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 would not upload due to size
	EIN Assignment
	Clover Deployment Form
	TADPC Addendum
	Signed Application

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

Tracking number provided by PCS 718476720030

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

temporary loan until Clover arrives and gets set up.  PCS ticket id 5344244 request for Var (2/12/24)
SN: 118232222228 ***RETURNED***

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 Thomas Liquors 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	Updated by
1	Jul 08 2024 07:58 PM	Charlotte Groff	Sent signed Account Update Form and new voided check to Account Updates at PCS to get banking information changed. Also updated banking information in CRM.	Charlotte Groff	Jul 08 2024 08:11 PM
2	Mar 11 2024 10:56 AM	Mike Thomas	Rishi returned VL100	Mike Thomas	Mar 11 2024 03:56 PM
3	Mar 01 2024 11:04 AM	Charlotte Groff	Submitted Clover Deployment REquest for additional Station Duo with no cash drawer. Clover will bill Rishi directly. PCS ticket id 5408393	Charlotte Groff	Mar 01 2024 05:05 PM	Charlotte Groff
4	Feb 13 2024 11:17 AM	Mike Thomas	Downloaded VL 100 Rishi will pick up	Mike Thomas	Feb 13 2024 05:17 PM
5	Feb 05 2024 09:41 AM	Charlotte Groff	PCS Direct - Traditional - Clover Duo - Batch 1:00am - IP	Charlotte Groff	Feb 09 2024 03:41 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 Thomas Liquors LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information