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Address 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
	Pre App
	Voided Check
	DL
	Business Tax License
	Signed Applicaiton

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

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TID

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password: Jack1053
****Tricia returned card reader**** (11/2/23)

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

SN: 118224734837

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

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Rounting Number

Account Number

Billing Type

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Net Settlement

Bank 2 Information

Bank Name

Account Name

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Account Number

Overrides who receive partial commission on all of John Oswalt 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	Updated by
1	Oct 11 2024 04:07 PM		Charlotte Groff	received email from Tricia asking to open the account back up for his new season. Sent request to SBC to have the $24.95 added back in.	Charlotte Groff	Oct 11 2024 04:20 PM
2	Feb 01 2024 09:25 AM		Charlotte Groff	Received email from Tricia asking that we close this merchant for the season since it is a seasonal business. The merchant should reopen around September. I had SBC remove the $24.95 monthly fee and have it marked on my calendar to put it back in on September 2nd. If we suspend the merchant's account due to the length of time for inactivity, we will have to do a whole new set up, so we are leaving it active with no fees	Dee Karawadra	Feb 01 2024 03:30 PM	Dee Karawadra
3	Nov 03 2023 12:00 AM	Nov 03 2023	Mike Thomas	Tricia returned card reader	Dee Karawadra	Jan 31 2024 01:39 PM
4	Nov 02 2023 12:00 AM		Charlotte Groff	Tricia called and asked if we could change the high ticket amount from $1500.00 to $2500.00. I submitted a request to SBC to have them raise the high ticket amount.	Dee Karawadra	Jan 31 2024 01:39 PM
5	Oct 13 2023 12:00 AM		Morgan Withee	TT Tricia they had a rouge employee that was fired and she needed a password reset. Their new Swipe Simple password is Jack1053	Dee Karawadra	Jan 31 2024 01:39 PM
6	Oct 11 2023 12:00 AM	Oct 11 2023	Mike Thomas	Set up SS	Dee Karawadra	Jan 31 2024 01:39 PM
7	Oct 11 2023 12:00 AM		Charlotte Groff	SBC - IBUXX - 3.95% - Swipe Simple Mobile w/ Dongle - 24.95/mo - Batch time 6:00pm Central	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 John Oswalt Accounts

Default Setup

Merchant CMS