Pre-Approval with QuickScreen

Synchrony Car Care credit contains an additional feature called "QuickScreen" that allows you to pre-approve credit applications for customers without completing a full credit application. This way, the customer can decide to apply for financing knowing that they are pre-approved.

Requirements

• Apply for Credit must be checked on the General Options window.

• Use QuickScreen must be checked in the Credit Card App section of Electronic Payment Setup in Configuration.

  

Applying for Pre-Approval with QuickScreen

You can choose to apply for credit using the QuickScreen process at any time.

Complete these steps:

1. Click the Apply for Credit button in the Quick Launch .

   • If clicked from an open ticket, the QuickScreen window briefly flashes on the screen and runs automatically.
     The customer information entered into the ticket is used for QuickScreen pre-qualification.

     

   • If clicked outside an open ticket, you are prompted to search for and select a customer.

     

   • After the customer is selected, the QuickScreen window briefly flashes on the screen and runs automatically.

     

2. What happens next depends on the pre-approval results.

Applying for Pre-Approval on Payment

The QuickScreen pre-approval process runs automatically whenever you click the ePayment button for a Payment Amount that is over the QuickScreen Trigger Amount set in R.O. Writer Configuration. This includes advanced payments, finalize payments, and customer account payments.

Pre-Approval Results

The pre-approval results depend on the customer information submitted.

If the Customer is Pre-Approved

If the application is approved, the following pre-approved message appears with the credit limit and expiration date:

• Click Yes to complete the offer, which opens the full credit application.
• Click No to decline the offer, which closes the prompt and the QuickScreen windows.

If the Customer Declines the Pre-Approval

If the customer declines the pre-approved credit by clicking No on the pre-approval message, R.O. Writer stores the pre-approval.

The next time you

• Click Apply for Credit button for this customer.

  OR

• Click Yes when prompted to finance for this customer.

The stored pre-approval information appears displaying the date of the approval, credit limit, and offer expiration date:

At that time, the customer can accept or decline the pre-approved financing again.

If the Customer is Declined

If the customer is declined, what happens depends on the Show QuickScreen Declines setting in Merchant Partners First Mile Configuration:

• If Show QuickScreen Declines is set to Yes (which is strongly recommended), the declined message appears.

  

  • Click Yes to open the full credit application.
  • Click No to close QuickScreen.
• If Show QuickScreen Declines is set to No, nothing happens on the screen in R.O. Writer when a QuickScreen application is declined.