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SBC

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Vantiv

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Rise CC

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Rise PCS

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Elavon

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Tesla FD

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Rev19 - AFS FD

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Shift4

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OLD RISE

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Rev 19 - AFS TSYS

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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	Bob Dalsania DDS PC	8030971967	May 09 2023	CANC	Mar 21 2024	Elavon	Feb 02 2017	-	-
	Address : -					Phone : 9014762270		Contact : Bob Dalsania
•	-		User: Mike Thomas -> Notes: Downloaded iCT220 SN 731534CT065474 IP File 21607389
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO $100
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 100.00
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 3500.00
•	-		User: Morgan Withee -> Changed : Tax ID FROM 42253075 TO
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Kay Arpin -> Notes: office requested i send email and link for PCI update, confirmed email address is correct
2	Associates in Pulmonary Medicine	8030988821	May 09 2023	ACTIVE	Mar 20 2024	Elavon	Jul 02 2017	-	-
	Address : 16 Pocono Rd #217					Phone : 973-625-5651		Contact : Kelly Fearon
•	-		User: Mike Thomas -> Notes: Downloaded iCT220 SN 7315349CT025219 Dial File 21605821
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 50
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 48000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 4000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Pennye McAnulty -> Notes: TT Kelly about completing PCI Compliance for the year
•	-		User: Cheri Hansen -> Notes: need dl ein and voided check
3	Total Air Group	8034085699	May 09 2023	CANC	Jan 21 2025	Elavon	-	-	Merchant
	Address : 2456 Winchester Rd # 14					Phone : 901-396-9707		Contact : Greg Wilson
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 3500
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 2300000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 190000
•	-		User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 100
•	-		User: Mike Thomas -> Notes: Set up USA ePay
•	-		User: Mike Thomas -> Notes: Changed email address in USAePay to [email protected] and walked Tracy through viewing the dashboard.
•	-		User: Cheri Hansen -> Notes: Need EIN voided check and DL
•	-		User: Mike Thomas -> Notes: TT Tracy she needed her USA ePay password reset...done!
•	-		finally received a response back from Elavon on the missing $130.97 that we reported in August. The deposit amount of $21628.29 that they received on July 25th was a combination of June and July sales. We were originally told it was only June sales that had been held. All of the math adds up when you include what was processed for both June and July, what was held and then what was deposited normally. Called Irene at Total Air this morning to explain everything to her but got her VM. Left her a message asking her to call me so that I could go over the figures with her.
•	-		Joe Mateo called and wanted to know what his average month of fees was over the last 3 months. I pulled his Elavon statements and calculated the average and sent it to him. He's pulling together year end numbers for the company executives.
4	Oakland Chamber of Commerce	520002754176	May 09 2023	ACTIVE	-	-	May 03 2018	-	-
	Address : PO BOX 493					Phone : 9018968922		Contact : Pattie Krepela
•	-		User: Mike Thomas -> Notes: TSYS VAR completed, set up USA ePay.
•	-		User: Pennye McAnulty -> Notes: left message for Pattie.
•	-		User: Pennye McAnulty -> Notes: Quick books online goes through a 3rd party called Fi-soft through USA epay. The cost is 69.00 set up and 35.00 a month retail.
•	-		User: Morgan Withee -> Notes: Pattie called and said they do not use this they are only using Quickbooks please cancel.
5	Home Appliances LLC	520001483675	May 09 2023	ACTIVE	-	-	Jan 01 1970	-	-
	Address : -					Phone : 901-406-5209		Contact : Zakaria Albanna
•	-		User: Christina Sullins -> Notes: MCC#1799
•	-		User: Christina Sullins -> Notes: SR#20958716 to add on file fee for USAepay of $10.00
•	-		User: Mike Thomas -> Notes: Added USA ePay
•	-		User: Christina Sullins -> Notes: TT Zak, he was wanting us to provide a free terminal. We were told he must purchase any EMV terminal he may want.
•	-		User: Mike Thomas -> Notes: Closed USA ePay account per Zak
•	-		User: Christina Sullins -> Notes: TT Zak, needed to know if the transaction for $173.10 ran twice. It did but there was a refund also done. So only 1 transaction will be paid out.
•	-		User: Christina Sullins -> Notes: TT Zak, we do not have a transaction for $550.00 on 04/27/17.
•	-		User: Pennye McAnulty -> Notes: Zach called needed batch totals from June 26th until today.
