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
		Voided Check
		Tonya's DL
		Signed App
		VAR Sheet
		VAR Sheet2
		Tax Letter w/ tax exempt number

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

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 The Bird Dog Foundation 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 03 2025		Charlotte Groff	Received notification that WP has cancelled this account
2	Mar 31 2025		Charlotte Groff	WP refused to cancel the account because their Cancellation request form was not signed. Didn't even know they had a form now. But sent the form via Docusign to Tonya for her to sign.
3	Mar 26 2025		Charlotte Groff	We moved merchant to SBC for IBuxx. Got Tonya to send us an email asking to cancel this account. Received email to cancel and submitted it to WorldPay.
4	Aug 29 2024			TT Tonya, comms error we reset terminal and ran a transaction. She is going to call me in the AM if any issues
5	Feb 29 2024		Mike Thomas	TT Tricia walked her through a settlement. they are using ethernet to settle
6	Jan 01 1970			TT Tonya she is having comms issues when she tried to settle. The batch is too big to settle over dial (it hasn't batched for about a week) we tried connecting to ethernet but she doesn't have a cable. The terminal is going to offline when using dial. She will contact her phone carrier. I'm call Tricia to see if she can go there and assist.
7	Aug 01 2023			Terminal would not power up, but when she was waiting on the phone transfer it came on.
8	Aug 01 2023			User: Charlotte Goff -> Notes: Tonya wanted to know how much processing fees would be charged to a Mastercard holder for a $2000.00 donation. I told her it was really hard to determine the exact amount that would be charged because there are so many variables but I suggested she just tell him 2% and that may or may not cover every penny of fees for that one transaction.
9	Aug 01 2023			User: Charlotte Goff -> Notes: TT - Ruth Pierce and she said that her old fashioned cash register system recently broke and she would like recommendations on a new cash drawer type system that is very simple to use. Checking with Morgan on her thoughts.
10	Feb 06 2023	Feb 06 2023		Terminal would not power up, but when she was waiting on the phone transfer it came on.
11	Oct 06 2022	Oct 06 2022		Tonya wanted to know how much processing fees would be charged to a Mastercard holder for a $2000.00 donation. I told her it was really hard to determine the exact amount that would be charged because there are so many variables but I suggested she just tell him 2% and that may or may not cover every penny of fees for that one transaction.
12	Jun 17 2021	Jun 17 2021		TT - Ruth Pierce and she said that her old fashioned cash register system recently broke and she would like recommendations on a new cash drawer type system that is very simple to use. Checking with Morgan on her thoughts.

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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