Merchants

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Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

Received Date

Approved Date

Activation Date

Closed Date

Product Type

Status

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
		Pre App
		Pre App
		VAR
		VAR

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

First on free then will purchase: The wired device purchase price will be $208 plus tax and shipping, the rental cost would be $20 a month. For the wireless device, which can be moved from desk to desk, the purchase price will be $306 plus tax and shipping and the rental cost would be $30 a month  SN: 141211232376

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

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

SN: 141211232373

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

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

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

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 Dan Pilson Auto Center 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 #

Type of Legal Entity

State incorporated in

Types of Goods Sold

Primary Transaction Type

Internet

%

Swipe

%

Keyed

%

Average Ticket

Telephone Order

%

Annual Volume

Business Start Date

High Ticket

Persoanl Guarantor

Monthly Volume

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Action
1	Dec 04 2023		Morgan Withee	Walked todd through assigning locations to users in his portal for their new user Jennifer Bowling
2	Nov 13 2023		Charlotte Groff	Neil called and said that Pilson Auto Center of Charleston needs a charging cradle for the VL500. Morgan sent an invoice to Todd Kresin. I called him to let him know that the invoice was out there. He said he would get it paid.
3	Oct 02 2023	Oct 02 2023	Mike Thomas	TT Merchant advised that a void did not go through but a refund for $1000 did
4	Aug 01 2023			Called Valor and they fixed the key failure error
5	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: invoices go to [email protected]
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Todd walked him through editing a user email. He wanted settlement reports to also go to that person but per Valor they can only go to the owner email.
7	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Sent invoice for 1 VL 500. Did accidentally sent for 2 but corrected it back to 1
8	Aug 01 2023		Kamal Oghad	User: Kamal Oghad -> Notes: Fedex: 776505868410
9	Aug 01 2023			User: Charlotte Goff -> Notes: correction - $10/mo gateway fee includes both terminals
10	Aug 01 2023			User: Charlotte Goff -> Notes: Not enough Vl110s in stock. Per Morgan we will be sending them the Valor500 terminals for same price as the wireless ($306.00) plus $10/mo gateway fee for each
11	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: I would have to add a small monthly fee for the use of the Valor products which would be an additional $10 a month. I can also offer you one free terminal for each location that we move. If you need more than one terminal per location we can either do a rental or purchase for these. I have gotten special approval to give you all a discount on these devices as well. The wired device purchase price will be $208 plus tax and shipping the rental cost would be $20 a month. For the wireless device which can be moved from desk to desk the purchase price will be $306 plus tax and shipping and the rental cost would be $30 a mont
12	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : TO Percent FROM 0 TO 2
13	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 98
14	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 190000.00
15	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 2500000
16	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 225.00

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

Y N

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

Y N

Home Address *

Home city *

Home state *

Home country

Home zip *

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