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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
	signed app
	pre app
	voided check
	DL
	var 1
	var 2
	var 3
	var 4

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 Downtown Envy 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	Feb 23 2024 10:57 AM	Mike Thomas	TT Billie, confirmed a transaction of $89.41 went through twice on 2/9/24. She will refund.	Mike Thomas	Feb 23 2024 04:56 PM
2	Aug 01 2023 12:00 AM		Bonnie called because on 4/20 a customer was charged twice for $86.07 card#7965 and wanted to know how to do a refund so I first confirmed that the transaction did in fact go through twice and then I walked her though the steps to refund and the refund was successful.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM		Billie called and needed to confirm if a customer was double billed on 4/26 for $64.83 CARD 9947. I confirmed the double billing and got the complete card number for her. I then called her back and walked her through how to run a refund.	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM		TT Annette turned of auto settle per her request	Dee Karawadra	Jan 31 2024 01:39 PM
5	Aug 01 2023 12:00 AM		Recveived 2 PAX A80 back from merchant. SN: 1240248258 and 1240122714 cleared apps from terminal and put into inventory	Dee Karawadra	Jan 31 2024 01:39 PM
6	Aug 01 2023 12:00 AM		TT Annette she said the old equipment is shipping back to us today	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 Downtown Envy Accounts

Default Setup

Merchant CMS