Merchants

Set as Pre-App

Merchant ID*

Legal Name*

DBA Name*

Processor

Agent*

Split*

Is Override*

Password*

Status*

Product Type

Received Date*

Approved Date

Activation Date

Closed Date

Address

Address 2

City

ZIP

Country

State

Contact

Email(comma separated)

Phone

Phone 2

Cell

Fax

URL

DBA Same as Legal Address

Address

City

ZIP

Country

State

Mailing Address Same as DBA

Address

City

ZIP

Country

State

File here *	Download	Notes *	Status	Date	Action
		voided check
		DL

Type*

Deployment Date*

EPI/TPN

Status*

Model*

Purchase T.*

Returned Date

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Type*

Deployment Date

EPI/TPN

Status*

Model*

Purchase T.*

Returned Date

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

Send Email to Merchant Send Email to Sales rep Send Email to Employee Delete

Type*

Deployment Date

EPI/TPN

Status*

Model*

Purchase T.*

Returned Date

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee Delete

Bank 1 Information

Bank Name

Account Name

Rounting Number

Account Number

Billing Type

Gross Settlement

Net Settlement

Bank 2 Information

Bank Name

Account Name

Rounting Number

Account Number

Overrides who receive partial commission on all of The Rustic Rose Flowers and Gifts- Show account Accounts

Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Merchant *

Month *

Year *

Merchant CMS

EIN/Federal Tax ID Type

MCC Code

EIN/Federal Tax ID #

State incorporated in

Business Start Date

Type of Legal Entity

Business Type

Sub Business Type

Types of Goods Sold

Primary Transaction Type

Card Swiped

%

Card Keyed In

%

Card Present

%

Card Not Present

%

Internet

%

Moto

%

B2B

%

B2C

%

Estimated Annual Sales Visa/MC/Discover/ AMEX Sales

Estimated Monthly Visa/MC/Discover/ AMEX Sales

Average Ticket

High Ticket

Persoanl Guarantor

Telephone Order

%

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Print Refund Policy On Footer
(If Yes Input Message In Notes)

Yes

No

Location Type

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Documents	Created by	Updated at	Updated by	Action
1	Jun 18 2025 02:42 PM			Diana called and said that she had called back in January to cancel this account and was told that she needed to send something in writing, so she emailed us on January 15th to close the account. They are still being billed. The account is still active in NPCrm. I filled out and emailed her the cancellation form that WP requires and asked her to make sure that Jenny signs it and returns it to me.	-	Charlotte Groff	Jun 18 2025 03:20 PM		Update Delete
2	Feb 29 2024 11:39 AM		Charlotte Groff	Peggy called in and needed Feb 2023 monthly statement. Emailed statement to her	-	Charlotte Groff	Feb 29 2024 05:39 PM		Update Delete
3	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Got the readers in today. Sent over invoice. Mike will ship out new reader today.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: I called into the GEM Team and they said they are on daily discount.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Spoke to ms. Jenny. She said she los her charging cord for her B200. I let her know she can use any cord that will fit into the device. She also requested a new B200 for her show in November. I told her once we get new readers next week. I will invoice her and send a new reader for her. She said that her fees are still not coming out daily. I am going to check in on her SR I put in on 7/27/21	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Tried calling again....Jenny will call me back when she can....the card reader isn't at the location so I couldn't try any troubleshooting	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Called Jenny to check on her card reader....no answer....left message	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Tyler texted me stating that Mrs. Jenny wants to be on net billing where her fees come out daily instead of gross. I have emailed iso client services to put in this request.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Called Jenny to check on her card reader..not in...will call me back	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: TT Jenny explained funds go back on card through issuing bank of card.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Ms. Jenny received her funds. All is good.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Mrs. Jenny is stating her funds have still not hit her account. I told her to call her bank to verify that they got the funds. She is supposed to get back with me.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Updated PW: Thena2013	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: New USA ePay Credentials: rustricrose PW: summer2020	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: USA ePay credentials are not working Mike is working to reset them	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Mrs Jenny called in stating that her login was not working for usa pay and that her funds werent being transferred into her account I researched the situation to find that her funds were routed to the IPS account The funds totaled 2424 I went ahead and same day ached Mrs Jenny so she can have her funds	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes:	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Usa ePay crendentials: rusticrose Password: hello123	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 50.00	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Aug 01 2023 12:00 AM			User: Kay Arpin -> Changed : TO Percent FROM 0 TO 10	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Aug 01 2023 12:00 AM			User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 90	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
22	Aug 01 2023 12:00 AM			User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 1200	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
23	Aug 01 2023 12:00 AM			User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 25000	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete

Application Type

Discount

Business Type

MCC Code

Visa/MC/Discover Rate Category

Base/Qualified (%)

Mid Qualified (%)

Non Qualified (%)

Base Debit- Non Pin Debit(Sig Debit Rate) (%)

Rewards Discount (%)

Statement Fee

Card On File Fee

PCI Fee

Non PCI Compliance

Authorization Fee

Per Item Fee

EBT Fee

FNS/EBT Number

Pin Debit Item Fee

Pin Debit Discount

Amex Opt Blue Rate

Base/Qualified Rate (%)

Mid Qualified Rate (%)

Non Qualified Rate (%)

Program Cost Opt Blue (%)

Authorization Fee

Per Item Fee

Other Monthly Fee

Ancillary Fees

Batch Fee

Retrievel Fee

Chargeback Fee

ACH Change Fee

Voice Auth Fee

Gateway Monthly Fee

Setup Fee

Owner 1 Information

Officer/Owners Name

Title

Social Security

Form of ID

ID #

Issue Date

Expiration Date

State

DOB

Home Phone Number

% of Business Owned

Length of Ownership

Home Address

Home city

Home state

Home country

Home zip

Owner 1 Informationn

Officer/Owners Name *

Title

Social Security

Form of ID *

ID # *

Issue Date *

Expiration Date *

State *

DOB *

Home Phone Number

% of Business Owned

Length of Ownership

Home Address *

Home city *

Home state *

Home country

Home zip *

Software Or POS Integration Questions Only

POS Software Integration

Yes

No

Software Name & Version:

Pricing Provided

Statement Analysis

Quote

POS Software Publisher

Seasonal Flag

Seasonal Months

Deposit Time Frame

Deposit Type

Network ID

MP/AP Name

RP Name

Receipt Header Message

Receipt Footer Message

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