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Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

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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

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State

Mailing Address Same as DBA

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File here *	Notes *	Status	Date
	Pre App
	DL
	EIN
	Medical Board Renewal
	Voided Check
	Signed App

Type

Install Date

Equipment ID

Status

Model

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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 Neaville Internal Medicine, PLLC 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	Mar 20 2024 07:06 PM			SBC closing account due to ACH returns	Charlotte Groff	Oct 31 2024 07:10 PM
2	Feb 07 2024 02:16 PM		Charlotte Groff	SBC sent notice that January fees were returned due to NSF. I called the Lisa Taylor and she said that the owner, Dr. Neaville passed away suddenly and unexpectedly, and the wife is trying to figure out what to do with the business. There was another Dr working with Dr. Neaville and he's still seeing some patients. We will know more once the Agent is able to speak to the Doctor's wife.	Dee Karawadra	Feb 07 2024 08:17 PM
3	Jul 24 2023 12:00 AM			Shipped VL100 tarcking # 772831335138	Dee Karawadra	Jan 31 2024 01:39 PM
4	Jul 11 2023 12:00 AM	Jul 11 2023	Jennifer Blanchard	SBC- IBUXX- 3.95%- Valor 100- IP- Batch time 6:30pm Central- NDF	Dee Karawadra	Jan 31 2024 01:39 PM

.....

No Owner Found!!

Merchants

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Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Neaville Internal Medicine, PLLC Accounts

Default Setup

Merchant CMS