View Merchant || Admin Panel Impact

View Merchant

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
	DL
	pre app
	VAR
	Signed app
	voided check
	DL
	pre app
	VAR
	Signed app
	voided check

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

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 Teresa Pentz 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	Reminder Date	Employee	Note	Created by	Updated at
1	Nov 30 2023 12:00 AM		Charlotte Groff	Hannah called in regarding the $270.00 debit to their account. I got her to send me the screenshot of the debit and I forwarded it to SBC when I couldn't find any evidence of a debit in Pioneer on the merchant's account. SBC said that they did not send the debit. I called Hannah back and informed her that it was not us and she is calling her previous processor to see if it was them.	Dee Karawadra	Jan 31 2024 01:39 PM
2	Nov 28 2023 12:00 AM	Nov 28 2023	Mike Thomas	TT Kelly she said she has an adjustment of -$270.00 on 11/20/23. Called SBC and they said they don't see any adjustment for that amount. She is calling their bank	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM			Swipe Simple virtual terminal only-Card info will be kept on file for monthly billing.	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 Teresa Pentz Accounts

Default Setup

Merchant CMS