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
	Bank Letter
	Business Verification
	DL
	Internet Banking
	Pre App
	Secure Bankcard
	Signed 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

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 Grady D Mathis Jr 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	Jul 11 2024 01:53 PM	Mike Thomas	TT del terminal not connecting to ethernet..reset terminal...now working!	Mike Thomas	Jul 11 2024 01:57 PM
2	Dec 18 2023 12:00 AM	Charlotte Groff	Grady called in and said that he has not received Friday's deposit in his bank account as of yet. He said that normally it's in there by now. I check Pioneer and the deposit did go today and told him that if it wasn't there in a little while to call me back and I'd give him the ACH trace information. He said he'd check back in a little bit.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Oct 31 2023 12:00 AM	Charlotte Groff	Grady called and was getting a connect error on the Valor 100. Had him unplug the terminal and then plug it back in and he was able to run a transaction successfully then.	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM		TT Travis wanted option to bypass cash discount turned on. Done	Dee Karawadra	Jan 31 2024 01:39 PM
5	Aug 01 2023 12:00 AM			Dee Karawadra	Jan 31 2024 01:39 PM
6	Aug 01 2023 12:00 AM		SBC- IBUXX- 3.95%- Valor 100- IP- Batch time 6:00pm Central- NDF	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 Grady D Mathis Jr Accounts

Default Setup

Merchant CMS