Agents

ID

Legal Name*

Agent Code*

Category*

Active

Password*

Adjust Negative Payout*

Negative Payout Percentage

Info
Company Info

First Name*

Last Name*

Address

City

ZIP

State

Country

Contact

Email(comma separated)

Work Phone

Extension

Home Phone

Cell

Flex

URL

Company Name

Address

City

ZIP

State

Country

Email

phone

File here *	Description *	Action

Date

Employee

Notes

Sr. No.	Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Jan 21 2025 12:00 AM		OPEN TICKET 4695208: Question	David Copeland	Jan 21 2025 08:14 AM
2	Jan 21 2025 12:00 AM		OPEN TICKET 1895370: Question	David Copeland	Jan 21 2025 08:14 AM
3	Jan 21 2025 12:00 AM		OPEN TICKET 8439076: Question	David Copeland	Jan 21 2025 08:10 AM
4	Jan 21 2025 12:00 AM		OPEN TICKET 0153629: Question	David Copeland	Jan 21 2025 08:06 AM
5	Jan 21 2025 12:00 AM		OPEN TICKET 9861037: Question	David Copeland	Jan 21 2025 08:06 AM
6	Jan 21 2025 12:00 AM		OPEN TICKET 8975230: Question	David Copeland	Jan 21 2025 08:05 AM
7	Jan 21 2025 12:00 AM		OPEN TICKET 4827091: Question	David Copeland	Jan 21 2025 08:05 AM
8	Jan 21 2025 12:00 AM		OPEN TICKET 9547168: Question	David Copeland	Jan 21 2025 08:04 AM
9	Jan 21 2025 12:00 AM		OPEN TICKET 8602451: Question	David Copeland	Jan 21 2025 08:04 AM
10	Jan 21 2025 12:00 AM		OPEN TICKET 1984052: Question	David Copeland	Jan 21 2025 08:04 AM
11	Jan 21 2025 12:00 AM		OPEN TICKET 8310795: Question	David Copeland	Jan 21 2025 08:03 AM
12	Jan 21 2025 12:00 AM		OPEN TICKET 4293658: Question	David Copeland	Jan 21 2025 08:03 AM
13	Jan 21 2025 12:00 AM		OPEN TICKET 1780425: Question	David Copeland	Jan 21 2025 08:01 AM
14	Jan 21 2025 12:00 AM		OPEN TICKET 5248936: Question	David Copeland	Jan 21 2025 08:01 AM
15	Jan 21 2025 12:00 AM		OPEN TICKET 8497026: Question	David Copeland	Jan 21 2025 08:00 AM
16	Jan 21 2025 12:00 AM		OPEN TICKET 0276589: Question	David Copeland	Jan 21 2025 07:58 AM
17	Jan 21 2025 12:00 AM		OPEN TICKET 3487951: Question	David Copeland	Jan 21 2025 07:57 AM
18	Jan 21 2025 12:00 AM		OPEN TICKET 6081794: Question	David Copeland	Jan 21 2025 07:56 AM
19	Jan 21 2025 12:00 AM		OPEN TICKET 5180362: Question	David Copeland	Jan 21 2025 07:55 AM
20	Jan 21 2025 12:00 AM		OPEN TICKET 4031958: Question	David Copeland	Jan 21 2025 07:52 AM
21	Jan 21 2025 12:00 AM		OPEN TICKET 8163975: Question	David Copeland	Jan 21 2025 07:51 AM
22	Jan 21 2025 12:00 AM		OPEN TICKET 5719682: Question	David Copeland	Jan 21 2025 07:50 AM

Default Split Value %

Processor Wise Split %

Processor	Split	Remove
		Delete

Pay To (Legal)

Social Security Num.

Tax ID

Telemarketer

Default T. Commission

Bank Name

Bank Phone

Rounting Number

Account Number

Transaction Program

See Residual Detail

Agents who receive partial commission on all of David Copeland Accounts (Overrides Default)

