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
		Voided Check
		Business License
		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

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 Southern Belles & Beaus Boutique, 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	Mar 20 2025		Alexander Wilkins	Spoke to Tabatha, was having issues with her Dejavoo batching out. Spoke to Dejavoo and they stated that she needed to be set to Host Initiated Auto Settlement as they are on Revup. Made change and merchant is now batching out correctly. Merchant has a Dejavoo P5 with Revup.
2	Mar 03 2025		Charlotte Groff	Tabatha called and wanted to know why her batch from Friday, 2/28 was so low. The batch that we received on Friday was for 2/24 & 2/25 transactions. We manually batched the 2/28 transactions for her. She did say that she's been turning the terminal off every night when she leaves. This was the reason it wasn't batching. We also turned on 7% tax rate for her.
3	Feb 12 2025		Charlotte Groff	received email from Tricia stating that this merchant needs to be moved off of Swipe Simple and over to RevUp POS with a P5 plus SIM card for $29.95/mo per Dee. The reason for the switch is because the B250 card reader that she has with Swipe Simple is not reliable. Often times it will not work. Requested new Var for RevUp. Current pricing is already set to $29.95/mo so no need to have pricing changed.
4	Oct 15 2024		Alexander Wilkins	Tabatha called, wanted to know if her batch from Saturday would be coming in today. Checked Pioneer, showing that she should receive her deposit today.
5	Oct 08 2024		Mike Thomas	TT Tabatha she needed PCI helpdesk phone number
6	Dec 15 2023			Called Tabatha back to tell her we couldn't get the reader to her in time and to also talk to her about an A920. She said this was her last show of the year so she's not stressed about it. She asked if we could call her back next week to discuss the terminal. She seemed fine about everything
7	Oct 23 2023	Oct 23 2023	Mike Thomas	Called SS to see if we could apply sales tax then do the non-cash adjust, they said there is no way to alter the order without adding a line item. I also reached out to Tabatha to see if reader was working. Her mother passed away this morning so she will call us when she has time to troubleshoot. She says it may have been because she turned her wi-fi off. Shipped new card reader tracking # 773882632031 next day
8	Sep 12 2023	Sep 12 2023	Mike Thomas	TT Tabitha she said the card reader was giving her an error message but she wasn't sure what it was exactly. She will run a test transaction when she has the time and call us back if she has any issues
9	Aug 17 2023		Charlotte Groff	Tabatha called in and wanted to know how much she collected in taxes for July. Opened Swipe Simple and looked under Reports / Taxes and gave her the amount.
10	Aug 10 2023		Charlotte Groff	Tabitha called and wanted to make sure that a transaction she ran yesterday for $399.25 would be deposited today. I checked Pioneer and confirmed that the deposit did go out today and let her know.
11	Aug 01 2023			TT Tabitha gave her the login info for SS. Told her it was in the package as well
12	Aug 01 2023			Set up SS and shipped Password Sbelle23
13	Aug 01 2023			SBC- IBUXX- 3.95%- SS Dongle- Batch time 7:00pm Eastern
14	Jul 10 2023	Jul 10 2023	Mike Thomas	TT Tabitha gave her the login info for SS. Told her it was in the package as well
15	Jul 05 2023	Jul 05 2023	Mike Thomas	Set up SS and shipped Password Sbelle23
16	Jul 05 2023	Jul 05 2023	Jennifer Blanchard	SBC- IBUXX- 3.95%- SS Dongle- Batch time 7:00pm Eastern

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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