Once You Open the Tab There Is NEW ACCOUNT Tabs Underneath It Click on That

To enter new account, once you log into client. E Merchant view you need to go the tabs on the left to NEW ACCOUNT

·  Once you open the tab there is NEW ACCOUNT tabs underneath it click on that.

·  In the “enter account number” section enter: 518089030000020. This will be a template account you will use.

·  You will than click on the Copy button.

· 

·  In the Merchant Number section you will enter the MID number being used for the account you are entering

·  The areas that have a square on it are the areas you will replace with the new account information.

·  Once you have replace all the information hit NEXT at the bottom of the screen

Click NEXT

·  On this screen just click NEXT

·  Hit NEXT

·  In this screen click SUBMIT, nothing to update.

·  Once you hit submit you should get the message below. The new entry is complete now you can go to the card types and enter them.

ENTERING NOW CARD TYPES FOR THE NEW MERCHANT

·  The areas in red for card type’s visa/mc credit and debit will be the fields that you will be updating when entering those card types. Below you will see explanation of each field and when to use it. Remember this are only for visa/mc debit and credit.

·  Process Flag-will be can deposit tickets and request authorizations for the card type to be active.

·  Due/assessment flag-when account is on regular fees (qual, mid and non) this field will stay as don’t charge fees. When account is on interchange rates the fees field will be charge dues and assessments

·  Discount method-there are two choices 06-net billing, 01-gross month end billing (all interchange accounts will go on 01-gross month end billing)

·  Qualifying Rate-Visa master card rate

·  Income other percent-when an account is on interchange rates you will enter the Basis points in this area.

·  Mid qualifying Rate-mid qual surcharge this fee has to be the qualifying rate plus the surcharge

·  Non qualifying Rate-non qual surcharge this fee has to be the qualifying rate plus the surcharge

·  Pricing grid Id-There are different grid that are used here:

§  Credit Debit (if merchant has different rates for visa/mc debit if rate is the same as credit use credit rates)

01000010-gross 01000020-gross

06000010-net 06000020-net

·  Pricing grid selection: Should be principal

·  Tiered discount grid id: there two different grid id for this section:

0606ABN-retail and interchange accounts

0604MOTO-for accounts that will be keying in their transactions ex. (moto, internet)

·  Tiered discount grid section-should be Principal

·  Business/Category Code: this will be the sic code assigned to the account

·  Interchange Fee Flag: If account is on interchange pricing you will change this to Pass

·  Visa Incorporation Status: the incorporated status will depend on type of business the merchant has. See below choices.

·  Mastercard purchase card type-business type will be the only one to be changed to the type of business the merchant is. Ethnic type-unknown, business owner type-unknown, business certification-unknown

Once the information above is complete you can hit UPDATE

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / Y
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don’t charge fees
Reimbursement Flag: / Y / Volume:
Floor Limit: / $00000 / Item:
Discount Method: / 01 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.00000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / 01000010 / Pricing Grid Selection: / Principal
Tiered Discount Grid ID: / 0606ABN / Tiered Discount Grid Selection: / Principal
Card Fee: / $0.00 / Interchange Fee Flag:
Enhanced Recover Reduced Percent: / 0.0000% / Fee Class: / 101
Business/Category Code: / 7531 / Incorporation Status: / Individual/Sole Proprietorship
Cardholder Activated Terminal Indicator: / The merchant does not use cardholder-activated terminals / Account Funding: / Not Participating in program
Visa Tier Volume Indicator: / Visa Tier Volume RR:
Visa Business Identification: / 10000558
Transaction Type
Sales: / Y / Returns: / Y
Cash: / Y / Payments: / Y

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / Y
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don’t charge fees
Reimbursement Flag: / Y / Volume:
Floor Limit: / $00000 / Item:
Discount Method: / 01 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.00000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / 01000010 / Pricing Grid Selection: / Principal
Tiered Discount Grid ID: / 0606ABN / Tiered Discount Grid Selection: / Principal
Card Fee: / $0.00 / Interchange Fee Flag:
Enhanced Recover Reduced Percent: / 0.0000% / Fee Class: / 101
Business/Category Code: / 7531 / Incorporation Status: / Individual/Sole Proprietorship
Cardholder Activated Terminal Indicator: / The merchant does not use cardholder-activated terminals / Account Funding: / Not Participating in program
Visa Tier Volume Indicator: / Visa Tier Volume RR:
Visa Business Identification: / 10000558
Transaction Type
Sales: / Y / Returns: / Y
Cash: / Y / Payments: / Y

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / Y
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don’t charge fees
Reimbursement Flag: / Y / Volume:
Floor Limit: / $00000 / Item:
Discount Method: / 01 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.00000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / 01000010 / Pricing Grid Selection: / Principal
Tiered Discount Grid ID: / 0606ABN / Tiered Discount Grid Selection: / Principal
Card Fee: / $0.00 / Interchange Fee Flag:
Enhanced Recover Reduced Percent: / 0.0000% / Fee Class: / 012
Business/Category Code: / 7531 / Industry Identification:
Cardholder Activated Terminal Indicator: / Not A cardholder-activated terminal (CAT) / Security Protocol: / Not used
Purchase Card Types
Business Type: / Corporation / Ethnic Type: / Unknown
Business Owner Type: / Unknown / Business Certification: / Unknown
Transaction Type
Sales: / Y / Returns: / Y
Cash: / Y / Payments: / Y

