View Merchant || Admin Panel Impact

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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
	Bank Letter
	DL
	Business License
	Signed App
	Valor Var for VT
	Valor Var for RCKT

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

SN : Q7A304853102

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

Plumber2024

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 Doyle Plumbing, 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 04 2024 07:12 PM	Alexander Wilkins	Agent Tricia informed me that the merchant had received a PCI Non Compliance fee on their statement for November. The merchant has yet to start processing. Gave Tricia the PCI Compliance information for the merchant.	Alexander Wilkins	Dec 04 2024 07:47 PM
2	Nov 20 2024 05:23 PM	Mike Thomas	SS password is Plumber2024	Mike Thomas	Nov 20 2024 05:24 PM	Mike Thomas
3	Nov 18 2024 08:29 PM	Charlotte Groff	Tricia called and said that the merchant does not like the RCKT and wants to switch. I requested a Tsys var in NPCrm - SR 61736926 - so we can switch him to Swipe Simple.	Charlotte Groff	Nov 18 2024 08:34 PM
4	Sep 16 2024 06:46 PM	Charlotte Groff	submitted request to NPCrm to have email address corrected to: doyleplumbing.jr@gmail.com -- SR 61458016	Charlotte Groff	Sep 16 2024 06:57 PM
5	Aug 23 2024 04:54 PM	Charlotte Groff	Vantiv - IBuxx - 3.5% - Valor RCKT - Batch 6:00pm		Aug 23 2024 08:19 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 Doyle Plumbing, LLC Accounts

Default Setup

Merchant CMS

Owner 1 Information