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Sr. No.	Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Jan 07 2025 12:00 AM		OPEN TICKET 2906358: ADVANCED AUTO GLASS (434271678881): Request	Mike Thomas	Jan 07 2025 10:53 PM

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Rise CC

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MAG

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istream

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Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Chimney Rock Restaurant	461084215002526	Jun 09 2025	ACTIVE	-	SBC	-	50%	Merchant
	Address : 1890 Berryhill Rd					Phone : 901-826-3152		Contact : Lebern Sanders
•	-		SBC - Ibuxx 3.95% - VL100 Pro - Batch Time 7PM - IP
•	-		TT Pop he decided he only wanted to re-enter one of the 14 tips that were not adjusted ($41.93 card ending 9600) He decided after I explained the chargeback risks.
2	Arctic Clear Bottled Water	461084215757127	Aug 26 2024	ACTIVE	-	SBC	-	50%	Merchant
	Address : 3935 Herons Landing Lane, Lakeland, TN, USA					Phone : 901-382-2363		Contact : Jeff Maness
•	-		SBC - IBUXX - Valor VT for invoicing - email receipt feature -- batch time 7:00pm
3	Neuvo	520004966942	Aug 20 2024	ACTIVE	-	Vantiv	Aug 19 2024	50.00%	Merchant
	Address : 5158 Wheelis					Phone : 9015316000		Contact : PERRY PIACENTI
•	-		Vantiv - switched from Traditional to IBUXX - 3.95% - Valor 100 - Tips - Batch 7:00pm
•	-		Went to location and did the install
•	-		Perry called and was asking about the PCI compliance. I gave him some details and then emailed him the PCI Help Desk phone number and email address. He already had the website info from a letter WP sent to him
•	-		Changed terminal tp WP
•	-		Perry called asking what the charge that was being taken out of his batch. Explained to Perry that it was the 3.95% that is being charged to the customer as they are on Ibuxx.
•	-		Perry called me Friday after hours. He said he not run a refund manually through his terminal. I checked in Valor and the reason was he didn't enter info in a timely matter. It was timing out
•	-		TTh Perry Saturday morning 9/14 and needed to be walked through a void. All is well
4	Berryhill Laundry Mat	461084469699581	Aug 31 2023	ACTIVE	-	SBC	-	50%	Merchant
	Address : 1890 Berryhill Rd Suite 101					Phone : 901-305-0456		Contact : Lucy Hooper
•	-		SBC - IBUXX - 3.95% - Valor 100 - $24.95
•	-		Replaced VL100 with VL100 pro. Old terminal will not read chip cards
5	Family & Cosmetic Dentistry of Memphis	461084469695203	Jul 24 2023	ACTIVE	-	SBC	Jul 24 2023	50%	Merchant
	Address : 845 S Highland St					Phone : 901-323-8488		Contact : Misty Patel
•	Jul 25 2023		Downloaded VL100 SN: 118224737340 TID# 78774888 Misty is picking up
•	-		Spoke to Misti and walked her through how to bypass the cash discount fee on the Valor
•	-		Spoke to Misti -she was asking about the deposit amount for 8/14 batch. Sales was $1049. She bypassed the fees on these transactions. Deposit amount was $1008.83. Informed her that she would need to pay the fee for those transactions that get the fee bypassed.
•	-		Merchant was set up with $19.95 monthly fee. Morgan removed the fee 10/10/23 after Minesh brought it to Mike's attention
•	-		I corrected pioneer so this merchant is no longer billed the monthly fee as promised. I put in a ticket with SBC to have the merchant refunded: "Please refund merchant $59.85 for the last 3 months of statement fees. This merchant was supposed to have a $0 statement fee. We have removed this from being billed any further we just need this refund to be issued, please. "
6	Family & Cosmetic Dentistry of Jackson	461084469698123	Jul 21 2023	ACTIVE	-	SBC	-	50%	Merchant
	Address : 1523 South Highland					Phone : 731-424-6452		Contact : Mary Matlock
•	Jul 21 2023		SBC - IBUXX - 3.99% - Valor 100 with no monthly fee- IP- NDF
•	-		SBC - IBUXX - 3.99% - Valor 100 with no monthly fee
•	-		Downloaded and shipped FedEx 2 day delivery
•	-		TT Tina she said the new VL100 is working out great
•	-		Returned iCt 220 put in box in Morgan's office
7	ADVANCED AUTO GLASS	434271678881	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : 901-292-0631		Contact : EDDIE GRIFFIN
•	Jan 08 2025 12:00 am		OPEN TICKET 2906358: ADVANCED AUTO GLASS (434271678881): Request
8	Arte's International Dental Lab	520004057416	May 09 2023	CANC	Jun 26 2024	Vantiv	-	-	-
	Address : 2080 Harrison St					Phone : 870-569-8187		Contact : Ralph Teed
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 500
•	-		User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 100000
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 8000
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 5
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 95
•	-		User: Charlotte Goff -> Notes: Rodney called in about a dispute that he sent in documentation on to Elavon. Transaction was for $1840.64 Card 0226 on 3/17/22. Dispute reason was customer did not participate in transaction. Called Elavon Dispute Resolution Dept and spoke to Tasha and she said that the bank has until 5/30 to respond to the documentation sent in. If they decline the dispute Hyundai will get the money back. If they continue forward with it it will go to arbitration
9	DDS Surgical Supplies>com	520003838566	May 09 2023	ACTIVE	-	Vantiv	Apr 12 2019	-	-
