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

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

Invoice Number

Invoice Amount

Invoice Status

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 LeGrand Feed Products LLC 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		Morgan Withee	User: Morgan Withee -> Notes: I located the transaction in IQ where they ran the sale on 5/26 and then ran the refund on 6/3. I sent them the settlement report which shows this to [email protected].
2	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Called and said they ran a refund for 6/3/20 $298.99 and the customer called and said that the funds have not hit her account yet.
3	Aug 01 2023			User: Pennye McAnulty -> Notes: Emily lower merchants rate to Interchange plus .15% and .10 with .15% on the additional levels
4	Aug 01 2023			User: Pennye McAnulty -> Notes: Michael called wanting a rate review and had questions about non-pci compliance. I called the Gem team so they could activate the Mymerchantdata site for him to complete it.
5	Aug 01 2023			User: Pennye McAnulty -> Notes: PCI Unsername is MID and password is Feed2019
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded VX520 SN: 803-235-152 Ethernet.
7	Aug 01 2023			User: Pennye McAnulty -> Notes: Duplicate batch
8	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Duplicate batch, cleared batch...now working
9	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Duplicate batch, cleared batch...now working
10	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Duplicate batch, cleared batch...now working
11	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded VX520 SN 261-562-204 Next day delivery. Pennye taking to FedEx
12	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Batch out of balance, reset batch number and settled.
13	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Duplicate batch, cleared and reset batch number
14	Aug 01 2023			User: Pennye McAnulty -> Notes: Conversion: Emailed paperwork to merchant
15	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Problems doing setlement, Cleared batch and reset batch number with Lindsay and Paymentech. Now working
16	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Ordered ICT250 shipping to merchant for Monday delivery. Lindsay will go to location for download.
17	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Trey explained how to check his phone lines. Will call back if needed.
18	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Trey, have comms errors, had him reset terminal....now working. Advised him to try a new phone cord as there me be static on that cord

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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