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
		VAR Sheet

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

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 Fayette County Radiator 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 09 2025		Alexander Wilkins	Talked to Tricia, she stated that the merchant had never logged into Pioneer before. Email the merchant and Tricia the Pioneer QRG.
2	Nov 02 2023	Nov 02 2023	Mike Thomas	TT Tricia emailed her instructions to bypass CD fees on NX1200
3	Aug 22 2023		Charlotte Groff	Talked to James about a chargeback for $936.64 from 8/3/23. It's charged back due to Fraud. He manually keyed in the card number because the customer called and wanted a radiator that he didn't have in stock and was going to have to order it. So he made the customer pay upfront. When the radiator came in the cardholder came in to pick it up and and signed the necessary receipts. I encouraged James to go ahead and send in what he's got, but told him that his chances of winning this chargeback are pretty slim since it was manually keyed in. I suggested additional safeguards for him as to ask for a DL and make sure the name on the DL matches the name on the bottom of the card and if it doesn't do not take the card. If the customer can't produce matching documentation, then do not release your product
4	Aug 01 2023			Talked to James regarding a sale that he had hit the cancel button on because it was taking too long to go through. Sale amount was for 775.00 plus the fee for a total of $805.61. He said he got a "reversed" receipt after he hit cancel and he reran the transaction successfully. I confirmed that the cardholder was only charged once. He also wanted to know about the debit for $93.81 that hit his bank account. It was a chargeback from a cardholder that was an elderly lady and didn't understand that she had to pay the cash discount fee so she charged back only the 3.95% of the total sale. James said he wasn't going to worry about that and just let it go.
5	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: NX1200 Terminal 0002 TID:76460038 S/N: 2242X16356
6	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : TO Percent FROM 0 TO 15
7	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 85
8	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 15000
9	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 180000
10	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 1000
11	May 16 2023	May 16 2023	Mike Thomas	TT Travis wanted option to bypass cash discount turned on. Done
12	May 10 2023	May 10 2023	Jennifer Blanchard	SBC- IBUXX- 3.95%- Valor 100- IP- Batch time 6:00pm Central- NDF

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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