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
	ID
	Business License
	Bank Letter

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

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 Raven & Lily Court 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	Reminder Date	Employee	Note	Created by	Updated at	Updated by
1	Oct 11 2024 02:21 PM		Charlotte Groff	spoke to Amy per Tricia's request - they have not been getting their funds in a timely manner. Amy and I called Shift 4 and spoke to Gabbi and she said that it was due to their batch being closed late. It's been closing after 11:00pm that last few days to Shift4's system not closing it on time. We had both of their locations put on Same Day funding with the understanding that they will start receiving their deposits between 3 - 5pm (Eastern time) the following day.	Charlotte Groff	Oct 11 2024 04:06 PM
2	Jun 20 2024 03:29 PM		Alexander Wilkins	Shift4 - Skytab POS - Advantage Program 3.5%		Jun 20 2024 08:40 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 Raven & Lily Court LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information