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
		pre app
		DL too large to upload
		voided check too large to upload
		signed 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

SN: 1182322222251 - Renting for 24.95/mo

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 Anita Woods 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 27 2024		Mike Thomas	Updated terminal to WP
2	Mar 22 2024		Charlotte Groff	Anita came and picked up her new Valor terminal this morning. I had her sign the Amendment to the MPA so I could update the OFF fee to include $24.95 for the rental of the Valor. Her total OFF will now be $29.95. Emailed the signed addendum to ISO Support at Vantiv.
3	Mar 19 2024		Charlotte Groff	Anita brought her VX520 to the office today because it went dead last night when she tried to run a transaction. She called the after hours tech support number and they told her that she will need a replacement. Mike ordered a new VAR for a Valor and I will submit a pricing change to WorldPay to increase her monthly fee by $24.95. Currently, because she was an Elavon conversion, the VX520 terminal was a free placement and she wasn't paying anything but the OFF of $5.00 and a PCI fee of $8.00. The transaction she tried to run was for $1095.00 on card 0521 and she had to get it voice authorized. When I called Vantiv tech support because the transaction didn't batch, they said they would have to rekey it and it would take 7-10 days for that to happen. SR # for the rekey is 60569534 with Case number 24215834 UPDATE: 3/21/24 - Vantiv posted and paid the $1095.00
4	Mar 04 2024		Charlotte Groff	Anita called and got a Settlement Failed on her terminal. I called Vantiv Tech support and they did tell me that the batch went through for $1830.00 with batch # 064001
5	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Changed communicating method to dial. Ran settlement....all working
6	Aug 01 2023		Mike Thomas	User: Mike Thomas -> Notes: Downloaded VX520 will call Anita to pick up at office
7	Aug 01 2023			User: Charlotte Goff -> Notes: Changed status to Approved; added MID and approval date; uploaded Terminal Details
8	Aug 01 2023			User: Charlotte Goff -> Notes: Vantiv - Simple Buxx; VX520 - IP Manual Batch; NDF - Elavon Conversion
9	Aug 01 2023			User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 100
10	Aug 01 2023			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 6000
11	Aug 01 2023			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 80000
12	Aug 01 2023			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 1500

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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