Edit Merchant || Admin Panel Impact

Merchants

Submit 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
Insert file...	signed app
Insert file...	Pg sheet
Insert file...	Impact app
Insert file...	Form millington unsigned app

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

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

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 Homer Skelton Ford of Millington 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	Jan 17 2024 12:00 AM		Charlotte Groff	Brian called and wanted to know how to do an ACH on Fluid Pay. He mentioned that they went through the training a couple of months ago. I told him to call Rodney and find out who the service is through that they signed up for. He called back a few minutes later and said that it wasn't an ACH, but a virtual check and that it was not through Impact.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
2	Sep 14 2023 12:00 AM		Morgan Withee	Spoke to A franklin in service. Someone ran a transaction on 8/18/23 through the VT instead of the terminal so the transaction did not print out on their settlement report. She wanted to verify if this transaction was funded. I do infact see they were paid for this with their 8/18/23 batch. I pulled the settlement report from iQ and sent that to her. While I was speaking to her I lost connection. I tried to call her back but got the service department's VM. I emailed her and told me to call me back with any questions.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
3	Aug 18 2023 12:00 AM	Aug 18 2023	Mike Thomas	TT Edi she needed her user name	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Aug 01 2023 12:00 AM			TT Mariam has charging issues with Dejavoo, I conferenced in Dejavoo and they had her remove the battery and then reconnect it. They also want to confirm that the charger is plugged into an outlet using the charging block and not just the USB connection.She couldn't do that right now without help. She will call me back tomorrow and let me the status.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Aug 01 2023 12:00 AM			I called Nancy and also WorldPay Disputes department today to discuss the AmEx chargeback for $2481.13. Debbie at WorldPay will call AmEx and let them know that the merchant did respond to the documentation request but due to system limitations the docs she uploaded appeared blank. Debbie suggested that we convert them to TIFF files. Nance didn't know how to do this so I converted them for her and emailed them back to her so that if AmEx does re-open the case, she can upload them in a format that AmEx prefers. Ms Nancy will be checking the Notes section on the chargeback case number in IQ to see if Debbie was successfull in getting AmEx to open the case back up	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Aug 01 2023 12:00 AM			Nancy called and said that they received a chargeback on an AmEx transaction for $2481.13 taken on 5/26 on Card 2008. They uploaded all of their documentation in plenty of time through IQ. However the documents they uploaded came through as blank documents. She called CB Dept at WorldPay and they told her the docs were blank and asked her what browser she used. She said Microsoft Edge. The WP employee told her she should use Chrome to do that. WP employee gave her the fax number at American Express so that she can send over her documents directly. AmEx closed the chargeback with favor to the issuer. Emailed Morgan details and she is forwarding to our WP Rep for assistance in getting the Chargeback opened back up. It has not been 30 days as of yet since the chargeback was initiated	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Aug 01 2023 12:00 AM			TT merchant, they wanted VT to settle at 4:00 pm made change in FP	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM			Added VT in Fluid Pay TID# 78478629 TERM# 0007	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM			TT Edie they let us know that their terminal was not working. We called fluid pay they were down. We were able to get them up and going within an hour. We called Edie back and let her know they should be back up and running. She said she would call us and let us know if they had any more troubles. We did notice while we were in there that they did not have a VT. We will get this enabled this week so if this happens again they can still process.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			Vantiv - Traditional - Dejavoo / Fluid Pay - Batch time 7:00pm - IP	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 *