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Sr. No.	Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Jan 23 2025 06:19 PM		updated address per email from Holley	Charlotte Groff	Jan 23 2025 06:19 PM

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Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Service Proz	461084215758882	Jun 20 2025	CANC	Jun 23 2025	SBC	Jun 23 2025	15%	Merchant
	Address : 75 Wyatts Lake Rd					Phone : 205-640-6932		Contact : Heath Rion
2	J & R Glass Co	461084215983952	May 30 2025	ACTIVE	Jun 02 2025	SBC	May 30 2025	15%	Merchant
	Address : 145 Park Ave					Phone : 205-640-1692		Contact : Jason Harvey, Suzy
•	-		SBC - IBUXX - 3.5% - Dejavoo P1 without RevUp - Batch 7:00pm
3	Superior Restoration LLC	80318031	May 16 2025	CANC	May 19 2025	SBC	-	15%	Merchant
	Address : -					Phone : -		Contact : -
4	Crossroads Florist & Gifts	461084215323555	Apr 25 2025	ACTIVE	May 19 2025	SBC	Apr 28 2025	15%	Merchant
	Address : 62411 US Hwy 231					Phone : 205-625-4438		Contact : Amy Richards
•	-		SBC requesting EIN verification - EIN number not verifying with IRS. Emailed Holley letting her know.
•	-		TT Merchant an David advised how to get to the main screen from the app screen....all good.
•	-		Sent in request to have merchant's statement fee reduced to 29.95 from 39.95.
•	-		Spoke to Amy, they are having internet issues with their AT&T router. Had them connect to Hotspot on their phone. Transaction went through perfectly.
•	-		Talked to Amy. She's confused about her batch receipts that RevUp prints out because it says "without fee" for the summary, but the amount on the batch receipt does include the fee.
5	ReyAuto1 LLC	461084215904461	Apr 16 2025	ACTIVE	Apr 30 2025	SBC	Apr 22 2025	15%	Merchant
	Address : 11910 US Hwy 431					Phone : 2564009067		Contact : Nelson Reyes
•	-		Vantiv/Worldpay - Autobuxx 3.5% - Dejavoo P1 - Batch Time 7PM - IP - Option to Bypass Fee
•	-		Shipped P1 emailed Holley tracking #
•	-		Spoke to Holley, she wanted to know if we could put the merchant on another processor because of the time the merchant may receive their deposit. Stated that changing the processor may not change when he gets his deposit due to other factors. Merchant's first deposit was held from the 29th of April, will be deposited on the first of May.
6	D&D Creations	461084215687560	Apr 11 2025	ACTIVE	-	SBC	Apr 14 2025	15%	Merchant
	Address : 332 1st Ave					Phone : 205-353-8238		Contact : Deborah Cason
•	-		SBC - Ibuxx 3.5% - Dejavoo P5 w/o Revup - Batch Time 7PM - IP
•	-		Merchant wants to switch from a P5 to a P8. Told Holley of price increase. Shipping P8 out today.
•	-		Return Label Tracking # 791730068734
•	-		Merchant received P8 on Wednesday 4/23/2025. Awaiting to see if the merchant will need assistance with changing out the SIM Card from the P5 to the P8.
•	-		Merchant returned P5 and B250
7	Pitstop Automotive LLC	461084215962965	Apr 07 2025	CANC	Apr 15 2025	SBC	Apr 15 2025	15%	Merchant
	Address : 204 5th Avenue, Ashville, AL, USA					Phone : 205-594-1485		Contact : Chad Hardin
•	-		SBC-Autobuxx-3.5%-Dejavoo P1- batch time 7PM
•	-		Waiting on ein number
8	1440 Integrated Health & Wellness	461084215106330	Mar 25 2025	CANC	Mar 27 2025	SBC	Mar 26 2025	15%	Merchant
	Address : 5497 Main Drive, New Hope, AL, USA					Phone : 770-363-6849		Contact : Matthew Jandrlich
9	Bubbly Bliss Designs	461084215081371	Mar 13 2025	ACTIVE	May 30 2025	SBC	Mar 14 2025	15%	Merchant
	Address : 101 4th St North					Phone : 205-446-9520		Contact : SAVANNAH BEASLEY
•	-		SBC - DEJAVOO P5 with SIM Card - IBUXX 3.5% - MANUAL BATCH
10	Lamberts Bibles and Gifts	461084215490851	Mar 04 2025	ACTIVE	Mar 10 2025	SBC	Mar 05 2025	15%	Merchant
	Address : 10460 Alabama 168 suite 3, Boaz, AL, USA					Phone : 256-281-9380		Contact : -
•	-		3/4/25 - need valid EIN number. - Received EIN number 3/5/25
•	-		Spoke to Jennifer/Holley, merchant was having issues doing PCI Compliance. When attempting to do so, the site was stating that their MID and EIN were not part of any merchant account. Called SBC and they stated that they are going to look into the issue as the merchant should be active with the PCI Compliance site.
