Merchants

Back

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 HAMPTON INN BATESVILLE MS 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: Pennye McAnulty -> Notes: Elavon called requesting var sheet for merchant to set up pin debit. I sent him the var sheet.
2	Aug 01 2023			User: Pennye McAnulty -> Notes: Wants to add pin debit to their account. Sent amendment to the merchant.
3	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Called in to get V number
4	Aug 01 2023			User: Pennye McAnulty -> Notes: Needed May and June Statements sent to merchant
5	Aug 01 2023			User: Pennye McAnulty -> Notes: Ach information was updated to correct account. Funds were going into an incorrect account.
6	Aug 01 2023			User: Pennye McAnulty -> Notes: TT Ajay about pre-auth on the card. The customer used another card. Explained that it would fall off in a few days.
7	Aug 01 2023			User: Pennye McAnulty -> Notes: PCI password is PGEC2245.
8	Aug 01 2023			User: lindsay Jones -> Notes: Reset ClientLine login per SangeetaÃƒÂ¢Ã¢?Â¬Ã¢?Â¢s email request as she was locked out. See below as I updated and emailed her the new information: ID: cl.purohis Password: Impact#1012 Link for ClientLine is below: https://www.myclientline.net/
9	Aug 01 2023			User: lindsay Jones -> Notes: Reset clientline password per email from Sangeeta. I emailed her the details as follows: User id: cl.purohis Password: Impact#1210 The link is the same, but I copied it for you. ÃƒÂ¯Ã‚ÂÃ…Â https://www.myclientline.net
10	Aug 01 2023			User: lindsay Jones -> Notes: Finally got Client Line password reset for Sangeeta; have emailed her the info. when she logs in, she will use the following: cl.purohis New Password: Hampton#815

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 *

Cancel