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
	voided check
	signed app
	DL

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 Rollins Fence Co 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		Charlotte got a call from Jarrett yesterday about a $4 from elavon. I was able to get this removed. I called him to update him that this has been removed.	Dee Karawadra	Jan 31 2024 01:39 PM
2	Aug 01 2023 12:00 AM		Jarred called in and says that he is still being billed the $4 / mo from Elavon. Morgan is researching.	Dee Karawadra	Jan 31 2024 01:39 PM
3	Aug 01 2023 12:00 AM		Changed status to Cancelled - Converted to SBC	Dee Karawadra	Jan 31 2024 01:39 PM
4	Aug 01 2023 12:00 AM		User: Cheri Hansen -> Notes: Need DL EIN and voided check	Dee Karawadra	Jan 31 2024 01:39 PM
5	Aug 01 2023 12:00 AM		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 4000.00	Dee Karawadra	Jan 31 2024 01:39 PM
6	Aug 01 2023 12:00 AM		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 48000.00	Dee Karawadra	Jan 31 2024 01:39 PM
7	Aug 01 2023 12:00 AM		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 1000.00	Dee Karawadra	Jan 31 2024 01:39 PM
8	Aug 01 2023 12:00 AM	Mike Thomas	User: Mike Thomas -> Notes: Downloaded iCT220 SN 2216054CT010327 Dial	Dee Karawadra	Jan 31 2024 01:39 PM

.....

Owner 1 Information

Officer/Owners Name *

Title

Social Security

Form of ID *

ID # *

Issue Date *

Expiration Date *

State *

DOB *

Home Phone Number

% of Business Owned

Length of Ownership

Y N

Home Address *

Home city *

Home state *

Home country

Home zip *

Merchants

View Merchant

Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Rollins Fence Co Accounts

Default Setup

Merchant CMS

Owner 1 Information