11	Witt's Discount Tire	520005030889	Feb 27 2025	CANC	Feb 27 2025	Vantiv	Feb 27 2025	15%	Merchant
	Address : 7245 State Hwy 160					Phone : 205-647-2767		Contact : Joey Witt
•	-		We had to reboard this account due to an issue with Discover not being loaded on the initial set up.
12	Southern Vision Eye Care	520005026288	Feb 25 2025	CANC	Feb 25 2025	Vantiv	Feb 25 2025	15%	Merchant
	Address : 230 1st Ave E					Phone : 205-625-5520		Contact : Molly Tipton
•	-		Switched to IBUXX - reprogram Dejavoo terminal - wants to start on 3/1/25
•	-		Called and left a message, Holley/Jennifer called and stated merchant saw a charge for around $150 and wanted to know what it was for. Called to see if they could give me the exact amount and date to research.
•	-		Spoke to Molly, confirmed the withdraws she was seeing in her account is the Ibuxx fee being taken out due to her being on Worldpay.
13	Surgical Associates of Marshall County - Guntersville	461084215919630	Feb 05 2025	CANC	Feb 05 2025	SBC	Feb 05 2025	15%	Merchant
	Address : 7938 AL-69, Guntersville, AL, USA					Phone : 256-571-8734		Contact : Elizabeth Britt
•	-		SBC - IBUXX - 3.5% - DEJAVOO P1 - IP - Batch 7:00pm - Needs ability to bypass fee
14	Surgical Associates of Marshall County - Albertville	461084215814361	Feb 05 2025	CANC	Feb 05 2025	SBC	Feb 05 2025	15%	Merchant
	Address : 133 Wall Street, Albertville, AL, USA					Phone : 256-840-5547		Contact : Elizabeth Britt
•	-		SBC - IBUXX - 3.5% - DEJAVOO P1 - Batch 7:00pm - IP - Turn on ability to bypass fee
15	Witt's Discount Tire	520005013531	Jan 17 2025	ACTIVE	Feb 27 2025	Vantiv	Jan 27 2025	15%	Merchant
	Address : 7245 State Hwy 160					Phone : 205-647-2767		Contact : Joey Witt
•	-		Vantiv - AutoBuxx - 3.5% - no monthly fee - Dejavoo P8
•	-		Jennifer called regarding merchant having some cards declining. Checked and reason for card declining is that the customer's card providers are declining the transaction. Let Jennifer know this so she can let the merchant know.
•	-		Merchant still having issues with cards (Discover) declining. Got new Dejavoo VAR to try on the terminal.
•	-		TT McKayla in Internal support concerning not able to take Discover, the Discover number never pushed over to the front end. She is getting that done an will call us when everything is set up.
16	Rent A Gown Formals	461084215467105	Dec 06 2024	ACTIVE	-	SBC	Dec 06 2024	15%	Merchant
	Address : 486 County Line Rd, Trafford, AL, USA					Phone : 205-681-4960		Contact : Sonya Barwick
•	-		SBC - IBUXX - 3.5% - Valor 100 - Batch 7:00pm - Needs ability to bypass the fee turned on
17	Shaws Bar B Que INC	461084215928598	Nov 14 2024	ACTIVE	-	SBC	Nov 15 2024	15%	Merchant
	Address : 38022 Hwy 231 N					Phone : 205-594-7801		Contact : Skip Shaw
•	-		SBC - IBuxx - 3.5% - Valor 100 - Batch 7:00pm Central - TIPS - IP
•	-		Downloaded and sent Skip their April Statement at the request of Jennifer/Holley.
18	Kennys Auto Repair Specialist	461084215274686	Nov 12 2024	ACTIVE	-	SBC	Nov 15 2024	15%	Merchant
	Address : 45 Marietta Rd, Springville, AL, USA					Phone : 205-467-7667		Contact : Kenny St John
•	-		SBC - AutoBuxx - 3.5% - Valor 100 - Batch 7:00pm - IP
•	-		TT Kenny he wanted to have the ability to bypass fees for warranty companies. Edited parameters and updated terminal. We ran the transaction successfully
•	-		Spoke to Kenny, needed to reprint receipt. I let him know if he ever sees the screen asking for the password it is the last 4 digits of the EPI (Number on the Screen).
