1. Submit completed application with the following supporting documents:
Signed appVoided Check (or bank letter)Previous processing statement(s)Owner's Driver's LicenseBank statements if high volume merchantSigned Gateway Only Agreement if setting up Cardpointe Gateway
2. Provide the following information when submitting a new Merchant Application:
a. Customer Type - Consumers vs. Business:
b. How Processing?
Credit Card TerminalVirtual TerminalPOSMobileOnline
c. Card-Present swiped vs. keyed-in transactions?
d. High Ticket $ and How often? $
e. Refund/Exchange Policy
f. Service/Product Delivery? (%)
g. Mobile Devices needed?
h. Hosted Payment Page?
i. Clique demo to be scheduled?
3. Update or Add Merchant record in Zendesk Sell as a Customer and fill all required fields (indicated with *). Account set-up and equipment installation will not be done without this step.
4. Additional Information:
a. Type of Equipment to be ordered:
b. Amount billing merchant for equipment: $
c. Accepting Pin-debit?
d. Accepting EBT?
Note: if yes, merchant FCS permit #
e. Option for Tips?
f. Cash back option?
g. Cash discounting?
If Yes, what percentage?
h. Processing method:
i. Batch Reporting:
Totals onlyDetailed Report
j. Batch Close preference:
Auto - batch close time: