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

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 Williams Door 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	Aug 01 2023			User: Aimee Jones -> Notes: Merchant called to cancel account. Store closed due to fraud.
2	Aug 01 2023			User: Pennye McAnulty -> Notes: TT Fran terminal was not communicating. Conferenced with Vantiv and they did an update to the terminal and she was able to process.
3	Aug 01 2023			User: Pennye McAnulty -> Notes: Received a call from someone stating they were with merchant services and wanted information on the account. Explained to her that it could be a scam.
4	Aug 01 2023			User: Christina Sullins -> Notes: SR 23129234 has been created for your price updates
5	Aug 01 2023			User: Christina Sullins -> Notes: New rates submitted: .30 bsp for Visa, Mastercard, Discover .40 bsp for Amex $0.22 transaction fee Remove the $15 on file fee $0.20 batch fee PCI will remain at $5.95
6	Aug 01 2023			User: Christina Sullins -> Notes: LM for Fran. The Core App message is normal. Nothing to worry about and the terminal isn't set for Auto Batch. Fran was walked through how to settle manually.
7	Aug 01 2023			User: Christina Sullins -> Notes: Terminal didn't auto settle. Also it shows a strange Icon on the opening screen. Will ask Mike and call Fran back.
8	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Called and talked to Fran, she talked to her rep (Marc Whirl) Friday and he is delivering the terminal this week.
9	Aug 01 2023			User: Tejal Maher -> Notes: I called merchant Fran Mitchell to follow up on their new services/equipment but it went to answer machine. Left voicemail to call back into office so we can check on how everything is going and to find out if they have received equipment. If Fran calls back and says she has not received her terminal please let her know that her agent has received her terminal and we will check on the status. Please let me know if she does call in.
10	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: *NOTE terminal is an iCT220 s/n 15182CT23872784*
11	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Emailed Marc tracking number for iCT220. (774734679362)
12	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: shipped iCT250 to Marc Whirl tracking number 774734679362 (Friday 10/16 delivery).
13	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded iCT220 shipping to Marc Whirl S/N 15182CT23872784
14	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Ordered iCT220 from Vantiv...payment will be taken from agents rediduals (per Chris/Tejal)
15	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Mark (agent) says he's still waiting on merchants check to clear before giving us credit card info to order terminal.
16	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Called Marc Whirl to inform him profile is ready. Need credit card info before ordering. Left voicemail.
17	Aug 01 2023			User: Christina Sullins -> Notes: MCC#1799

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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