19	Brown Derby	520004987554	Oct 28 2024	ACTIVE	-	Vantiv	Oct 29 2024	15%	Merchant
	Address : 3630 6th Avenue South, Birmingham, AL, USA					Phone : 205-595-0067		Contact : Denita Whittington
•	-		Vantiv - IBuxx - 3.5% - Valor VP550 X 3 for $19.95 each per month - Tips - Manual Batch - IP
•	-		spoke to Denita - she's unhappy with the short length of time (30 sec) that the Valor terminal gives a customer to enter a tip amount before timing out and cancelling the transaction. Kamal tested a Dejavoo P1 terminal and it hangs on for 90 sec before timing out. Denita wants to switch to the Dejavoo terminals. Ordered 3 Dejavoo vars for the Dejavoo terminals. SR 61759874. Realized that the P1 terminal does not do cellular. Denita has to have at least 1 terminal that does cellular so she'll have a back-up in case the wifi goes down. Sending her 2 P1 terminals and will order a P3 terminal to send her for her back up terminal.
•	-		Walked merchant through a refund
•	-		Spoke to Agent Holley, Brown Derby's Tips have been changed to 20, 25, 30, 35 and they should now receive emails when they batch out.
•	-		Received 3 VL550 back from merchant
•	-		Anita called in and said that they were having problems reconciling with the tips and fees and the deposit. She was saying that they're over. I explained to her that WorldPay deposits the gross, which includes tips and fees but then they send a debit to the account to have the fees pulled back out.
•	-		Denita called in this morning about an AmEx card 4008 that they accidentally ran the incorrect amount on 3/12/25 for $367.32. They meant to process the amount on a different card but accidentally ran it on this customer's card. I sent her the settlement details from IQ in a screenshot. She will refund the customer.
•	-		Danita called and needed me to email her a copy of a receipt from last night for card 1743 - $27.50 + $5.50 TIP. Emailed her a copy of the receipt
20	S & S Automotive LLC	461084215781409	Oct 10 2024	ACTIVE	-	SBC	Oct 10 2024	15%	Merchant
	Address : 30120 State Highway 79, Locust Fork, AL, USA					Phone : 205-680-8899		Contact : Steven Watkins
•	-		This MID is for all of the transactions that merchant wants to bypass the cash discount fee on.
•	-		TT Merchant walked her through bypassing the fee
21	S & S Automotive LLC	461084215476516	Oct 09 2024	ACTIVE	-	SBC	Oct 10 2024	15%	Merchant
	Address : 30120 State Highway 79, Locust Fork, AL, USA					Phone : 205-680-8899		Contact : Steven Watkins
•	-		SBC - Autobuxx 3.5% /// Bypass 2.45% + 0.15 - VL100 w/ PinPad - Batch Time 7PM - IP
•	-		Spoke with the merchant, updated his terminal and Pin Pad. Pin Pad now asks Debit/Credit when Bypassing and asks for Pin.
22	Massey Auto Parts	461084215798200	Oct 01 2024	ACTIVE	-	SBC	Sep 30 2024	15%	Merchant
	Address : 30120 Alabama 79, Locust Fork, AL, USA					Phone : 205-681-9287		Contact : James Massey
•	-		This MID is for when merchant wants to bypass the fees on his IBUXX MID, but he didn't want to pay the 3.5% when he bypasses charging the customer the fee.
•	-		Received email from SBC questioning a manually entered MC for $15,188.65 taken on 12/18/24. I called merchant and spoke to James. He said he will get documentation of the transaction together and respond to Ayana's email. He said this transaction was for another business that's about 40 miles away and the guy buys stuff from Massey's all the time.
23	Massey Auto Parts	461084215582471	Sep 27 2024	ACTIVE	-	SBC	Sep 30 2024	15%	Merchant
	Address : 30120 Alabama 79, Locust Fork, AL, USA					Phone : 205-681-9287		Contact : James Massey
•	-		This MID# is AutoBuxx it shares a terminal with 461084215798200
•	-		AutoBuxx
•	-		SBC - Autobuxx 3.5%/Bypass 2.9% - VL100 Pro - Batch Time 7PM - IP
•	-		Merchant wanted to know how to manually enter cards into the terminal. Explained how and merchant did it over the phone successfully.
•	-		Holley called in for this merchant about a refund that they processed on 6/17/25 for $189 on Discover card 0111 but the refund wasn't included in their deposit amount. I can see the refund and the batch with the refund in it in Valor but not in Pioneer/SBC. I called Ayana at SBC and she said that the refund had been flagged due to not finding an offsetting sale, but it fell through the cracks some how. They will be processing the refund either Thursday or Friday (6/26 or 6/27).
