Edit Merchant || Admin Panel Impact

Merchants

Resend Document for Sign Back

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
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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

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 Sons of Arley Accounts Delete Overrides

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

Location Type

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Todd is sending back the pin pads	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
2	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Sent todd a return label	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
3	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: requested PCS to close out account with no form	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: spoke to Todd he wants to cancel let him know need the 3 terminals 3 pin pads back and we will cancel his account. The new provider reprogrammed our terminal so he is waiting on replacements. He will ship to us directly	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Aug 01 2023 12:00 AM			User: Emily Karawadra -> Notes: Spoke to Kayla they went 100% to Bank One told her we need our 3 FD130 and pin pads returned. She said she should be able to get new ones setup by next week. So she can send those in then.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: TT - Kayla - Since Friday 10/1 they started having issues with their terminal accepting EBT cards. She did say that they had their other 2 terminals set up on Friday to accept EBT cards through Bank One. Bank One called her back today and told her that she's not allowed to process EBT through 2 different processors and that's the reason she can't take it on our terminal. She was getting the response Invalid Message or Process code not approved	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Robin called back and stated everything is fine now.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Getting invalid account when trying the refund will call customer back to confirm card info	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Notes: Robin called in they ran a card for $1027 too much over the holiday weekend and wanted to know how to refund it. I let her know if she has the card number she can do a refund and just key in the card number exp date and the cvv code. She said she had his card number and she would call the customer back to get his exp date and the cvv code. She will call us if she has any troubles.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded 3 FD130 1) SN: FD1000621749 TID# 4853885 Settle time 7:45 2) SN: FD1000621719 TID# 4853880 Settle time 7:40 3) SN: FD1000621730 TID# 4853884 Settle time 7:44. Sent 3 FD35 SN: 806CG4906/806CH08152/806CH083785	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Notes: Spoke to Brenda and the terminal was manually batched again and it is throwing the auto settle off.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Notes: Tina called and stated one of the terminals did not batch last night. I show the deposit.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Notes: Merchant was batching out manually and it was knocking the auto-settle out and causing the merchant to not receive their next day funding.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: TT Marty had auto settle time set to 7:50, 7:55, and 8:00 pm	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Shipped 3 ethernet cables per Marty	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Notes: Received call Robin they did not receive a deposit from Monday. Called Rise and clientline was down. I got an email back that they did not batch in time to meet the cut off.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: TT Marty walked him through parameter updates on three terminals to update auto settle to 8:25 pm	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Notes: TT Tina about batching times. They are batching out between 9-9:15. Spoke to Rise 9:30 Eastern Standard.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded and tested 3 FD130 and 3 FD35 pin pads....all working. Term SN: FD100605773/FD100605740/FD100605770 PIN Pad SN: 806CG87206/806CG89955/806CG98693	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded (3) VX520 IP. SN: 803-225-351/803-225-353/803-225-358	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 250000.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
22	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 3000000	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
23	Aug 01 2023 12:00 AM			User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 60.00	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

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 *