View Merchant || Admin Panel Impact

File here *	Notes *	Status	Date
	app
	var
	DL
	pre

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

SIM card

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Dial

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

Equipment ID

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 Driftstone Pueblo 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

Merchant

Month

Year

Merchant CMS

EIN/Federal Tax ID Type

MCC Code

EIN/Federal Tax ID #

Type of Legal Entity

State incorporated in

Types of Goods Sold

Primary Transaction Type

Internet

Swipe

Keyed

Average Ticket

Telephone Order

Annual Volume

Business Start Date

High Ticket

Persoanl Guarantor

Monthly Volume

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Sr. No.	Date	Employee	Note	Created by	Updated at
1	Jul 25 2024 02:50 PM	Alexander Wilkins	Merchant requested Batch Report for 07/24/2024. Went in to Pioneer and sent the merchant an Excel Sheet with the Batch Report for the date requested.	Alexander Wilkins	Jul 25 2024 03:20 PM
2	Jul 23 2024 04:26 PM	Mike Thomas	TT Mike set up VT for mobile, walked him through a transaction	Mike Thomas	Jul 23 2024 04:29 PM
3	Aug 01 2023 12:00 AM		merchant submitted ach change form and voided check. I submitted an SR to get this updated. attached DDA change forma nd bank letter to documents	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM		SBC-Traditional- 1 Valor 500- 1 Pax S80- Dial- NDF- Batch time 7:30pm Central-NDF - Merchant is doing PIN Debit	Dee Karawadra	Jan 31 2024 01:39 PM

.....

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 2 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 *

Merchants

View Merchant

Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Driftstone Pueblo Inc Accounts

Default Setup

Merchant CMS

Owner 1 Information

Owner 2 Information