•	-		UPDATE to June 25 Note regarding Discover refund on card 0111 for $189. SBC called today and said that Discover rejected the refund because it was processed contactless. They do not allow contactless refunds. I called Jeff at the store and told him that we can either have the customer come back in to process the refund via chip read or he could manually key in the card number. He said he was just going to leave it as is, because the customer had originally paid with cash on the part that he was returning. Jeff said that he will contact the customer and give him cash back.
24	Small Town Auto	461084215310795	Sep 11 2024	ACTIVE	-	SBC	Sep 13 2024	15%	Merchant
	Address : 121 Marietta Rd, Springville					Phone : 205-467-2958		Contact : David Wolf
•	-		SBC - 3.0%Surgharge with PIN Debit and signature debit priced at 1.7% + $0.25. Valor 100
25	Blount County Commission	461084215298806	Sep 10 2024	ACTIVE	-	SBC	Sep 10 2024	15%	Merchant
	Address : 220 2nd Avenue East, Oneonta, AL, USA					Phone : 205-625-6868		Contact : Mark Staton
•	-		SBC - IBUXX - 3.5% - 3 Valor 550 with SIM cards - purchasing terminals - after purchase monthly fee of $14.95 per terminal per Emily - Batch 7:00pm
•	-		TT Rachel advised her how to add inventory and how to update terminal when completed
•	-		Sent in seasonal cancellation of Statement Fee from 44.85 to 0.00. Informed Jennifer to have the merchant or themselves let us know when they need to be reactivated for the season.
•	-		Per Jennifer - this merchant wants only 1 terminal re-activated. Had SBC add in $14.95 to the statement fee for the one terminal. Sent them the SN: NCB100353697 - EPI 2501218910 to use.
26	Shape n Up	77907790	Aug 22 2024	CANC	Aug 23 2024	SBC	-	15%	Merchant
	Address : 501 1st Ave East					Phone : 205-625-3385		Contact : Chuck Maddox
•	-		Duplicate set up profile
27	Bothwell's Southern Kitchen	77807780	Aug 20 2024	CANC	Aug 20 2024	SBC	Feb 16 2024	15%	Merchant
	Address : 1074 Sand Valley Rd					Phone : 205-237-1146		Contact : Brittany Bothwell
•	-		duplicate profile
28	Bothwell's Southern Kitchen	461084215783295	Aug 20 2024	ACTIVE	-	SBC	Aug 20 2024	15%	Merchant
	Address : 1074 Sand Valley Rd, Oneonta, AL, USA					Phone : 205-237-1146		Contact : Brittany Bothwell
•	-		Successfully changes the merchant's address and ACH information.
•	-		Brittany called the office wanting to know why her deposits don't get to her bank until later in the afternoon. I explained to her that the platform we have her on does not send her deposits out first thing in the morning and that they should post to her bank account every day, but not until between 11 - 2. She asked if I could move her so that she gets her deposits first thing in the morning and I told her I couldn't do that. She replied that she may have to find someone else then. I called Jennifer / Holley to give them a heads up.
•	-		Merchant was having issues with their AT&T SIM card for their P5. Talked to Kamal and he had to set a new APN on the device for the SIM card to work properly.
29	Studdard Towing	520004962786	Aug 05 2024	ACTIVE	-	Vantiv	Aug 05 2024	15%	Merchant
	Address : 1300 2nd Ave E, Oneonta, AL, USA					Phone : 205-237-0795		Contact : Crystal Studdard
•	-		Vantiv - IBuxx - 3.5% - Swipe Simple Mobile - but no dongle - merchant already has a Swipe Simple account. Batch time 7:00pm
•	-		Set up SS using [email protected] as user name
•	-		Merchant was billed $0.03 per trans for a Tsys fee during August (overcharging by 78 cents) which Vantiv was supposed to suppress. Submitted a request to have the $0.78 refunded. SR 61445098 was said 5 days SLA
•	-		Provided Holley/Jennifer with PCI information for the merchant.
•	-		submitted a request to WorldPay to have the $0.03 TSYS fee removed from merchant's profile - SR# SR#62009146. Also sent Shannon an email and requested a refund for the $0.69 he was billed on his January statement
•	-		Received email from Holley stating merchant wants refund for all TSYS fees charged since set up or they will cancel. Calculated fees charged for Sept 2024 - Dec 2024 for a refund total of $3.63. This will be added to the $0.69 that was requested on Feb 11 for Jan 2025 fee. Also, August 2024 TSYS fee of $0.78 had already been refunded in Sept. Sent Holley copy of Sept statement showing refund of $0.78. The total of the refund she will see on her February statement should be $4.32. REFUND REQUEST SR 62031198. - ALLOW 3 - 5 BUSINESS DAYS FOR COMPLETION.
