..................1

Program Overview ...........................................................2

Store Pricing & Financing Options ..............................3

Lincoln Exclusive Owner Advantage Rewards® $10 Bonus ..........................................................................4

Lincoln Exclusive Lincoln Service Credit Card Privileges Program ...........................................................5

Client Rebate Incentive ..................................................6

Ask & Earn Employee Incentive ...................................... 7

The 3 Step Process & Manager Checklist ................8

Handling Client Concerns ..............................................9

Overcoming Employee Reservations .......................10

Tips for Maximizing the Program ................................11

Lincoln Service Program Supplies ............................12

New Account Processing .............................................14

Transaction Processing ................................................15

PAYware Consumer Processing ................................16

PAYware Connect Setup ............................................. 17

Citi Field Sales Team ....................................................19

Page 3: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

19

Citi Field Sales TeamOur Field Sales Team is here to assist you with training and sales support.

To find the Citi representative for your region, please call

Retailer Service Assistance at

1-888-621-7981

Page 4: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

50 Northwest Point Blvd.Elk Grove Village, IL 60007

LIN-GDE-0215© 2015 Citibank, N.A. Citi and Citi with Arc Design are registered service marks of Citigroup Inc.

Page 5: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

1

Important Information& Phone Numbers

DEALER QUESTIONS/ASSISTANCE 1-888-346-4777New Account Applications or Transaction Processing (If POS System is Unavailable) Option 1

New Accounts with Pending Referral Number Option 2Manual Sales Authorizations, Account Lookup or Credit Line Increases Option 3Merchant Services – Training, Dealer Setup, Settlement Questions/Reports and General Inquiries Option 4

Credit Card Supplies including Cardholder Applications and Point of Sale Materials

Option 5 or go to http://custompoint.rrd.com

PC/PAYWARE SUPPORT QUESTIONS & ACCESS PROBLEMSClient Services Help DeskFor PC/POS System Issues

1-888-346-4777Option 4

PLEASE NOTE: To process brand-specific consumer applications, please ensure you are logged into the PAYware site with that brand’s login ID. For example, if you are processing a Lincoln application, you need to be logged into PAYware as a Lincoln dealer (not a Quick Lane or Ford dealer). Transactions may be processed with any ID.

CLIENT REBATE 1-877-310-3673Status inquiries; Allow 6-8 weeks for delivery

ASK & EARN EMPLOYEE INCENTIVE PROGRAM 1-844-290-8229Check status of cards www.rewardcheck.net

or call 1-844-290-8229Online submission of completed Ask & Earn Cards www.acbincentives.com/lincolnincentivesFax submission of completed Ask & Earn Cards 1-844-686-9368

To print additional cards or to see Official Rules, go to FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/Service/Dealership Employee Incentives

FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/

Service/Dealership Employee Incentives

CARDHOLDER ASSISTANCE 1-888-344-2237Account and Statement Questions, Change of Address & All Other General Account Questions

CREDIT PROMOTIONS/MINIMUM PURCHASERegular Revolving $1 Minimum6 Months No Interest If Paid In Full $199 Minimum12 Months No Interest If Paid In Full $499 Minimum

APPLICATION PROCESSINGTo send completed credit applications to us, please be sure to follow the instructions on page 12 for logging, packaging and shipping credit applications. Then mail the completed credit application and the log to:

DataVision Resources4300 Westown Parkway, Suite 200

West Des Moines, IA 50266

LINCOLN SERVICE CREDIT CARD PRIVILEGES PROGRAMLincoln Service Credit Card Privileges Client Service 1-800-741-8932

https://lincolnprivileges.vipdesk.com

LINCOLN OWNER ADVANTAGE REWARDS PROGRAMOwner Advantage Rewards Dealer Program Headquarters (Dealer assistance with OA Tracker or offer details)

1-800-755-0347OwnerAdvantageRewards@

ProgramSupportHQ.com

The last 5 digits of your merchant number will be your Store Number & should also match your P&A Code. Please have the last 5 digits, or your Store Number/ P&A Code, available when using any of the phone options below.

PLACE “CITI MERCHANT ID NUMBER AND STORE NUMBER STICKER” HERE

IMP

OR

TAN

T IN

FOR

MA

TION

&

PH

ON

E NU

MB

ERS

Page 6: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

32

Program OverviewThe Lincoln Service Credit Card Program is designed to provide many

great benefits to your clients, your team and your business.

6 Months Deferred Interest

on purchases of $199 or more. Minimum Payment Required.†

12 Months Deferred Interest

on purchases of $499 or more. Minimum Payment Required.†

Merchant Discount Rates (MDR)*

Revolve

Store PricingThe Lincoln Service Credit Card Program provides competitive pricing to make

it easy for every Lincoln retailer to offer the Lincoln Service Credit Card.

Financing OptionsRetailers can offer the following plans to their clients:

0.24%Merchant Fee

1.87%Merchant Fee

5.95%Merchant Fee

*As of 1/1/15†See promotional plan disclosures for full terms and conditions.

6 Months 12 Months

Payment Terms

Revolven 25 day grace period

n $1 minimum purchase required

6 Monthsn Deferred interest with

minimum payments required†

n $199 minimum purchase required

12 Monthsn Deferred interest with

minimum payments required†

n $499 minimum purchase required

l Extended term credit plans enable your client to spend more now and pay over time

l Offering financing options helps close the sale on all the products/services the client needs because the client can spread the payments out over a longer period of time

l Clients can save their Visa/MC credit line and use the Lincoln Service Credit Card as their “Vehicle Maintenance Card”

Your Client Benefits

Your Team Benefits:

Your Business Benefits:

n Extended deferred interest financing plans

n Rebate offers for new and existing cardholders

n Clients can potentially double their rebate during Lincoln promotions just by using their Lincoln Service Credit Card

n Clients can save on ALL service purchases, including tires, maintenance, accessories and extended service plans

n Additional client benefits offered through the Lincoln Service Credit Card Privileges Program

n Owner Advantage Rewards $10 Bonus on top of all existing rebate and financing offers

n Ask & Earn incentive program runs 365 days a year and allows your Service Advisors to earn extra money for processing Lincoln Service Credit Card applications

n The Lincoln Service Credit Card promotions and financing options give your Service Advisors more “tools” to help close sales and upsell to better tires and/or services

n Increased client loyalty

n Higher average tickets than with other tender types

n Special credit promotions running throughout the year

n Clients receive a dedicated line of credit for use at your store

n Dealership loyalty encouraged by the Owner Advantage Rewards program

Note: References to the Owner Advantage Rewards program throughout this training guide are for dealers who participate in the Owner Advantage Rewards program only.