•	-		User: Mike Thomas -> Notes: Programmed and shipped VX520 SN 330-374-565. Express Courier
•	-		User: Pennye McAnulty -> Notes: TT ZAK terminal showing duplicate transactions.
•	-		User: Mike Thomas -> Notes: Advised Zak that a transaction went through twice.
•	-		User: Pennye McAnulty -> Notes: Spoke to Zack needed card number on a transaction that he needed to process.
•	-		User: Pennye McAnulty -> Notes: Spoke to Zack wanted rate review.
•	-		User: Pennye McAnulty -> Notes: Spoke to Zack wanted to switch to IP.
•	-		User: Mike Thomas -> Notes: TT Zack walked him through changing to IP to process
•	-		User: Pennye McAnulty -> Notes: TT Zach called about a debit for 327.00 on 4-4-2018. It was a sales reject.
•	-		User: Pennye McAnulty -> Notes: TT Zach about debit for 163.00 on July 5th. It was a chargeback. I also received a DBA change form.
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 300
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 60000
•	-		User: Pennye McAnulty -> Notes: Spoke to Zak they went with another processor. Cancelling the account.
•	-		User: Pennye McAnulty -> Notes: Homeapp19 PCI Password.
•	-		User: Pennye McAnulty -> Notes: TT Mark terminal was getting an error message of no line. Conferenced in with Vantiv to correct.
•	-		User: Kay Arpin -> Notes: 7-23 - Zac called requested ach change on this location also. provided info to Morgan
•	-		User: Morgan Withee -> Notes: Called Gem team to get AMEX added to this account. It is in fact on the application, it was just never built into the terminal.
•	-		User: Aimee Jones -> Notes: Merchant called to request a statement analysis for a lower rate. I pulled his current statement and emailed them to Emily for review.
•	-		User: Dee Karawadra -> Notes: Cely called in looking for a refund for $437.90 it was issued 06/25 send confirmation to merchant email [email protected]
•	-		User: Dee Karawadra -> Notes: previous note the refund date is 05/25/20 not 06/25 Correction EK
•	-		User: Morgan Withee -> Notes: Zack called in stating he got information on a chargeback via fax but the fax did not have any information on where to return the information. Then he received something via mail on 6/18 however the due date was on 6/16. He said he tried to send the signed invoice and reciept in on his own on 6/11 and 6/19. He got a notification that his request was denied. He is going to send me all his documentation so I can assist him.
•	-		User: Morgan Withee -> Notes: Spoke with Zak again this morning. I let him know that they denied some of them because he sent it all in a group. So I printed out everything and separated the 8 claims. and then faxed over to the chargeback department. I told Zak to let me know if they contact him with any further information so that I can assist where I can.
6	TRAFFIC JAM	461084469695299	May 09 2023	CANC	Jun 27 2025	SBC	-	-	Merchant
	Address : -					Phone : 979-245-5229		Contact : ADAM
•	-		User: Linda Billings from - Notes: Adam recv'd terminal, called to initialize, not downloaded, teleconf in & no profile built. Got profile built & download problem. Will get a call in 15 to 20 minutes for download.
•	-		User: Linda Billings from - Notes: Adam called and does not want to go to Gross Monthly as previously thought, likes daily now that he's use to it.
•	-		User: Linda Billings from - Notes: Adam called to ck debit from acct for $94.95, not our fees, was from merchant service, probably final bill from previous processor.
•	-		User: Christina Sullins -> Notes: Adam called asking what is his Voice rate, 3.24%
•	-		User: Christina Sullins -> Notes: tt Adam, he had $301.70 taken from his account on 03/24/17. it was a chargeback.
•	-		User: Christina Sullins -> Notes: tt Adam about swapping processors and he will get with Northern Leasing to see what it would cost to cancel and let us know.
•	-		User: Kay Arpin -> Notes: 10-25-2018 outbound call for conversion, no answer
•	-		User: Morgan Withee -> Notes: Old Concord Merchant Number: 02667540001
•	-		User: Morgan Withee -> Notes: Converted to Secure BanCard
•	-		User: Mike Thomas -> Notes: Programmed VX520 SN 262-793-655 for dial. He will send other VX520 back to us.
•	-		User: Mike Thomas -> Notes: TT Adam changed auto settle time to 6:00 pm.
•	-		User: Pennye McAnulty -> Notes: TT called about rates being charged went over them with him.
•	-		User: Mike Thomas -> Notes: TT Adam changed auto settle time to 6:00 pm.
•	-		User: Pennye McAnulty -> Notes: Adam called about fees for the month. Went over them with him.
•	-		User: Mike Thomas -> Notes: TT Adam, walked him through a manual sale
•	-		User: Mike Thomas -> Notes: TT Adam, walked him through a manual sale
•	-		User: Charlotte Goff -> Notes: TT- Adam - He was inquiring about a debit to his account of $53.31. Researched his monthly statement and it was his monthly fees $119.55 minus his daily fees $66.24. The monthly fees also included the 2 debit network annual fees of $16 each.
•	-		Merchant signed cancellation request form and it was submitted to SBC and closed account on 10/7/24. Terminal is VX520 and is not needed back due to EOL.
•	-		Adam called about a $22 fee that was debited from his account on January 6th. Called SBC to see what the fee was for and $15.00 of it was for a Retrieval request for a Discover customer for $811.88 taken on July 2nd. The response deadline date for the Retrieval Request was Jan 30th. SBC could not say if Discover would go ahead and push it to a Chargeback or not, but that Discover had 45 days beyond the Jan 30th deadline to do so. Adam knows he owes the customer the money and is willing to pay him, but didn't want to send him a check if he was going to get the Chargeback. I called Adam and suggested that he contact the cardholder and get written correspondence going to see if the customer will stop the chargeback process so that Adam can write him a check. Adam said that he'll wait until the 45 days is up and see if the chargeback has come through or not before writing him a check. He will call back about mid-march to check on the status of it becoming a chargeback. ALSO, part of the $22 fee debited was an automatic fee for PCI Non Compliance ($6.00) that was added to the retrieval fee. I submitted a request to have the $6.00 refunded to his account since he had been cancelled since October 2024.
7	HUGHCO ALARMS	461084469696710	May 09 2023	CANC	Jun 27 2025	SBC	Jan 01 1970	-	-
	Address : -					Phone : 501-525-2767		Contact : James Ryal
•	-		User: Pennye McAnulty -> Notes: Conversion: Emailed paperwork to merchant.
•	-		User: Pennye McAnulty -> Notes: Merchant has new email sent paperwork to James to convert account.
•	-		User: Morgan Withee -> Notes: James Ryals stated that he bought Hughco Alarms from his brother Brian Hughes. We called to convert him and he stated he only uses USA ePay. We do not show him in our USA ePay at all. But when we look them up in FD- Access One they are currently processing and not using USA ePAy
•	-		User: Morgan Withee -> Notes:
•	-		User: Morgan Withee -> Notes: They use a software called ProBill we are going to convert them to Secure BanCard under Tsys-Vital Probill Plus. ProBill will send over paperwork to convert on their side as well.
•	-		User: Morgan Withee -> Notes: 434298971889 Old FD MID
•	-		User: Morgan Withee -> Notes: Converted to Secure Bancard on 1/23/19
8	FOWLKES CONTRETE & CONST	461084469699461	May 09 2023	CANC	Jun 27 2025	SBC	Jan 01 1970	-	-
	Address : -					Phone : 731-285-7232		Contact : JEFF
•	-		User: Pennye McAnulty -> Notes: Terminal not working its getting error message. Hypercom T7plus needs to be replaced.
•	-		User: Pennye McAnulty -> Notes: Sent Elavon Paperwork back on 10/25/2018
•	-		User: Morgan Withee -> Notes: Old FD Merchant Number: 434287014881
•	-		User: Morgan Withee -> Notes: Converted to Secure Bancard on 11/15/18
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN: 262-793-647 Dial. Shipping ground
•	-		User: Pennye McAnulty -> Notes: Merchant called in trying to us new terminal receiving an error message. transferred to Mike.
•	-		User: Mike Thomas -> Notes: TT Jeff comms error, was trying to use terminal while being on his phone, they share a line. All working.
•	-		User: Mike Thomas -> Notes: TT Jeff, walked him through a manual sale....approved.
•	-		User: Mike Thomas -> Notes: TT Jeff, walked him through a manual sale....approved.
•	-		User: Mike Thomas -> Notes: TT Jeff walked him through a sale, term needs to be on a dedicated line.
•	-		User: Pennye McAnulty -> Notes: Jeff called wanted to know about getting the paper fo the terminal. Told him we would send him some.
•	-		User: Morgan Withee -> Notes: Jeff called needed help with getting terminal back to Sale/Void Screen
•	-		User: Mike Thomas -> Notes: TT Jeff advised him to select Softpay to get to sale screen.
•	-		User: Mike Thomas -> Notes: TT Jeff advised him to select Softpay to get to sale screen.
•	-		User: Aimee Jones -> Notes: Jeff called needing statements from 2018. I requested statements be emailed to him.
•	-		User: Emily Karawadra -> Notes: called in never got statments emailed to him. I requested Morgan to email them
•	-		User: Morgan Withee -> Notes: Sent Jeff his statements from 2018-2019.
•	-		User: Morgan Withee -> Notes: Jeff called back and requested all of 2020. I went ahead and sent him Jan-April.
•	-		User: Morgan Withee -> Notes: Jeff called was having trouble running a corporate card. Issue was resolved after a few trial and errors.
•	-		User: Morgan Withee -> Notes: Jeff called and said I never sent him his 2020 states although I did. I showed him where to find them and send him May - July. I told him they are being mailed now and he should get one in the mail for July any day now.
•	-		User: Charlotte Goff -> Notes: called in stating terminal would not work. Determined terminal is VX520 on dial up. Gave them Http://info.worldpay.com/worlpay-download to do a partial download per Vantiv Tech Support message.
•	-		User: Mike Thomas -> Notes: Tt Keith will do a full download to change communication to IP

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