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
		unsigned app
		DL
		pre app
		VAR
		signed app
		voided check

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

SN: 118220726156
Will not turn on, damaged beyond use due to shortage caused by water/weather.

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

VALOR

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

Replacement

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 Coleman Taylor-Mendenhall 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	May 27 2025		Charlotte Groff	Requested 2 refunds from SBC to be issued for Excessive Chargeback Fees - 1 fee was charged in Feb 2025 for $899.35 and the other was charged in April 2025 for $537.76. Per Emily and Kevin, these ECB Fees will be waived to retain the account.
2	Apr 04 2025		Alexander Wilkins	Spoke with Angel, Mendenhall had their VT deactivated due to not being used for months. Reactivated it. Their VL100 will no longer turn on possibly due to power surge from weather recently. Will set up a new terminal and get it sent over to the location.
3	Mar 14 2025		Charlotte Groff	Received a fax for Coleman Taylor - Mendenhall for a Chargeback Reversal letter. Forwarded the letter over to Angela for her records.
4	Feb 18 2025		Charlotte Groff	Received email notification for chargeback for $2500.00 from trans date 1/17/25. Case # 2025043033401. Spoke to Angela and she said that she had not received that notification. Forwarded her the CB notification so that she could send her rebuttal.
5	Jun 03 2024		Mike Thomas	Walked Angela through capturing an auth only they did by mistake on their VT.
6	Aug 01 2023			Deactivated terminal SN 141214117325 in Valor and returned to stock. Couldn't find anything wrong
7	Aug 01 2023			Tricia returned Valor 500 SN: 141214117325 says it won't stay connected to wifi
8	Aug 01 2023			They are still having issues with their WiFi.Â Tricia is supposed to get back to me to tell me if they want to upgrade to the VL110, which has a sim card availability. She may call in about this while I am away so I wanted to update you both on this. I will also put this in the notes in CRM.Â The cost of the terminal is similar so all we would have to increase their monthly fee for is the sim card use which is a $12 monthly fee per MID/terminal.Â There is a one time $10 activation fee I am willing to waive for them so let her know we are doing this!Â We do not have any VL 110 in stock which I let her know.Â SBC does carry these so we will have to purchase 2 of those and have them debit our residualsÂ for these devices.Â Ask them to also send us a sim card for each if they do not mind.Â Â
9	Aug 01 2023			Called Tricia to ,let her know terminal was ready. She is picking up
10	Aug 01 2023			I noticed that this merchant had not processed since 12/29 so I had tricia stop by to see what was going on. She said that the merchant called in december on multiple occassions to get support and the only thing they were told to do was restart the terminal which did not work. So the merchant decided to go back to their old provider.... I downloaded a new VL 100 and will get it sent out immediately to the merchant. I also set them up with a VT user with the email address [email protected]
11	Aug 01 2023			SBC - Traditional -Valor 100- Batch time 7:00pm - IP

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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