Elavon CFNA Manuale utente

CFNA Electronic Application |page 1

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CFNA Electronic Application

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CFNA Electronic Application |page 2

TIPS FOR PROCESSING

•ENTER or YES

•BACKSPACE

•CANCEL or NO

•To scroll through the menu, press

•Press 3 multiple times until the paper

advances to desired length

The following prompts may appear depending

on terminal setup, card type, and/or entry

method.

Clerk ID Prompt:

• Input Clerk ID and press ENTER

Invoice Prompt:

• Input Invoice # and press ENTER

Language Prompt:

• If prompted, select language

CFNA Electronic Application |page 3

Before processing a new Credit First National

Association (CFNA) credit card application:

Provide the customer with the paper

credit card application, which includes

Credit Card Terms and Conditions. Make

sure the customer completes all required

information and signs the application.

Detach the signed application from the

Credit Card Terms and Conditions and return

the Terms and Conditions to the customer

before you process the application.

Please note that the USA PATRIOT Act

prevents processing the application

without all of the required information.

For each applicant, CFNA must obtain:

• Full legal name

• Date of birth

•

Current residential street address and

mailing address (if different)

• Social Security Number

•

Annual Gross Income from all Sources

Compare the customer’s information with

his/her valid driver’s license, military or state

identification, or passport, and one other

form of identification or credit card. Check

the following:

•

Picture: Make sure it resembles the

individual presenting ID.

•

Logos/holograms: Look for a hologram on

driver’s license (if your state issues

licenses with holograms).

•

Expiration date: if the ID has expired, it is

not valid and cannot be used as ID.

PROCEDURES FOR OPENING A NEW ACCOUNT

CFNA Electronic Application |page 4

•

Age: compare date of birth on the ID

to age of individual presenting ID.

•

Look carefully for possible alterations

or other evidence of tampering.

•

Make sure the application is signed

and that the signature compares with

the ID.

After you have verified ID, sign your

name in the “VERIFIED BY” box.

ALL APPLICATIONS, APPROVED AND

DECLINED, MUST BE SIGNED AND

MAILED TO CFNA WEEKLY:

Credit First National Association

P.O. Box 81083

BK-14 / Credit Authorization

Cleveland, OH 44181-0083

•

Applications for joint accounts cannot

be processed electronically.

•

Electronic application processing is not

available in California.

•

All applications, whether approved or

denied, must be completed, signed and

mailed to CFNA.

PROCEDURES FOR OPENING A NEW ACCOUNT CON’T

CFNA Electronic Application |page 5

NEW ACCOUNT

•

Select CFNA

•

Select NEW ACCOUNT

•

Input Customer’s house number

and press ENTER

•

Input Customer’s five-digit zip code

and press ENTER

•

Input Customer’s nine-digit social

security number and press ENTER

•

Input Customer’s date of birth in

MMDDYYYY format and press

ENTER

•

Input Customer’s annual gross

income and press ENTER

NOTE: Round to the nearest dollar.

Do not enter cent amount. For example,

$50,000.00 would be entered as “50000”.

•

Select YES to submit the

application or NO to cancel

If approved…

•

Verify the Customer’s last name

- Select YES if the name matches

the application

- Select NO and call CFNA if the

name does not match

•

Verify the Customer’s first name

- Select YES if the name matches

the application

- Select NO and call CFNA if the

name does not match

(If all information matches, the account

number and credit limit displays)

CFNA Electronic Application |page 6

NEW ACCOUNT CON’T

•

Write the account number and

credit limit on the application

•

Press ENTER to end

(The Merchant copy of the new account

application receipt prints)

•

Select YES to print Customer copy

of the receipt

All applications, whether approved or

denied, must be completed, signed,

and mailed to CFNA

Regarding approval on new applica-

tions that require investigation, call:

(800) 527-3536.

SALE

•

Select CFNA

•

Select SALE

•

Swipe the card or manually input

the nine-digit account number and

press ENTER

•

If prompted, input last four digits of

account number and press ENTER

•

Input the ticket number and press

ENTER

•

Input the exact total amount and

press ENTER

(The transaction processes and a Merchant

copy of the receipt prints)

•

Select YES to print Customer copy

of the receipt

CFNA Electronic Application |page 7

VOID

•

Select CFNA

•

Select VOID

•

Select YES to void last transaction

or NO to void a different transaction

•

If YES is selected…

- Select YES if desired transaction

is displayed, select NEXT to review

other transactions, or select NO

to exit Void menu

•

If NO is selected…

- Select INV# or ACCT# to search

transactions

- Input invoice number or last four

digits of account number and

press ENTER

- Select YES if desired transaction

is displayed, select NEXT to review

other transactions, or select NO

to exit Void menu

(The transaction processes and a Merchant

copy of the receipt prints)

•

Select YES to print Customer copy

of the receipt

CFNA Electronic Application |page 8

REFUND

•

Select CFNA

•

Select REFUND

•

Swipe the card or manually input

the nine-digit account number and

press ENTER

•

If prompted, input last four digits of

account number and press ENTER

•

Input the ticket number and press

ENTER

•

Input the exact total amount and

press ENTER

(The transaction processes and a Merchant

copy of the receipt prints)

•

Select YES to print Customer copy

of the receipt

AUTHORIZATION ONLY

•

Select CFNA

•

Select AUTH ONLY

•

Swipe the card or manually input

the nine-digit account number and

press ENTER

•

If prompted, input last four digits of

account number and press ENTER

•

Input the ticket number and press

ENTER

•

Input the estimated total amount

and press ENTER

(The transaction processes and a Merchant

copy of the receipt prints)

•

Select YES to print Customer copy

of the receipt

CFNA Electronic Application |page 9

FORCE

•

Select CFNA

•

Select FORCE

•

Swipe the card or manually input

the nine-digit account number and

press ENTER

•

If prompted, input last four digits of

account number and press ENTER

•

Input the ticket number and press

ENTER

•

Input the exact total amount and

press ENTER

•

Input approval code and press

ENTER

(The transaction processes and a Merchant

copy of the receipt prints)

•

Select YES to print Customer copy

of the receipt

SETTLEMENT

•

Select SETTLEMENT

•

If prompted, input password and

press ENTER

•

Totals will display and/or print

•

Confirm totals and press ENTER

•

Settlement report prints

CFNA Electronic Application |page 10

CONTACT INFORMATION

CFNA New Accounts

For questions regarding approval on

new applications that require investi-

gation call (800) 527-3536.

CFNA Voice Authorization

For questions regarding an

authorization on a CFNA credit card

call (800) 762-9000.

TERMINAL MESSAGES

New Account

ACCOUNT APPROVED: the account

has been approved. Please document

the account number and credit limit

on the credit application.

CANNOT APPROVE: the account is

not approved.

WILL INVESTIGATE: the account will

be investigated.

ERR.CFNA WILL CL: could not

complete the transaction. CFNA will

call you.

EXISTING ACCOUNT: this account

exists today. Call CFNA for additional

information.

CL 800-527-3536: call this number to

obtain final application decision.

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