Payment Cycle. Getting Started The Landing Page

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1 Payment Cycle Getting Started The Landing Page SUBMIT OR TRACK A REFERRAL Clicking this button will take you to Payment Cycle, FiNet s automated electronic referral system. Here you can submit your referral to FiNet and/or track the progress of referrals you have made. 2 REPORTING LINKS These links provide administrative access to the Payment Cycle system (where applicable) and My Virtual Reports, which provides access to customer statements. 3 LATEST NEWS FiNet will provide periodic items of interest, including product announcements, information regarding your merchant services program and news from the payment and banking industries. YOUR FINET REPRESENTATIVES Your primary contacts within the FiNet sales and customer service departments. Clicking their addresses will allow you to contact them directly. 5 FINET STAFF DIRECTORY A listing of the entire FiNet staff. 6 MARKETING MATERIAL A repository of customized informational pieces for most FiNet products. Clicking the link allows you to download a PDF co-branded with your logo. You can then print the piece or it to your customers. 7 PRODUCT DEMONSTRATIONS Video demonstrations of several FiNet products.

2 Submitting a Referral Upon clicking the Submit a Referral link, you ll be taken to Payment Cycle, FiNet s automated electronic referral system. 2 LOGIN NAME Be sure the login is listed as the General Login for your organization. If it is not, logout and start again. 2 START A NEW REFERRAL Simply click this link to begin. 3 3 FIRST TIME USERS If using Payment Cycle for the first time, click the Enter Referrer button to build your user profile. RETURNING USERS If you ve already built a profile in the system, you can select your name from the Referrer drop down menu or click the Find Referrer button to search for your name.

3 Submitting a Referral CREATE PROFILE On the Quick Individual Referrer Enter pop-up window, complete the form by providing the requested information in its entirety. 6 PERSONAL ID Your Personal ID will be a password of sorts to allow future access to your submitted referrals. Make sure to select something memorable. Simply click this link to begin MERCHANT INFORMATION Once your profile is built and your name appears in the Referrer field, simply complete the remainder of the form with the prospective merchant s information. As always, please provide as much information as possible. Fields marked with a red asterisk are required. 8 FINISHING THE REFERRAL Once you d completed the form in full, click the CONTINUE button at the bottom of the page to send the referral to FiNet.

4 Submitting a Referral CONFIRMATION You ll receive a confirmation that your referral has been submitted to FiNet. Each referral is assigned a unique Referral ID. If desired, you can print this page for your records or note the Referral ID for later use. 0 LOGOUT If you re done in the Payment Cycle system, be sure to logout before closing the browser window. Tracking a Referral The Payment Cycle system allows you to track the progress of all referrals you have submitted to the FiNet team. This includes the ability to monitor - in real time - the merchant s stage within the sales cycle and also view any notes or other information entered by the FiNet staff. To track a referral, return to the Payment Cycle menu by again clicking Submit or Track a Referral from your home page. 2 LOGIN NAME Be sure the login is listed as the General Login for your financial institution. If it is not, logout and start again. 2 FIND AN ENTERED REFERRAL Click this link to track an existing referral.

5 Tracking a Referral 3 3 PERSONAL ID Entering the Personal ID you created when building your profile will bring up a list of all the referrals you ve submitted. REFERRAL ID To view a specific merchant, you may also enter its Referral ID REFERRAL INFORMATION PAGE The referral information page provides all current information regarding the referral, including the referring entity, contact information for the merchant and any other information entered by you or the FiNet team. 6 MERCHANT SALES REP The FiNet representative assigned to this merchant referral. 7 STATUS The current status of this referral. See the next page for a full listing of statuses and their meanings. 6 EVENTS Notes on this merchant from the FiNet staff. This can include calls, meetings, equipment and training information and trouble tickets issued by FiNet s customer service staff.

6 REFERRAL STATUSES Understanding the verbiage ABANDONED The merchant has declined to continue pursuing a processing account or has ceased communication. ADDITIONAL INFO The merchant has been asked to provide additional information before their application can be submitted. ANALYSIS The merchant has received a pricing proposal from FiNet. APPLICATION The merchant has agreed to FiNet s proposed pricing and has been given an application to complete. APPROVED The merchant s application has been approved. They will now be handed off to FiNet s customer service department to complete training and installation. ATTEMPT CONTACT Your FiNet representative has attempted and/or made contact with the merchant. CLOSED The account has been closed by either FiNet or the merchant. DECLINED Underwriting has declined the merchant account application. INSTALLED Training and installation is complete. The merchant can begin processing. NEW Your referral has been received by your FiNet representative. OPEN The merchant is active with an open processing account. PENDED The application has been pended by underwriting. Further information may be required. SCHEDULE INSTALL The merchant has been contacted by FiNet s customer service department and has been scheduled for installation and training. TERMINATED/SUSPENDED The account has been terminated or suspended by the processor. UNDERWRITING The merchant s application is awaiting approval from the underwriting department. WITHDRAWN FiNet or the referring entity has declined to continue pursuing the merchant account. WORK FLOW OF A TYPICAL REFERRAL LEAD STAGES: New - FiNet rep has received the lead - Attempt Contact - FiNet rep is working the lead ACTIVE SALES STAGES: Analysis - A sales proposal has been presented - Application - Merchant is preparing application - Underwriting - Application is awaiting approval - Approved - Account approved by underwriting ACTIVE CUSTOMER SERVICE STAGES: Schedule Install - Training & installation are scheduled - Installed - Merchant can begin processing