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
	signed app
	voided check
	DL
	pre app

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

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

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

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

VAR 0007

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 Homer Skelton Enterprise 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	Sep 07 2023 12:00 AM	Charlotte Groff	Madison called in and said she got a declined - code 651 on a transaction for $975.42 card 8025 today. She wasn't sure what the decline reason was and wanted to know. I called Vantiv to see what the bank sent back and it was declined for NSF - code 51. I called Madison back and let her know that it was because not enough funds were available on the card.	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM		TT Brittany, had to do a refund directly through the terminal as you can only refund once on the dashboard when you use terminal. Refund was issued. $761	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM		Set up VT in Fluid Pay TID# 78478847 VAR 0007	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM		Merchant called today and said they received an approved receipt for $57.04 that had an approval code on it, but when they looked in the Fluid Pay Dashboard the transaction was showing Declined. I told her to call me back tomorrow morning so that I can confirm for certain that it did batch out. I've seen instances like this where the dashboard shows declined, but approved receipt was generated and customer gets billed / merchant gets paid. Addition to note: Customer did get billed and merchant was paid with 5/9 batch. Confirmed this in IQ	Dee Karawadra	Jan 31 2024 01:39 PM
5	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: Vantiv - Traditional; IP - Omni Flex	Dee Karawadra	Jan 31 2024 01:39 PM
6	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100	Dee Karawadra	Jan 31 2024 01:39 PM
7	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 240000	Dee Karawadra	Jan 31 2024 01:39 PM
8	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 2800000	Dee Karawadra	Jan 31 2024 01:39 PM
9	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 250.00	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 *

Merchants

View Merchant

Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Homer Skelton Enterprise Inc Accounts

Default Setup

Merchant CMS

Owner 1 Information