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Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

Status

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
No Records Found!!

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 X-tra Savings 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	Note	Created by	Updated at
1	Aug 01 2023 12:00 AM	User: Linda Billings from - Notes: cancel ltr recv'd, OSM 194885	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM	User: Linda Billings from - Notes: Dianna pulled file folder & gave to me, sd merchant closing business. Called Lindsay to let her know he's sending cancellation letter & need to know if term fee.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM	User: First State Bank - Department: 1 - Notes: David called yesterday at end of day. He was trying to batch and having trouble. It turns out he just accidentally put the password in incorrectly. It is the date backwards and he was putting in 2711 instead of 2811. Stayed on phone with him while machine batched.	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM	User: First State Bank - Department: 1 - Notes: Downloaded machine today. Trained on machine. David was not there, so I left him a note reminding him to cancel his old processor. Let Brenda at bank know it was downloaded.	Dee Karawadra	Jan 31 2024 01:39 PM

.....

No Owner Found!!

Merchants

View Merchant

Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of X-tra Savings Accounts

Default Setup

Merchant CMS