	Address : -					Phone : 901-305-0456		Contact : Lucy Hooper
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 500.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 45000.00
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 3750
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 100
10	Roar Dental	520003562345	May 09 2023	ACTIVE	-	Vantiv	Apr 23 2019	50.00%	Merchant
	Address : 9160 HWY 64 Suite 12 # 308					Phone : 901-679-4723		Contact : Kevin Hooper
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 3000.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 400000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 33000
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Mike Thomas -> Notes: Set up USA ePay 4/24/2019
•	-		User: Mike Thomas -> Notes: TT Pat she will call me 9/17/2019 to advise if terminal batched out properly.
•	-		User: Mike Thomas -> Notes: Emailed Kevin all statements from 2019
•	-		User: Mike Thomas -> Notes:
•	-		User: Morgan Withee -> Notes: Kevin called requesting 2020 statements. Sent them over via email
•	-		User: Morgan Withee -> Notes: Janna called requesting for the amount they paid in fees last year. I told her this could be found on the 1099K statement. I told her I would put in a request and it should take 24-48 hours to get it. she wants it to be emailed to [email protected]
•	-		User: Morgan Withee -> Notes: Sent 1099K to both [email protected] and [email protected]
•	-		User: Mike Thomas -> Notes: TT Kevin reset password
•	-		User: Mike Thomas -> Notes: TT Kevin and Lucy reset password
•	-		User: Mike Thomas -> Notes: Unlocked keyboard...working
•	-		User: Mike Thomas -> Notes: Talked to Kevin and also sent him an email with all info 11/22/21concerning new PCI new compliance fee.
•	Dec 27 2023		TT Kevin walked him through a partial refund
•	-		TT Kevin reset USA ePay password
11	Neuvo	520003137751	May 09 2023	ACTIVE	Jan 21 2025	Vantiv	Oct 11 2018	50.00%	Merchant
	Address : 5158 Wheelis					Phone : 9015316000		Contact : PIACENTI PERRY
•	-		User: Christina Sullins -> Notes: Perry called looking for transactions from 11/07/15. They said approved but didn't create a receipt in the terminal. They unplugged the machine and it started working fine.
•	-		User: Mike Thomas -> Notes: Downloaded and delivered VX520 SN: 261-553-377
•	-		User: Mike Thomas -> Notes: Had settlement report changed to summary. Will need a partial download
•	-		User: Pennye McAnulty -> Notes: spoke to Perry the internet is down and it is not defaulting to the phone line. Conferenced in with tech support.
•	-		User: Mike Thomas -> Notes: TT Perry, VX520 may be going done. Reset terminal and corrected time and date. We are planning to reboard him on Vantiv.
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 200.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 8000000.00
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 55000
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Mike Thomas -> Notes: Changed settlement report to totals only. Did not want detail report.
•	-		User: Mike Thomas -> Notes: Downloaded and delivered VX520 SN: 803-123-749 IP
•	-		User: Pennye McAnulty -> Notes: Perry called because he is missing deposits. The new MID had an old checking account number on it. Sent form to update.
•	-		User: Pennye McAnulty -> Changed : BankName FROM First Tennessee TO Suntrust
•	-		User: Pennye McAnulty -> Changed : RoutingNumber FROM 084000026 TO 064000046
•	-		User: Pennye McAnulty -> Changed : DDANumber FROM 172257569 TO 1000176495934
•	-		User: Mike Thomas -> Notes: TT Perry walked him through a settlement, terminal did not auto settle...communication issue. Settled fine.
•	-		User: Mike Thomas -> Notes: Changed password for refunds to 11739
•	-		User: Mike Thomas -> Notes: TT Perry, just letting me know password is working for refunds
•	-		User: Mike Thomas -> Notes: TT Perry verified a $45 transaction did go through twice, gave him full card number for refund.
•	-		User: Mike Thomas -> Notes: TT Perry keyboard locked....unlocked now working
•	-		User: Mike Thomas -> Notes: Walked Perry through a settlement. Internet went down last night.
•	-		User: Mike Thomas -> Notes: Went to merchant location and added password (11939) for refunds. I also made receipt darker.
•	-		User: Mike Thomas -> Notes: TT Perry keyboard locked....unlocked now working
•	-		User: Mike Thomas -> Notes: Talked to Perry and also sent him an email with all info 11/22/21concerning new PCI new compliance fee.
•	-		User: Mike Thomas -> Notes: TT Perry keyboard locked....unlocked now working
•	-		TT Perry confirmed a transaction for $41.52 was ran twice on 3/11/23 he will issue a refund.
•	Nov 01 2023		TT Perry confirmed a transaction for $227.00 did go through
•	-		VANTIV - IBUXX - 3.95% - VALOR 100 - Tips------switched from traditional pricing
•	-		closing merchant account because they switched to IBuxx. Submitted SR 61890790 in NPCrm to have Vantiv close account
12	Berryhill Laundry Mat	520004695227	May 09 2023	CANC	Jan 22 2025	Vantiv	Oct 13 2022	50.00%	Merchant
	Address : 1890 Berryhill Rd Suite 101					Phone : 901-305-0456		Contact : Lucy Hooper
•	-		cancelling this account. Merchant switched to IBUXX. Added SR 55468576 to NPCrm to have Vantiv cancel on their system.

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