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File here *	Description *	Action

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Notes

Sr. No.	Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Feb 21 2025 09:16 PM		Anna requested Banking info changed for residuals. Sent request to Shital to get the info changed.	Alexander Wilkins	Feb 21 2025 09:18 PM

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See Residual Detail

Agents who receive partial commission on all of Anna Kate Whitley Accounts (Overrides Default)

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Agent 2 Receives

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Agent 3 Receives

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Agent 4 Receives

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on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

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Agent 2 Receives

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Agent 3 Receives

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Agent 4 Receives

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Default Override

SBC

Sales Number

Sales Office

Owner Username

Vantiv

Sales Number

Sales Office

Owner Username

Rise CC

Sales Number

Sales Office

Owner Username

Rise PCS

Sales Number

Sales Office

Owner Username

Elavon

Sales Number

Sales Office

Owner Username

Tesla FD

Sales Number

Sales Office

Owner Username

FDR - Concord

Sales Number

Sales Office

Owner Username

Rev19 - AFS FD

Sales Number

Sales Office

Owner Username

PCS Direct

Sales Number

Sales Office

Owner Username

Clearent

Sales Number

Sales Office

Owner Username

Shift4

Sales Number

Sales Office

Owner Username

OLD RISE

Sales Number

Sales Office

Owner Username

Rev 19 - AFS TSYS

Sales Number

Sales Office

Owner Username

MAG

Sales Number

Sales Office

Owner Username

istream

Sales Number

Sales Office

Owner Username

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Moody Cat Coffee	461084469692760	Apr 11 2024	CANC	Jun 27 2025	SBC	Apr 11 2024	25%	Merchant
	Address : 114 Houston Ave					Phone : 615-987-5660		Contact : Becca Platt
•	-		SBC - IBUXX - 3.95% - Swipe Simple Mobiles - 34.90/mo for 2. Merchant is purchasing a receipt printer - she may want the cash drawer quoted later on. Quote included a Charging Stand for B250 reader for free placement. - BATCH TIME 8:00pm - TIPS - Tax Calculation 9.75%
•	-		Set up SS and ordered Star printer. Sent invoice SS Password Moodycat$$
•	-		TT Anna Kate and advised her they have not paid the invoice for the printer yet. She asked me to resend which i did. (third time)
•	-		Invoice PAID
•	-		TT Anna Kate shipped charging cable the old one was defective
•	-		TT Anna Kate and advised her the printer is not Bluetooth capable
•	-		TT Merchant and advised that the printer is theirs. Gave email to send cancel request
•	-		Merchant account on SBC Closed. Both B250s Returned.
2	Broken Rose & Co	461084469697334	May 09 2023	ACTIVE	-	SBC	Jan 31 2023	25.00%	Merchant
	Address : 132 Warren Ave					Phone : 731-610-0790		Contact : Alice Hawkins
•	Jan 31 2023		SBC - IBUXX- 3.95% - PAX S80 - IP - Batch time 7:00pm - Tax calculation 9.75%
•	Feb 03 2023		They decided they want Swipe Simple instead. Updated monthly fee to $29.95. Mike is preparing equipment
•	Feb 09 2023		Merchant has galaxy phone which does not have the swipe simple app. Downgraded back to the pax S80. Reduced monthly fee back to $19.95. Mike is going to download terminal and ship out today
•	Feb 09 2023		Shipped Pax S80
•	Feb 09 2023		Cancelled Swipe Simple account
•	Feb 13 2023		Received B250 back from merchant along with signage, will mail back signage as she will need for iBuxx
•	Feb 14 2023		Tt Anna was getting check Lan....reset terminal and ran a transaction...all working
•	-		SBC - IBUXX- 3.95% - PAX S80 - IP - Batch time 7:00pm - Tax calculation 9.75%
•	-		They decided they want Swipe Simple instead. Updated monthly fee to $29.95. Mike is preparing equipment
•	-		Merchant has galaxy phone which does not have the swipe simple app. Downgraded back to the pax S80. Reduced monthly fee back to $19.95. Mike is going to download terminal and ship out today
•	-		Shipped Pax S80
•	-		Cancelled Swipe Simple account
•	-		Received B250 back from merchant along with signage, will mail back signage as she will need for iBuxx
•	-		Tt Anna was getting check Lan....reset terminal and ran a transaction...all working
•	-		Spoke to Anna, was trying to run a void and put in incorrect password on terminal. Reset terminal and informed Anna that because the transaction was from a day prior it would have to be a return. Stated they did not have the original card, but they know how to do a return. Will run the return once they have the original card.
•	-		Spoke to Alice, Pax S80 has died. Replacing it with a Dejavoo P1. No change to pricing or fees.
•	-		Merchant received Dejavoo P1, they had a few questions but otherwise they were all set.
•	-		TT Merchant was on Dejavoo screen had her swipe up and select DV pay app
3	Purdy Store	461084469697750	May 09 2023	ACTIVE	-	SBC	-	25.00%	Merchant
	Address : -					Phone : 901-685-6812		Contact : Joe Tacker
•	-		Merchant returned VL500 (screen showing double)
4	Arnez KJ Sea All Natural	461084469694296	May 09 2023	ACTIVE	-	SBC	-	25.00%	Merchant
	Address : 111 Deer Path Circle					Phone : 662-665-1003		Contact : Kimberly Johnson
•	Oct 10 2022		TO Percent FROM 0 TO 50
•	Oct 06 2022		Swipe Percent FROM 0 TO 50
•	Oct 06 2022		MonthlyVolume FROM 0.00 TO 500
•	Oct 06 2022		AnnualVolume FROM 0 TO 5000
•	Oct 06 2022		SBC - IBUXX - 3.95%; Swipe Simple Mobile app with Bluetooth dongle; Batch time 7:00pm; Receipt Header and Footers listed on Pre-App
•	Oct 06 2022		Updated firmware and shipped FedEx
•	Oct 06 2022		Changed status to Approved; uploaded Var; added MID and approval date
•	Oct 06 2022		TT Anna tried to schedule a time to call merchant to do card reader set up. She has to do it after hours so I went through the contents of the box and gave her some details about setting it up. I also sent her my cell number.
•	Oct 06 2022		TT Anna after hours and gave info
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 20.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 5000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 500
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 50
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 50
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Swipe Simple Mobile app with Bluetooth dongle; Batch time 7:00pm; Receipt Header and Footers listed on Pre-App
•	-		User: Charlotte Goff -> Notes: Changed status to Approved; uploaded Var; added MID and approval date
•	-		User: Mike Thomas -> Notes: Updated firmware and shipped FedEx
•	-		User: Mike Thomas -> Notes: TT Anna tried to schedule a time to call merchant to do card reader set up. She has to do it after hours so I went through the contents of the box and gave her some details about setting it up. I also sent her my cell number.
•	-		User: Mike Thomas -> Notes: TT Anna after hours and gave info
•	-		Received message from Conrad about returned ACH for January billing of $29.95. Called merchant and left a voice mail for her to call the office. We need to know when she will have the funds in the account so that they can send the debit for the fees back out
•	-		January fees were returned due to Account Frozen. Tried to call the merchant to see if we can do a bank account change and the phone on file has been disconnected. I called Anna Kate - the MP - and left a voicemail for her letting her know we need her to try to contact the merchant for us and let us know what's going on. Merchant currently owes $29.95 plus a $25 fee for the returned ACH.

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