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
		voided check
		signed app
		DL too large to upload
		pre app too large to upload
		var 1
		var 2
		var 3

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

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

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

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 Russell Outdoor INC 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	Mar 21 2025 02:10 PM			Chris called P1 not batching gets "batch error-unknown" got Marcus and merchant on the phone but the factory reset and upgrade app would not go through. We are replacing the P1 (hardware issue)	-	Mike Thomas	Mar 21 2025 03:56 PM		Update Delete
2	Mar 14 2025 07:34 PM		Charlotte Groff	Chris called again this morning. they received the A920 replacement for the A80 terminal and they plugged it in and used it yesterday 3/13/25. But this terminal did the same thing as the A80s were doing. We tried to roll the version back to a previous version since this issue of Batch Close Error (adding 4 extra digits to a card number at batch time) started on 3/5....the day after Mike installed the latest version of Swipe Simple in their terminal. So I called Swipe Simple and spoke to Amanda and told her what is going on. She took down examples and all the notes and said that she will talk to other team members and the Engineers to see why this is happening. In the meantime, to keep this account, we decided to send them Dejavoo terminals - a P1 and 2 P5s to go in the office and to replace the 2 B250 dongles they use in the field. Emily gave permission to send it out NDA for Saturday delivery. Chris was extremely frustrated that his has been going on since 3/5 and said that he will just go back to Square if we can't find a solution for him.	-	Charlotte Groff	Mar 14 2025 07:41 PM		Update Delete
3	Mar 11 2025 03:00 PM			spoke to Chris. He was reconciling his transactions and found one from 3/7/25 that he had not been paid for yet. I reauthorized a sale for $21.83 on AmEx Card 1008.	-	Charlotte Groff	Mar 11 2025 03:04 PM		Update Delete
4	Mar 10 2025 08:17 PM		Alexander Wilkins	Spoke to Chris, informed him we are sending him a PAX A920 to replace his A80 as this issue is still persisting. They should be receiving it on 03/12/2025. Running the card transactions for card 2568 for 31.18 and card 4390 for 43.66. Called Robert after to let him know and to check the batch.	-	Alexander Wilkins	Mar 10 2025 08:30 PM		Update Delete
5	Mar 10 2025 07:54 PM			TT Robert new terminal having same issues Pax thinks it' s a firmware issue with both terminal. We tried to update the firmware but it failed with every version we tried.	-	Mike Thomas	Mar 10 2025 07:56 PM		Update Delete
6	Mar 10 2025 02:45 PM		Alexander Wilkins	Spoke to Robert/Chris, one card ending in 2568 for 31.18 got the last 4 digits duplicated causing a Batch Close Error on the Pax A80. Missing partial batch from 03/07/2025 and all transactions from 03/08/2025.	-	Alexander Wilkins	Mar 10 2025 03:35 PM		Update Delete
7	Mar 07 2025 04:26 PM		Mike Thomas	TT Robert issues connecting, got it connected through wi-fi	-	Mike Thomas	Mar 07 2025 04:41 PM		Update Delete
8	Mar 06 2025 03:26 PM		Charlotte Groff	spoke to Chris again. His terminal did not batch again for 3/5/25 transactions. This time there were 4 transactions that were the issue and we had to reauthorize them on today's date - 3/6/25. Visa Card 7539 for $25.99 on 3/4/25 did not batch for whatever reason. Visa Card 4861 for $113.31 rejected again at batch time because the card number had 4 extra digits in it. MC Card 2386 for $236.29 and also MC card 9381 for $29.11 also had an extra 4 digits at the end of the card causing them to reject. We reauthorized all 4 of these on the VT in Swipe Simple	-	Charlotte Groff	Mar 06 2025 08:13 PM	Charlotte Groff	Update Delete
9	Mar 06 2025 03:31 PM		Mike Thomas	TT Robert same issue as Charlotte's note. Cleared The bad transaction and batched terminal.	-		Mar 06 2025 04:40 PM		Update Delete
10	Mar 05 2025 03:55 PM		Charlotte Groff	spoke to Chris and Robert - their terminal did not batch out for 3/4/25 - was getting batch close error. I called SBC and found out that Visa card 4861 for $113.31 was the transaction that was causing the error. I deleted that transaction from the TSYS batch and the batch closed successfully. We were able to reauthorize that transaction on today's date. Due to the issue that he's been having with the Pax A80, we will be swapping out that terminal for another A80. We are also replacing one of his bluetooth readers because it will not stay charged. Sending return label in box for them to ship the bad equipment back.	-		Mar 05 2025 05:16 PM	Charlotte Groff	Update Delete
11	Mar 04 2025 03:23 PM		Mike Thomas	TT Robert, terminal declining then shutting down. Updated SS version and TSYS versions. Will call back if needed	-	Mike Thomas	Mar 04 2025 04:34 PM		Update Delete
12	Feb 11 2025 03:34 PM		Charlotte Groff	Chris called asking for the notification of the chargeback that was debited from his account on 2/10/25 for $196.92. Emailed the notification to him so that he can respond.	-	Charlotte Groff	Feb 11 2025 03:53 PM		Update Delete
13	Oct 22 2024 03:00 PM		Charlotte Groff	Chris called and was getting "Account Inactive" when trying to get into Pioneer. Had him clear his cache and cookies and try per SBC's memo but he still couldn't get in. Called SBC and Ayana was able to do something on her end and then he was able to login.	-	Charlotte Groff	Oct 22 2024 03:20 PM		Update Delete
14	Aug 01 2023 12:00 AM			Robert called in and needed to do a refund for a card that was run on 6/20/23 for $281.30 on card 4177 but was showing declined in SS. At that point the customer gave the merchant a different card and it was approved. The customer came back in to say that he was billed for the transaction that showed declined. I confirmed that both transactions had been batched in Pioneer. Because the one transaction was declined, they could not issue a refund on his card, so I had him run the refund in TSYS.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			Chris called in asking about his deposit for 4/19/2023 and informed him of the TSYS issue and that his funds would be available later on today. We also sent a request to link both accounts to Pioneer.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Talked to Chris again today. He did say that he was able to get into Pioneer and that he thinks he can figure everything out. He said that if he had any questions he would call us.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Chris called and was having issues reconciling to his deposits. I sent him the IBUXX QRG and he says he registered. When I called him back to walk through his Pioneer and SwipeSimple and how to utilize each he was on the other line and said he would call me back	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: TT junior walked him through a refund using the TSYS Sierra app	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Added upgrade A80 terminal to Equipment screen - Auto Batch 7:00pm Central and wants Apple Pay to be turned on	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Want to upgrade to swipe simple terminal updated monthly fee to $69.85 waiting on new var to set up swipe simple terminal.	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded PAX s80 and udpadted firmware in both dongles. Shipped Fed Ex 2 day delivery	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
22	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: changed status to Approved inserted MID and approval date and uploaded VAR sheet	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
23	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; PAX S80 and 2 Mobile Swipe Simple bluetooth readers; Auto Batch - 7:00 pm Central for all devices; NDF Elavon Conversion	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
24	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 5	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
25	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : Internet Percent FROM 0 TO	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
26	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 95	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
27	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 150000	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
28	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 750000	-	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
29	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 300.00	-	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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