Total Merchant Services

Independent Consultant Training

Presented By:

TMS-Specific Pricing Programs
Upfront Bonus & Free Equipment | Minimum Requirements
TMS Application Doc | Completing the Fee Schedule
TMS Additional Docs | Addendums
Training Agenda
TMS Pricing Programs
To ensure superior customer satisfaction and expeditious workflow, the
next few slides focus on properly completing the Schedule of Fees portion of
the TMS - Merchant Services Application (with pricing examples).

Pricing Flexibility
3-Tier Pricing
4-Tier Pricing
Interchange-Based Pricing
When working with Total Merchant Services, it is important to
understand that their pricing programs may be different than other
credit card processors youve worked with in the past.
Bonus & Free Equipment Required Fees
Monthly Minimum | $ 25.00
Monthly Service Charge | $ 10.00
Annual Fee | $ 50.00
TMS Pricing Merchants
Tiered Pricing Minimums*
Industry
3-Tier 4-Tier
Blended Credit Sig. Debit
Retail 1.09% 1.58% 0.58%
Bundled 1.20% 1.69% 0.69%
MOTO 1.56% 2.18% 0.95%
3-Tier & 4-Tier Pricing
*To qualify for FREE EQUIPMENT and/or
UPFRONT BONUS, you are required to:
Utilize the Tiered Pricing Minimums
Follow MID & NON tables for
Tiered Pricing (found on iCatalyst)
*TMS MID & NONs are surcharges
billed separately, but in addition to
the Qualified Rate.
TMS Schedule of Fees
3-Tier & 4-Tier Pricing
Cost is $10
IMPORTANT: When utilizing Tiered Pricing, TMS BILLS
THE INTERCHANGE PER ITEM FEES SEPARATELY. This is
NOT OPTIONAL!! Be sure to factor this into the total
effective rate being proposed!!
$50
Terminal & BONUS!!
TMS Pricing Surcharge Tables
3-Tier & 4-Tier Pricing (contd)
You are required to utilize TMSs list of preset
Surcharge Table Options for Upfront Bonus &
Free Equipment qualification.
Step 1: Choose a Qualified Rate
Step 2: Choose a Mid-Qual Surcharge
Step 3: Match Non-Qual Surcharge based on
Surcharge Table Options
*For FULL LIST, please refer to the TMS Pricing Packet
available at iCatalyst.info

*TMS MID & NONs are surcharges billed
separately, but in addition to the Qualified Rate.
Example #1 Above
Merchant is billed 1.09% + (.92% + $.10)
for a Partially Qualified transaction.
Merchant is billed 1.09% + (1.27% + $.10)
for a Non-Qualified transaction.
TMS Pricing Interchange+
To qualify for FREE EQUIPMENT and/or
UPFRONT BONUS, you are required to:
Price at or above IC + .50%
Indicate Interchange
+ in the OTHER field.
$10
& Bonus
$50
$10.00
Only remove these
for IC-Base Pricing.
Other Buy Rates
TMS Buy Rates
VI/ MC/ Discover Per Tran: $0.035 (dial)
VI/MC/ Discover Per Tran: $0.025 (IP)
Amex Per Tran $0.045
Amex Flat Rate (min.) 2.55% + $0.35
Amex Cost Plus* IC* + .10% + $.20
PIN Debit/ EBT Per Tran $0.055
Monthly On-File Fee $10.00
Annual Fee $50.00
*Amex IC Chart:
Retail/ Services/ Other: 2.10%
Restaurant/ T&E/ MOTO/ eComm: 2.65%
CNP Surcharge: 0.30%
TMS Groovv Tablet-Based POS
Catalyst Plan Offerings & Buy Rates
Groovv Product
Included
Hardware
Mo. Min.
Service Fee
Min. Setup &
Training Fee
Tablet
Tablet, Swiper, Stand
$ 19.95 $ 200.00
Storefront
Tablet, Swiper, Stand, Cash
Register, Printer, Wireless
Router
$ 19.95 $ 250.00
Restaurant
Tablet, Swiper, Stand, Cash
Drawer, Printer, Wireless
Router
$ 29.95 $ 250.00
Offers*
*Not currently compatible
with Catalyst Marketing
System.
$ 29.95 N/A
TMS Groovv Addendum
Required when:
Utilizing GROOVV products
Page 1 Groovv Checklist
All questions/ fields required to ensure merchant meets minimum
install qualifications.
Please include complete contact information for installation.
Note: Merchant & Agent signatures required (pg. 1).
Page 2 Groovv Register Addendum
Choose valid Catalyst-Groovv offering. (Storefront or Tablet)
Select merchants market type. (Retail or Restaurant)
Complete Fee Schedule. (Cross Reference Groovv Buy Rates)
Complete PCI Questionnaire.
Obtain merchant signature.
Include with NEW MERCHANT Application
2 Pages Includes Groovv Checklist & Groovv Register Addendum
TMS Special Request Addendum
Required when:
More than 1 contact is requested on the account (and when primary service contact
differs from principle owner).
Special download features (not on merchant application) are requested.
Shipping address is different from merchants location address.


Complete desired additional information.
Obtain merchant signature (principle owner).
Include with NEW MERCHANT Application Package.
TMS Software Addendum
Required when:
Utilizing Catalyst Gateway



Complete PCI Questionnaire.
Obtain merchant signature (principle owner).
Include with NEW MERCHANT Application Package.


TMS Required Submission Checklist
Merchant Processing Application (Pg. 1)
Required on ALL APPLICATIONS
Sub Sales Partner Name and Number
Schedule of Fees
Ensure pricing is valid
Verify bonus minimums are met
TMS Groovv Checklist
Required when Groovv is being installed
All questions/ fields required
Note: Agent signature required (Pg. 1)
Schedule of Fees (Pg. 2)
Ensure Schedule A
& Minimum Buy Rates are met
Complete PCI Questionnaire
TMS Software Addendum
Required when Gateway is being installed
Mark OTHER SOFTWARE
Name PrismPay
Version # All
Check Compatible w/ Global East
Complete PCI Questionnaire
TMS Special Request Addendum
Required when more than 1 contact is requested
Complete desired additional information

Thank you for your attention!
A recording of this presentation and additional training
documents are available at iCatalyst.info.
For questions, additional training, or access to iCatalyst.info please
Email our training department at support@catalystrewards.com
Vers. 09/2014