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Merchant ID

Legal Name

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Is Override

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Address 2

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ZIP

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Email(comma separated)

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Phone 2

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DBA Same as Legal Address

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Mailing Address Same as DBA

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File here *	Notes *	Status	Date
	signed Application
	Bank Letter
	DL
	Secure Bancard TSYS VAR Sheet
	Tax License

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Received dongle back but no charging cords 2/5/24

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 Edwina Reaves 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	Feb 05 2024 04:02 PM	Charlotte Groff	cancelled account. Received dongle back but not the charging cords. Sent SBC cancellation request	Dee Karawadra	Feb 05 2024 10:02 PM
2	Feb 05 2024 09:42 AM	Mike Thomas	Cancelled Swipe Simple account	Dee Karawadra	Feb 05 2024 03:41 PM
3	Feb 02 2024 09:23 AM	Charlotte Groff	Mrs Reaves called in today and said that she never got the Cancellation request that I sent to her. After I confirmed her email address, we were missing a "01" at the end of her name on the edwinareaves@icloud.com email address. I corrected it in CRM and resent the email. I confirmed with her that she did get it.	Dee Karawadra	Feb 02 2024 03:23 PM
4	Jan 12 2024 12:00 AM	Charlotte Groff	Mrs Reaves called in today and wanted to know how to cancel her account. I found out the balance due to SBC of $109.90 and emailed her with the instructions on how to return the equipment and also how she can pay the balance owed. Oct monthly fee of $29.95 bounced. And they submitted it again and it came back a second time ($50.00 + $29.95) plus December fees $29.95 = $109.90	Dee Karawadra	Jan 31 2024 01:39 PM
5	Jan 08 2024 12:00 AM	Morgan Withee	Note from Conrad "This account was closed 12/15/23, due to ACH returns, per our conversation last month. Their balance due is $109.90." I told tricia that we need an update on this balance.	Dee Karawadra	Jan 31 2024 01:39 PM
6	Jan 08 2024 12:00 AM	Mike Thomas	TT Edwina sent her a cancel form and advised her we need that and her equipment back before account can be cancelled	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 Edwina Reaves Accounts

Default Setup

Merchant CMS