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How to begin receiving rebates on the corporate credit cards your business accepts

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.

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.

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

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.

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 (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.)



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.

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

with other managers/employees.

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