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / Y
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don’t charge fees
Reimbursement Flag: / Y / Volume:
Floor Limit: / $00000 / Item:
Discount Method: / 01 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.00000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / 01000010 / Pricing Grid Selection: / Principal
Tiered Discount Grid ID: / 0606ABN / Tiered Discount Grid Selection: / Principal
Card Fee: / $0.00 / Interchange Fee Flag:
Enhanced Recover Reduced Percent: / 0.0000% / Fee Class: / 078
Business/Category Code: / 7531 / Industry Identification:
Cardholder Activated Terminal Indicator: / Not A cardholder-activated terminal (CAT) / Security Protocol: / Not used
Purchase Card Types
Business Type: / Corporation / Ethnic Type: / Unknown
Business Owner Type: / Unknown / Business Certification: / Unknown
Transaction Type
Sales: / Y / Returns: / Y
Cash: / Y / Payments: / Y

AMERICAN EXPRESS

·  Process Flag-will be can deposit tickets and request authorizations for the card type to be active.

·  Due/assessment flag- this field will be as don’t charge fees.

·  Income other rate- this will be the non-bankcard trans fee

·  Business category code-will be the sic code assigned to account

·  Descriptor,- you can get the information from the non monetary online entry spreadsheet

·  Payment Code:-process tickets every three days

·  Industry code-11 for lodging, 12 for restaurant , or 20 for retail and mail order merchandise

·  Business identification-will be the American express number

·  PCID-you can get the information from the non monetary online entry spreadsheet.

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / N
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don't charge fees
Reimbursement Flag: / N / Volume: / 0.000%
Floor Limit: / $00000 / Item: / $0.00000
Discount Method: / 00 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.0000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / Pricing Grid Selection: / Do not use a pricing grid
Card Fee: / $0.00 / Business/Category Code: / 7531
Payment Code: / Descriptor: / 0068
Industry Code: / Retail and Mail Order Merchandise / Business Identification: / 3121508162
PCID: / 010005
Transaction Type
Sales: / Y / Returns: / Y
Cash: / N / Payments: / N

DISCOVER

·  Process Flag-will be can deposit tickets and request authorizations for the card type to be active.

·  Due/assessment flag- this field will be as don’t charge fees.

·  Income other rate- this will be the non-bankcard trans fee

·  Business identification-will be the discover number

·  Business category code-will be the sic code assigned to account

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

Card Type Information
Chain Code: / Settlement Flag: / N
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don't charge fees
Reimbursement Flag: / N / Volume: / 0.000%
Floor Limit: / $00000 / Item: / $0.00000
Discount Method: / 00 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.25000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / Pricing Grid Selection: / Do not use a pricing grid
Trust Fund Grid ID: / Trust Fund Grid Selection: / Do not use a trust fund grid
Card Fee: / $0.00 / Merchant Reference/Locator Number: / 36980
Business Identification: / 601101308017985 / Business/Category Code: / 7531
Transaction Type
Sales: / Y / Returns: / Y
Cash: / Y / Payments: / Y

The sections below will be done for all debit card types

·  Process Flag-will be can deposit tickets and request authorizations for the card type to be active.

·  Due/assessment flag- this field will be as don’t charge fees.

·  Income other rate- this will be the debit trans fee

Card Types

Merchant: / / Card Type: /
/ Credit/Debit: /

a)  INFORMATION FOUND AT CLIENT LEVEL VSMRCWB4 15

Card Type Information
Chain Code: / Settlement Flag: / Y
Process Flag: / Can deposit tickets and request Authorizations / Due/Assessment Flag: / Don't charge fees
Reimbursement Flag: / Y / Volume: / 0.000%
Floor Limit: / $00000 / Item: / $0.00000
Discount Method: / 00 / Expense Other Percent: / 0.000%
Participation: / Expense Other Rate: / $0.00000
Qualifying Rate: / 0.000% / Income Other Percent: / 0.000%
Mid Qualifying Rate: / 0.000% / Income Other Rate: / $0.00000
Non Qualifying Rate: / 0.000% / Additional Percent: / 0.000%
Sales Volume Fee Code: / Use PCF setting / Sales Volume Fee Grid ID:
1st Revolving Rebate Rate: / 0.000% / 2nd Revolving Rebate Rate: / 0.000%
Pricing Grid ID: / Pricing Grid Selection: / Do not use a pricing grid
Trust Fund Grid ID: / Trust Fund Grid Selection: / Do not use a trust fund grid
Card Fee: / $0.00 / Fee Class: / 009
Business/Category Code: / 0000 / Business Identification: / 00000000000000000000
Online Debit Fee Calculation Flag:
Transaction Type
Sales: / Y / Returns: / Y
Cash: / N / Payments: / N