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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
	DL
	Voided Check
	Business License

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 Joes Pizza of Mt Vernon Inc 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	Dec 31 2024 02:37 PM	Mike Thomas	Ran sale for $103.00 card ending 5359. Refund for $74.68 card ending in 7282 per Ben	Mike Thomas	Dec 31 2024 03:03 PM
2	Dec 20 2024 07:02 PM	Mike Thomas	Added $50 tip to card ending in 1258		Dec 20 2024 09:11 PM
3	Nov 05 2024 10:43 PM	Charlotte Groff	sent Tobey Reynolds at Hefley CPA monthly statements for August-Oct and registered her for IQ so she could pull them herself.	Charlotte Groff	Nov 05 2024 10:44 PM
4	Jul 17 2024 07:34 PM	Alexander Wilkins	WorldPay - Ibuxx 3.25% - Customer/3.00% Merchant/0.25% - Valor 100 - IP - Manual Batch	Alexander Wilkins	Jul 17 2024 07:35 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 Joes Pizza of Mt Vernon Inc Accounts

Default Setup

Merchant CMS

Owner 1 Information