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Onboarding
Jeremy Lessaris
2023-09-14T23:14:32+00:00
Onboarding Questionnaire
Company Information
Company
(Required)
Tax ID Number
Website
Authorized Company Representative
Who has permission or is the authorized signer on the account with your credit card processing vendor?
Name
First
Last
Phone
Email
Credit Card Processing Info
Year with current processor?
Year your business has been processing?
Have you ever had a processor terminate your account?
Yes
No
Reason for termination?
How do you accept payments
Our Website / Ecommerce
In-Store Physical Terminal
In-Store POS System
Mobile Phone / Device
3rd Party Software
Invoicing System
Over the Phone
Other
Describe your payment acceptance process
What software, system or hardware do you use to process credit card?
What payment do you currently accept?
Visa / MasterCard
American Express
Debit / PIN
Discover
WEX
Diners Club
PayPal
eCheck / ACH
Other
Financials
What is the total company revenue?
This should include all sales including those outside of credit card processing
What is the total processing revenue?
Is your business seasonal?
Yes
No
What are your highest volume month(s)?
Contract & Statements
Upload a copy of your processing contract and statements
Drop files here or
Select files
Max. file size: 50 MB.
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