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

		var

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

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 American Hi-Fi Enterprises 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	Apr 22 2025		Alexander Wilkins	Spoke to Kim, they did not receive their March Statement in the mail. They needed to reset their IQ Password to login, which they did successfully. She both found her statement in IQ and I emailed it to her just in case.
2	Dec 12 2023		Charlotte Groff	Kim called and was having issues getting her monthly statement out of IQ. It wasn't giving her the full screen. I asked her about her PC resolution. She said she was going to restart her pc to see if that would help. I pulled the statement and sent it to her and told her that I can conference her in with IQ Support if necessary.
3	Nov 20 2023		Charlotte Groff	Kim called and said that she never received her monthly statement for October. I informed her that WorldPay did have an issue with their mailers and that the statements would be sent 11/21, but I pulled her statement from IQ and sent that to her.
4	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Kim emailed October statement
5	Aug 01 2023			User: Charlotte Goff -> Notes: Emailed Kim a New Rate Agreement to switch her to Interchange Plus due to Vantiv changing their pricing structure around. Also emailed her the August monthly statement.
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Set settlement to dial Lisa just changed the authorization field...now working
7	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Changed both terminals to dial
8	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded 2 VX520 SN: 261-603-972 and 332-917-064 and shipped 5/27/2021
9	Aug 01 2023			User: Leah Faber -> Changed : TO Percent FROM 5 TO 10
10	Aug 01 2023			User: Leah Faber -> Changed : Swipe Percent FROM 95 TO 90
11	Aug 01 2023			User: Leah Faber -> Changed : MonthlyVolume FROM 0.00 TO 108000.00
12	Aug 01 2023			User: Leah Faber -> Changed : AnnualVolume FROM 0 TO 1300000.00
13	Aug 01 2023			User: Leah Faber -> Changed : AverageTicket FROM 0.00 TO 600.00
14	Aug 01 2023			User: Leah Faber -> Changed : TO Percent FROM 0 TO 5
15	Aug 01 2023			User: Leah Faber -> Changed : Swipe Percent FROM 0 TO 95

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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