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
		DL
		signed app
		voided check
		pre app
		finance app
		voided Check
		finance 500 decline
		DL
		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

Finance 1

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

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Finance 1

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

Finance 2

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

Finance 3

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 Hyundai 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			talked to Vincent - he had a sale taken on 6/6/23 for $500.00 on card 9907 that wasn't found in the Fluid Pay dashboard, but IQ is showing it batched on 6/9/23. They needed to issue the customer a refund. I walked him through how to run the refund on the terminal.
2	Aug 01 2023			TT Dewanna she asked about a 500 transaction on 6/6 which I show declined. I do however see a $500 transaction that was ran on 6/5
3	Aug 01 2023			Received an email from Sarah asking me to create 2 new user ids for the new Finance Managers, Lamar and Michael. I created the user ids in Fluid Pay and replied back to Sarah letting her know they've been created.
4	Aug 01 2023			Set up VT in Fluid Pay TID# 78478658 VAR 0007
5	Aug 01 2023			Alan called and wanted to know how he could issue a refund on the same transaction that David called about $500.00 card 6508 from 3/10/23 because the FP dashboard is showing that they were declined but the store had an approved receipt. Emailed Vito at Fluid Pay and he said that the first declined transaction was actually cancelled due to lack of timly input on the terminal from the customer's end. The 2nd one was declined due to the sync between the dashboard and the terminal being busy since the first one had just been "cancelled". Vito says there's no way to issue a refund on this transaction so I asked him to enable "Blind Credits". He said that this is something that I would have to do on my end. I spoke to Rodney to get a specific user's name for the enablement of blind credits and he said to turn it on for Alan Lipsey. Call David and Alan both back 2 times to let them know how to issued the refund, but no one answered. Left a message. Called Alan again this afternoon and told him how to run a refund on this card. I told him if he has any problems to call us.
6	Aug 01 2023			David called and wanted to know if I could help him locate a transaction from 3/10/23 for $500 on card 6508. I searched in IQ and found the transaction had been batched on 10th along with another transaction for $1000.00 Gave him the deposit amount of $1500.00 and told him he should've seen that his his bank on 13th (Monday). He was able to locate the deposit.
7	Aug 01 2023			Received email from Rodney asking for January statements and also asking that they be mailed to PO BOX 726 - Olive Branch MS 38654 going forward. Submitted SR45926950 in NPCrm to change Mailing address to PO BOX. I also updated our files with the PO BOX
8	Aug 01 2023			User: Charlotte Goff -> Notes: Vantiv - Traditional; IP - Omni Flex
9	Aug 01 2023			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100
10	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 250000
11	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 3000000
12	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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