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Agents who receive partial commission on all of Tabitha Jaquay-Fernandez Accounts (Overrides Default)

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Default Override

SBC

Sales Number

Sales Office

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Vantiv

Sales Number

Sales Office

Owner Username

Rise CC

Sales Number

Sales Office

Owner Username

Rise PCS

Sales Number

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Owner Username

Elavon

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Owner Username

Tesla FD

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Owner Username

FDR - Concord

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Owner Username

Rev19 - AFS FD

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Sales Office

Owner Username

PCS Direct

Sales Number

Sales Office

Owner Username

Clearent

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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

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Owner Username

MAG

Sales Number

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istream

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Sales Office

Owner Username

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Dentistry For You	520003844899	May 09 2023	ACTIVE	-	Vantiv	-	-	Merchant
	Address : 2522 E Kenosha					Phone : 9183551391		Contact : Mandy Wildman
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 400.0
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 437880.00
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 36490.0
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 5
•	-		User: Emily Karawadra -> Notes: Mandy called in to get info on how to setup refunds for her users. Told her to go into admin panel and allow her users to do refunds. May have to change them to supervisor or mgr role
•	-		User: Aimee Jones -> Notes: Camron called back to see if we have a resolution for their refund policy issue. We will contact USA epay and call the merchant back.
•	-		User: Emily Karawadra -> Notes: emailed [email protected] to update open refund policy to no restrictions
•	-		User: Emily Karawadra -> Notes: Called Cameron and told her that the request was submitted to usaepay 24-48 hours to go into effect
•	-		User: Mike Thomas -> Notes: Canceled USA ePay account...non use
2	Pryor Creek Dental	520003845086	May 09 2023	ACTIVE	-	-	Jan 01 1970	-	-
	Address : 5314 S Yale Ave					Phone : 918-825-0941		Contact : Mandy Wildman
•	-		User: Emily Karawadra -> Changed : AverageTicket FROM 0.00 TO 650.00
•	-		User: Emily Karawadra -> Changed : AnnualVolume FROM 0 TO 290000.00
•	-		User: Emily Karawadra -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Emily Karawadra -> Changed : TO Percent FROM 0 TO 5
•	-		User: Emily Karawadra -> Notes: USA ePay
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 650.00 TO 1200
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 24166.67
•	-		User: Morgan Withee -> Notes: Mandy called she was trying to run a refund for a customer but it was failing. The customer had to get a new card due to fraud and the open credit policy for usa epay wont allow refund without the card being run. I called usa epay and they said to email [email protected] and I can get that changed. I let Mandy know this may take 24-28 hours. I told her I would let her know once the change was completed.
•	-		User: Morgan Withee -> Notes: Mandy called to check on the progress of the open credit policy. I looked in USA epay. See it still has not been changed a week later. I emailed Gabby who I had been speaking with at usa epay and I got her out of office. Calling usa epay customer service now to see if I can get this fixed today. Waiting on Hold
•	-		User: Morgan Withee -> Notes: Ali Rodriguez with USA epay made the change for me. Calling Mandy back to have her rerun the refund.
•	-		User: Morgan Withee -> Notes: Mandy was able to successfully run the refund.
3	Lexington Dental of Ouasso PLLC	8035534612	May 09 2023	CANC	Mar 09 2024	Elavon	May 11 2019	-	-
	Address : -					Phone : 918-274-8500		Contact : Jacob Carey or Tamy
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 400.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 650000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 54000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 5
•	-		User: Emily Karawadra -> Notes: Morgan submitted additional services addendum on 11/18/19
•	-		User: Mike Thomas -> Notes: Set up USA ePay
•	-		User: Emily Karawadra -> Notes: Tabitha called and stated they need to change their bank account. I will send over the form that she needs to get signed.
4	Gregory Spielmann LLC	8035455347	May 09 2023	CANC	Mar 21 2024	Elavon	Jan 01 1970	-	-
	Address : -					Phone : 4058487780		Contact : Greg Spielmann
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 390.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 372