PR

OG

RA

M

OV

ERV

IEW

STOR

E PR

ICIN

G &

FIN

AN

CIN

G O

PTIO

NS

Page 7: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

54

Lincoln Exclusive Owner Advantage Rewards®

$10 Bonus

Lincoln Exclusive Lincoln Service Credit Card

Privileges ProgramOFFER OVERVIEW Questions?

Owner Advantage Rewards Dealer Program Headquarters (Dealer assistance with OA Tracker or offer details)

n 1-800-755-0347 or

n OwnerAdvantageRewards@ ProgramSupportHQ.com

Lincoln Service Credit Card Client ServiceCitibank Client Services Team Line:n 1-888-346-4777, Option 4

The Citibank Client Services Team is available:n Monday – Saturday

8 a.m. – 9 p.m. ESTn Sunday

9 a.m. – 8 p.m. EST

Dealer EligibilityDealers must participate in the Owner Advantage Rewards and Lincoln Service Credit Card programs.

Lincoln Service Credit Cardholders will receive a $10 Bonus in their Owner Advantage Rewards account for every eligible purchase made on the Lincoln Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only benefit for the Lincoln Service Credit Card and is not available for the Ford Service or Quick Lane Credit Card Programs.

Offer Detailsn PROGRAM PERIOD: January 1, 2015 – December 31, 2015.

Bonus expires on June 30, 2016, if not redeemed.n For every qualifying purchase made on the Lincoln Service

Credit Card, clients will receive a $10 Bonus in their Owner Advantage Rewards account.

n $10 minimum purchase required to receive bonus.n Subject to credit approval and complete purchase

must be made on the Lincoln Service Credit Card.n Purchase must be made at a participating Lincoln Service

Credit Card and Owner Advantage Rewards dealership.n No action is required by the dealership or member

to receive the $10 Bonus.n The $10 Bonus will be automatically applied to an active

Owner Advantage Rewards account within 45 days. No dealer or client action is required.

n Once posted, members will see the $10 bonus included in their Service Reward balance on LincolnOwner.com and within Owner Advantage Rewards communications.

n It is important to ensure the member’s address in the OA Tracker is current and correct.

Dealer ReimbursementAll redeemed bonuses will be reimbursed via the Parts Statement. Dealers can review all submitted transactions by month and download a detailed report for reconciliation on OA Tracker.

Promote this exciting enhancement with your Lincoln Service Credit Cardholders and Lincoln clients in your service drive.

OFFER OVERVIEW Questions?Lincoln Service Credit Card Privileges Client Service

n 1-800-741-8932 or

n https://lincolnprivileges. vipdesk.com

n Clients will need the first 6 digits of their Lincoln Service Credit Card account number

Lincoln Service Credit Card Client ServiceCitibank Client Services Team Line:n 1-888-346-4777, Option 4

The Citibank Client Services Team is available:n Monday – Saturday

8 a.m. – 9 p.m. ESTn Sunday

9 a.m. – 8 p.m. EST

Dealer EligibilityDealers must participate in the Lincoln Service Credit Card program.

Program DescriptionLincoln Service Credit Card Privileges is a benefit offered to all new and existing cardholders holding a Lincoln Service Credit Card. The Privileges team of representatives provides virtual assistance with a variety of needs, including research or recommendations for entertainment and dining, as well as booking travel reservations, shopping, or other personal or household needs.

Cardholders will have special access to additional benefits at hotels, restaurants and retail. For example:

n Room upgrades, early check-in or late check-out at luxury hotels and resorts throughout the world.

n VIP Amenities are offered at many of the top luxury hotel brands, plus hundreds of boutique luxury hotels in more than 70 countries.

n Discounts on global travel experiences, airport assistance and transportation. n Access to added value amenities on over 20 cruise lines.n Priority reservations at participating restaurants, as well as added benefits

such as a complimentary appetizer, dessert or chef visit.n Access to thousands of tours, museums, galleries and other attractions

in hundreds of markets around the world.n Access to tickets for sold-out concerts, Broadway shows or sporting events.n Access to golf tee times.

Cardholders will have access to these benefits via telephone, email and website 24/7. All they need to do is reach out, and Privileges will create a unique experience for your Lincoln clients.

n Clients can place a request by calling the toll-free number, 1-800-741-8932.n They may also visit the website, https://lincolnprivileges.vipdesk.com,

for information on special offers and benefits available through the service or to email a request for assistance.

n Users will be asked for the first six digits of their Lincoln Service Credit Card to have access to the service.

This service is complimentary and provided as a benefit of the Lincoln Service Credit Card. However, clients are responsible for all costs associated with reservations, tickets, or other purchases that a Privileges representative may make on their behalf. A client will be asked to provide their personal credit card in order to fulfill a purchase or reservation. All benefits are based on eligibility. Cardholders will receive information on the Privileges program via:

n Existing Lincoln Service Credit Cardholders will receive a Privileges welcome package.n New cardholders will receive information in the card carrier package.