30	Alabama Beds LLC	461084215698065	Aug 02 2024	ACTIVE	-	SBC	Sep 12 2024	15%	Merchant
	Address : 1305 2nd Ave E, Oneonta, AL, USA					Phone : 205-446-5130		Contact : Lance Nolen
•	-		SBC - Ibuxx 3.5% - 2 VL100 Pros - IP - Batch Time 7PM - Tax On
•	-		Merchant returned 2 Valor RCKT
•	-		Merchant wanted the Bypass fee function turned on so that they could bypass the fee for one customer. Turned it on, had them run their transaction and then turned it back off again.
•	-		Merchant is closing one store, but opening another. They do not know how soon so they are sending one terminal back next week if they feel like it will be long. Will check and see as it is a Valor if they should just keep it or not.
31	Anitas Style	77377737	Jul 11 2024	ACTIVE	-	MAG	-	15%	Merchant
	Address : 323 1st Ave E, Oneonta, AL, USA					Phone : 256-338-8385		Contact : Anita Williams
•	-		WorldPay - Ibuxx 3.95% - Valor RCKT - Batch Time 7PM
32	Blue Spring	461084215049316	Jun 27 2024	ACTIVE	-	SBC	Jun 25 2024	15%	Merchant
	Address : 73801 U.S. 231, Blountsville, AL, USA					Phone : 205-427-7861		Contact : Cameron Cardwell
•	-		SBC - Ibuxx 3.5% - SS B250 - Wifi - 7PM
•	-		submitted request to SBC to have merchant's statement fee changed to reflect RevUp $14.95 / mo for first 6 months and then $24.95. Fee should be changed to $24.95 in March 2025
•	-		Jennifer called the office this morning stating that the merchant called her and said that his accountant told him that they have not received any deposits. I sent him an email with the Pioneer QRG attached and also a screenshot of some of his August deposits and confirmed the bank account we're sending the money to. I copied Jennifer on the email.
•	-		Merchant returned B250 card reader
•	-		Per Jennifer and Holley, merchant wants a USB printer that goes with RevUp POS. Mike sent invoice for $270 + tax + shipping for the cost of the printer. Jennifer thought the price was too high, but said that if the merchant wants the printer, they will pay the invoice.
33	Snead Auto Parts	461084215234789	Jun 11 2024	ACTIVE	-	SBC	-	15%	Merchant
	Address : 85910 US Highway 278					Phone : 205-466-7146		Contact : Jeffrey Maze
•	-		SBC - IBUXX - 3.5% - 2 Valor 100s - Batch time 7:00pm - IP
•	-		Shipped two Valor VL500 with SIM cards
•	-		submitted request to SBC to update merchant's statement fee to $99.90 to reflect 2 VL 500s with Simm Cards
•	-		Downloaded a third VL500 with SIM card
•	-		Merchant made a transaction on 02/04/2025 for 2424.65. Merchant suspected stolen card when Fedex came to pick up merchandise. Tried to refund the card and it came up as Closed Account. Informed merchant to keep documents and notes on the situation in case it is necessary.
•	-		spoke to Holley - the office manager for the merchant. We received a CB notification which I forwarded to the merchant's email address on file. She called with questions. They were aware that the chargeback would come through. The person that ordered the oil was not the actual cardholder and the merchant had already realized that the transaction was probably a scam, and when they tried to refund the card, the card had been cancelled. The merchant never shipped any parts to fulfill the order. I educated her on AVS and suggested that she start requesting the billing zip code for the card whenever they take a card over the phone. I told her if the zip code comes back not a match that it would state that on the receipt and then they could simply void the transaction if they choose to not honor the order.
•	-		Holley called and said that the merchant could not get into Pioneer. She did the forgot password but never received the password reset from SBC. Called SBC and they found her email address to be inactive so they reactivated it and asked for her to try again.
34	Madi G's Gift Shop	461084469696992	May 23 2024	ACTIVE	-	SBC	May 30 2024	15%	Merchant
	Address : 323 1st Ave E, Clark, SD, USA					Phone : 205-910-7666		Contact : Madison Gargus
•	-		SBC - Ibuxx 3.95% - VL500 SimCard - IP - Close Time 7PM - Text Receipt Availability - Tip Availability
•	-		Spoke to Jennifer/Holley, Madi G wants a VT to take payments at her other old location. Informed them that we will have to do so Monday as TSYS is currently going through maintenance.
