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
		Driver's License
		Bank Letter
		EIN Assignment
		Signed application
		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

SN: 118220725879

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 Elrod Cleaners 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	Dec 20 2024		Alexander Wilkins	Changed to 3.95% to customer per merchant request.
2	Nov 05 2024		Mike Thomas	TT Ellen, can't connect via ethernet. Thinks internet may be down, she is contacting provider.
3	Sep 18 2024		Alexander Wilkins	Spoke to merchant, asked if a transaction had gone through twice. Confirmed in Pioneer that their were two charges for the same amount on the same card.
4	Aug 20 2024		Charlotte Groff	Ellen called and wanted to know if there is a way to reprint her batch report from last night because her terminal ran out of paper. She got the total amount, but not the detailed part showing each transaction. I told her that I would email Matt and let him know that her terminal ran out of paper before it could print the whole batch report. She has no way of emailing him.
5	May 20 2024		Alexander Wilkins	Merchant called due to needing to refund a customer's card from 5/15/24 however it kept showing them cash refund on the terminal. Walked merchant through credit refund and successfully processed the refund.
6	Feb 26 2024		Charlotte Groff	called merchant due to a Valor support request that came in Saturday, 2/24/24. She said she had problems with her terminal and getting a batch receipt, but she finally got it. No issues now.
7	Jan 08 2024		Morgan Withee	I added the $24.95 mo fee back
8	Jan 03 2024		Charlotte Groff	Corrected DBA name to Munford Cleaners from Elrod Cleaners - Munford per merchant's request. SBC changed their system and Mike made correction in Valor so that receipts will print correctly.
9	Jan 02 2024		Mike Thomas	TT Ellen walked her through download for ownership change. Ran test all working SN: 118220725879
10	Dec 29 2023		Mike Thomas	Built download file for VL100 for ownership change on 1/2/2024
11	Dec 27 2023		Morgan Withee	removed the $24.95 fee for the month of December. Will put this back for January billing.
12	Dec 22 2023		Alexander Wilkins	SBC/Ibuxx 3.95%/Customer 2%/Merchant 1.95%/1 Valor 100

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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