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 too large to upload
	Voided check too large to upload
	DL too large to upload
	EIN Assignment
	Signed Application
	Var 0002
	Var 0003

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Valor 100 with Pinpad - Batch time 9:00pm Central

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

merchant wants to be able to do recurring billing

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 Shape n Up Fitness Center, LLC 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 05 2024 03:34 PM		Jennifer called and said that they turned in the incorrect fee of 3.95% for this merchant and wanted us to change it to 3.5%. I lowered the fee in the terminal and VT and had her do an update. The terminal is now charging 3.5%. I also submitted a request to SBC to have the fee lowered from 3.79% to 3.37%.		Sep 05 2024 04:20 PM
2	Sep 04 2024 08:18 PM	Mike Thomas	TT Jennifer concerning terminal issues (asking to reboot pin pad after each transaction) I advised her to switch pin pad ports to see if that will remedy. She will advise me	Mike Thomas	Sep 04 2024 08:20 PM
3	Jan 01 1970 12:00 AM		SBC - IBUXX - 3.95% - VALOR 100 with PinPad - IP - Batch 9:00pm	Dee Karawadra	Feb 06 2024 05:58 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 Shape n Up Fitness Center, LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information