Merchant Account setup process – Credit Card Processing Service
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Merchant Application

Merchant Account Setup Process

We Do not come to your location to Setup the equipment since It’s already setup to process so, all you need to do is plugin and start using.

Please do not cancel your current merchant account until you get approved, receive your terminal/POS and process your first payment. If you are 100% satisfied only then cancel your current processing service.

This is 7-10 Business days Process So, Please don’t Expect to get Terminal overnight unless you want to pay for overnight charges. Pos takes little longer to receive.

Step 1

SwipeCard247 application

Merchant needs to fill out swipecard247 application. https://swipecard247.com/application-form
Step 1

Step 2

Terminal and Application Information

SwipeCard247 representative will reach out to Merchant to get more information about Terminal/POS & Any Missing Application details.
Step 2

Step 3

Merchant Needs to Sign Application

Swipecard247 will Email main Processing company’s Application to merchant for review and e-signature. Merchant Needs to Sign the Application & terminal/POS set up form.
Step 3

Step 4

Underwriting Team receives Signed Application

Signed Application goes to main company’s underwriting team. They will ask for any additional documents if needed.

Application gets approved within 24-48 hours. If anything, missing/incorrect then we will reach out to merchant and submit again for the approval. This will take another 24-48 hours to get approved.
Step 4

Step 5

Merchant application approved

SwipeCard247 representative will reach out to Merchant to congratulate them.

Do not cancel your current processing service until you are all set( receive Terminal/POS and process the payment)
Step 5

Step 6

Merchant ID number

After Application Approval Processing company will generate Merchant ID # That will be linked with your account.
Step 6

Step 7

Terminal Set up (File Build)

Tech Team will set up your Terminal / Pin Pad terminal or POS based on the form you filled out.

Terminal – Pin Pad will take 24-48 Hours to Program POS -This can take 21 Business days to program ( receiving your inventory in excel format – uploading in software – demo with Merchant to show how it will look)
Step 7

Step 8

Equipment Shipping To Merchant’s Location

Swipecard247 will email/text you the tracking number. Please let us know once you receive the equipment. Terminal/POS – Takes 3-5 Business days to arrive
Step 8

Step 9

Setup Equipment Once Arrived

It’s already setup to process so, all you need to do is plugin and start using. But if you still need our help then reach out to us and we will connect you with the tech team to setup your terminal/POS if needed.

NOTE: We Do not come to your location to Setup the equipment.
Step 9

Step 10

Start Processing

Merchant Need to start processing and let us know if they have any Issue or need to add/remove any features.

Please check auto batch is working – Learn how to manually batch out – change time on terminal – view report – give refund – print receipt.
Step 10

Step 11

Cancel your current merchant account

Now you can cancel your current account since you started processing with us.
Step 11

Step 12

Funding after batch out

Merchant needs to make sure they are receiving funds after their 1st batch out. It takes 24-48 Business hours AFTER batch out.

Note: You might be receiving 2 funds since credit card transaction and Debit/EBT transaction are separated. If you do not want to combine both, please reach out to us.
Step 12

Step 13

Login to view Statement

Merchant will receive a login credential to view daily/weekly/monthly processing reports and monthly statements.
Step 13

Step 14

Become a PCI Compliant

Merchant will receive a login credentials to become PCI Compliant Swipecard247 representative will reach out to help you with the process. Once you passed from scanning, they will provide a PCI Certificate. SwipeCard247 will send PCI Certificate to processing company.
Step 14

Step 15

Customer service details

Find sticker on the terminal/POS to see following details.
  • Merchant ID#
  • Terminal ID#
  • Customer service number 24/7
Merchant can also call us if you are not able to get any help from the main company.
Step 15

Step 16

Pricing Audit

We want to make sure you understand your new Pricing and savings you are going to see from now on!
Step 16

More Information:

  • Annual Fee- Merchant will be charge on 2nd month from approved date and then it will charge on the same month next year.
  • PCI Compliant – Merchant need to become PCI Compliant to avoid PCI Non-Compliance Fee. SwipeCard247 will help you out in completing the questionnaire to become compliant if you need our help.
  • Gift Card & Loyalty Program – For new merchant account, we have Quick Start Program giving out free 50 gift cards. (Only available in Option B, C, D & E)

SETUP PROCESS (WHAT TO EXPECT?)

  • SwipeCard247 representative will call to confirm all details you fill in the application.
  • Application Team will start processing your application.
  • You will receive an email to sign the application.
  • SwipeCard247 representative will call to make sure you receive email for signature and will keep calling to remind you to sign.
  • SwipeCard247 representative will call to inform you if you are approve/decline or any information/document we need about your business.
  • If approve, swipeCard247 representative will text/email to provide your Merchant ID number.
  • SwipeCard247 will setup an online reporting that you can access. You will receive an email with the link and login credentials. SwipeCard247 representative will call to check if you are able to Login.
  • Once the Tech team set up your equipment and send, swipeCard247 representative will text/email you tracking number for your equipment
  • SwipeCard247 representative will call to check if the equipment is successfully delivered and received by you. And will help to connect you with tech team if needed or will provide tech team number for you to call to setup your equipment.
  • SwipeCard247 representative will call to check if you start processing and do the first batch out.
  • SwipeCard247 representative will call to check if you receive funds.
  • Merchant will receive a login credentials to become PCI Compliant. Swipecard247 representative will reach out to help you with the process. You will receive an email with the link and login credentials to certify.
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