Delete Overrides

Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Agent *

Month *

Year *

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	Fish Island Resort	461084215589740	Mar 07 2025	ACTIVE	May 15 2025	SBC	Mar 11 2025	25%	Merchant
	Address : 3535 Blue Springs Rd					Phone : 270-924-0780		Contact : Crystal Martin
•	-		SBC - Ibuxx 3.95% - Dejavoo P1 no Revup - Batch Time 10PM - IP
2	Mikendra LLC	79767976	Mar 06 2025	CANC	Mar 10 2025	SBC	-	25%	Merchant
	Address : 969 Portersville Road					Phone : 901-878-3592		Contact : Kendra Neal
•	-		waiting on merchant to update SOS status to be in good standing. She does this by going to the SOS website and filing an Annual Report
3	Yep Car Wash	461084215724128	Nov 27 2024	ACTIVE	-	SBC	Nov 27 2024	25%	Merchant
	Address : 3521 Airways Boulevard, Memphis, TN, USA					Phone : 901-206-0487		Contact : Marshall Chism
•	-		TT Marshall was on screen asking for master password...reset terminal.....back to normal.
4	Mid South Fun Box - Little Rock	461084469693721	Mar 08 2024	CANC	Jun 27 2025	SBC	Mar 08 2024	25%	Merchant
	Address : 11201 Bass Pro Drive					Phone : 901-471-9238		Contact : Jenny McElhaney
•	-		SBC - PRIME BUXX - Pax A920 X 3 - Batch 8:00pm
•	-		Shipped 3 PAX A920 Standard overnight to: Caleb Watkins 201 Northeast 3rd St. Bryant, AR 72022 Password is CalebWatkins1!
•	-		Merchant is paying $179.85/month for rental of terminals. This includes $10/month for SIM cards for each terminal.
•	-		TT Caleb had to reprogram Memphis A920 to Little Rock (had third party app that seized screen) He came to pick up 3 SIM cards.
•	-		cancelled account - submitted request to SBC to cancel.
5	Vintage on Main	461084469694634	Feb 22 2024	ACTIVE	Jun 18 2025	SBC	Feb 27 2024	25%	Merchant
	Address : 125 N Main St					Phone : 901-617-2328		Contact : Tammy Warren
•	-		Change of ownership and name - used to be Cate and Coles. - SBC - IBUXX - 3.95% - Swipe Simple Pax A80 (old Cate and Coles terminal) and VT for invoicing capability. Increased price of terminal from $49.95 to $59.95 to account for invoicing. - Batch time 7:00pm
•	-		Tammy Warren called and said they will be cancelling their services as things are changing in their business. Emailed her the cancellation form to sign and send back and also called David to swing by and pick up their terminal.
•	-		Received signed cancellation form and cancelled account. Sent request to SBC to cancel in their system. David picked up terminal and brought it back.
6	Munford Cleaners	461084469693305	Dec 22 2023	ACTIVE	-	SBC	Dec 26 2023	25%	Merchant
	Address : 11180 Hwy 51 South					Phone : 901-837-2446		Contact : Matthew Elrod
•	-		SBC/Ibuxx 3.95%/Customer 2%/Merchant 1.95%/1 Valor 100
•	-		removed the $24.95 fee for the month of December. Will put this back for January billing.
•	-		Built download file for VL100 for ownership change on 1/2/2024
•	-		TT Ellen walked her through download for ownership change. Ran test all working SN: 118220725879
•	-		Corrected DBA name to Munford Cleaners from Elrod Cleaners - Munford per merchant's request. SBC changed their system and Mike made correction in Valor so that receipts will print correctly.
•	-		I added the $24.95 mo fee back
•	-		called merchant due to a Valor support request that came in Saturday, 2/24/24. She said she had problems with her terminal and getting a batch receipt, but she finally got it. No issues now.
•	-		Merchant called due to needing to refund a customer's card from 5/15/24 however it kept showing them cash refund on the terminal. Walked merchant through credit refund and successfully processed the refund.
•	-		Ellen called and wanted to know if there is a way to reprint her batch report from last night because her terminal ran out of paper. She got the total amount, but not the detailed part showing each transaction. I told her that I would email Matt and let him know that her terminal ran out of paper before it could print the whole batch report. She has no way of emailing him.
•	-		Spoke to merchant, asked if a transaction had gone through twice. Confirmed in Pioneer that their were two charges for the same amount on the same card.
•	-		TT Ellen, can't connect via ethernet. Thinks internet may be down, she is contacting provider.
•	-		Changed to 3.95% to customer per merchant request.
7	Lakeland Cleaners - Walnut Grove	461084469695656	Dec 22 2023	ACTIVE	Jul 21 2024	SBC	Dec 26 2023	25%	Merchant
	Address : 2927 Walnut Grove Rd					Phone : 901-452-2423		Contact : Matthew Elrod
•	-		SBC - IBUXX - 3.95% - MERCHANT PAYING 1.95% CUSTOMER PAYING 2.0% - Valor 100 - IP - Batch time 7:00pm - this is a change of ownership from Ellis Cleaners
•	-		removed the $24.95 fee for the month of December. Will put this back for January billing.