Note: References to the Owner Advantage Rewards program throughout this training guide are for dealers who participate in the Owner Advantage Rewards program only.

OW

NER

A

DV

AN

TAG

E R

EWA

RD

PR

IVILEG

ES

PR

OG

RA

M

Page 8: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

76

Client Rebate Incentive

*Offer is subject to change.

Ask & Earn Employee IncentiveDatesn Available Every Day

Rebate Offern $25 for purchases

of $250 or more*

Cost to Dealern $0

Datesn Available Every Day

Offersn $25 for each

Ask & Earn card

Cost to Dealern $0

Earn More!Lincoln Service Advisors can earn $25 for each completed and approved Ask & Earn card!

Only 5 Apps!Only 5 applications required per Ask & Earn card. Lincoln Service, Ford Service and Quick Lane applications may appear on one card.

Unlimited Cards!Unlimited number of Ask & Earn cards can be sent in!

IT’S EASY TO EARN EXTRA CASH! Guidelinesn Incentive paid on all

applications processed (approved or declined)

n Only 5 submitted applications required per card

n Submit completed cards online, by mail or fax

n Template should be photocopied for future use

n Check status of cards at www.rewardcheck.net

1 Now enter, save & submit applications online, plus receive status updates via email!

Online www.acbincentives.com/lincolnincentives

Or, fill out an Ask & Earn card with 5 valid applications and submit by:

Mail Lincoln Ask for Apps, Dept. #579900 P.O. Box 1919, Memphis, TN, 38101

Fax 1-844-686-9368

3 Upon receipt and validation of each card submitted, $25 will be credited to your Genuine Rewards MasterCard® Award Card.*

4 Be sure to make a copy of each submitted card and keep for your records.

5 To check the status of any card log into www.rewardcheck.net or call 1-844-290-8229.n For balance inquiries and transaction history,

call 1-800-759-9610

n If the Ask & Earn funds have not been loaded to your Genuine Rewards MasterCard® Award Card, please contact Dealers Ask Ford and provide your STARS ID

If you are a dealership in the State of Texas and do not enroll in “Texas FCSD Incentive Programs” on DPES you will not be eligible to participate in any dealership incentive programs for the 2015 Calendar year.*The Genuine Rewards MasterCard® Award Card is issued by Comerica Bank pursuant to license by MasterCard International Incorporated. MasterCard is a registered trademark of MasterCard International Incorporated.

HERE’S HOW IT WORKS

New and existing clients who spend $250 or more on their Lincoln Service Credit Card account can receive a $25 prepaid debit card by mail-in rebate!*

Benefitsn Rewards clients for ANY service purchase

including tires, maintenance or accessories

n Offer is good for all clients, new and existing

n Clients who make a qualifying purchase on their Lincoln Service Credit Card will qualify for a rebate!

n Good on every qualifying purchase of $250 or more

n Cost to dealer: $0

DATE CARD COMPLETED

LAST 4 DIGITS OF ACCOUNT # OR 13 DIGIT PENDING # FIRST AND LAST NAME

CITY, STATE, ZIP

(5 required for valid card)1.

2.

3.

4.

5.

PLEASE BE SURE TO KEEP A COPY OF EACH CARD YOU SUBMIT FOR YOUR RECORDS.

For Official Use Only: LIN15

By submitting this card, employee acknowledges that he or she has read the Official Rules and agrees to be bound by them.

LIN-AFA-0215

2015 ASK & EARNPLEASE WRITE LEGIBLY. ALL INFORMATION IS REQUIRED.

Employee Name

STARS ID Number

Dealer Name

Dealer P&A Code Dealer Sales Code

Dealer Address

Dealer City

State Zip

Dealer Phone

Employee Phone

Employee Email*

*By providing your email address, we may use this to contact you about the status of your claim.

Funds loaded directly to your Genuine Rewards MasterCard®

Award Card…plus, now you can submit your claim online and

receive status updates by email!

If you are a dealership in the State of Texas and do not enroll in “Texas FCSD Incentive Programs” on DPES you will not be eligible to participate in any dealership incentive programs for the 2015 Calendar year.

* The Genuine Rewards MasterCard® Award Card is issued by Comerica Bank pursuant to license by MasterCard International Incorporated. MasterCard is a registered trademark of MasterCard International Incorporated.

FOR EVERY 5 APPS

EARN

$25Here’s How:• Complete the form on the reverse with the required information for each completed and

valid Lincoln Service Credit Card application submitted between 1/1/2015 and 12/31/2015.

• Forms may be submitted by one of the following methods once you’ve completed

5 valid applications:

• Get paid with $25 loaded directly to your Genuine Rewards MasterCard® Award Card

for every qualifying Ask & Earn card submitted or postmarked by January 15, 2016.

Online www.acbincentives.com/lincolnincentives

Mail Lincoln Ask for Apps, Dept. #579900

P.O. Box 1919, Memphis, TN, 38101

Fax 1-844-686-9368

2015 ASK & EARNDefinition of Qualifying Ask & Earn Card:

• Must complete all fields for 5 eligible applications.

• Employee information must also be filled out

completely in order to be processed.

• Eligible applications are those applications that

are complete and valid Lincoln Service, Ford Service

or Quick Lane Credit Card applications submitted

during the promotional period (1/1/15–12/31/15).

Applicants must be 18 or older.

• Completed Ask & Earn cards must be submitted or

postmarked no later than January 15, 2016.

General Rules:• No partial or incomplete cards will be accepted.

Cards missing information will be rejected and

returned to employee’s address on card.

• There is no limit to the number of cards you

can submit.• Duplicate or fraudulent submissions of applications

may result in being ineligible to continue to participate

in this incentive program.• Not responsible for lost, late, misdirected, mutilated,

illegible cards, or cards not received in time.

