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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
	Voided Check
	DL
	EIN Assignment Letter
	signed application
	Var Sheet 0006
	Var Sheet 0007

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 Morgan Steel Texas 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	Dec 19 2024 02:52 PM	Charlotte Groff	Per Emily, we deactivated merchant's Valor profile so that they will not be able to process transactions without calling in. We have been steadily losing money on this account every month because they are manually keying 95% of their transactions and not utilizing the Level 2 & 3 processing and refuse to sign an addendum to increase their fees so that we can cover our costs.	Charlotte Groff	Dec 19 2024 02:54 PM
2	Nov 12 2024 06:26 PM	Mike Thomas	Changed VT back to TSYS per Charlotte	Mike Thomas	Nov 12 2024 06:26 PM
3	Oct 01 2024 03:36 PM	Alexander Wilkins	Spoke to Emily at Morgan Steel regarding adding invoice numbers to Valor terminal. Stated I spoke to Valor CSR and while that is not a feature they did state they will add it to possible additions to Valor Portal.	Alexander Wilkins	Oct 01 2024 03:38 PM	Alexander Wilkins
4	Sep 24 2024 05:27 PM	Alexander Wilkins	Spoke to MP Savan, requested Statement be sent to Morgan Steel. Sent Statement to Morgan Steel and CC'ed Savan.	Alexander Wilkins	Sep 26 2024 01:43 PM
5	Aug 21 2024 01:31 PM	Mike Thomas	TT Jim and advised him terminal is shipping today and the VT is set up and ready to use. He said he had received the email from Valor.		Aug 21 2024 02:57 PM
6	Aug 21 2024 01:10 PM	Charlotte Groff	VANTIV - IBUXX - 3.0% - Valor100 & VT - Batch time - 7:00pm central - IP	Charlotte Groff	Aug 21 2024 01:31 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 Morgan Steel Texas LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information