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

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

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 Cali Cosmetics 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	Aug 01 2023			User: Charlotte Goff -> Notes: Received an email from Erik stating that the incorrect phone number is showing up on his receipts. I checked in Pulse Point and they did have the incorrect phone number. Called Elavon and spoke to Heidi and she update the phone number to 1-888-883-2254 and also called over and had it updated on Converge.
2	Aug 01 2023			User: Charlotte Goff -> Notes: Dee received an email from Elavon stating they are holding funds on a $58800.00 transaction until they get the requested documentation. I called Erik and let him know that we need: Name as it appears on the card: Address associated with card: Phone number associated with card: Goods/services purchased: Delivery date of goods/services: He will email me all the information as soon as he gets it. It is a regular customer of his for 7 years and he sold them a bunch of face cream Normally they pay in a wire transfer but this time they asked if he would take their card.
3	Aug 01 2023			User: Pennye McAnulty -> Notes: Merchant called to have contact number updated. I called Elavon to have it updated in all systems.
4	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : DDANumber2 FROM 014084557365 TO
5	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : RoutingNumber2 FROM 021000021 TO
6	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : BankName2 FROM JP Morgan Chase TO
7	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 480000.00
8	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 100
9	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 40000.00
10	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 2000.00
11	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes:
12	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Converge Terminal ID: 0008031384210409
13	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : Tax ID FROM 133901168 TO

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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