Instructions on Issuing & Redeeming Reward Points:

Issuing Existing Customer’sa Rewards Card for the first time: After completing the customer’s eCheckTrac & Gentry Transactions…Get out a new Rewards Card. (follow these steps)

  1. Enter the Rewards Card Number in the “ID Description” box of the eCheckTrac CLIENT TAB (no dashes)
  2. Click on COMMIT to save the number
  3. Copy and paste the number from eCheckTrac to the Virtual Terminal (Reward Card Tab)
  4. Issue the Rewards Card the appropriate number of points determined by the Rewards Calculator
  5. DONE…

IssuingNew Customers a Rewards Card: After completing the customer’s eCheckTrac & Gentry Transactions…Get out a new Rewards Card. (follow these steps)

  1. Enter the Rewards Card Number in the “ID Description” box of the eCheckTrac CLIENT TAB
  2. Click on COMMIT to save the number
  3. Copy and paste the number from eCheckTrac to the Virtual Terminal (Reward Card Tab)
  4. Enroll the Rewards Card with 500 Pts and fill in the customer’s information
  5. DONE…

Redeeming Reward Card Cash Value: Before starting the customer’s eCheckTrac transaction…

Lookup the customer in eCheckTrac. (follow these steps)

  1. Copy and paste the customer’s Reward Card number from eCheckTrac to the Virtual Terminal to see how much Cash Value is available on the customer’s Rewards Card (Lookup Tab)
  2. Paste the Rewards Card number in the Virtual Terminal (Gift Card Tab)
  3. Redeem the available Cash Value request by the customer (ONLY if Available Before the Transaction)
  4. Select STORE CREDIT from the drop down menu on the eCheckTrac Transaction Payment Screen
  5. Enter the Dollar Amount Redeemed from the customer’s Rewards Card in the Virtual Terminal
  6. Click on COMMIT to issue the store credit
  7. Return to the eCheckTrac Transaction Tab and complete another transactions for the remaining balance of the loan
  8. Complete the Gentry transaction as usual
  9. Now, issue points for this transaction…

Issuing Reward Points to Existing Customers that already have a Rewards Card: After Redeeming the customer’s requested amount of Cash Value and completing their eCheckTrac and Gentry transactions…

  1. Open the Rewards Calculator from you desktop and enter the amount of interest the customer just paid and click CALCULATE
  1. Copy and paste the customer’s Reward Card number from eCheckTrac to the Virtual Terminal (Reward Card Tab)
  2. Issue the Rewards Card the appropriate number of points determined by the Rewards Calculator

DONE…

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