• To print additional cards or to see Official Rules,

go to FMCDealer.com/Parts & Service Tab/Contests

& Incentives FCSD/Service/Dealership Employee

Incentives.• Please allow 4-6 weeks for eligible awards to be

loaded directly to the Genuine Rewards MasterCard®

Award Card.*• To check on the status of submitted card(s), log

on to www.rewardcheck.net or call 1-844-290-8229.

• For balance inquiries and transaction history,

call 1-800-759-9610.• If the Ask & Earn funds have not been loaded to your

Genuine Rewards MasterCard® Award Card, please

contact Dealers Ask Ford and provide your STARS ID.

NEW

LIN-TAB-OAR-1214

* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the

Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit

card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.

**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.

† Subject to credit approval. Complete purchase must be made on the Lincoln Service Credit Card. $10 minimum purchase required to receive bonus.

Bonus may take up to 45 days to post to your active Owner Advantage Rewards account. Bonus expires 6/30/2016, if not redeemed. Offer valid

1/1/2015–12/31/2015. The Lincoln Motor Company and your dealership reserve the right to modify the terms of this offer at any time. For additional

program information, contact your dealer.

See your Service Advisor for details

Owner Advantage Rewards® Members

EARN A $10 BONUSwith every qualifying purchase†

SPECIAL FINANCING AVAILABLE

$25 MAIL-IN REBATE

on a qualifying purchase of $250 or more (before tax)*

A refreshing approach to luxury.

Exclusive Lincoln Service

CREDIT CARD PRIVILEGES**

NEW

A refreshing approach to luxury.

LIN-TAB-1214

* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the

Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit

card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.

**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.

See your Service Advisor for details

SPECIAL FINANCING

AVAILABLE

Exclusive Lincoln Service

CREDIT CARD PRIVILEGES**

$25 MAIL-IN REBATE

on a qualifying purchase of $250 or more (before tax)*

CLI

ENT

REB

ATE

IN

CEN

TIV

E

ASK

& EA

RN

EM

PLO

YEE

INC

ENTIV

E

Page 9: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

98

The 3 Step Process Handling Client ConcernsAnticipating client concerns and responding appropriately is key to the selling process.JUST ASK

IT ONLY TAKES

17SECONDSOffer each client the chance to use or apply for the Lincoln Service Credit Card and enjoy the benefits of the promotion.

OFFER THE LINCOLN SERVICE CREDIT CARD IN 3 STEPS

1 Ask the “May I” Question Begin each transaction with, “May I put this on your

Lincoln Service Credit Card?”

2 If the Client Says “No” Ask client, “Do you have a Lincoln Service Credit Card?”

3 Give the Client a Good ReasonDID YOU KNOW:n You can receive a $25 prepaid debit card by mail-in rebate

with a purchase of $250 or more?

n You will receive a $10 Owner Advantage Rewards Bonus with a purchase of $10 or more?

n You receive the Lincoln Privileges program where our representatives can offer research or recommendations for entertainment and dining, as well as booking travel reservations, shopping, or other personal or household needs?

Manager Checklist1 Emphasize credit on a daily basis–

what gets focus gets done! 5 Create a report to track and review Service Advisor credit performance daily.

2 Develop a dealership policy on what financing offer(s) to present. 6 Recognize exemplary credit performers

at daily store meetings.

3 Establish and communicate credit share and application goals daily. 7 Make sure signage and applications

are displayed and visible to clients.

4Train and educate Service Advisors, as well as other dealership employees, on the benefits of credit and current credit promotions.

8Communicate exclusive Lincoln benefits to Service Advisors and other dealership employees.

OBJECTION RESPONSE

“I don’t have time

right now.”

“No problem. All I need is a driver’s license and a few minutes to start the application process. If you are approved for a Lincoln service Credit Card, you can use your card right away and get deferred interest financing on a purchase of $199 or more and also receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!”

“I don’t need another credit card.”

“The Lincoln Service Credit Card is different. It entitles you to exclusive benefits that are offered only to Lincoln Service Credit cardholders, such as the ability to receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program! Also, you can use your Lincoln Service Credit Card on ALL services purchases, including tires, maintenance or accessories and save your cash and other credit cards for purchases outside of our stores.”

“I’d rather use my visa.”

“If you are approved for a Lincoln Service Credit Card, you can take advantage of deferred interest financing and receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program! It only takes a few minutes to apply. All I need is a driver’s license to get started.”

“The interest rate is high.”

“If you make a qualifying purchase of $199 or more with the 6 month deferred interest promotion and make minimum monthly payments on time, there is no interest charged on the purchase if you pay it in full in 6 months!”

“I’ll never get approved.”

“The application process is quick and easy and it doesn’t cost anything to apply, so why not give it a try? And if you are approved, you can take advantage of deferred interest financing on a purchase of $199 or more and receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!”

THE

3 ST

EP

PR

OC

ESS

&

MA

NA

GER

CH

ECK

LIST

HA

ND

LING

C

LIENT

CO

NC

ERN

S

Page 10: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

1110

Overcoming Employee ReservationsThe top 5 reasons Service Advisors don’t always have a credit conversation.

1 “I don’t think credit is a good value for the client or the dealership.”

n The Lincoln Service Credit Card makes it easier for clients to purchase today and pay over time. Plus, it lets clients receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!

2 “I don’t like hearing the client say ‘no’.”

n Clients may be unaware of the special benefits, so tell them they can save money on their purchase and let them decide whether they want to take advantage of it or not.

3 “I forgot about the credit offer.”

n Remember, you can earn $5 for every application you process (whether approved or declined).

n You can use it to upsell other services needed at time of the visit.n The competition uses credit as a powerful tool for store profitability.

We need to do the same!

4 “The application process holds up the checkout process.”

n It’s OK to take the time to process an application. Acknowledge the next client in line and explain it will only take a minute.

n Other clients in line may be more aware of the Lincoln Service Credit Card special benefits just by listening.

