Edit Merchant || Admin Panel Impact

Merchants

Docuseal 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...	app
Insert file...	pre app
Insert file...	voided check & DL

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 Becky J Sptizer 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 17 2024 06:45 PM			After speaking with Emily and Kamal, Kamal was able to find a Dejavoo P3 that takes a SIM card and has ordered one. We will keep the same pricing of $50.00 / mo for the equipment		Oct 17 2024 09:13 PM		Update Delete
2	Oct 17 2024 06:45 PM		Charlotte Groff	Becky called and said that the terminal is back to dropping communication again. It's doing the same thing that it was doing on Friday when she worked with Mike. She wants a new terminal, preferrably not a Valor brand. She said that it's getting to the point that her customers are getting upset because they have to go get cash.	Charlotte Groff	Oct 17 2024 07:12 PM	Charlotte Groff	Update Delete
3	Oct 11 2024 08:46 PM		Mike Thomas	TT Becky gave David ma new SIM card for her to try, the old one keeps dropping communication	Mike Thomas	Oct 11 2024 08:49 PM		Update Delete
4	Aug 29 2024 01:21 PM		Mike Thomas	TT Becky updated term to WP	Mike Thomas	Aug 29 2024 01:21 PM		Update Delete
5	Feb 09 2024 04:28 PM		Mike Thomas	TT Becky we got terminal back to where she can use it (was stuck on processing) she didn't want to do anything else to the terminal until Monday	Mike Thomas	Feb 09 2024 10:28 PM		Update Delete
6	Dec 06 2023 12:00 AM		Morgan Withee	TT Becky her terminal won't batch. I let her know about the valor issue with batching. I told her to try again in a few hours. She will call back if she has any issues.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Oct 06 2023 12:00 AM		Morgan Withee	Got signed form back to update their monthly fees to $50 a month. I have submitted this to iso client services.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Oct 05 2023 12:00 AM		Charlotte Groff	corrected email address - Merchant wanted to move forward with the VL110 Cellular terminal so that she could get rid of her dedicated dial up line. She was quoted $50.00/month (currently paying $40.00/mo - a $10 increase). She was told that if she will get internet we will lower that monthly fee back down to $39.95/month	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Sep 28 2023 12:00 AM		Charlotte Groff	the VX520 terminal went out so since it's an end of life terminal, we gave merchant the Desk 3500 back. David Copeland is telling her that if she wants to stay on dial up that this is the only terminal left that will do dial up and is not end of life. If she doesn't like this terminal, her only other option is to go with a VL110 for cellular or a mobile device/dongle.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			TT Becky she wanted the tip after sale removed. We called in to tech support and they did an update to same TID which caused it to batch on it's own. We have put in a request to get all card numbers and exp dates fr all transactions	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			TT David wlaked through a sale and setllement on Desk 3500	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			VANTIV-VX520	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 *