•	-		Built download file for VL100 for ownership change on 1/2/2024
•	-		Tt Matt downloaded SN: 118224734845 for ownership change
•	-		I added the $24.95 mo fee back
•	-		Changed to 3.95% to customer per merchant request.
8	Lakeland Cleaners - Lakeland	461084469698506	Dec 22 2023	ACTIVE	Jul 21 2024	SBC	Dec 26 2023	25%	Merchant
	Address : 3706 Canada Rd					Phone : 901-213-1112		Contact : Matthew Elrod
•	-		SBC - IBUXX - 3.95% - MERCHANT PAYING 1.95% AND CUSTOMER PAYING 2.0% - Valor 100 & Valor VT - Batch time 7:00pm - this was a change of ownership from Ellis Cleaners.
•	-		removed the $24.95 fee for the month of December. Will put this back for January billing.
•	-		Did file build for Valor 100 and VT for ownership change on 1/2/24
•	-		I added the $24.95 mo fee back
•	-		TT Mary, she was getting comms errors. We reset terminal...mow working
•	-		Spoke to Zeke at the location, terminal was having connectivity issues when trying to run cards. Valor CSR tested and found that it is an issue regarding the merchant's router/internet and cannot be remedied on Valor's side.
•	-		Merchant was getting a server error when running cards this morning. Informed merchant to restart the terminal. Merchant restarted the terminal then did a 0.01$ transaction. Terminal functioning properly.
•	-		Spoke to Agent David, stated merchant is thinking about putting full 3.95% on the customer. Told David what we would have to do and he stated he would let us know.
•	-		Changed to 3.95% to customer per merchant request.
9	The Cleaners - Collierville	461084469692217	Dec 22 2023	ACTIVE	-	SBC	Dec 26 2023	25%	Merchant
	Address : 652 West Poplar					Phone : 901-490-1066		Contact : Matthew Elrod
•	-		Ibuxx/3.95%/1 Valor100/1.95% Merchant/2% Customer/SBC
•	-		removed the $24.95 fee for the month of December. Will put this back for January billing.
•	-		Built download file for VL100 for ownership change on 1/2/2024
•	-		TT Angela downloaded SN: 118224734706
•	-		I added the $24.95 mo fee back
•	-		Changed to 3.95% to customer per merchant request.
10	Yes Expect Perfection	461084469698976	Nov 17 2023	ACTIVE	-	SBC	Nov 17 2023	25%	Merchant
	Address : 3521 Airways					Phone : 901-238-4843		Contact : Shatyra Johnson Chism
•	Nov 20 2023		Set up SS and tested dongle SN end 7645 all working. David will pick up Password is Yesexpect!
•	-		David called with the merchant because they received the PCI letter from SBC. I explained the PCI process to them and suggested that they call the phone number on the letter and ask the rep to stay on the phone with them through out the entire questionaire. I gave her a list of information that she will need to know when she calls them.
•	-		David returned card reader that wouldn't power off
•	-		Spoke to MP David, stated they had not received their deposits from the previous weekend. I let David know that the merchant batched yesterday and is showing a deposit date of today.
11	Ellis Cleaners - Munford	461084469694717	Nov 17 2023	CANC	Jun 27 2025	SBC	Nov 16 2023	25%	Merchant
	Address : 11180 Hwy 51 South					Phone : 901-837-2446		Contact : Kathy Ellis
•	-		SBC - IBUXX - 3.95% - Terminal to be loaded with 2.00% for cardholder fees - merchant will pay 1.95% - Batch time 7:00pm - WiFi
•	-		Ellen called this morning and asked some general questions about the 2% rate that the customers will pay and also wanted to know if she could pull a report from the Valor terminal when her shift is over that would allow her to see what she has processed that day without actually closing the batch.
•	-		New ownership - this was moved to a new mid under the new owner. I put in an SR to close this out, as the new mid is now active.
•	-		Kathy Ellis called this morning and said that they had been billed for January fees in addition to the new owner being billed. The new owner, Elrod Cleaners, took over on 1/2/24. I requested a $24.95 refund for each location through SBC Support site.
12	Lakeland Cleaners - Lakeland	461084469694525	Nov 17 2023	CANC	Jun 27 2025	SBC	Nov 16 2023	25%	Merchant
	Address : 3706 Canada Rd					Phone : 901-213-1112		Contact : Kathy Ellis
•	-		SBC - IBUXX - 3.95% - Terminal to be loaded with 2.00% for cardholder fees - merchant will pay 1.95% - Batch time 7:00pm - WiFi
•	-		New ownership - this was moved to a new mid under the new owner. I put in an SR to close this out, as the new mid is now active.
•	-		Kathy Ellis called this morning and said that they had been billed for January fees in addition to the new owner being billed. The new owner, Elrod Cleaners, took over on 1/2/24. I requested a $24.95 refund for each location through SBC Support site.
13	Lakeland Cleanders - Walnut Grove	461084469699602	Nov 17 2023	CANC	Jun 27 2025	SBC	Nov 16 2023	25%	Merchant
