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
	voided check too large to upload
	pre app too large to upload
	signed app
	var

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Swipe Simple App

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 Fitness Contingent 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	Aug 01 2023 12:00 AM	Morgan Withee	User: Morgan Withee -> Changed : TO Percent FROM 0 TO 10	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM	Morgan Withee	User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 90	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM	Morgan Withee	User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 36000	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM	Morgan Withee	User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 100	Dee Karawadra	Jan 31 2024 01:39 PM
5	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: Reagan and Lee Getter called late yesterday afternoon (10/31/22) to say that they are closing their business and asked if there was a quick way that they could remove the monthly billing from all of their customers before it is processed for November's billing. I called Swipe Simple and the only quick way to prevent November charges is to either inactivate all of the scheduled payments or to close out their account on Swipe Simple. I checked back with the merchant to make sure that they had no plans on processing any more transactions and they said no. So they decided to go with the option of going ahead and closing out their account on Swipe Simple. I was able to get that done before 5:00pm close of business. I sent Lee Getter the SBC Cancellation Request form to sign as well. Waiting to get the SBC form back before cancelling him in this system and on SBC	Dee Karawadra	Jan 31 2024 01:39 PM
6	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: Received note from SBC saying that November fees rejected their bank account. We've not received the SBC cancel request form back from them but SBC has cancelled their account anyway as they are now in collections.	Dee Karawadra	Jan 31 2024 01:39 PM

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No Owner Found!!

Merchants

View Merchant

Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Fitness Contingent Accounts

Default Setup

Merchant CMS