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

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 Veja 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

Location Type

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Dec 12 2024 04:46 PM		Mike Thomas	Replaced pin pad that went totally blank	Mike Thomas	Dec 12 2024 04:52 PM		Update Delete
2	Sep 21 2024 07:53 PM		Mike Thomas	Pk text me Saturday morning with serial number locked. I unlocked the serial number and all is working.	Mike Thomas	Sep 27 2024 07:56 PM	Mike Thomas	Update Delete
3	Aug 30 2024 06:53 PM		Mike Thomas	TT PK updated terminals to WP	Mike Thomas	Aug 30 2024 06:53 PM		Update Delete
4	Jul 02 2024 06:19 PM		Mike Thomas	TT PK we did a soft reset on the terminal and pin pad because they were getting pin pad offline. All working now.	Mike Thomas	Jul 02 2024 06:20 PM		Update Delete
5	May 14 2024 02:51 PM		Mike Thomas	TT PK VL300 pin pad not reading cards replacing.	Mike Thomas	May 14 2024 02:53 PM		Update Delete
6	Apr 01 2024 01:29 PM		Charlotte Groff	PK called back after he contacted his bank regarding the missing deposits and his bank found them and transferred them into his account.		Apr 01 2024 02:52 PM		Update Delete
7	Apr 01 2024 01:29 PM		Charlotte Groff	PK called stating that he's not getting his deposits into his new account for this location. Broomes 2 is getting their money. Called Vantiv DDA, spoke to Alexis. She says that the deposits are being sent but that the account change they made had a miskey and there is an extra digit in the bank account number. She made the correction to the bank account and said that today's transactions may still go to the incorrect bank account because it takes about 24 hours for the bank account change to update in their system. Vantiv's investigative team will reach out to Citizens Bank and see if they can pull those missing funds back in. Alexis said that it will take about 72 hours or maybe a little more for those funds to be pulled back and resent to the correct account number	Charlotte Groff	Apr 01 2024 02:00 PM		Update Delete
8	Mar 27 2024 03:38 PM		Mike Thomas	Downloaded 2 VL100 with VL 300 pin pads and shipped	Mike Thomas	Mar 27 2024 03:39 PM	Mike Thomas	Update Delete
9	Mar 26 2024 04:23 PM		Charlotte Groff	updated banking info. Also conferenced PK in with Vantiv to update on their system.	Charlotte Groff	Mar 26 2024 04:24 PM		Update Delete
10	Dec 26 2023 12:00 AM		Mike Thomas	Requested a new TSYS VAR for Valor 100 Service Request Number: 59947262	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Nov 20 2023 12:00 AM	Nov 20 2023	Mike Thomas	Requested MCC code update from 5499 to 5541 per Emily	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Oct 19 2023 12:00 AM	Oct 19 2023	Mike Thomas	Submitted an add VAR request SR# 58934626	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Oct 16 2023 12:00 AM	Oct 16 2023	Mike Thomas	Requested new VAR for Desk 3500 per Morgan	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded and shipped Desk 3500 and shipped FedEx 2 day delivery	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Called Gem team and the SR still isn't complete I asked them to expedite so they put a rush on it.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Terminal still not ready with EBT ISO revices says it's a VANTIV issue with loading EBT on the backend. She has emailed that dept with our particular issue. SR# 41462714	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Converted to Vantiv - Traditional - VX520 - Batch 7:30pm - IP - EBT FNS # 0748806	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 15.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 450000.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 35000.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	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

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 *