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
		Signed app
		Pre app

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

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: 118221697936

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 Janie West 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	Jan 16 2025		Alexander Wilkins	Spoke to Laurie, Pioneer issue is still not fixed. Sent Laurie statement as requested and called SBC for an update.
2	Jan 10 2025		Alexander Wilkins	Spoke to Laurie, is having issues on Pioneer where in Batch/Deposit it is showing No Record. Spoke to SBC and they are currently looking into what is causing the issue.
3	Dec 20 2024		Alexander Wilkins	Sending Laurie the Pioneer QRG
4	Aug 01 2023			TT Laurie set auto batch to 8:00 pm and set report to detail
5	Aug 01 2023			4/20/2023 @ 4:57pm Laurie called and wanted her batches to come out itemized and not in one lump sum. And that she would call back tomorrow 4/20/2023 to speak with Mike about this when she got to the Ripley location.
6	Aug 01 2023			TT David (rep) and Charlotte, earlier in the day she was getting "offline declined" she reset all cables and started working properly
7	Aug 01 2023		Kamal Oghad	User: Kamal Oghad -> Notes: Changed from dial to ethernet
8	Aug 01 2023			User: Charlotte Goff -> Notes: Laurie called and said that she's having troubles balancing to her credit card batches. She's saying that some of her days are lumping together as a single deposit and that the deposit amounts are not matching batch receipts. I sent her the Pioneer QRG and she registered. Kevin at SBC linked both accounts so she can see both in Pioneer. I told her that if she needs help going through Pioneer to call me and I'd walk her through how to use it. She was going to send me a screenshot of the deposits lumping together but still haven't received that yet.
9	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Charlotte keyboard locked..unlocked...now working
10	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT David terminal was not settling we had to have TSYS update an AMEX setting. I also changed batch to detail.
11	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded VX520 and called David he is picking up today.
12	Aug 01 2023			User: Charlotte Goff -> Notes: SBC - Traditional - CONVERSION FROM ELAVON; VX520 - Dial - Batch time 7:00pm - Doing PIN DEBIT; NDF
13	Aug 01 2023			User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
14	Aug 01 2023			User: Charlotte Goff -> Changed : Internet Percent FROM 0 TO
15	Aug 01 2023			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
16	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 50000
17	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 545000
18	Aug 01 2023			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 75.00

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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