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Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

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Address

Address 2

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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

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File here *	Notes *	Status	Date
	Pre App
	Updated Pre App
	DL
	EIN Assignment
	Bank Letter

Type

Install Date

Equipment ID

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

VP550 plus SIM - Christie Harris already has the terminal - just need to reprogram it from Treasure Resources MID

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 Treasure Resources 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 #

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State incorporated in

Types of Goods Sold

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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	Nov 19 2024 03:03 PM		Charlotte Groff	SBC - IBuxx - 3.95% - Valor VP550 with SIM - MP already has a terminal from Treasure Resource that they didn't use - reprogram that terminal. - Batch 9:00pm	Charlotte Groff	Nov 19 2024 03:08 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

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Bank 1 Information

Bank 2 Information

Overrides who receive partial commission on all of Treasure Resources Accounts

Default Setup

Merchant CMS

Owner 1 Information