Onboarding

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OnboardingJeremy Lessaris2023-09-14T23:14:32+00:00

Onboarding Questionnaire

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

Max. file size: 50 MB.

16850 Collins Ave, Suite 112-268
North Miami Beach, FL 33160

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