• Ready for Contracting

  • Have you sent in the voided check for this account?*
  • Have you sent in the merchant’s driver’s license?*
  • Is this a seasonal merchant?*
  • What months are they open?*

  • What is the merchant’s method of sales (must equal 100%)

  • Which proposal are we using to write the contract?*
  • Does the merchant want to auto-batch?*
  • Does your merchant accept deposits?

  • Provide a breakdown of how often your merchant takes the following payments. Values below must total to 100%

  • Does the merchant accept tips?*
  • Cashiering or tip adjust?*
  • Does the Merchant want Recommended Tip Amounts? (Pre-set tips)?
  • How does the merchant want to handle receipts?*
  • Does the merchant want Pin Debit?*
  • Are we accessing an Early Termination Fee (ETF)?*
  • Does the merchant want cellular service on their device?*
  • Does the merchant require a gateway?*
  • Is your merchant going to use BillerGenie?*
  • Is your merchant going to use a Valor branded terminal?*
  • Does your customer want customer survey’s enabled?*
  • Does your customer want taxes enabled?*
  • Does your customer want inventory?*
  • Do they know to send in an excel doc with items and prices?*
  • Is your merchant going to need ACH?*
  • Have you notified your merchant of the 3-5 business day funding cycle?*
  • Will your merchant need to issue ACH Refunds? *
  • Does the merchant need to record cash transactions?*
  • Do you need help selecting equipment for your merchant?*

  • One of the team will reach out to you soon to discuss the equipment options available to you based on your merchant. Your deal will remain in “Ready for Contract” until equipment has been selected.

  • Are they getting a terminal?*
  • Are they getting a POS?*
  • Are they a VAR only merchant?*
  • Should be Empty: