- Please start with the accounts listed as “YES” under column A/Preapproved by MeS on the Migration Accts tab of the New Apps Tracker in the Google Drive
- Then please enter initials and date under column B/MeS App Entry and enter the control number in column B/MeS Control #
- merchantesolutions.com – choose login from the top right corner of screen, enter User ID & hit submit, enter Password & hit submit, select Submit Application under the Main Menu
- Enter “APS” in the Channel field
- In the Business Name (DBA) field, please use an acronym if DBA contains the word “credit, collect(ions) or recovery” – you may also use column G of the attached
- Enter the rest of the info as it is shown on the app, as I mentioned the fields without an asterisk are not required but we would like to enter in as much info as we have on file
- Once you get to the industry field, select services and business description will always be Accounts Receivable Management
- Under type of account setup, if there are multiple MIDs/locations, select Chain but otherwise select Single Outlet – also, if Chain, please enter total number of MIDs/locations in the # of Locations field
- Under total # of apps for this multi-merchant setup, enter the total number of MIDs/locations and then enter the sequence in the Of Total # of Apps for this Setup, this is App # field, please use the current app as the master DBA and master control #
- For section 3, Name of Bank and Years Open, the name of the bank should be on the voided check or bank letter and for years open, if not indicated on a bank letter, please enter the number of years that the merchant has been in business
- If multiple DDAs/bank accounts, please enter the depository account in the checking account fields
- Please select if a cancelled check or bank letter was provided in the Source of Acct Info field and you should be able to obtain the bank address from the voided check, bank letter or with a Google search
- Always enter “100” in the % Mail/Telephone/Internet Sales field and please always select Not Applicable in the Refund Policy field
- Under section 7 Payment Options, please ensure that Visa/MC, Debit, Amex and Discover are checked-off or selected – for the time-being, please enter the Qual rate from the app for the Amex & Discover rates
- Select Trident Payment Gateway, in certified name field please enter www.usaepay.com, choose e-Commerce Card Not Present under processing options, enter support@apsofga.com in the Admin Email field and then just below the next field (options) please enter the merchant’s URL in the web URL field
- Leave section 9 Imprinter Plates blank but please note the following in the comments:
- gross billing/monthly discount
- conversion/migration acct
- 1st quarter (Jan, Feb, Mar) peak season
- tiered rates – (2.39, 2.39, 3.39) + .25/item
- $5 retrieval request fee
- $0.95 voice auth fee
- $0.25 batch fee
- $0.05 AVS transaction fee
- separate fee accts/DDAs (two bank accts): dep acct ending in #____, fee acct ending in #____
- Move onto the next page, Pricing & Site Review, section 1 Visa & MC Rates & Fees, please select fixed rate + per item plan, entering the qual rate in the % field (for example, 2.39) and the per item in the $ field (for example, 0.25), select MOTO for Merchant is priced as – *please note that MeS is working on improving this section for us
- Please select $0.25 under section 2 other payment type fees (Discover, Amex, V/MC), except debit will be $0.60/0.63
- Under section 3 miscellaneous fees, select chargeback fee $15, monthly service fee $10, web reporting fee $5
- Leave section 4 equipment/software blank
- Place the same notes from #16 above in section 5 pricing comments:
- gross billing/monthly discount
- conversion/migration acct
- 1st quarter (Jan, Feb, Mar) peak season
- tiered rates – (2.39, 2.39, 3.39) + .25/item
- $5 retrieval request fee
- $0.95 voice auth fee
- $0.25 batch fee
- $0.05 AVS transaction fee
- separate fee accts/DDAs (two bank accts): dep acct ending in #____, fee acct ending in #____
- Under section 6 site information, please select location of business from what is shown on the app and leave the rest blank
Also leave section 7 blank
