The Community Support Agreement (commonly referred to as CSA by Sales Reps) is the billing form used for Free Product/Services Placement WITH lock-in period.
This form is used for:
- Free Equipment Placement with a lock-in period.
- Free Install/Deployment Fee with a lock-in period.
- Free Marketing Products/Services with a lock-in period.
Again, be reminded that this is WITH lock-in period which requires the merchant to process with us in a certain period of time. If you are looking for free placement with NO lock-in period, this is not the form you would want to fill out.
Below is how you are to fill out this form:
GENERAL INFORMATION:
Business Legal Name | Referred to as the “IRS Name”. This is the name they file their taxes under, which can be completely different from the DBA. |
Hardware Value |
List of equipment you are providing for free. Sum of the equipment costs. |
Installation Value |
This is usually technical fees, such as but not limited to, deployment fees, site visit fees, and out-of-state install fees. Sum of the technical fees. |
Other Value |
List of products/services not classified as hardware, installation, and Payzero. This is usually menu/flyers for non-PayZero clients and previous processor fees and/or ETF. Sum of the products/services listed. |
PayZero Services Value |
By default, this is the Marketing menu/flyers. For new merchants, this is default to $300.00. If value is indicated, specify accordingly. |
Total Value | Sum of ALL products/services provided for free. |
Calendar Months |
The number of months will depend on the calculated Equipment ROI. Make sure to calculate Equipment ROI first on all incoming accounts. |
Processing Rate | For new account, check off "rate set forth in the MPA". For existing accounts, indicate the processing rate. |
ACCEPTANCE AGREEMENT:
Owner's Signature | Owner/Authorized Signer's signature. |
Print Name | Owner/Authorized Signer's full name. |
Date Signed | Date the document is signed. |
PERSONAL GUARANTY:
Personal Guarantor's Signature | Not necessarily the owner, but defaulted to be the owner/authorized signer. |
Print Name | Not necessarily the owner, but defaulted to be the owner/authorized signer. |
Date Signed | Date the document is signed. |