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
		app
		pre app
		voided check & DL

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

Returned

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

Returned 12/15/23

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

SN:  125214737404 returned 11/08/2024

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

SN:  159324100412

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 Becky J Sptizer 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 22 2025		Mike Thomas	Walked Becky through a void
2	Mar 10 2025		Alexander Wilkins	Merchant found that the battery had been unplugged from terminal somehow. They were able to get the battery reconnected.
3	Nov 18 2024		Alexander Wilkins	Spoke to merchant, informed merchant on how to do tip adjust on the Dejavoo P3. Merchant stated if they have any further issues they will let us know.
4	Oct 17 2024			After speaking with Emily and Kamal, Kamal was able to find a Dejavoo P3 that takes a SIM card and has ordered one. We will keep the same pricing of $50.00 / mo for the equipment
5	Oct 17 2024		Charlotte Groff	Becky called and said that the terminal is back to dropping communication again. It's doing the same thing that it was doing on Friday when she worked with Mike. She wants a new terminal, preferrably not a Valor brand. She said that it's getting to the point that her customers are getting upset because they have to go get cash.
6	Oct 11 2024		Mike Thomas	TT Becky gave David ma new SIM card for her to try, the old one keeps dropping communication
7	Aug 29 2024		Mike Thomas	TT Becky updated term to WP
8	Feb 09 2024		Mike Thomas	TT Becky we got terminal back to where she can use it (was stuck on processing) she didn't want to do anything else to the terminal until Monday
9	Dec 06 2023		Morgan Withee	TT Becky her terminal won't batch. I let her know about the valor issue with batching. I told her to try again in a few hours. She will call back if she has any issues.
10	Oct 06 2023		Morgan Withee	Got signed form back to update their monthly fees to $50 a month. I have submitted this to iso client services.
11	Oct 05 2023		Charlotte Groff	corrected email address - Merchant wanted to move forward with the VL110 Cellular terminal so that she could get rid of her dedicated dial up line. She was quoted $50.00/month (currently paying $40.00/mo - a $10 increase). She was told that if she will get internet we will lower that monthly fee back down to $39.95/month
12	Sep 28 2023		Charlotte Groff	the VX520 terminal went out so since it's an end of life terminal, we gave merchant the Desk 3500 back. David Copeland is telling her that if she wants to stay on dial up that this is the only terminal left that will do dial up and is not end of life. If she doesn't like this terminal, her only other option is to go with a VL110 for cellular or a mobile device/dongle.
13	Aug 01 2023			TT Becky she wanted the tip after sale removed. We called in to tech support and they did an update to same TID which caused it to batch on it's own. We have put in a request to get all card numbers and exp dates fr all transactions
14	Aug 01 2023			TT David wlaked through a sale and setllement on Desk 3500
15	Aug 01 2023			VANTIV-VX520

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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