<aside> 💡 The first part of this article will cover the appropriate steps required to verify if a merchant has been offered a rebate, completed the criteria to remain eligible for their rebate, and to submit (or confirm previous submission) of the rebate to the billing team.

The second part of this article will cover the appropriate steps required to verify if a merchant is eligible for a refund unrelated to a rebate and how to submit (or confirm previous submission) of the refund to the billing team.

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New Customer Rebates

Verify Rebate Offer:

Rebates are only available to merchants who were initially offered one when they signed up. This step is to confirm the merchant has an active rebate offer before moving forward.

1. Log into the SBU / POSNation SalesForce
2. Locate the merchant’s SalesForce Account
3. Go to their “Assets” tab and locate an asset that mentions their rebate
   1. If you cannot find the Rebate in their assets tab, check their Opportunity Invoice

Confirm Eligibility Criteria:

The criteria for a Rebate is to achieve a Go Live date within 45 days from their delivery date, process over $100 in sales, and continue processing with us for at least 30 days after their Go Live date.

1. Go back to the merchant’s main account page in SalesForce
2. Scroll down to the “Customer Success” section
3. Identify the “First POS System Delivery Date” and the “POS Software Go Live Date” fields

1. The “POS Software Go Live Date” should be within 45 days of the “POS System Delivery Date”

   • If they are outside of this window they are no longer eligible for the Rebate

   (Coordinate with your supervisor if you believe an exception should be made)

   • To be considered “Live” the merchant must have processed over $100 in sales

2. The merchant must also continue processing for at least 30 days from their “POS Software Go Live Date” to maintain eligibility