	Address : 2927 Walnut Grove Rd					Phone : 901-452-2423		Contact : Kathy Ellis
•	-		SBC - IBUXX - 3.95% - Terminal to be loaded with 2.00% for cardholder fees - merchant will pay 1.95% - Batch time 7:00pm - WiFi
•	-		New ownership - this was moved to a new mid under the new owner. I put in an SR to close this out, as the new mid is now active.
•	-		Kathy Ellis called this morning and said that they had been billed for January fees in addition to the new owner being billed. The new owner, Elrod Cleaners, took over on 1/2/24. I requested a $24.95 refund for each location through SBC Support site.
14	The Cleaners - Collierville	461084469696407	Nov 17 2023	CANC	Jun 27 2025	SBC	Nov 16 2023	25%	Merchant
	Address : 652 West Poplar					Phone : 901-853-9386		Contact : Kathy Ellis
•	-		SBC - IBUXX - 3.95% - Terminal to be loaded with 2.00% for cardholder fees - merchant will pay 1.95% - Batch time 7:00pm - WiFi
•	-		New ownership - this was moved to a new mid under the new owner. I put in an SR to close this out, as the new mid is now active.
•	-		Kathy Ellis called this morning and said that they had been billed for January fees in addition to the new owner being billed. The new owner, Elrod Cleaners, took over on 1/2/24. I requested a $24.95 refund for each location through SBC Support site.
15	Mid South Fun Box Special Events	461084469693596	Sep 27 2023	CANC	Jun 27 2025	SBC	Sep 27 2023	25%	Merchant
	Address : 2602 Faxon Ave					Phone : 901-471-9238		Contact : Jenny McElhaney or Kyle McElhaney
•	-		SBC - Traditional Prime Buxx - Swipe Simple VT - monthly fee $5.00 - this account to be used for special events . Customers will be invoiced through Swipe Simple.
•	-		cancelled account - submitted request to SBC to cancel.
•	-		Received an email from David stating that he had received a call from Jenny and that she had been billed $300. We had cancelled the account in December because David said that we had received all of their equipment back a long time ago. She wants a refund for the $300. I did confirm that SBC billed each location the month of December so I requested a single lump sum refund to be issued to the Memphis location - MID 461084469695515. The actual total amount that was billed was $294.45 and a refund was requested for that amount. The breakdown is: Memphis location - $54.80, Little Rock - $179.85, St. Louis - $54.80, Special Events - $5.00
16	Mid South Fun Box in St Louis	461084469696046	Aug 28 2023	CANC	Jun 27 2025	SBC	Aug 30 2023	25%	Merchant
	Address : 1155 St. Louis Galleria					Phone : 901-471-9238		Contact : Jenny McElhaney
•	-		SBC - traditional - Swipe Simple Mobile with 4 dongles - Batch time 8:00pm - SEASONAL Business with open season running March 1 through November (Black Friday)
•	Aug 30 2023		Set up Swipe Simple
•	Sep 07 2023		Have tried to call merchant 3 times to see what the status is, keep getting voicemail and leaving messages
•	Oct 19 2023		TT David and Stu (Stl. Hilton) emailed return label (tracking number 773798678842) Email: [email protected]. Stu will call me when he receives the email. He is sending back four B200 card readers.
•	-		cancelled account - submitted request to SBC to cancel.
•	-		Received an email from David stating that he had received a call from Jenny and that she had been billed $300. We had cancelled the account in December because David said that we had received all of their equipment back a long time ago. She wants a refund for the $300. I did confirm that SBC billed each location the month of December so I requested a single lump sum refund to be issued to the Memphis location - MID 461084469695515. The actual total amount that was billed was $294.45 and a refund was requested for that amount. The breakdown is: Memphis location - $54.80, Little Rock - $179.85, St. Louis - $54.80, Special Events - $5.00
•	-		Received an email from David stating that he had received a call from Jenny and that she had been billed $300. We had cancelled the account in December because David said that we had received all of their equipment back a long time ago. She wants a refund for the $300. I did confirm that SBC billed each location the month of December so I requested a single lump sum refund to be issued to the Memphis location - MID 461084469695515. The actual total amount that was billed was $294.45 and a refund was requested for that amount. The breakdown is: Memphis location - $54.80, Little Rock - $179.85, St. Louis - $54.80, Special Events - $5.00
17	Mid South Fun Box in Memphis	461084469695515	Aug 28 2023	CANC	Jun 27 2025	SBC	Aug 30 2023	25%	Merchant
	Address : 2602 Faxon Ave					Phone : 901-471-9238		Contact : Jenny McElhaney
