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
		business license
		signed app
		DL
		pre app
		var
		voided check

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

Auto Batch - 5:00 pm - IP - wants tax calculation at 8% if available.

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 Jimmy Butler Auto Sales 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 #

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	Mar 10 2025		Alexander Wilkins	Merchant is getting a proxy error where they cannot connect to the Pioneer website to login. Advised to try deleting browsing data (cookies), restarting their router if possible, and trying a different computer.
2	Jan 09 2025		Alexander Wilkins	Merchant called, when they go to Batch Reports and Deposits and inputs December 1st to December 31st as the times it shows No Record. Calling SBC to see what the issue may be.
3	Dec 02 2024		Charlotte Groff	Jimmy Butler called and said that his monthly statement is showing zero sales. I did confirm that he had batches for November and told him that because December 1st was on a weekend, that they would run the month end process within the next couple of days.
4	Oct 10 2023		Charlotte Groff	Jimmy called and wanted to know what the extra debits are that are coming out of his bank account. I searched Pioneer and couldn't find any debits other that the $19.95 which he confirmed . I suggested he call his bank and see if they can tell him what the originating source of the debit is that it could be his old processor.
5	Sep 05 2023		Charlotte Groff	Jimmy called and had a question about the PCI Compliance. I directed him to the PCI Help Desk.
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Kristi concerning install. She says Jimmy had the same equipment before and will set it up himself. Reminded her of box contents.
7	Aug 01 2023			User: Charlotte Goff -> Notes: Changed status to Approved; uploaded VAR; added MID and approval date
8	Aug 01 2023			User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Pax s80 - Batch time 5:00pm - IP - Tax Calculation of 8%
9	Aug 01 2023			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100
10	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 5000.00
11	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 75000.00
12	Aug 01 2023			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 300

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