•	-		Spoke to Jennifer/Holley, let them know that the VT is now up and active.
•	-		Spoke to Jennifer/Holley, the wanted to know how to get to the VT. Instructed them on the phone on how to do so and let them know they can also go on the Valor Portal.
35	Simply Stunning	76747674	May 03 2024	ACTIVE	-	SBC	-	15%	Merchant
	Address : 235 1st Avenue East, Oneonta, AL, USA					Phone : 205-625-5058		Contact : Treira Oakley
•	-		SBC - Traditional - Valor 100 - Batch 7:00pm - IP
36	Lupitas Ice Cream	461084469698479	May 02 2024	CANC	Jun 27 2025	SBC	May 08 2024	15%	Merchant
	Address : 999 2nd Ave E, Oneonta, AL, USA					Phone : 205-446-7746		Contact : Jose Guerrero
•	-		SBC - IBuxx - 3.95% - RevUp POS Beta - $14.95 / mo for first 6 months and then $24.95 after
•	-		Tracking # 776399201720 - FedEx
•	-		Set up SS Password Icecream2024
•	-		Sent SS Dongle and included return label
•	-		Had merchant's monthly fee updated to $24.95 to reflect the cost of Swipe Simple Mobile account.
•	-		TT Jennifer, walked her through setting up B250
•	-		submitted request to SBC to have refund for $24.95 issued for this merchant's first month of Swipe Simple. Jennifer said if necessary to pull it from her residuals since RevUp beta was not working for this merchant.
•	-		Requested Swipe Simple cancellation
•	-		Merchant returned B250 and A920
•	-		Sent Cancellation request for signature.
•	-		received signed cancellation form and submitted it to SBC
37	Blount County Memorial Museum	461084469694017	Apr 30 2024	ACTIVE	-	SBC	Apr 30 2024	15%	Merchant
	Address : 220 2nd St, Elizabeth, New Jersey, USA					Phone : 205-625-6905		Contact : AMY RHUDY
•	-		SBC - IBUXX - 3.95% - Valor 100 for $20.95/mo - Batch time - 7:00pm - IP - Turn on Text Receipt
38	Southern Vision Eye Care	520004927030	Apr 25 2024	ACTIVE	Mar 20 2025	Vantiv	Apr 29 2024	15%	Merchant
	Address : 230 1st Ave E					Phone : 205-625-5520		Contact : Molly Tipton
•	-		Vantiv - Traditional - Valor 100 - IP - Batch Time : 7PM
•	-		Updated terminal to WP
•	-		Linda called and said that they ran a transaction on 12/3/24 for $294.80 on card 8315. The cardholder is stating that their bank is showing 3 charges to their account. I checked IQ and could only see one authorization and one settlement record. I suggested to have the customer call their bank and see if their bank will apply those other 2 sales back to their credit available. I sent Linda a screenshot of IQ showing the one auth and the one settlement record.
•	-		Merchant had a Flex Spending Card used on their Valor. Customer needed a refund and the Valor started that it cannot run refunds for Prepaid Cards.
•	-		Merchant needed 319 refunded on Flex Spending Card. Unable to be done on Valor. Used Dejavoo Terminal and successfully refunded the 319. Merchant was emailed receipt showing successful refund.
•	-		Spoke to Tracy - they needed to refund 2 more patients that have the HSA cards. Card 8204 for $120.00 and also card 0839 for $142.50. Emailed refund receipts and batch receipt to merchant.
•	-		Sent merchant a new Dejavoo P1 terminal so that they can run the HSA refunds themselves. Return label for the Valor was in the box with the new terminal. Called Tracy at merchant's location to let them know the terminal was on it's way.
•	-		Received VL100 back. Placed in inventory and deactivated in Valor
•	-		Jennifer sent an email saying the merchant wants to switch to IBUXX beginning 3/1/25. Filled out the application and sent it for signature so we can get their IBUXX account set up and approved prior to 3/1/25
•	-		Called Jennifer and asked her to get Molly to send us a letter stating that she needs to close this MID. Told her to make sure to inlcude MID and Tax ID number.
•	-		received email from molly to cancel this MID. I submitted the request to WP - iso_support email address. SR#62127388 - WP said it should close out tonight.
