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
	DL
	Bank Letter
	Business Verification

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

SN: 118213111820

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

SN: 118224737328

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

SN: 118234715782

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 Joe's Pizza & Pasta Fairview 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	Dec 19 2024 09:42 PM	Mike Thomas	Emailed FedEx return label	Mike Thomas	Dec 19 2024 09:49 PM
2	Dec 18 2024 03:13 PM	Mike Thomas	TT Abby VL100 TAMPERED replacing shipping next day		Dec 18 2024 03:46 PM
3	Oct 05 2024 04:14 PM	Mike Thomas	TT Abby she called and said the store says they can't do a reprint. Called location and walked them through it...worked fine.	Mike Thomas	Oct 10 2024 04:20 PM	Mike Thomas
4	Oct 05 2024 04:14 PM		TT Abby she wanted to know if she could adjust tip when she did tip at time of sale. No	Mike Thomas	Oct 10 2024 04:19 PM
5	Sep 27 2024 08:05 PM	Mike Thomas	Valor Ticket advised Neil Valor was Down after hours 9/6/24	Mike Thomas	Sep 27 2024 08:06 PM
6	Jul 31 2024 03:40 PM	Mike Thomas	TT Ann Marie updated terminals to Vantiv	Mike Thomas	Jul 31 2024 03:40 PM
7	Jul 23 2024 02:21 PM	Alexander Wilkins	WorldPay - Ibuxx 3.25% - Customer/3.00% Merchant/0.25% - Valor 100 - IP - Manual Batch	Alexander Wilkins	Jul 23 2024 02:22 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 Joe's Pizza & Pasta Fairview Accounts

Default Setup

Merchant CMS

Owner 1 Information