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
		signed app
		pre app too large to upload

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

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 Kalb Equipment 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	Aug 01 2023			returned VX520 checked for open batches. Elavon
2	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT John keyboard was locked....unlocked...now working properly
3	Aug 01 2023			User: Cheri Hansen -> Notes: Need EIN
4	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Kamal brought new terminla to kalb equipment. We had some issues at first getting it to download due to settlement issue. We called tech support (Lori) and she helped us get the old terminal settled and the new terminal downloaded. All is good. If they continue to see errors with processing then it is a Comcast issue and they need to call Comcast and ask if there is an outage in the area? They are having troubles getting their credit card terminal to connect properly. Comcast should be able to help from there.
5	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Download File # 22432983 for VX520
6	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Jake called back the terminal is still having issues. Terminal says: connect error ttc error 100 500 43. I have Elavon (Jeremy) on the line to assist in figuring out if they need a new terminal. Jeremy said it sounds like a connectivity issue. He had him reset router and terminal. Terminal ran one transaction fine then gave same error message. Going to bring another terminal out there to see if that is the issue.
7	Aug 01 2023			User: Emily Karawadra -> Notes: had power outages machine keeps having to plug back up to work. Hes going try reset his modem and call back.
8	Aug 01 2023			User: Aimee Jones -> Notes: Please disregard last notes. Wrong merchant.
9	Aug 01 2023			User: Aimee Jones -> Notes: Merchant contacted Emily regarding a suspicious transaction. I called Elavon. Elavon gave me a 800 number to give to the merchant and have the merchant mention Code 10. Gave merchant the 800 number they would need to call in case of a suspicious transaction.
10	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT John needed password to do a refund
11	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes:
12	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT John needed password to do a refund
13	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: TT Jay needed totals from 4/10/20 22 transactions for $11813.64
14	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded VX520 IP SN: 263-052-995
15	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 85
16	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 250,000
17	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 3,000,000
18	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 100.00

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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