39	Jay E. Hypes, DMD	461084469695025	Apr 11 2024	ACTIVE	-	SBC	Apr 10 2024	15%	Merchant
	Address : 52 Valley Rd					Phone : 205-274-2184		Contact : Jay Hypes
•	-		SBC - IBUXX 3.95% - Valor 100 - Option to Bypass Fee - Batch 7:00pm
40	Oneonta Dental Center	76407640	Apr 09 2024	ACTIVE	-	SBC	-	15%	Merchant
	Address : 28425 State Hwy 75					Phone : 205-625-4384		Contact : Brittany Looney
•	-		SBC - Ibuxx - 3.5% - Valor 100/Virtual Terminal - Batch Time 7PM CST
41	Snead Equipment Sales	461084469693537	Apr 09 2024	ACTIVE	-	SBC	Apr 09 2024	15%	Merchant
	Address : 88043 Hwy 278 East					Phone : 205-466-3500		Contact : Judy Buchanan
•	-		SBC - IBUXX - 3.5% - Valor 100 - Batch 7:00pm - IP - TEXT Receipt turned on
•	-		Spoke to Judy, let her know the timeframe for chargebacks is 120 days for the cardholder unless their are special circumstances. Also let Judy know that the timeframe to take action against a chargeback is 30 days and to check Pioneer as the letter sent can sometimes take long periods of time to reach them.
•	-		spoke to Ms Judy regarding a $33,599 transaction from 12/26 that SBC needs documents for. She said she would respond to their email soon that she had just gotten in the office and hasn't even looked at emails yet.
•	-		TT Judy she couldn't get any info from Pioneer, called SBC and they refreshed their system and now she can pull info.
42	Strokin Diesel	461084469696733	Apr 05 2024	ACTIVE	-	SBC	Apr 05 2024	15%	Merchant
	Address : 2500 2nd Ave East					Phone : 205-616-2022		Contact : DYLAN EDGIL
•	-		SBC - IBUXX - 3.95% - RevUp (beta) - $14.95 first 6 months then $25.95 - Batch time 7:00pm
•	-		submitted request to have the April monthly fee of $14.95 refunded to merchant due to RevUp charging incorrect cash discount fees. Request approved per Emily
•	-		Submitted request to SBC to update merchant pricing from $14.95 to $29.90 to reflect the additional terminal.
•	-		Jennifer said merchant was saying he's not getting all of his transactions deposited. I sent a spreadsheet to Jennifer showing the RevUp POS batches and also the Pioneer batches received with the deposit amounts. I could not see that he was missing any transactions.
43	Strokin Sniper Shop	461084469697682	Apr 04 2024	ACTIVE	-	SBC	Apr 04 2024	15%	Merchant
	Address : 2500 2nd Ave E					Phone : 205-616-2022		Contact : Dylan Edgil
•	-		SBC - IBUXX - 3.95% - RevUp (beta) - $14.95 1st 6 months and $25.95 after.
•	-		submitted request to have the April monthly fee of $14.95 refunded to merchant due to RevUp charging incorrect cash discount fees. Request approved per Emily
44	Evans Florist	461084469695727	Mar 28 2024	ACTIVE	-	SBC	Mar 29 2024	15%	Merchant
	Address : 410 1st Ave East					Phone : 205-274-2180		Contact : Terry Henry
•	-		Merchant called to see if a transaction went through so I tried to call SBC but they were already closed for the day. Will reach out tomorrow and update merchant.
•	-		Spoke to Jennifer, told me to talk to Blake at Evan Florist. P1 which is being used as a PinPad is not printing a place to sign on the receipt. Parameters are set up in Dejavoo to do so.
•	-		Kamal spoke to Dejavoo and they stated that all parameters are correct, however only certain cards will make the receipt print with the line for signing.
•	-		Tried to call to let Terry know what an SEC Violation error code is for. It is caused by the customers card declining due to potential security concerns detected by the card issuer.
•	-		Spoke to merchant, and informed them what the SEC Violation Error may have been caused by, Customer has had issues in the past with cards so I recommended like previously they just use a different card.
45	Sun City Tanning Salon	461084469692529	Mar 11 2024	ACTIVE	-	SBC	Mar 13 2024	15%	Merchant
	Address : 104 3rd St N					Phone : 2052742992		Contact : Danny or Reba Skillman
•	-		SBC IBuxx 3.95% Valor 100 Batch- 7 PM IP
•	-		Spoke to Holly and Jennifer. Merchant's terminal was only adding the dual pricing to credit since they went active on March 14th. Changed parameters to Signature Debt Only to active as it should have been. Jennifer wants to know how long this has been happening and what we are going to do next regarding this issue
•	-		Resolved issue causing Signature Debt and Discover to not add the Dual Pricing. Calculated fees from 5/22-6/21 (30 Days) that were not from dual pricing. Total came to 204.46 and will be reimbursed to merchant.