5 “Clients think the interest rate is too high.”

n The Lincoln Service Credit Card rate is competitive with other comparable cards.n Not all clients are concerned about the rate. Many of our clients prefer the

convenience of making monthly payments that fit their budget, or taking advantage of promotions, money-saving offers events and special benefits, too!

Tips for Maximizing the ProgramA good selling strategy can make all the difference when promoting the card.

Establish a Promotional

Strategy

1 Integrate the Lincoln Service Credit Card into your dealership advertising

2 Have events at your store promoting the card

Educate Service

Advisors

1 Make sure your Service Advisors know about the card program features and benefits

2 Have Service Advisors offer program to clients early in sales process before work is completed

3 Encourage Service Advisors to offer program to everybody, including clients getting estimates

4 Explain current promotional offers

5 Practice selling tips and how to overcome objections with client

6 Ensure other dealership employees are aware of the credit program

Dress Your

Station

1 Make sure signage and applications are displayed prominently and visible to the client

2 Ensure signage is displayed within the store service area and client waiting area(s)

3 Have applications available at the counter and waiting area(s)

4 Plan special events around promotions throughout the year

OV

ERC

OM

ING

EM

PLO

YEE

R

ESER

VA

TIO

NS

TIPS FO

R

MA

XIM

IZING

TH

E PR

OG

RA

M

Page 11: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

1312

Lincoln Service Program SuppliesTo order any of the following components, please go to http://custompoint.rrd.com

APPLICATIONS CODE

1 Acrylic Application Holder N/A

2 Credit Application with Owner Advantage Rewards (pack of 25)

LIN-APP-OAR-0114

3 Credit Application without Owner Advantage Rewards (pack of 25)

LIN-APP-0114

CREDIT SIGNAGE CODE

4 We Accept Window Cling LIN-ACC-0313

5 Tabletop Insert Holder N/A

6 Tabletop Insert with Owner Advantage Rewards LIN-TAB-OAR-0114

7 Tabletop Insert without Owner Advantage Rewards LIN-TAB-0114

STORE TRAINING CODE

8 Dealer Program Guide LIN-GDE-0114

9 Employee Pocket Guide (pack of 10) LIN-PCT-0114

10 Employee Quick Reference Guide (2) LIN-IIS-0313

11 Payment Estimator Tool LIN-PET-1214

EMPLOYEE INCENTIVE CARDSTo print additional Ask & Earn Forms, go to: FMCDealer.com / Parts & Service Tab / Contests & Incentives FCSD / Service /  Dealership Employee Incentives

REBATE FULFILLMENTPrinted copies of the consumer rebate forms are no longer available for order. Clients can claim rebates on: LincolnOwner.com/rebates

41

LIN-TAB-OAR-1214

* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.

**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.† Subject to credit approval. Complete purchase must be made on the Lincoln Service Credit Card. $10 minimum purchase required to receive bonus. Bonus may take up to 45 days to post to your active Owner Advantage Rewards account. Bonus expires 6/30/2016, if not redeemed. Offer valid 1/1/2015–12/31/2015. The Lincoln Motor Company and your dealership reserve the right to modify the terms of this offer at any time. For additional program information, contact your dealer.

See your Service Advisor for details

Owner Advantage Rewards® Members

EARN A $10 BONUSwith every qualifying purchase†

SPECIAL FINANCING AVAILABLE

$25 MAIL-IN REBATEon a qualifying purchase of $250 or more (before tax)*

A refreshing approach to luxury.

Exclusive Lincoln Service

CREDIT CARD PRIVILEGES**

A refreshing approach to luxury.

LIN-TAB-1214

* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.

**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.

See your Service Advisor for details

SPECIAL FINANCING AVAILABLE

Exclusive Lincoln Service

CREDIT CARD PRIVILEGES**

$25 MAIL-IN REBATEon a qualifying purchase of $250 or more (before tax)*

2 3

6 7

For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call

1-888-346-4777, Option 4

Important Phone Numbers

Quick Reference Guide

Dealer Questions/Assistance 1-888-346-4777New Account Applications or Transaction Processing (If POS System is Unavailable) Option 1

New Accounts with Pending Referral Number Option 2

Manual Sales Authorizations, Account Lookup or Credit Line Increases Option 3

Merchant Services – Training, Dealer Setup, Settlement Questions/Reports and General Inquiries

Option 4

Credit Card Supplies including Cardholder Applications and Point of Sale Materials

Option 5 or go to custompoint.rrd.com/lincoln

Cardholder Assistance 1-888-344-2237Account and Statement Questions, Change of Address & All Other General Account Questions

PC/PAYware Client Services Help Desk 1-888-346-4777For PC/POS System Option 4

PAYware Connect Website https://ipcharge.com/mc

Customer Rebate Status Inquiries 1-877-310-3673Allow 6-8 weeks for delivery

Ask & Earn Employee Incentive Program 1-844-290-8229Online card submission www.acbincentives.

com/lincolnincentivesFax card submission 1-844-686-9368

Card status www.rewardcheck.net

To print additional cards or to see Official Rules, go to FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/Service/Dealership Employee Incentives

The last 5 digits of your merchant number will be your store number & should also match your P&A Code. Please have the last 5 digits, or your store number, available when using any of the phone options below.

PLACE “CITI MERCHANT ID NUMBER AND STORE NUMBER STICKER” HERE

PLEASE NOTE: To process brand-specific consumer applications, please ensure you are logged into the PAYware site with that brand’s login ID. For example, if you are processing a Lincoln application, you need to be logged into PAYware as a Lincoln dealer (not a Ford or Quick Lane dealer). Transactions may be processed with any ID.

