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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...	application
Insert file...	secure bancard
Insert file...	Steven F Wasik Inc
Insert file...	VAR
Insert file...
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

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

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 Stephen F Wasik Inc Accounts

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	Mar 19 2024 01:23 PM		Charlotte Groff	merchant called in regarding Saturday 3/16/24 deposit not hitting her bank account on Monday. Informed her of the file transmission issue that occurred with NCR and let her know that it's been resolved and the deposit should be in her account today.	Charlotte Groff	Mar 19 2024 01:25 PM		Update Delete
2	Dec 18 2023 12:00 AM	Dec 18 2023	Mike Thomas	Shipped Valor Charging cradle (VL500) overnight FedEx tracking 774526629434	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
3	Nov 14 2023 12:00 AM		Morgan Withee	Sent Kari email on the sim cards. I was able to find 3 so we are shipping all 3 out. Here is the tracking number: 774106488994 Here is the link with the video that will walk the merchant through how to install the sim card. https://kb.valorpaytech.com/reference/install-sim-into-vl110-copy-1 These SIM cards can be hard to insert at times. Please have the merchant call us to walk him through how to insert the sim card or watch this video for help. It's easy to get the card stuck in there if you dont know what you are doing. Then you cant get it out or use it. So its important that he watch the video or call for help Thank you!!	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Nov 14 2023 12:00 AM		Morgan Withee	Kari called. They want 3 sim cards. WE will overnight them and then charge kari shipping on her residuals	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Nov 01 2023 12:00 AM	Nov 01 2023	Mike Thomas	TT Brad and Kar, explained Valor issue that was happening on 10/31. He said all terminals are working great.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Oct 12 2023 12:00 AM	Oct 12 2023	Mike Thomas	Downloaded Valor 500 will ship when invoice is paid	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Oct 12 2023 12:00 AM		Charlotte Groff	Kari Rosado called in and said that the merchant is requesting an additional VL500. They will be sending in the non-working terminal. Kari will be buying this terminal for the merchant. Requested Tsys var for the additional terminal	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM			Linda called about the terminal error code saying Issuer Error. I informed her that Valor was having issues and that we were on the phone with Valor trying to get this resolved.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM			TT Brad he wanted to try to batch terminal again...we did and it failed.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			Called Valor to get an update. TT John and he said this was moved to a priority escalation. I also gave Morgan details concerning this issue.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			Called Valor to see if they have found what's causing this batch to fail...not yet they will update me ASAP	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			batch is still not going through. Called Valor TT John and he is escalating and will get TT Carol she was missing $17, 839.62 from Saturday business. Checked in Valor and one of the terminals hadn't settled. Walked him through a settlement and explained terminal could've been offline at settle time.Then back to me today.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			Carol Wasik called about deposit for 4/8/2023. She stated that they made close to $22,000.00 dollars on 4/8/2023 but $3,883.03 was only deposited. I looked in pioneer and saw where the deposit had been made for the $3,883.03. I spoke with Mike to get some insight on this matter and he then told me to transfer Carol over to him to help rectify this matter.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			TT Brad he wanted ZIP removed from keyed transactions	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			TT Merchant walked them through resetting terminal...had gone to a screen they weren't familiar with.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			TT Brian and advised him we sent a new Valor 500 for the one that he has to reboot every morning	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	Aug 01 2023 12:00 AM			Downloaded and shipped Valor 500 2 day delivery. Tracking # 771324469468	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Aug 01 2023 12:00 AM			Requested New VAR. One oh the 500's keeps powering off by itself	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Aug 01 2023 12:00 AM			TT Brian 500 had strange screen, we reset and now acting normal	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Aug 01 2023 12:00 AM			Brad called in saying that he has regular customers with their cards on file and he doesn't have all of the zip codes as some live internationally. He wanted me to remove the AVS from his machines so that he wouldn't have to enter the zip codes. I removed AVS from both terminals and Mike walked him through how to get the paramaters updated on his terminal	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Aug 01 2023 12:00 AM			TT Brad and walked him through a transaction and void...also answered all questions he had	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
22	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: TT Kari merchant has used terminal already and is familiar with it. She says they will train the staff after the holidays.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
23	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded 2 Valor 500 and shipped FedEx along with 2 charging stands	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
24	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 84.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
25	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 1911226.40	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
26	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 90	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
27	Aug 01 2023 12:00 AM		Morgan Withee	User: Morgan Withee -> Changed : TO Percent FROM 0 TO 10	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
28	Aug 01 2023 12:00 AM			SBC-Traditional- 2 Valor 500 Terminals-Dial-Batch time 10:00pm Eastern-NDF	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 *