Merchants

Submit to SBC 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
		Bank Letter
		Business Tax License
		DL
		Merchant Application
		Pre App
		sbc var sheet
		Voided Check

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

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 Kaetly Taing 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	May 21 2025 04:03 PM		Charlotte Groff	Spoke to Sivheant, owner's wife, and she said that only one location is showing up on her Pioneer login. I called SBC and they removed and re-added both MIDs to her login. I called the merchant back and asked her to completely log out of Pioneer, close the browser and then reopen it and try to log back in to see if both show now. She said if it does not show both, she will call us back.	-	Charlotte Groff	May 21 2025 04:25 PM		Update Delete
2	Apr 15 2025 05:58 PM		Alexander Wilkins	Merchant requested 1099 for both Fresh Deli Donuts locations, provided her with both as her issue with Pioneer is still persisting.	-	Alexander Wilkins	Apr 16 2025 01:39 PM		Update Delete
3	Mar 21 2025 06:49 PM			Tried to call multiple times, always drops once the phone stops ringing. Merchant is having issues seeing both this MID and MID:461084469697489 on Pioneer. Was trying to reach them to see if SBC was able to fix the issue.	-	Alexander Wilkins	Mar 21 2025 06:50 PM		Update Delete
4	Jan 21 2025 09:12 PM			spoke to Kaetly's wife. She said that she's not able to see the Charlotte Fresh Donut data in Pioneer. She could see it all a couple of months ago. She needed December statement so I pulled it and emailed it to her. She may need the 1099s so she may call back for that.	-		Jan 21 2025 09:40 PM		Update Delete
5	Oct 03 2024 02:05 PM		Alexander Wilkins	Spoke with Kaetly, merchant was looking to change which Wifi they were on. The were able to successfully change the Wifi on the VL100.	-	Alexander Wilkins	Oct 03 2024 02:08 PM		Update Delete
6	Apr 04 2024 09:17 PM		Charlotte Groff	Travis received a call from merchant wondering why he was charged $64.95 for March fees. When I looked in Pioneer, he had a chargeback on 3/9/24 that had been deducted. The extra fee was the $25.00 Chargeback fee added to his normal monthly statement fee. I tried to call merchant to explain the fee but got voicemail. I left him a message with an explanation for the fee and told him if he had any questions to give the office a call and left our office number.	-	Charlotte Groff	Apr 04 2024 09:25 PM		Update Delete
7	Aug 01 2023 12:00 AM			Kaetly needed his 1099s for this location and for Fairview Fresh Deli Donuts. He has already registered for Pioneer, so I had both accounts linked together. Called and spoke to Sivheant, his wife, to let her know that his accounts should be linked.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM			Replaced terminal shipped ground due to expensive priority overnght charges	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM			TT Kaetly advised him to look for an email from Valor to use to set up app on phone. Sending him a replacement	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			TT Travis, he said it was determined awhile back that they had to use an ethernet cable not wifi. Travis is going by there tomorrow	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			Called merchant back and he said he got it to work...requesting 2 new vars just in case	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			TT Merchant having issues trying to connect with wifi and hot spot, he was rude and was trying to help customers while we had Valor on the phone...he said he woulld to call us back.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			Tt Travis today and he said the merchant does not want an ethernet cord. And they want to try a new terminal to see if that is the issue. I suggest that Kamal call the merchant and try to troubleshoot with valor on the phone to see if he can get it to work. If he can not get it to work then we can try to replace the terminal. I think this is a wifi ghz issue and not a device issue.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			TT Travis yesterday and tried to troubleshoot the wifi. We could not get the wifi to populate. He was going to go get a long ethernet cord and tried that and let me know how it goes.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			SBC - IBUXX - 3.95% - Valor 100 with Tip Edit - Manual Batch - Receipt Footer = "Thank You Very Much	-	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 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 *

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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