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
		voided check
		DL
		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

Invoice Number

Invoice Amount

Invoice Status

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

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

VAR 0007

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 Homer Skelton Enterprise 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 17 2025		Charlotte Groff	chrystal called in again and noticed that 4/15/2025 was showing "pending settlement" in the Fluid Pay portal. I checked one of the transaction in that batch and it had been settled in IQ. She did say that they closed the batch early that day and did so on the terminal directly. I encouraged her not to let anyone batch the terminal out on the terminal itself, that the batches must be closed through the portal so that refunds can be issued if necessary. She was trying to run a refund for a customer card 3402 when she noticed that it was showing as pending settlement. I ran the refund for $23.36 for her and emailed her the refund receipt and the batch receipt.
2	Apr 09 2025		Charlotte Groff	Chrystal called and needed to know how to run a refund on a transaction from January. She said the terminal could not find the transaction, but in the Portal, part of that day, Jan 21st, is showing "Pending Settlement". I mentioned to her that the only way they could settle without show that they've settled in portal is if someone closed the batch on the terminal directly instead of through the portal. She did specifically remember a new girl closing a batch early one day. I checked IQ for a couple of the transactions and there was a settlement record for them. I called GEM team and got the card number and told her we would process the refund for $5877.12 on card 0808 for her and then email her the refund receipt and the batch receipt.
3	Sep 07 2023		Charlotte Groff	Madison called in and said she got a declined - code 651 on a transaction for $975.42 card 8025 today. She wasn't sure what the decline reason was and wanted to know. I called Vantiv to see what the bank sent back and it was declined for NSF - code 51. I called Madison back and let her know that it was because not enough funds were available on the card.
4	Aug 01 2023			TT Brittany, had to do a refund directly through the terminal as you can only refund once on the dashboard when you use terminal. Refund was issued. $761
5	Aug 01 2023			Set up VT in Fluid Pay TID# 78478847 VAR 0007
6	Aug 01 2023			Merchant called today and said they received an approved receipt for $57.04 that had an approval code on it, but when they looked in the Fluid Pay Dashboard the transaction was showing Declined. I told her to call me back tomorrow morning so that I can confirm for certain that it did batch out. I've seen instances like this where the dashboard shows declined, but approved receipt was generated and customer gets billed / merchant gets paid. Addition to note: Customer did get billed and merchant was paid with 5/9 batch. Confirmed this in IQ
7	Aug 01 2023			User: Charlotte Goff -> Notes: Vantiv - Traditional; IP - Omni Flex
8	Aug 01 2023			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100
9	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 240000
10	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 2800000
11	Aug 01 2023			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 250.00

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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