New Account ProcessingLog in to the VeriFone PAYware website at https://ipcharge.com/mc

NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop-down box and select Citi Credit ApplicationCredit Application Click Yes if the customer has signed the paper application and you have verified IDCredit Application Data Complete each data field with the information on the paper application

Click Submit to send the application to Citi for processingIf the Application Response Screen shows Approved

Write the account number on the Store Copy of the Credit Card Application

If the Application Response Screen shows Pending

Write the pending number on the paper application and call 1-888-346-4777 Option 2 to complete the processing of the application

If the Application Response Screen shows Unable to render decision

Write the reference number on the paper application and request another form of payment from the applicant. The application cannot be approved at this time.

NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop down box and select Citi Account LookupAccount Lookup – Verification Click Yes if you have verified ID (a new paper application is not required)Account Lookup – Data Enter either the Lincoln Service Credit Card account number OR the cardholder’s

Social Security Number, then enter the cardholder’s zip codeConfirm Identification Confirm the customer name and address is correct, then click Yes to continue Result The system will display the account number, credit line, available credit and other details

Click Proceed to Sale if ready to process a sale transaction or Close

CREDIT STATUS INQUIRYScreen Display Your ActionAny Screen Click Transaction drop-down box and select Citi Credit Status InquiryCredit Status Inquiry – Verification Click Yes if you have verified ID (a new paper application is not required)Credit Status Inquiry – Data Enter the pending number for the application in question and the last 4 digits of the

applicant’s SSNClick Submit Status Inquiry to send the application to Lincoln Service Credit Card

Result The system will display the application decision

Before Processing the Application

1 Be sure the applicant has completed and signed the Lincoln Service Credit Card paper application

2 Verify the customer’s identification. The first ID should be a government-issued ID such as a driver’s license or passport

After Processing is Completen Detach the bottom portion of

the paper application data entry page AND the Initial Terms and Condition section and give both to the applicant for their records

n Confirm that all applicable areas of the Store Copy section are complete

n After processing is complete, send the application to Citi for retention:

Datavision Resources 4300 Westown Parkway, Suite 200 West Des Moines, IA 50266

n Refer to Transaction Processing when you are ready to process the transaction

VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from [email protected])

8

9

10 11

5

$42

N/A

6 MONTHS*†

12 MONTHS*†

$5006 MONTHS*†

12 MONTHS*†

$ 459

$ 2306 M

ON

THS

*†

12 M

ON

THS

*†

$41

7

$ 209

6 M

ON

THS

*†

12 M

ON

THS

*†

$37

5 $18

8

6 M

ON

THS*†

12 M

ON

THS*†

$334

$167

6 MONTHS*†

12 MONTHS*†

$292

$146

6 MONTHS*†

12 MONTHS*†

$250

$125

6 MONTHS*†

12 MONTHS*†

$209$105 6 M

ON

THS

*†

12 MO

NTH

S*†

$167

$84

6 M

ON

THS

*†

12 MO

NTH

S*†

$125$63

6 MO

NTH

S*†

12 MO

NTH

S*†

$85$42

6 MONTHS *†

12 MONTHS *†

Purchase Price Purchase Price

Purchase Price P

urchase Price

Purchase Price

Purchase Price Purchase Price

Purchase Price

Pur

chas

e Pr

ice

Pur

chas

e P

rice

Purc

hase

Pric

e

Purchase Price $250 $500

$750 $1,0

00

$1,250

$1,500 $1,750 $

2,000

$2,

250

$2

,50

0

$ 2,75

0

$ 3,000

$250

LIN

CO

LN S

ERV

ICE

P

RO

GR

AM

SU

PP

LIES

LINC

OLN

SERV

ICE

PR

OG

RA

M SU

PP

LIES

Page 12: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

1514

New Account ProcessingQuick Reference Guide for PAYware Connect

Transaction ProcessingQuick Reference Guide for PAYware Connect

BEFORE PROCESSING THE APPLICATION1 Be sure the applicant

has completed and signed the paper application

NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop-down box and select

Citi Credit Application

Credit Application Click Yes if the client has signed the paper application and you have verified ID

Credit Application Data Complete each data field with the information on the paper application

Click Submit to send the application to Citi for processing

If the Application Response Screen shows Approved

Write the account number on the Store Copy of the Credit Card Application

If the Application Response Screen shows Pending

Write the pending number on the paper application and call 1-888-346-4777 Option 2 to complete the processing of the application

If the Application Response Screen shows Unable to render decision

Write the reference number on the paper application and request another form of payment from the applicant. The application cannot be approved at this time.

After Processing is Complete:

VOIDScreen Display Your Action

Obtain the CTROUTID number from the receipt copy or Transaction Detail of the transaction to be voided

Private Label Sale Click drop down box and select Private Label Void

Private Label Void Enter the CTROUTID for the transaction to be voided into the Transaction ID field

Click the Process button

Receipt Copy and Print Receipt Screens Display

On the Print Receipt screen, change #copies to 2 and click OK to print receipt

Close pop-up windows to return to main PL menu

Complete VOID by having client sign one receipt copy for your reten-tion (if client present) and give the other copy to the client

RETURNScreen Display Your ActionPrivate Label Sale Click drop-down box and select Private Label Return

Private Label Return Enter the required information (Account Number, Transaction Amount) and select the Regular Revolve plan from Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number and CVV2 codes are optional and can be completed as desired.)

Click the Process button

Receipt Copy and Print Receipt Screens Display

On the Print Receipt screen, change #copies to 2 and click OK to print receipt

Close pop-up windows to return to main PL menu

Complete Return by having client sign one receipt copy for your retention (if client present) and give the other copy to the client

SALEScreen Display Your ActionPrivate Label Sale Enter the required information (Account Number, Transaction Amount)

and select the applicable credit plan from the Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number, Client Zip, Client Street and CVV2 codes are optional and can be completed as desired.)

