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
		Voided Check
		DL
		Health Permit
		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

SIM Card and charging cradle
SN: 1412211904554

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: 141214742587 With SIM

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 Smokin K's BBQ 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 30 2025		Charlotte Groff	Kevin called and wanted to know about his deposit from 5/28/25. I informed him of the technical issue with the batches and told him that the 28th & 29th batches were added together and gave him the exact deposit amount that should hit his bank today.
2	Mar 25 2025		Charlotte Groff	Kevin called and needed his tax information for February because his computer is broken and he can't get into Valor portal.
3	Oct 30 2024		Mike Thomas	Replacing VL 500 with used terminal. Included return label. Current terminal has bad power port per Charlotte.
4	Feb 21 2024		Charlotte Groff	Kevin called in and was having an issue logging into Valor dashboard. When I checked his user, he had not yet activated it. I resent the activation and he was able to get in after he set his password
5	Feb 07 2024		Charlotte Groff	Kevin called in and wanted to know if we could see cardholder's names. He said that a customer came in today and had a sale for $12.00 + fee + tax but she accidentally keyed a $315.01 tip. He wanted to get in touch with her some how to let her know about the mistake and so that he could issue a refund to her. Card #0974. Kevin called back and said that he was just going to void the whole ticket. The cardholder said that she though she was supposed to enter her PIN.....
6	Jan 23 2024		Charlotte Groff	Travis called and wanted to know if there was anyway that the merchant can bypass the Tax charge on the VL500 for a single transaction. Called Valor and confirmed that there is no way to do this other than have the merchant call us, we turn the tax option off and update the terminal. The merchant then runs the tax exempt transaction. Merchant calls us back to turn the tax option back and and update his terminal again.
7	Jan 23 2024		Mike Thomas	Travis wanted QSR set to $50.00
8	Jan 12 2024		Mike Thomas	Downloaded and shipped VL 500
9	Jan 12 2024		Charlotte Groff	SBC - IBUXX - 3.95% - Valor 500 with SIM Card and Charging Cradle (Travis is paying for charging cradle and SIM card) - Batch 8:00pm - TIPS - TAX Calculation - 9.75%

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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