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
	Pre App
	DL
	Bank Letter
	VAR Sheet
	VAR Sheet2

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Swipe Simple through Vantiv

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

using an ingenico icmp - we are going to try to make this work on a global back end for vantiv

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

Will use this instead due to bluetooth reader!

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 Juneau 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	Aug 01 2023 12:00 AM			Tricia called and said that Lisa was having problems getting logged into her PCI. I emailed Lisa the phone #, email and website address for PCI Compliance Support on WorldPay	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: Tricia Wright called and said that Lisa can't log in to her swipe simple app on her phone - it says invalid user name or password. Told Tricia to have her do the forgot password on her app and they'll send her a new password.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: TT - Lisa (per Tricia's request) - she was wondering why her transactions aren't being deposited for a couple of days. Specifically one she says she key entered on 7/26 for $1121.36. When I look in IQ the transaction was actually keyed on 7/27 and was deposited in the proper time frame.	Dee Karawadra	Jan 31 2024 01:39 PM
4	Feb 28 2023 12:00 AM	Feb 28 2023	Charlotte Groff	Tricia called and said that Lisa was having problems getting logged into her PCI. I emailed Lisa the phone #, email and website address for PCI Compliance Support on WorldPay	Dee Karawadra	Jan 31 2024 01:39 PM
5	Oct 06 2020 12:00 AM	Oct 06 2020		Tricia Wright called and said that Lisa can't log in to her swipe simple app on her phone - it says invalid user name or password. Told Tricia to have her do the forgot password on her app and they'll send her a new password.	Dee Karawadra	Jan 31 2024 01:39 PM
6	Oct 06 2022 12:00 AM	Oct 06 2022		TT - Lisa (per Tricia's request) - she was wondering why her transactions aren't being deposited for a couple of days. Specifically one she says she key entered on 7/26 for $1121.36. When I look in IQ the transaction was actually keyed on 7/27 and was deposited in the proper time frame.	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 Lisa Juneau Accounts

Default Setup

Merchant CMS