New Client Setup
Business DBA Name
*
Business Legal Name (if different from DBA)
*
Type of Business (LLC, Corp, Sole Prop)
*
Date Business Started (month and day not necessary)
*
Federal Tax ID # (SSN if Sole Proprietor)
*
Business Address
*
Business Phone Number
*
Bank Name
*
Bank Routing Number
*
Bank Account Number
*
Email Address
*
Owner's Name
*
Alternate Phone Number
Home Address
*
SSN
*
Date of Birth
*
/
Month
/
Day
Year
Average Ticket (if known)
*
High Ticket (most a customer might charge)
*
Average Monthly CC Volume (if known)
*
Auto Close Time (time for terminal to settle)
*
How Many Terminals
*
Type of Connection
*
Ethernet
Dial
Wifi
Cellular
Tips:
*
Yes
No
Adjust Tips:
*
Yes
No
Prompt:
*
Yes
No
Servers:
*
Yes
No
If so how many?
*
Please upload a picture of a voided check
*
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