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 31000.00
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 372 TO 372,000.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 372 TO 372000
•	-		User: Mike Thomas -> Notes: Set up USA ePay Shipped PaySaber GO SN: 415T004063
•	-		User: Mike Thomas -> Notes: TT Mary Beth she says she received the PaySaber Go box but it was empty. Morgan reaching out to Tiffany.
•	-		User: Emily Karawadra -> Notes: Contacted Tabitha the Mp on this account. The merchant did receive the dongle. They have just misplaced it.
•	-		User: Aimee Jones -> Notes: Mary Bell called needing to know how to use her equipment. I transferred her to Mike for further assistance.
•	-		User: Aimee Jones -> Notes: Needs assistance with PCI. Transferred her to Kay.
•	-		User: Kay Arpin -> Notes: TT Johanna checking on PCI refund elavon stated it is approved should see in their account in a few more days. Merchant had no other questions
•	-		User: Cheri Hansen -> Notes: Need EIN
•	-		User: Morgan Withee -> Notes: Got an email from Elavon stating merchant said they are not getting NDF. The deposit in question was sent out 11/05/2021 at 11:18 (CST) on our side. I did not find any history notes on the account that anything has changed on our side in terms of their banking etc. The ach trace number for the $4040.70 is 091000020021276 if you want to give it to the bank to look at why it took so long to place the funds in your account. I tried to call merchant but did not have any luck. I checked the USA epay settings and its set to batch at 7:15 pm PST so that is before cut off. Wanting to see if merchant was able to locate the deposit using the trace number. And want to know if we can help. If merchant calls back and I am unavailable check the email I saved in the document section or merchant file that goes over the ticket.
•	-		User: Charlotte Goff -> Notes: Tried to call Dr. Spielmann on Monday 11/15/2021 regarding his deposits being delayed/missing. He was with a patient so I left a detailed message with the trace number for that specific deposit of $4040.70 that he inquired about to Elavon. I also followed that voice message up with an email that I sent on 11/15 asking him to please call us that we want to help resolve his issues. 11/16/21 - today I tried to call Dr. Spielmann again and Kristen answered the phone. When I asked for Dr. Spielmann she asked who was calling and I told her and she said just a moment. I was on hold for 15 minutes and then all of a sudden someone picked up the phone and without saying anything hung up.
•	-		User: Emily Karawadra -> Notes: We got your cancelation request late last night. We are sorry to see you leave us! Do you want this effective today? Just to give you a heads up it's the last day of the month and they may not cancel the account until after the first of the month. You may receive a monthly bill for December as it takes up to 7 days to process a cancellation. Please verify the date of closure and we will process the request to close your account. Also I see you called in and spoke to Charlotte today about an email we got after hours last night. I was emailing you when you called in today. Our service model is very hands on and we always return our emails and calls in a timely manner. You were calling the wrong place initially which I think caused you some confusion. We have an A+ BBB rating which is unheard of in the merchant service industry. I welcome you to search your new providers rating on BBB I am sure it won't be an A+. Our staff is here Monday thru Friday 8-5 CST to assist with any issues in the future. Please advise so we can process your cancellation. From Emily
•	-		User: Charlotte Goff -> Notes: MaryBeth called today and wanted to discuss why they are not getting their deposits next day. We picked a random day (Nov 3rd) confirmed the amount of the deposit and I told her she should have received the deposit on 11/4. She said they did not but she couldn't tell me which day they did get it as she would have to speak to Dr. Spielman to get the information. She will have to call me back once he's available to get that info for her. I asked her to send us the copy of his bank statement with everything else blacked out except for our deposits so that we would have something to go to Elavon with as proof. When she calls back we will pick a few more random days and then we will call Elavon and get trace numbers for those deposits so that he can take those to h is bank to find out what the delay is.
•	-		User: Morgan Withee -> Notes: Dr. Spielmann sent Charlotte an email to close out his account. He stated that we did not help him resolve his issues however we asked several times for his bank statement so that we could assist in resolving his issues with funding but he refused. We even offered to move him and he refused that as well. I have put in the SR to close out his account.

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