Merchants

Submit Document for Sign Back
Update Merchant
File here * Notes * Status Date Action
Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of X-tra Savings Accounts
Delete Overrides

                  

Default Setup

                  
                  
                  
                  

Processor wise Setup

                  
                  
                  
                  

                  
                  
                  
                  

Merchant CMS

%
%
%
%
%
%
%
%
%
  
  
  
Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Aug 01 2023 12:00 AM User: Linda Billings from - Notes: cancel ltr recv'd, OSM 194885 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Linda Billings from - Notes: Dianna pulled file folder & gave to me, sd merchant closing business. Called Lindsay to let her know he's sending cancellation letter & need to know if term fee. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: First State Bank - Department: 1 - Notes: David called yesterday at end of day. He was trying to batch and having trouble. It turns out he just accidentally put the password in incorrectly. It is the date backwards and he was putting in 2711 instead of 2811. Stayed on phone with him while machine batched. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: First State Bank - Department: 1 - Notes: Downloaded machine today. Trained on machine. David was not there, so I left him a note reminding him to cancel his old processor. Let Brenda at bank know it was downloaded. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
]

Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information