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
		Voided check
		Signed app
		Var 0002
		Var 0003
		DL
		Business license
		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

SN: 141221904346

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: 141221904546

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 Strickly the Best Seafood Company 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 26 2023	Dec 26 2023	Mike Thomas	Tried to Call Andy back from ma voicemail he left during the weekend. I couldn't reach him or leave a message. Will try again tomorrow morning. Having charging issues with 500
2	Aug 01 2023			Updated monthly fee to reflect 1 VL 500 $59.95 (increased from $39.95)
3	Aug 01 2023			TT Andy and updated Valor 500
4	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: called Andy but voicemail is full.Ãƒ?Ã‚Â He told Kristi he would start this Monday. she is going to reach out to him
5	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Kristi she will try to find out something today as to whether he wants to use the terminal or not
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Tried to call Andy to see what he wanted to do about terminal. no answer and voicemail is full
7	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Andy he is going to plug in terminal later today to see if he can use it. He will call me back
8	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Kristi will return the tablet and keep reader for her next merchant as we sent out a new valor terminal. Went through and updated their monthly fee from $29.95 to $39.95
9	Aug 01 2023			User: Charlotte Goff -> Notes: Upgraded terminal to Valor - shipped 3/10/22 FedEx Tracking #776266928099
10	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Updated firmware in reader and shipped FedEx standard overnight 77619832608
11	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Set up Swipe simple
12	Aug 01 2023			User: Charlotte Goff -> Notes: changed status to Approved; uploaded Var Sheet; added MID and approval date
13	Aug 01 2023			User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
14	Aug 01 2023			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
15	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 3000.00
16	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 6000.00
17	Aug 01 2023			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 30.00

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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