What is the shelf life of a cash advance/merchant service machine (other than when EMV chip was instated)?
100
Where you send your Cash Management referral.
Who is Debbie Miller through Connections?
100
$500,000.00
What is the amount, at this time, that would offset the $50/mo. fee to be profitable to have a sweep account?
100
Boost your bottom line with this system customized for your business, including business online banking, zero balance accounts, wire transfers, and more.
What is Cash Management?
100
We recently had some fraud on our account.
What is a clue for positive pay?
200
1-800-487-5577
What is the number for clients to call if they are having issues with their equipment to reach Patty Bell, Finet client support? You can also email Dave Wozniak, dwozniak@finetsolutions.com
200
Information that you put in Connections for non-customer.
What is name, phone number, address (12345 Minerva Ohio 12345, if you don't know their address) and comments?
200
◦Business online banking
◦Zero Balance Account (ZBA) — maximizes investment opportunities by consolidating multiple commercial checking accounts in one account
◦Transfer funds between institutions
◦Create payroll files
◦Upload ACH files
◦Wire transfer services available
◦Bill pay
◦Federal tax payments
+more
What is Cash Management?
200
This convenient service can save your business time and money. Deposit funds from anywhere, around the clock, and have them available more quickly.
What is e-courier AKA RDC?
200
I hate the fees on my account.
What is a clue that we need to look at their account to see if we have options for them?
300
Makes it easier for your customers to pay you with the ability to process major credit and debit cards, while increasing efficiency and sales for your business.
What is Merchant Services?
300
The person you send referrals to when client needs more than a Business Checking account.
Who is Debbie Miller?
300
$10,000 balance or 25 debit card transactions per statement cycle.
What is needed to waive monthly fee on Business Complete starting Nov. 1st?
300
Take advantage of automatic fraud detection. Gives you the control to stop payment on fraudulent checks before the money ever leaves your account
What is Positive Pay?
300
It takes me so much time to write out the payroll checks.
What is a clue that cash management might help with ACH payroll?
400
Phone Swipe or Sage Roam.
What is the service that Finet/Sage offers to Merchant Service clients, that is encrypted for safety, for phone sales?
400
This helps your client learn more about Merchant Services, Cash Management, ACH, Positive Pay and more.
What are referrals to Debbie Miller?
400
Don’t let funds sit idle. This service sweeps funds into an interest-bearing account, so you can maximize returns. Track accounting with a free monthly statement that lets you see how much interest you are earning.
What is our Sweep Account?
400
Our customizable business checking account comes in three tiers to meet the needs of any size business or non-profit organization. Each tier offers different transaction capabilities and benefits. Review your options and pick the account that best fits your business needs.
What is Business Complete?
400
We keep overdrawing our account, but have plenty of money in our other accounts.
What is a clue for a ZBA or cash management services?
500
3 to 4 business days.
What is the industry standard for processing time of swiped cards through merchant services?
500
Gift Card, American Express and Discover.
What are the cards that can be processed through merchant services with your referral to Dave Wozniak at Finet?
500
Any time your balance goes over a pre-determined amount, that night we will automatically transfer the difference to your linked Consumers repurchase investment account. There it earns interest until you need it again. When your balance drops below that amount, we'll transfer it back.
What is a Sweep Account?
500
Cash is swept from your general account to payroll when needed.
What is a ZBA?
500
Client phones in and says please take my information for this wire that needs sent ASAP! I will be in shortly.
What is a clue for Wire Module through Cash Management?