•	-		SBC- Traditional Prime Buxx - Swipe Simple Mobile/Dongle - 4 Dongles Renting - Batch 8:00pm
•	Aug 30 2023		Set up Swipe Simple
•	-		Requested 2 additional vars for 2 VL 500 terminals so that merchant can load inventory
•	-		Requested 3rd var (0013) for VL 500 so that Memphis will have all of the same type of terminals. The Pax A920 that they did have had to be reprogrammed for the Little Rock location so that they can have 3 terminals (all Pax A920s) at that location. The Pax A920 that was at Memphis was needed when one of the initial A920s deployed locked up and wouldn't work. To keep things consistent, it was decided that Memphis would use all Valor 500s (3 of them) and we would keep the Pax A920 that locked up as a spare for Little Rock since Mike was able to get it fixed once it was brought back to us.
•	-		Downloaded 2 Pax A920 they say the VL500 are too slow. Caleb will come by and pick up sometime this week.
•	-		Caleb Came and picked the 2 A920
•	-		Merchant returned 5 terminals 1) PAX AA920 SN: 0822084432 2) PAX A920, SN: 0822086379 3) Valor VL500 SN: 14121417319 4) Valor VL500 SN: 14121417319 5) Valor VL500 SN: 141221904548 Removed apps fro PAX and deleted terminals. Deactivated all VL500
•	-		cancelled account - submitted request to SBC to cancel.
•	-		Received an email from David stating that he had received a call from Jenny and that she had been billed $300. We had cancelled the account in December because David said that we had received all of their equipment back a long time ago. She wants a refund for the $300. I did confirm that SBC billed each location the month of December so I requested a single lump sum refund to be issued to the Memphis location - MID 461084469695515. The actual total amount that was billed was $294.45 and a refund was requested for that amount. The breakdown is: Memphis location - $54.80, Little Rock - $179.85, St. Louis - $54.80, Special Events - $5.00
18	Somavac Medical Solutions, Inc	497242087888	Aug 14 2023	CANC	Dec 17 2024	PCS Direct	-	25%	Merchant
	Address : 3144 Stage Post Dr, Suite 101					Phone : 901-233-4739		Contact : Joe Sinkovich
•	-		merchant never went live - closed account.
19	Brighton Nutrition	461084469695290	May 18 2023	CANC	Jun 27 2025	SBC	-	25%	Merchant
	Address : 717 Needmore Rd W					Phone : 901-313-9554		Contact : Leah Marshall
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 16.00
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 10000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - $0.69; Valor - IP - Batch time 7:00pm - Tip at time of Sale; NDF
•	-		User: Charlotte Goff -> Notes: Changed status to Approved
20	Old Town Hall	461084469692752	May 09 2023	ACTIVE	Jul 21 2024	SBC	Mar 07 2023	25.00%	Merchant
	Address : 108-110 E. Court Square					Phone : 901-475-0502		Contact : Charlene Coburn
•	-		SBC- Traditional- IC+0.30%+$0.10- Valor 100- IP- No Tip- No Pin Debit- Apple Pay- Batch Time 7:00pm Central
•	-		Downloaded VL100 called David ant told him it was ready
•	-		TT Charlene. Added Pin Debit and showed her how to pull a open summary report. She is good to go and happy!
•	-		David and Jaq called and wanted to know about accepting a pre-paid credit card when the card balance is less than the merchant's ticket they're trying to run. The Valor terminal will not do a split sale.
•	-		David and Judge Peeler called in about PCI Compliance. I made sure the Judge knew his type of equipment and his MID and told him to make sure he keeps the PCI Support desk on the phone with him until he completes his questionaire and the scan.
•	Aug 23 2023		The had a weird incident where a man got near their terminal and afraid they placed a skimmer. Having David Copeland go by and inspect the machine for an external device.
•	-		Charlene sent a Valor Support ticket #38144. I called her and she has a gift card for $50.00 that she was trying to run and kept getting insufficient funds. I explained that means that there is not $50 available on the card. I suggested that she have the customer call the number on the back of the card and find out what the balance is.
•	-		TT Charlene who sent a Valor ticket. She was getting can not connect to server. We reset the terminal....now working.
•	-		Chip reader failing will replace
21	Bridgeover	520004753869	May 09 2023	ACTIVE	-	Vantiv	Feb 10 2023	25%	Merchant
	Address : 141 N Main St					Phone : 901-489-8934		Contact : Zibe Wade Lewis
•	-		VANTIV - TRADITIONAL - SwipeSimple VT - Batch 7:00pm - IP
•	-		Set up Bridgeover LLC in Swipe Simple and emailed Mr. Lewis the credentials
•	-		TT David (rep) merchant wanted a demo video on Invoicing with SS. Emailed a link www.youtube.com/watch?v=-kKBdf28WBI
