As a business that accepts corporate credit cards from your B2B clients, you’re now on the road to receive the rebates that you are entitled to from Visa/MasterCard-issuing banks. Depending on the dollar volume you process per year, this may have a considerable positive impact to your business.

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In an effort to make this transition as simple as possible for you and your employees, this guide serves to provide you with a clear step-by-step process through the application, implementation, and training process.

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Application Information

Because there is no underwriting process in setting up your account, only a limited amount of information from you about your company is required for enrollment.

• Corporate name/DBA (if applicable)

• ABA No./Account No./Voided Check

  • For monthly withdrawal of fees

• Number/names of additional locations (if applicable)

• Primary Contact name

• Address/City/ST/Zip

• Email address

• Phone number

• IT Contact name (if applicable)

• Address/City/ST/Zip

• Email address

• Phone number

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Implementation and Set-Up

Once we receive a parameter sheet (routing information) from your merchant services provider, it usually takes 24-48 hours to build and test your account. Once that is completed, we can schedule an implementation session for senior managers which will include creating users/roles, adjusting transaction rules, hardware, and custom reporting.

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Prior to set-up, we are happy to create the initial user profiles for your staff. Please click on the icon below to download an ADD USER form, and return a completed copy to support@sobonet.us. (NOTE: individual user profiles are NOT required when using a direct integration to your POS system. These are only needed when using our Virtual Terminal and/or mobile solutions.)

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Training

Following the implementation session, we’ll conduct a one-hour training session for your cashiers– covering sales, voids, refunds, and other general card processing tasks.

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Upon request, the training session can be recorded, and may be shared

with other managers/employees.

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