Deployment

Overview

Deployment refers to setting up and activating payment terminals for merchants to process transactions securely and efficiently.

1.Workflow 

Open → In Progress

• Change status when work begins.
• Ensures ticket is handled within 24 hours.

Waiting for Response

• If ISO/merchant confirmation is required.
• Make 3 call attempts.
• If no response, send email and document notes.

Ready to Deploy

• After receiving required information.
• Create equipment and generate invoice.
• If no confirmation needed, move directly from In Progress → Ready to Deploy.

Waiting on Merchant

• After equipment & invoice creation.
• Add shipment fee and equipment charges.
• Complete shipment process.

Closed

• Close ticket once merchant processes over $30 and ISO confirms.
• If not processed, keep ticket open.
• Leads to ticket closure.

2.Shipping Conditions

Case 1 – Ship to Specified Address

• Ship to merchant or ISO address as mentioned in ticket.

Case 2 – Office Pickup

• No shipment created.
• Manually update Deployment Tracking & Terminal Received.

Case 3 – Overnight / Rush

• Create overnight shipment.
• Apply expedited shipping charges.

3. Invoice Condition

• Create invoice under Merchant or ISO as specified in ticket.
• India adds deployment fee.
• NY adds shipping & other charges.

4.Follow-Up Process

• Contact merchant/ISO by phone after terminal receipt.
• If no response, send up to 3 follow-up emails.
• After the final attempt, close the ticket if no response is received.

5.Special Condition – Online Sales Office

• India team does not handle tickets for the first 3 days (NY team priority).
• On Day 4, request permission to proceed.
• For Online Sales Office, send up to 6 follow-ups before closure.
• For other offices, standard 3 follow-ups apply.

6.Restricted Offices – Follow-Up

We have been advised not to send emails to certain ISOs. Please review the restricted list before sending any follow-up communication.

Email for Equip Confirmation 

Do NOT Send Emails To:

• CAPRI PAYMENTS (4973)
• ARGYLE PAYMENTS (5328)
• REUVEN – GOAT PAYMENTS (5045)
• SHAYNE FORRESTER (5095)
• MARIANO (0997) – We The People Processing
• BRYAN BASS (6690)
• JONATHAN COLE (6903)
• PAY BY CARD (6266)
• CHRIS VON (6936)
• HENRY TRAN (6695)
• JOSH RUSSELL (5136)
• APOORV JOSHI (6293)
• PLUSHPAY (6390)
• ALGERNON LAM (6116)

Instead, Send Follow-Ups To:

• jeremyc@merchantindustry.net -Jeremy Colle
• jennie.tufano@merchantindustry.net -Jennie Tufano
• glenn.mondry@merchantindustry.net -Glenn Mondry (For Mariano – 0997)
• George@merchantindustry.net- George (For Henry Tran – 6695)