•	-		TT David concerning why they haven't processed yet...he is calling and checking and will call us back
22	BEAUTY MANIA	434267699883	May 09 2023	CANC	May 15 2024	-	-	25%	Merchant
	Address : -					Phone : 8705727088		Contact : TONY SALTI
•	-		User: Linda Billings from - Notes: t.t. Tony,changing dba name & tax id. Mailed new app to PO Box 2793 West Helena 72390
23	ANDERSON WINFIELD CHAFFE	434289541881	May 09 2023	CANC	May 15 2024	-	-	25%	Merchant
	Address : -					Phone : 401-949-5557		Contact : THOMAS
•	-		User: Linda Billings from - Notes: Merchant called, dup trans on 8/13, card was keyed twice on 2 different days, merchant refunding sale amt.
•	-		User: Mike Thomas from Tech Support - Notes: Ordered 4 rolls of paper for a Nurit 2085. PO# 3018.
24	Sugar Shack	8035420739	May 09 2023	ACTIVE	-	-	-	25%	-
	Address : 5754 Richardson Landing					Phone : 901-652-0963		Contact : Peggy Wilson
•	-		User: Emily Karawadra -> Changed : AverageTicket FROM 0.00 TO 10.00
•	-		User: Emily Karawadra -> Changed : AnnualVolume FROM 0 TO 20000.00
•	-		User: Emily Karawadra -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Emily Karawadra -> Changed : TO Percent FROM 0 TO 5
•	-		User: Mike Thomas -> Notes: Shipped PaySaber GO FedEx ground
•	-		User: Mike Thomas -> Notes: TT Peggy informed me she received her PaySaber Go.
•	-		User: Mike Thomas -> Notes: TT Peggy had USA ePay password reset
25	Git N Go - Valor	461084469694061	May 09 2023	CANC	Jun 27 2025	SBC	Jan 01 1970	25%	-
	Address : 275 Milton Rd					Phone : 901-872-1410		Contact : Marvin OR Lindsay Barnard OR Terrie Suggs
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 25.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 480000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 40000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Mike Thomas -> Notes: TT Merchant walked her through a refund
•	-		User: Morgan Withee -> Notes: Conrad will cancel this without a form since this was a temporary new mid.
26	Nutrition Stop of Arlington	461084469693590	May 09 2023	CANC	Jun 27 2025	SBC	Jan 01 1970	25%	-
	Address : 11695 Hwy 70 Suite 103					Phone : 901-687-3140		Contact : Jessica Montague
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 100.00
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 8000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Pax S80 - Wifi and TIP Edit; Batch time 7:00pm; NDF
•	-		User: Charlotte Goff -> Notes: Correction on IBUXX fee - Avg ticket is only $14.00 instead of 100.00 as showing on Pre-App so IBUXX fee will be $0.69
•	-		User: Charlotte Goff -> Notes: Uploaded Signed Application; Changed status to Approved; Entered MID and approval date
•	-		User: Mike Thomas -> Notes: Downloaded PAX S80
•	-		User: Mike Thomas -> Notes: TT Jessica advised her how to get to reports menu...she will try a couple to see what works best for her
•	-		User: Mike Thomas -> Notes: 2/2/2022 downloaded NX1200 wifi
•	-		User: Charlotte Goff -> Notes: TT - Jessica - she said she wasn't getting her deposits but she was looking for them first thing in the morning. I told her that they wouldn't show up to her bank until a little later in the day. She was ok with that just needed to know. She will go back and look at her bank for the 2/9 & 2/11 deposits. I told her about Pioneer and what a great tool it is for reconciling to her bank statement. She wasn't in the store right now but will look at that when she gets back and if she has any questions she will call me.
•	-		User: Charlotte Goff -> Notes: TT - Jessica - she wanted to be able to turn off all transaction receipts. She doesn't want any receipt printing. I advised against it for Chargeback reasons. Then she asked if she should be getting signatures on the receipts. I told her because the nature of her business is Quick Serve that a customer signature is not necessary unless it's over $25.00. I advised that she do get signatures on transactions over $25.00
•	-		User: Mike Thomas -> Notes: TT Davis on Saturday failed VM had to have transaction threshold updated
•	-		User: Emily Karawadra -> Notes: Told Mike to check with merchant SBC said it did not batch this weekend. They updated the threshold over the weekend
•	-		User: Charlotte Goff -> Notes: Jessica called 3/8 to say that she had not received her deposit for Friday 3/4 thru Monday 3/7. She said the terminal did batch Monday night. David installed the new Valor terminal on Tuesday 3/8 and remembers seeing the Batch Receipt laying on the counter. I asked David to go back there and pick up the batch receipt so that I can look at transactions that were on it and see if we could figure out what happened. David brought the batch receipts and the old Exadigm terminal in this morning and I confirmed again that those transactions still were not in Pioneer. I called Linda at SBC and she looked in TSYS and noticed that the batch for 3/4 had the same batch number as the batch from 3/3 and that the batches were in limbo. Kamal changed the batch number in the terminal and was able to batch. I called Linda and confirmed with her that the transactions were now showing as batched. Her deposit will be added to whatever transactions she runs through her Valor today and will go as one big deposit. Her total missing batch amount was 237 transactions for $3171.19