Click the Process button

Receipt Copy and Print Receipt Screens Display

On the Print Receipt screen, change #copies to 2 and click OK to print receipt

Close pop-up windows to return to main PL menu

Complete Sale by having client sign one receipt copy for your retention and give the other copy to the client

POST AUTH (MANUAL AUTH)Screen Display Your ActionPrivate Label Sale Click drop-down box and select Private Label Post Authorization

Private Label Post Authorization

Enter the required information (Account Number, Transaction Amount and the approved Authorization code and Purchase APR given during the manual authorization process) and select the applicable credit plan from the Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number, Client Zip, Client Street and CVV2 codes are optional and can be completed as desired.)

Receipt Copy and Print Receipt Screens Display

On the Print Receipt screen, change #copies to 2 and click OK to print receipt

Close pop-up windows to return to main PL menu

Complete Post Auth Sale by having client sign one receipt copy for your retention and give the other copy to the client

RECEIPT REPRINTSScreen Display Your ActionPrivate Label Sale Click on the Report menu button at the top of the Merchant Console

toolbar, then click on Transaction Search from the drop-down menu

Transaction Search Enter the desired start date/time and end date/time for the transaction in question

Click the View button

Transaction Search Results Report

Locate the desired transaction to be reprinted

Click on the blue R symbol located at the right of the transaction detail (next to User ID)

Receipt Copy and Print Receipt Screens Display

On the Print Receipt screen, change #copies and click OK to print receipt if needed

Close pop-up windows to return to main PL menu

MANUAL SETTLEMENTScreen Display Your ActionPrivate Label Sale Click on the Settlement menu button at the top of the

Merchant Console toolbar, then click Manual Settlement from the drop-down menu

Select Date and Time Cutoffs for Transactions

Enter the desired cutoff date/time in the boxes

Click the Submit button

Manual Settlement Review the transaction details to confirm batch is complete

Click the Submit for Manual Settlement button

Confirmation Notice that Settlement Successfully Scheduled

Click Back or other menu options as desired. After the selected cutoff time, you should receive a Settlement Email notice to confirm batch submitted for processing

Review settlement email to confirm status as “Success”

2 Verify the client’s identification. n Applicant must be 18 years of age

n One form of identification is necessary Valid Primary IDs: Current Driver’s License, Current State-Issued

ID, Current U.S. Government-Issued Military ID, Current U.S. Passport or Resident Alien Card

3 Verify and note applicant’s valid ID in the “Store Use Only” section of the application

ACCOUNT LOOKUPScreen Display Your ActionAny Screen Click Transaction drop down box and select

Citi Account Lookup

Account Lookup – Verification Click Yes if you have verified ID (a new paper application is not required)

Account Lookup – Data Enter either the Lincoln Service Credit Card account number OR the cardholder’s Social Security Number, then enter the cardholder’s zip code

Confirm Identification Confirm the client name and address is correct, then click Yes to continue

Result The system will display the account number, credit line, available credit and other details

Click Proceed to Sale if ready to process a sale transaction or Close

CREDIT STATUS INQUIRYScreen Display Your ActionAny Screen Click Transaction drop-down box and select

Citi Credit Status Inquiry

Credit Status Inquiry – Verification

Click Yes if you have verified ID (a new paper application is not required)

Credit Status Inquiry – Data Enter the pending number for the application in question and the last 4 digits of the applicant’s SSN

Click Submit Status Inquiry to send the application to Lincoln Service Credit Card

Result The system will display the application decision

n Detach the bottom portion of the paper application data entry page AND the Initial Terms and Condition section and give both to the applicant for their records

n Confirm that all applicable areas of the Store Copy section are complete

n After processing is complete, send the application to Citi for retention:

DataVision Resources 4300 Westown Parkway, Suite 200 West Des Moines, IA 50266

n Refer to Transaction Processing when you are ready to process the transaction

For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call

1-888-346-4777, Option 4For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call

1-888-346-4777, Option 4

Log in to the VeriFone PAYware website at https://ipcharge.com/mc

VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from [email protected])

Log in to the VeriFone PAYware website at https://ipcharge.com/mc

VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from [email protected])

NEW

AC

CO

UN

T

PR

OC

ESSI

NG

TRA

NSA

CTIO

N

PR

OC

ESSING

Page 13: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

1716

Create New Role

Role Name:

Description:

Security Level:

CancelSave

9

The Security Maintenance section of PAYware Connect allows you to manage the security levels for your merchant account. In PAYware Connect, a security level is defined as a configurable set of permissions specified for a group of users.

Each PAYware Connect merchant account comes with one security level by default: the Administrator level. Users in this group have complete access to PAYware Connect. You may not want all users to have full access. The following tools will allow account administrators to create, edit, and deactivate PAYware Connect security levels.

In order to create a new role and assign security features to that role please go to Account Admin. A menu will appear. Click the word Security. The Security Maintenance window will appear.

Example of Role Names:n Administrator

(usually the Owner and has automatic access to all options)

n Managern Sales Representative

or Cashier

Example of Description:

Administrator Access to everything

Manager Access to all options except reporting: resetting passwords, credit applications, transactions, settlement

Sales Representative Access only to credit applications and transactions processing

Getting Started

New Roles

To create a new PAYware Connect Security Level, click the New button. PAYware Connect will display the Create New Role window. Enter a name for the security level into the field labeled Role Name. You must also enter a description for the security level into the field labeled Description.

There are countless options in setting up users as well as their security levels. Think of your business and establish what type of users and security access levels are most needed. Remember to press Save when finished.

Security Maintenance

Del Role Description Level

Details

New

Activate

DeActivate

PAYware Consumer ProcessingFord, Quick Lane & Lincoln

PAYware Connect SetupCreating a Role

PROCESS Ford Login

Quick Lane Login

Lincoln Login

CONSUMER APPS

Ford App Only

Quick Lane App Only

Lincoln App Only

TRANSACTIONS

All Brands

All Brands

All Brands

NOTE: Clients will receive a Lincoln Service Credit Card if you are logged in with your Lincoln login at the time of application. Clients will receive a Ford Service Credit Card if you are logged in with your Ford login at time of application. Please ensure you are using the correct login when processing client credit card applications

PLEASE SIGN BELOW

Your application is for a Lincoln Service Credit Card

account which can be used for purchases made at

participating Lincoln Dealers.

