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
Insert file...
Insert file...
Insert file...
Insert file...

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 Bigger Burger Better BBQ INC 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	Nov 08 2024 06:05 PM		Mike Thomas	TT Beverly had to reset device configurations after the Valor glitch	Mike Thomas	Nov 08 2024 06:19 PM		Update Delete
2	Jan 10 2024 12:00 AM		Mike Thomas	TT Beverly got her reconnected to wi-fi, ran transaction	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
3	Oct 05 2023 12:00 AM	Oct 05 2023	Mike Thomas	TT Chris he wants to set terminals back up on sim cards Tuesday at 8:30 870-307-2542	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Oct 04 2023 12:00 AM	Oct 04 2023	Mike Thomas	Tried to call Chris several times continues to go to voicemail. Was calling to see if we could change drive thru back to SIM. ,Called location he is out until tomorrow.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Oct 03 2023 12:00 AM	Oct 03 2023	Mike Thomas	TT Chris he was saying terminal says no SIM card sometimes but was working fine when I called he will call us directly the next time he has a issue	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Sep 20 2023 12:00 AM		Morgan Withee	Merchant claims they are missing funds from their batch. I did an audit of all of their deposits and batches with each transaction they ran from 9/15-9/17. All transactions are accounted for and show to have been deposited. On the spreadsheet, I color-coded each transaction to show where it was run from. If they still do not see the deposits, they need to get with their bank and provide the Trace ID so the bank can track them down. I sent Lisa a spreadsheet of all of my work. I also saved this in the merchant file on the drive.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Sep 05 2023 12:00 AM	Sep 05 2023	Mike Thomas	TT Lisa will be replacing VL 500 charging issues	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 08 2023 12:00 AM	Aug 08 2023	Mike Thomas	Turned off tips on all terminals per Charlotte. Called Lisa to advise her it has been done.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 02 2023 12:00 AM		Charlotte Groff	TT Lisa - merchant wanted her batch time set to 8:00pm Central time. Changed the batch time from 8:30 to 9:00pm in Valor on both 500 terminals and the VT. She also mentioned that the terminals are not printing out the batch receipts each day. Called Valor and they suggested doing a soft reset on the terminals and see if that will help. Lisa is going to the merchant's business morning of 8/3/23 and Mike will call her at 10:00 to get the soft reset done	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			Received a dongle and charging stand back from merhant pui back in inventory	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			Received 2 PAX A80 Back from merchant still has dongles. Deleted terminals from BroadPOS	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			TT Lisa, we had to go in to device management and choose the correct TID to process...we tested and all is working	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			Emailed Lisa another rerturn label, the one we sent earlier had expired.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			TT Chris walked him through a batch using Broad POS. It batched out successfully for $1,183.72. I also ,called TSYS to verify included trans from 3/9-3/13	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			Updated DBA and Location Address. We had their home address as the DBA address. Their terminals were delivered to their home instead of the restaurant	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			tested new pax A80 terminals (2) - batched correctly - shipping terminals today. FedEx Tracking 771499459332 - 2 Day to arrive Thursday 3/9/23 by 4:30pm	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			created this MID due to mixed-MID issue with Pax A80s beginning on 2/23/23 and ending on 3/2/23. All transactions in SwipeSimple between these dates have been accounted for now. Some were rekeyed, some were done via Force Post and the declines were paid via a refund of $308.73 submitted on 3/3/23. There is a spreadsheet in their folder labeled "SS Transactions" that will have everything included and when it was paid.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			Set up new users katlynngrace2018@gmail.com s.martin6718@gmail.com kevintharp1970@gmail.com karencowden6@gmail.com Did not set up their passwords. Letting them set their own passwords.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			SBC- Ibuxx-3.95%	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Jul 31 2023 12:00 AM			TT Lisa increased batch to #64 and batched out 49 transactions	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Jul 18 2023 12:00 AM	Jul 18 2023		Restaurant Account	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 *