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
		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

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

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 Hi-Tech Window Tinting 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	Feb 12 2024		Alexander Wilkins	Spoke to James, requested Merchant Statement for last 3 Months. Provided him with statements from November, December, and January.
2	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT James term gets comm errors...tried new cable resetting router and a full download. No results. He will purchase a Desk 3500 for $234.89. Had profile built and downloaded TID# 19048256 auto close 7:15 pm. Sent invoice
3	Aug 01 2023			User: Charlotte Goff -> Notes: James called and wanted to know why his sales amount didn't match. He had accidentally processed a $295 refund instead of a $295 sale but he was adding it as if it were a sale. Went through all of his tickets with him and had him add them up without the $295 ticket. Then had him subtract the refund and he got what his machine spit out for the batch total. He is going to call the cardholder explain what happened and then run the $295 twice to get his money and actually charge the cardholder.
4	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT James walked him through terminal update
5	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Called James to update terminal...no answer.....no voicemail
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT James says he ran cards totaling $733.00 but batch was only for $293...he ran a transaction of $220.00 as a refund not a sale. Getting full card number so he can rerun that transaction twice.
7	Aug 01 2023			User: Emily Karawadra -> Notes: Waiting on another call from James to insure that he is not missing anything in his batch. -Morgan
8	Aug 01 2023			User: Emily Karawadra -> Notes: Spoke to James yesterday about his missing funds. Found out that his terminal was not set up on Auto settle as it should have been. So although he was set up for next day funding he was not receiving his funds. I got him over to mike to help him turn on the auto settle function
9	Aug 01 2023			User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 100
10	Aug 01 2023			User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 80000
11	Aug 01 2023			User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 55

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