27	Git N Go	461084469695768	May 09 2023	CANC	Jun 27 2025	SBC	Nov 30 -0001	25%	-
	Address : 275 Milton Rd					Phone : 901-872-1410		Contact : Marvin OR Lindsay Barnard OR Terrie Suggs
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 25.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 480000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 40000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Pax S80; IP; Batch time 7:15pm; NDF
•	-		User: Charlotte Goff -> Notes: Added Terrie Suggs and Lindsay Barnard as authorized contact people that we may speak with regarding this business
•	-		User: Charlotte Goff -> Notes: Received Approval and Tsys VAR.
•	-		User: Mike Thomas -> Notes: Programmed PAX S80
•	-		User: Mike Thomas -> Notes: Called David to notify him terminal is ready he will pick up at the office on Monday.
•	-		User: Mike Thomas -> Notes: Gets error of user abort when running Suntrust MC and govt issued card
•	-		User: Mike Thomas -> Notes: TT Ashley downloaded TID0003
•	-		User: Charlotte Goff -> Notes: Removed Application Received Date and Approval Date due to having to build a new profile for this merchant. Copied App Received Date and Approval Date to new MID 461084469694061
•	-		User: Charlotte Goff -> Notes: changed status to cancelled to use new MID 461084469694061
28	Upscale Resale- new	497231205889	May 09 2023	CANC	Dec 17 2024	OLD RISE	-	25%	Merchant
	Address : 107 E Pleasant Ave					Phone : 9014767103		Contact : Wayne Rhodes
•	-		User: Kamal Oghad -> Changed : AverageTicket FROM 0.00 TO 50.00
•	-		User: Kamal Oghad -> Changed : AnnualVolume FROM 0 TO 240000.00
•	-		User: Kamal Oghad -> Changed : MonthlyVolume FROM 0.00 TO 20000.00
•	-		User: Kamal Oghad -> Notes: Rise 8:00 PM Batch Time IP Reprogram FD130
•	-		User: Mike Thomas -> Notes: TT Angela reloaded FD130 and FD150 for new MID#
•	-		User: Mike Thomas -> Notes: Changed batch times to 6:24 pm and 6:56 pm
•	-		User: Mike Thomas -> Notes: TT Angela. updated both terminals
•	-		User: Morgan Withee -> Notes: emailed over pci instructions for their new account.
•	-		User: Mike Thomas -> Notes: TT Delinda batch from 7/29/21 batched out later than set time (comm error) and only saw 459.37 of $1390.94 deposited. $931.57 will be deposited by Monday per Rise.
•	-		User: Charlotte Goff -> Notes: TT- Wayne - he was not happy about his debit cards not being deposited and wanted an answer. I called Rise and spoke to Stephanie and she said that the debit file from First Data had a glitch or was late being sent. Batch is there and in pending status. It will be added to their deposit for Monday.
•	-		User: Charlotte Goff -> Notes: David Copeland called in because Delinda called him and said that they haven't been getting their deposits daily. Tuesday's deposit didn't arrive until Thursday and yesterday's deposit didn't arrive today. Called Rise and spoke to Carrie regarding the pending batch in Clientline. The store has been processing more than their $25000 monthly volume so their deposit are held until they can be reviewed by Risk. Kimberly from Risk Department will be emailing Morgan a form to be filled out and submitted so that the monthly parameters can be increased.
•	-		User: Charlotte Goff -> Notes: Morgan spoke with Kimberly in the Risk Department at Rise and was able to get the monthly parameters updated to 40K per rolling 30 days. This will go into effect with 8/11/21 deposits.
•	-		User: Mike Thomas -> Notes: TT David had store rewired has no internet or phone lines...requested VAR for USA ePay will set up as soon as VAR is emailed
•	-		User: Mike Thomas -> Notes: Canceled previous USA ePay account
•	-		User: Mike Thomas -> Notes: Set up new USA ePay account
•	-		User: Mike Thomas -> Notes: TT Delinda received a statement from old account
•	-		User: Mike Thomas -> Notes: TT Wayne and advised him that $20.154.21 was sent to his bank on 9/12
•	-		User: Morgan Withee -> Notes: Delynda called in and said she got another statement for the month of august for her old account. we did close the account on june 28th so Charlotte is going to call PCS to figure out what happened and try to get them refunded for that.