•	-		Terminal has broken printer door, replaced with VL100 pro.
•	-		Emailed Jennifer FedEx return label
•	-		Received terminal from merchant, they had put the printer roller in wrong, i put it back correctly
46	Southern Swirls Monogramming & Boutique	461084469694531	Mar 07 2024	ACTIVE	-	SBC	Mar 07 2024	15%	Merchant
	Address : 313 1st Ave E					Phone : 205-559-4319		Contact : Macy Tibbett
•	-		SBC - IBUXX - 3.95% - VALOR 110 WITH SIM CARD - BATCH 7:00PM - IP
•	-		Macy called in yesterday regarding a "Connecting to Primary Transaction Server" issue. Called Valor this morning as they were busy yesterday afternoon and they showed the VP500 working perfectly. Called Macy back at 10AM to confirm VP500 is working and she confirmed it is working perfectly this morning.
•	-		Submitted request to SBC to raise merchant's monthly fee from $39.95 to $49.90 (increased by $9.95) for the Valor RCKT.
•	-		Tried to call merchant but no answer (per Kamal) concerning RCKT
•	-		Spoke to Macy, Valor RCKT is working correctly now. Issue was on the phone app originally. VP 500 is working however they are having issues with the screen when first booting the terminal on. Stated when we get another in we will replace it and take a look at the one they currently have.
•	-		Sent merchant and Jennifer the QRG for Pioneer. According to merchant they are logging into Pioneer using the email [email protected] however SBC cannot locate a Pioneer user with that email.
47	Oneonta Herb Shop	461084469698663	Feb 26 2024	ACTIVE	-	SBC	Feb 28 2024	15%	Merchant
	Address : 213 2nd Ave W					Phone : 205-625-4808		Contact : Kay Osborn
•	-		SBC - IBUXX - 3.95% - Valor 110 with SIM Card for Cellular - Batch 7:00pm
•	-		Because merchant did not get equipment until after March 1st, submitted a refund request to SBC to have February billing refunded.
•	-		changed email address to: [email protected] - per Holley Shirley. Submitted request to SBC to have it changed in their system.
•	-		Emailed return label to [email protected]
•	-		Merchant returned VL110
•	-		Spoke with merchant and Agent. Merchant is having issues getting their 1099. Merchant did not seem to have logged into Pioneer. Sent merchant and agent Pioneer QRG and let them know where to find 1099.
48	New Beginnings Salon	461084469696219	Feb 09 2024	ACTIVE	-	SBC	Feb 13 2024	15%	Merchant
	Address : 28252 US Hwy 75					Phone : 205-908-8770		Contact : Kellie McAnnally
•	-		SBC - IBUXX - 3.95% - Valor 100 - IP - Batch 6:00pm Central
•	-		Realized they didn't have internet after they received the Valor. Will set up for Swipe Simple Mobile
•	-		Received email from Jennifer stating that she wants to update merchant's equipment to a P5 (NO SIM Card). Requested Var and had monthly fee increased from $24.95 to $29.95 for upgraded equipment.
49	Shape n Up	461084215480202	Feb 06 2024	ACTIVE	-	SBC	Aug 22 2024	15%	Merchant
	Address : 501 1st Ave East					Phone : 205-625-3385		Contact : Chuck Maddox
•	-		SBC - IBUXX - 3.95% - VALOR 100 with PinPad - IP - Batch 9:00pm
•	-		TT Jennifer concerning terminal issues (asking to reboot pin pad after each transaction) I advised her to switch pin pad ports to see if that will remedy. She will advise me
•	-		Jennifer called and said that they turned in the incorrect fee of 3.95% for this merchant and wanted us to change it to 3.5%. I lowered the fee in the terminal and VT and had her do an update. The terminal is now charging 3.5%. I also submitted a request to SBC to have the fee lowered from 3.79% to 3.37%.
50	EZ Transmission	75387538	Feb 05 2024	ACTIVE	-	SBC	-	25%	Merchant
	Address : 303 6th Street South					Phone : 205-274-0472		Contact : Stanley Thomas
•	-		SBC - IBUXX - 3.5% - VALOR 100 - IP - Batch 5:30pm Central
51	Southland Gas	461084469699500	Feb 05 2024	ACTIVE	-	SBC	Feb 06 2024	15%	Merchant
	Address : 321 6th St. South					Phone : 205-625-6633		Contact : Christy Robinson
•	-		SBC - IBUXX - 3.95% - VALOR 100 - IP - BATCH 5:00PM Central

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