Customer Acquisition – Operator Process
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Introduction

If you have acquired a new business or your business has been acquired by another organization, follow the process below to ensure that our records are updated. It is vital that we receive it in a timely manner to guarantee proper accounting for all future transactions.

 

If you are the Current Operator

  • Email your Sales Representative, Account Manager, or Account Ambassador at 365 Retail Markets with “Account Acquisition” in the Subject field and include the information below.
    • Date of Acquisition
    • Current Operator Name
    • Current Operator Billing Address
    • Current Operator Email and Phone Number
    • Instructions on how you are handling any outstanding account balance prior to the acquisition.

Note: Outstanding balances must be $0 before the date of acquisition. Any open balances will be deducted from credit card disbursements before the acquisition if we do not receive payment.

  • New Operator Name
  • New Operator Contact, Email, and Phone Number
  • New Operator Billing Address
  • If you do not have the contact information for your account representative, email AccountServices@365smartshop.com and your email will be directed to the appropriate party.

  • Your Account Representative will contact you with further instructions. They will also contact the new operator to help set up banking information for credit card disbursements.

 

If you are the New Operator

  • Email your Sales Representative, Account Manager, or Account Ambassador at 365 Retail Markets with “Account Acquisition” in the Subject field and include the information below.
    • Current Operator Name
    • Current Operator Contact Name and Phone Number
    • New Operator Name
    • New Operator Account Billing Address
    • New Operator Email and Phone Number

Note: Any outstanding balances remaining on the account from the previous operator will become the responsibility of the new operator when the acquisition is final. If you do not want to accept liability for old AR balances, work with the current operator to make sure all balances are paid in full before the acquisition date.

  • If you do not have contact information for your account representative, email AccountServices@365smartshop.com and your email will be directed to the appropriate party.

  • Your Account Representative will contact you with additional instructions and collect ACH details to set up banking information for credit card disbursements.

 

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Customer Acquisitions - Operator Process.pdf
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