Edit Merchant || Admin Panel Impact

Merchants

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Update Merchant

Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

Status

Product Type

Received Date

Approved Date

Activation Date

Closed Date

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 *	Notes *	Status	Date	Action
Insert file...	var
Insert file...	app
Insert file...	pre app
Insert file...	var
Insert file...	var

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Type

Install Date

EPI/TPN

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

EPI/TPN

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

EPI/TPN

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

EPI/TPN

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 Joe's Pizza & Pasta Fairview 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 #

State incorporated in

Business Start Date

Type of Legal Entity

Business Type *

Sub Business Type *

Types of Goods Sold

Primary Transaction Type

Card Swiped

%

Card Keyed In

%

Card Present

%

Card Not Present

%

Internet

%

Moto

%

B2B

%

B2C

%

Estimated Annual Sales Visa/MC/Discover/ AMEX Sales

Estimated Monthly Visa/MC/Discover/ AMEX Sales

Average Ticket

High Ticket

Persoanl Guarantor

Telephone Order

%

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Print Refund Policy On Footer
(If Yes Input Message In Notes)

Yes

No

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Sep 18 2024 03:50 PM			Moved to Vantiv	Charlotte Groff	Sep 18 2024 03:51 PM		Update Delete
2	Jun 26 2024 08:21 PM		Mike Thomas	Called Abby concerning PCI she had left for the day> Left message for her to call the office.	Mike Thomas	Jun 26 2024 08:53 PM		Update Delete
3	May 30 2024 02:13 PM		Alexander Wilkins	Spoke to Abby, she stated that she wanted Terminal S/N 118224737328 to have receipts match terminal S/N 118213111820 in how they printed. Made changes in Valor as such and let her know if their are any issues to let us know.	Alexander Wilkins	May 30 2024 07:38 PM		Update Delete
4	Jan 12 2024 12:00 AM		Mike Thomas	TT Neil and Abby, walked them through activating, adding value, and gift card sales on Valor. All went well.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Jan 09 2024 12:00 AM		Mike Thomas	TT Abby she was wanting to do a $10 tip on a 1 cent transaction but it will not let her do that adjustment. I offered to call Valor for a work around but she said it was OK and not to worry about it. The transaction has to be at least $1.00 to adjust	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Oct 19 2023 12:00 AM	Oct 19 2023	Mike Thomas	Called and left a message for Abby to call me. she has been delivering this week	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Oct 17 2023 12:00 AM	Oct 17 2023	Mike Thomas	Tried to call Abby concerning gift cards...not in the office today. Will try again tomorrow.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Oct 16 2023 12:00 AM	Oct 16 2023	Mike Thomas	Tried to call Abby concerning gift cards...they are closed on Mondays	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 23 2023 12:00 AM	Aug 24 2023	Mike Thomas	Set up VT and walked Abby through downloading the app on her phone. She wanted instructions so i sent her this link: https://kb.valorpaytech.com/docs/downloading-the-valorpay-app she wanted batch time changed to 2"00 am on VT	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 24 2023 12:00 AM	Aug 23 2023	Mike Thomas	Added VT VAR 0007	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 10 2023 12:00 AM	Aug 10 2023	Mike Thomas	Shipped replacement VL100. Old terminal having chip reader issues. Included return shipping label	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			Left another message for Abby to call me concerning below note	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			Tried call Abby again this morning concerning double charging her customer...left a message with her co-worker to call me.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			SBC - IBUXX - 3.25% with Joes paying 0.25% - 2 Valor 100s - IP - Batch time 4:00am - Tip Edit	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete

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

Software Or POS Integration Questions Only

POS Software Integration

Yes

No

Software Name & Version:

Pricing Provided

Statement Analysis

Quote

POS Software Publisher

Seasonal Flag

Seasonal Months

Location Type

Deposit Time Frame

Deposit Type

Network ID

MP/AP Name

RP Name

Receipt Header Message

Receipt Footer Message

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 *