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Merchant ID

Legal Name

DBA Name

Processor

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Is Override

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Address 2

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ZIP

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DBA Same as Legal Address

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Mailing Address Same as DBA

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File here *	Notes *	Status	Date
	Var
	Voided check
	Signed app
	DL
	Business permit
	Pre app

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Auto Batch - 6:15 PM

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 Lisa Davis 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 #

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State incorporated in

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Internet

Swipe

Keyed

Average Ticket

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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	Aug 01 2023 12:00 AM	Morgan Withee	User: Morgan Withee -> Notes: We got the equipment and the cancel letter back today. Will send this to SBC for cancelation now.	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: Spoke to LIsa Davis. She is closing her business and needs to cancel her account. I sent her the Cancellation Request Form she needs to fill out and instructed her to send the Pax s80 back to us. I also told her she can either email the cancellation form back to me or she could put it inside the box when she returns the equipment and that we would not be able to cancel her account until we receive the equipment back.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: TT- Lisa - she tried to run a refund and it ran it as a sale. Walked her through how to void the sale she accidentally ran and then walked her through how to run the refund. She received printed receipts on both void and refund	Dee Karawadra	Jan 31 2024 01:39 PM

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No Owner Found!!

Merchants

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Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Lisa Davis Accounts

Default Setup

Merchant CMS