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
	Pre App
	Voided Check
	EIN Assignment
	Sales Tax Registration
	SkyTab Set up Form
	SkyTab Equipment ORder

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Cash Drawer - POS#1 - Printer S/N X99M036867

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

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 Wesley Otts 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	Sep 25 2024 01:43 PM	Alexander Wilkins	Spoke to MP Travis, stated he had been informed merchant was not receiving mail or electronic statements. Sent merchant statement from August and CC'ed Travis.	Alexander Wilkins	Sep 26 2024 01:45 PM
2	Mar 18 2024 01:28 PM	Alexander Wilkins	Sent back extra KDS's on 3/18/2024, Tracking Numbers 1Z05073E9095445775, 1Z05073E9050632049	Alexander Wilkins	Mar 21 2024 01:31 PM
3	Feb 09 2024 08:04 AM	Charlotte Groff	Opened the shipment and realized that the KDS was missing the screws for the stand as well has having a broken screw in one of the screw holes. Emailed Shift4 for resolution. Ticket # 3299674 was assigned.	Charlotte Groff	Feb 12 2024 02:06 PM
4	Jan 30 2024 12:00 AM	Charlotte Groff	Shift 4 shipped equipment to Impact - Tracking Numbers via UPS: 1Z05073E1351560608, 1Z05073E1349845216, 1Z05073E1351810829, 1Z05073E1350557436	Dee Karawadra	Jan 31 2024 01:39 PM
5	Jan 25 2024 12:00 AM	Charlotte Groff	Shift4 - SkyTab POS with 1 Mobile device and 1 KDS & Lighthouse - Advantage Program 4% - Batch time 9:00 Central - This is a Food Truck	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 Wesley Otts Accounts

Default Setup

Merchant CMS

Owner 1 Information