Priority Technology Holdings, Inc. · NASDAQ:PRTH

Priority Technology — Investor Presentation (April 2021)

18 slides from Priority Technology's investor presentation, April 2021

  1. Slide 1: MX B2B Interchange Optimizer App Enhancement

    MX™ B2B Interchange Optimizer App Enhancement DATE April 2021 1

  2. Slide 2: MX B2B Interchange Optimizer App enhancement overview

    The MX™ B2B Interchange Optimizer App enhancement provides the flexibility merchants need to edit Level 2 and 3 data for corporate card transactions and provides cardholders the specific line item data they rely on to be correctly displayed on their monthly statements. This important enhancement allow

  3. Slide 3: Edit Level 2 and 3 data at no additional cost

    This enhancement provides merchants with the MX™ B2B Interchange Optimizer App enabled the ability to edit Level 2 and 3 data for any corporate cards processed through MX™ Quick Pay, MX™ Invoice, MX™ Payment Links and any integrated terminals prior to settlement - ALL AT NO ADDITIONAL COST to any ex

  4. Slide 4: Entering Enhanced Data in MX Quick Pay

    Entering Enhanced Data in MX™ Quick Pay PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 4

  5. Slide 5: MX Quick Pay allows Level 2 and 3 data to be reviewed and edited

    MX™ Quick Pay allows Level 2 and 3 data to be reviewed and edited at time of checkout. Before beginning, it is important to note it is the merchant’s responsibility to enter valid data and if incorrect data is entered, the transaction may not qualify as expected. Guidelines to be considered when ent

  6. Slide 6: MX Quick Pay Advanced option Level 2 fields

    MX™ Quick Pay’s Advanced option provides two Level 2 fields during checkout; Tax Exempt and Tax Amount which may be entered before reviewing the Level 3 fields. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 6

  7. Slide 7: Accessing Level 3 Data fields

    MX™ Quick Pay’s Level 3 Data fields are accessible by choosing the drop down labeled Level 3 Data. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 7

  8. Slide 8: Payment Level L3 Data fields

    Level 3 Data is sectioned into two areas; Payment Level L3 Data and Line Item Level L3 Data. Payment Level L3 Data consists of the following fields: ● Freight Amount ● Duty Amount ● Dest Country ● Dest Zip ● Additional Tax (Amt/Freight) ● Additional Tax Rate % ● Source Zip PRODUCT DEMO MX™ B2B Interc

  9. Slide 9: Line Item Level L3 Data fields

    Line Item Level L3 Data consists of the following fields: ● Name ● Description ● Product Code ● Quantity ● Unit of Measure ● Unit Price ● Tax Amount ● Tax Rate % ● Discount Amount ● Discount Rate % ● Item Total Amount PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 9

  10. Slide 10: Guidelines for entering Level 2 and 3 data

    Below are guidelines to consider when entering Level 2 and 3 data. Line item data is shown in blue and fields at the payment level are in yellow. Discount Amount Must not be all 0's if there is a discount Freight/Shipping Must not be all 0's if the shipping amount exists amount. Amount Item Descripti

  11. Slide 11: Choose CHARGE to complete payment

    After all data has been edited/entered as needed, the merchant chooses CHARGE to complete payment. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 11

  12. Slide 12: Entering Enhanced Data in MX Merchant

    Entering Enhanced Data in MX™ Merchant PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 12

  13. Slide 13: Important Tip: editing data in Batches and Payments screens

    The MX™ Merchant Batches and Payments screen both allow for Level 2 and 3 data to be edited for unsettled corporate card transactions. If the merchant chooses to not edit the data, the B2B Interchange Optimizer App will continue to auto-fill this information as it does today. The Payment Details scre

  14. Slide 14: Payment Details Advanced screen Level 2 fields

    When reviewing Payment Details, the Advanced screen displays two Level 2 fields: Tax Exempt and Tax Amount. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 14

  15. Slide 15: Level 3 data on Batch and Payment screens

    The drop down arrow next to the transaction reference number on the Batch AND Payment screen displays Level 3 data and may be edited if unsettled. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 15

  16. Slide 16: Payment Level L3 Data link fields

    The Payment Level L3 Data link provides access to edit the following fields: ● Freight Amount ● Duty Amount ● Dest Country ● Dest Zip ● Additional Tax (Amt/Freight) ● Additional Tax Rate % ● Source Zip PRODUCT DEMO MX™ B2B Interchange Optimizer App Enhancement 16

  17. Slide 17: Segmenting corporate card transactions with Show Only B2B

    The Payments screen allows corporate card transactions to be segmented so that all corporate card transactions may be reviewed with ease by choosing “Show Only B2B”. Merchants may choose the drop down arrow next to the reference number for the transaction and the line item details are displayed and

  18. Slide 18: Ready to learn more?

    Ready to learn more? Visit pps.io to access the MX™ B2B Interchange Optimizer Overview and FAQ Contact your Relationship Manager for more information. PRODUCT DEMO MX™ B2B Interchange Optimizer Enhancement Launch Presentation 18

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