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
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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

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 Hyundai LLC 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

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Oct 02 2024 01:42 PM		Mike Thomas	TT Opie, Dejavoo QD4 is blank and has a red blinking light. Eric from Dejavoo is replacing the battery at no charge. Shipping next day	Mike Thomas	Oct 02 2024 01:44 PM		Update Delete
2	Sep 09 2024 01:28 PM			Sent Rodney invoice for 3 QD4 and encryptions	Mike Thomas	Sep 09 2024 05:15 PM		Update Delete
3	Sep 03 2024 02:29 PM		Mike Thomas	TT Opie QD4 Had critical update required, conferenced Dejavoo, walked through a download, tested....now working	Mike Thomas	Sep 03 2024 02:38 PM		Update Delete
4	Aug 23 2024 03:59 PM		Alexander Wilkins	Sarah called in requesting 3 more terminals for the merchant. Left a message with Sarah stating that Rodney needs to call or email in confirming they are looking for 3 more terminals.	Alexander Wilkins	Aug 23 2024 04:00 PM		Update Delete
5	Jun 27 2024 01:03 PM		Mike Thomas	After plugging into regular outlet terminal batched as normal	Mike Thomas	Jun 27 2024 01:04 PM		Update Delete
6	Jun 25 2024 08:39 PM		Mike Thomas	TT Joselyn I batched their terminal again. They have the QD4 plugged into the back of a computer I advised them to plug it into a regular wall outlet so it will stay connected so it can batch correctly	Mike Thomas	Jun 25 2024 09:08 PM		Update Delete
7	Jun 21 2024 06:29 PM		Mike Thomas	TT Natasha batched term out for 6/20 transactions looks like terminal was offline at auto batch time	Mike Thomas	Jun 21 2024 06:30 PM		Update Delete
8	Jun 18 2024 12:56 PM		Mike Thomas	TT Opie batch from 6/13 and 6/14 not going through. We tried batching through portal but terminal was not connected. We got it up and I was able to perform the batch.	Mike Thomas	Jun 18 2024 05:16 PM		Update Delete
9	Aug 21 2023 12:00 AM	Aug 21 2023	Mike Thomas	TT Dejuanna confirmed a transaction did not go through	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			Confirmed a transaction for $900.00 did go through last 4 2406, advised Dejuanna	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			Set up VT in Fluid Pay TID# 78478666 VAR 0007	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			Lisa called for tech support due to the error code they were getting and couldn't run any cards. The error was E. validation is not a function billing validation incomplete. Morgan contacted Fluidpay and found out that Fluidpay was in fact down. As soon as it came up and we got an update that the issue was corrected we contacted the merchant to let them know that everything was working and we had them make sure it was working.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			TT Lisa she couldn't get transactions to send to Dejavoo, hse was trying to run them to the wrong terminal. Terminal upfront is tied to Homer Skelton Hyundai Service 2. All working now.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			Received email from Rodney asking for January statements and also asking that they be mailed to PO BOX 726 - Olive Branch MS 38654 going forward. Submitted SR45926938 in NPCrm to change Mailing address to PO BOX. I also updated our files with the PO BOX 726	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Vantiv - Traditional; IP - Omni Flex	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 250000	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 3000000	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 250.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Jul 20 2023 12:00 AM		Mike Thomas	Tt Mariam she was calling back from yesterday to let me know the the battery was 100% charged. It seems that resetting the battery worked.	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 *