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
	Bank and Trade References
	Signed App
	Var Sheet

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Using NMI for recurring billing via iStream ACH.

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 Master Telecom 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	Nov 05 2024 10:45 PM	Charlotte Groff	Jameson called and needed to know how to void an ACH transaction (refund) for $199.00 that he just ran because the customer told him after he processed it that she had closed her bank account last week. I emailed support@istream with the transaction details that I pulled from NMI and they were able to void the transaction for us.	Charlotte Groff	Nov 05 2024 10:47 PM	Charlotte Groff
2	Mar 28 2024 06:50 PM	Charlotte Groff	Per Dee, sent email to Elaina to switch merchant to iBuxx at 3.5%. They have not started processing yet.	Charlotte Groff	Mar 28 2024 06:51 PM
3	Mar 27 2024 02:55 PM	Charlotte Groff	SBC - Traditional - NMI with Biller Geanie and Quickbooks - also set up for iStream ACH	Charlotte Groff	Mar 27 2024 03:02 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 Master Telecom LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information