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Merchants

  1. Dashboard
  2. Merchants
  3. Edit
Submit to SBC Set as Pre-App Back

Closed Date is required when status is "Closed".
  • Legal Address
  • DBA Address
  • Malling Address
  • Business Profile
  • Ownership Profile
  • Bank Info
  • Rates
  • Equipment
  • Documents
  • Merchant Override Split
  • Notes
  • Terminal Questions
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File here * Download Notes * Status Date Action

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

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

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

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

Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Amado Chacon Accounts

Default Setup


Processor wise Setup


Merchant CMS

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Sr. No. Date Reminder Date Employee Note Documents Created by Updated at Updated by Action
1 Oct 11 2024 03:38 PM Charlotte Groff received signed cancellation form and submitted it to SBC - Charlotte Groff Oct 11 2024 03:51 PM Update Delete
2 Aug 07 2024 07:58 PM Alexander Wilkins Sent Cancellation request for signature. - Alexander Wilkins Aug 07 2024 08:01 PM Update Delete
3 Aug 07 2024 07:50 PM Merchant returned B250 and A920 - Mike Thomas Aug 07 2024 07:50 PM Update Delete
4 Jul 02 2024 04:24 PM Mike Thomas Requested Swipe Simple cancellation - Mike Thomas Jul 02 2024 04:24 PM Update Delete
5 Jul 01 2024 05:00 PM Charlotte Groff submitted request to SBC to have refund for $24.95 issued for this merchant's first month of Swipe Simple. Jennifer said if necessary to pull it from her residuals since RevUp beta was not working for this merchant. - Charlotte Groff Jul 01 2024 05:04 PM Update Delete
6 Jun 20 2024 07:34 PM Mike Thomas TT Jennifer, walked her through setting up B250 - Mike Thomas Jun 20 2024 07:58 PM Update Delete
7 Jun 17 2024 06:25 PM Charlotte Groff Had merchant's monthly fee updated to $24.95 to reflect the cost of Swipe Simple Mobile account. - Charlotte Groff Jun 17 2024 06:39 PM Update Delete
8 Jun 17 2024 05:39 PM Mike Thomas Sent SS Dongle and included return label - Mike Thomas Jun 17 2024 05:40 PM Update Delete
9 Jun 14 2024 02:51 PM Mike Thomas Set up SS Password Icecream2024 - Mike Thomas Jun 14 2024 04:51 PM Update Delete
10 May 20 2024 02:18 PM Alexander Wilkins Tracking # 776399201720 - FedEx - Alexander Wilkins May 20 2024 07:09 PM Update Delete
11 May 02 2024 07:32 PM Charlotte Groff SBC - IBuxx - 3.95% - RevUp POS Beta - $14.95 / mo for first 6 months and then $24.95 after - Charlotte Groff May 02 2024 07:34 PM Update Delete

Owner 1 Information

Owner 1 Informationn

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