By signing below, I certify that I have read and agree to

the Credit Card Disclosures, Terms and Conditions of O�er

and Card Agreement, all of which are attached.

X*Applicant’s Signature

*Date

PERSONAL INFORMATION

*First Name

Middle Initial Su�x

*Last Name

PERSONAL INFORMATION

*Street Address

*City*State *Zip Code

*Date of Birth *Social Security Number

( ) ( )

*Primary PhoneBusiness Phone

If you have entered a cell phone number, or another number that you later convert to a

cell phone number, you agree that we may contact you at this number. You also agree to

receive calls and messages such as, pre-recorded messages, calls and messages from

automated dialing systems, or text messages. Normal cell phone charges may apply.

Information you supply about your salary/wages, other

income and housing payment is important to us in considering

your ability to make payments on the account.

Own Rent Other

*Residence Status

$*Monthly Mortgage or Rent Payment

$ $

*Annual Salary and Wages†

(For example, current or reasonably

expected salary, wages, bonuses,

tips, commission)

Other Annual Income†

(For example, annual amounts from

interest or dividends, social security

or retirement benefits, rental income,

alimony child support or separate

maintenance payments)

†Alimony, child support or separate maintenance income need not be disclosed if you

do not wish to have it considered as a basis of paying this obligation.

Email Address: If you provide your email address, we may use it to contact you

about your account and tell you about useful products and services. We may also

provide your email address to Lincoln Motor Company who may use it to send

you news about the latest merchandise, promotions and sales.

Card Application

DEALER COPYCUSTOMER COPY

Card Application

OPTIONAL: Authorized Buyer Information (must be at least 18 years of age).

First Name

Middle Initial Su�x

Last Name

*Required fields

LIN-APP-0313

PA

YW

AR

E

CO

NSU

MER

P

RO

CES

SIN

G

PA

YW

AR

E C

ON

NEC

T SETUP

Page 14: The Lincoln Service Credit Card - pictures.dealer.com Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only

18

IMPORTANT NOTES:

1 For a new role, all options are automatically left unchecked. If roles are left unchecked, the user who is assigned that role will have access to every screen and all options. You must define the role.

2 To set users in your store to process Lincoln Service Transactions:

n Go to the Account Administration menu

n Select User Manager

n Highlight Service Advisor name and click on Details

n Make sure the Transaction Permission Types are selected as listed: Pre-Auth, Sale, Credit, Void, Post-Auth, Completion, Reversal, Settle, Gift Register/PL Issue.

n Each of these transaction types must be checked for Service Advisors to process: credit applications, sales, returns, authorizations, and void transactions if necessary.

n If you do not wish a user to have access to any credit card processing options, uncheck all of these boxes and click on the Update button.

Security Levels

Merchant Console Form Allow ReadOnlyAccount InfoAPI Key Managment ✓ ✓

Auto Settlement Setup ✓ ✓

Device Master ✓ ✓

Discount Tip Report ✓ ✓

Invoice Search ✓ ✓

IRS Tip Report ✓ ✓

Manual Settlement ✓ ✓

Open Batch Summary ✓ ✓

Opent Tab Report ✓ ✓

Payment Acceptance Levels ✓ ✓

POS Device Maintenance ✓ ✓

Pre-Settlment Report ✓ ✓

Recurring Billing Confi guration ✓ ✓

Recurring Billing Customer Manager ✓ ✓

Recurring Billing Dashboard ✓ ✓

Recurring Billing Reports ✓ ✓

Recurring Billing Template Manager ✓ ✓

Reference Transaction ✓ ✓

Reprint Receipt ✓ ✓

SecurityServer Totals/Details Report ✓ ✓

Settlement Error Report ✓ ✓

Settlement Errors Search ✓ ✓

Settlement Search ✓ ✓

Site Console ✓ ✓

Site/Term Summary ✓ ✓

Transaction Detail ✓ ✓

Transaction Detail Report ✓ ✓

Transaction Search ✓ ✓

Transaction Search Results ✓ ✓

Unadjusted Tip Report ✓ ✓

Unsettled Transactions ✓ ✓

User ManagerVoid/Reprint Search ✓ ✓

Web Console Settings ✓ ✓

Web Terminal ✓ ✓

CancelUpdate

The Administrator (Owner) is automatically given access to Security Level 10. Security Roles define what screens within PAYware Connect a user has access to. For example if you do not wish for the Sales Representative role to have access to create new users you must leave option “User Manager” unchecked when you are building this role. Another example for the Sales Representative role could be to not allow access for creating a security role, in this case you would need to leave option “Security” unchecked.

Upon VeriFone signup the primary user (usually the owner) will automatically be given an Administrator Role which grants them access to everything. The Administrator (usually the Owner) is able to create a role for a manager which mirrors their own access. The options are countless, it really depends on how your business wishes to proceed. Remember; If there are any screens you wish to limit, simply leave those options unchecked when building the role and only check off those options you want to permit.

To define a Role once it has been created click on Details. The screenshot on the right could be used as an example for a Sales Representative or Cashier role. In this case the user is prohibited from creating new users (User Manager), creating New Security Roles (Security) and updating Store Information (Account Info).

It is up to your business to decide what options you would like your Service Advisors to have or not have access to. To limit access to any of the options above simply leave them unchecked (in both Allow and Read Only columns).

If you have any questions or require additional assistance please contact your support group Citi Client Services at

1-888-346-4777, Option 4

PA

YW

AR

E

CO

NN

ECT

SETU

P