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
		var
		Signed PCS Cancellation form

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

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 Seafood Junction 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	Apr 10 2024		Charlotte Groff	Received signed PCS Cancellation Form and submitted it to PCS. ticket id 5539949 -----cancelled in our system.
2	Oct 24 2023	Oct 24 2023	Mike Thomas	TT Teresa gave her full card number for a transaction for $107.32 card ending in 6525. She accidently voided the transaction on 10/19/23
3	Aug 01 2023			Teresa called asking about why her batch for Saturday 4/15 shows $11227.59 but her deposit this morning was only for $4290.52. When I looked in Clientline, I saw the batch $4290.52 on 4/16 and when I broadened my date range to include 4/16 & 4/17 I would get the $11,227.59. In Settlement in Clientline looking at 17th I see the $6937.07. I called her back and told her that for some reason it got split into 2 batches and one posted on 4/16 and the other on 4/17. The 4/17 batch she should get in her bank account on 4/18
4	Aug 01 2023			Teresa called inquiring a potentail fraudulent call about PCI compliance. I looked up her account to see if she was compliant which she was then I did some research on the number she game me and it comes up as a fraudulent call. I advised her that we wouldn't call if she was in non compliance and that we would always send an email.
5	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Thinking about using the cash discount app on the clover. I told her it will pass along the 4%. her monthly fees would go down tremendously. She would pay $29.95 for the app and $24.95 for monthly fees to impact. This must be done on the 1st. Will get back to me to let me know how to move forward
6	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Teresa called and ordered another clover flex. I put in order and sent her invoice. I told her it would be there within a week from payment.
7	Aug 01 2023			User: Charlotte Goff -> Notes: TT- Theresa - she was having issues reconciling Clover with her day to day deposits. It's looking like her batch time might be the issue. Tried to call Clover to find out what her batch time is and if it was auto-batch and could never get to the correct department. Theresa finally said she'd try to figure something out and we will regroup later in the week.
8	Aug 01 2023			User: Aimee Jones -> Notes: I called merchant because of issue with not receiving correct batch amounts in her account. I called Clover to get assistance. We conferenced merchant. Merchant was confused. Issue is resolved.
9	Aug 01 2023		Dee Karawadra	User: Dee Karawadra -> Notes: Dee Karawadra notes are Emily btw
10	Aug 01 2023		Dee Karawadra	User: Dee Karawadra -> Notes: Quoted Theresa $583.00 plus shipping and tax for a clover flex. She asked that we order it and get it set up. Send request to Aimee to add flex and get paperwork. Also investigated her rates and she is being billed as quoted. Aimee is checking pin debit status for clover.
11	Aug 01 2023		Morgan Withee	User: Morgan Withee -> Notes: Did not like the online system for statements. I sent over every statement from august to march. They have half of a missing batch from 4/13. I am working on figuring out where these funds are now.
12	Aug 01 2023			User: Aimee Jones -> Notes: Needs assistance setting up online statements.
13	Aug 01 2023			User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 80.00
14	Aug 01 2023			User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 100000
15	Aug 01 2023			User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 9000.00
16	Aug 01 2023			User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95
17	Aug 01 2023			User: Kay Arpin -> Changed : TO Percent FROM 0 TO 5

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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