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PAYMENT
              DO’S &




              DON’TS








              Before we move on, there are some critical “do’s and don’ts” related
              to taking payments that you need to consider. The items in the don’t
              column are strictly forbidden.


                  Payment Do’s & Don’ts!                    Do!      Don’t!

                   Accepting a phone payment using
                   a customer’s debit card and PIN
                   numbers without a signed release                    m
                   from the customer.                                                                                        CUSTOMER PAYMENTS  /  ASK FOR A REFERRAL  /  PA


                   Asking for a customer’s PIN number.                 m



                   Accepting a debit card in-store when                                                                      WELCOME & ORIENTATION  /  TRAINING ROADMAPYMENT DO’S & DON’TS
                   the customer enters their own PIN        m
                   number.

                   Accepting a phone payment using
                   a customer’s credit card number.         m
                   (Includes a convenience charge.)                                      THANK THE

                   Making a copy of a customer’s                                         CUSTOMERS
                   payment card for your records
                   without a signed release from the                   m                 Sincere appreciation is the
                   customer.
                                                                                         foundation of great customer
                   Writing down a customer’s payment                                     service. It is also important
                   card information without a signed                   m                 to reward those customers
                   release from the customer.                                            who have honored their

                                                                                         commitment; rewarding
                                                                                         positive behavior encourages
                                                                                         better communication and
                                                                                         relationships.

                                                                                         Each time a customer
                                                                                         renews their account is an
                                                                                         opportunity to build the
                                                                                         relationship: take the time
                                                                                         to listen to the customer
                                                                                         and look for opportunities to
                                                                                         reinforce their decision to do
                                                                                         business with us.


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         Drive_First_Gear_vF2-0_Day3.indd   182                                                                      7/9/2015   3:59:57 PM
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