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
	Var
	Voided Check
	KAM License
	Tax return

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 The Muller Firm LTD 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		User: Charlotte Goff -> Notes: Spoke to Karina Ruiz She wanted to change the email address where the receipts are being sent to. We swapped Rebecca Walsh's name for Karina's name as being the admin as Karina is the one that does the bookkeeping etc	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM		User: Charlotte Goff -> Notes: Rebecca Walsh called in and asked for a copy of their contract. The girl that set them up has left the firm. Rebecca said that she is now the admin. She was able to confirm the EIN and the bank account number. I added her as a contact person. Emailed her a copy of their contract	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM	Mike Thomas	User: Mike Thomas -> Notes: TT Rebecca wanted to make sure Joselyn was no longer connected to this account..	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 The Muller Firm LTD Accounts

Default Setup

Merchant CMS