•	-		User: Charlotte Goff -> Notes: I requested a refund for the $48 that Delynda said was debited from her account in August. The fees were the Annual Pin Debit Network Fees for CU24 Pulse and Nyce. One fee of $12 and 2 fees of $16. The refund request number at PCS is 3075722.
•	-		User: Charlotte Goff -> Notes: Spoke to Delynda today and she is saying that she was debited again in November for the $48 fee on her old MID 497220946881. I've looked in Clientline Reporting and do not see anything beyond the Oct 2021 monthly statement showing the refund of $48.00 requested back in October. She did confirm that she received the refund but says she was billed again. Merchant account is cancelled on PCS platform and has been since October. She doesn't have the bank statement nor the merchant statement showing the fee of $48.00 with her today but says that she will be released to go back to the office on 12/23/21 and will send it over to me then.
•	-		User: Mike Thomas -> Notes: TT Wayne and walked him through a refund. His password for refunds is 7046
•	-		User: Charlotte Goff -> Notes: TT - Delynda today and she called to let us know that she has NOT been billed again the $48.00 fee for her old MID. She said that it had only been taken out of her account that one time and that we refunded it on 10/19 (her bank posted 10/20) and she has not been debited that amount again. She apologized for the error.
•	-		User: Morgan Withee -> Notes: Selling the store and the new owner is not coming with Impact. I have sent Wayne a docusign and gave David a hard copy just in case. Once we get this back we will submit it for closure effective 12/31/21. So that he does not get a bill for January's processing.
•	-		User: Morgan Withee -> Notes: got cancelation form back submitting it to pcs now. Will enter sr number once I get it
•	-		User: Morgan Withee -> Notes: ticket id 3226026
29	Yukon Automotive	520003913378	May 09 2023	ACTIVE	-	-	-	25%	Merchant
	Address : 1401 Lakeshore Dr B					Phone : 405-265-2821		Contact : Jennifer Bourggeois
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 2000.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 900.000.
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 75000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Kay Arpin -> Changed : Internet Percent FROM 0 TO 5
•	-		User: Morgan Withee -> Notes: Kim told me to give them a call. I spoke with Jeremy who let me know that they have not ever used this account and they want to close it. I asked them to please return the equipment an I will get the account closed immediately. I sent him an email of where to return the equipment to.
30	Yukon Diesel Fleet Services	520004376839	May 09 2023	ACTIVE	-	Vantiv	Jan 01 1970	25%	-
	Address : 1401 Lakeshore Dr					Phone : 405-265-0012		Contact : Shane Swearinger / Dan
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 150.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 750000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 2500080
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 80
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 20
•	-		User: Charlotte Goff -> Notes: Merchant has VX520 and Swipe Simple
•	-		User: Charlotte Goff -> Changed : YearsInBus FROM 1 TO 01/01/2020
•	-		User: Charlotte Goff -> Changed : YearsCurrentOwner FROM 1 TO 01/01/2020
•	-		User: Charlotte Goff -> Notes: Traditional VX520 / Swipe Simple IP 8:00 pm CST
•	-		User: Morgan Withee -> Notes: Called Dan trying to get some questions answered about reprogram and about swipe simple. He should call me back. Dan - 405-620-0806
•	-		User: Mike Thomas -> Notes: TT Dan reprogrammed VX520 with TID# 17943062
•	-		User: Charlotte Goff -> Notes: Cancelled account per Shane Swearingen. They are closing their doors
31	Yukon Diesel	520003914457	May 09 2023	ACTIVE	-	Vantiv	-	25%	Merchant
	Address : 1401 Lakeshore Dr. C					Phone : 405-863-3498		Contact : Steeli Hull
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 10000.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 2500000.00
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 25000.00
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 85
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 15
•	-		User: Morgan Withee -> Notes: Found ou twe had the wrong owners information. So we had to get a new merchant account. put in request to close account.
32	Court Square Cafe	8035587537	May 09 2023	CANC	Mar 21 2024	Elavon	Jan 01 1970	25%	-
	Address : 132 W Liberty Ave					Phone : 901-475-1440		Contact : Becky Spitzer
•	-		User: Emily Karawadra -> Changed : AverageTicket FROM 0.00 TO 10.00
•	-		User: Emily Karawadra -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Emily Karawadra -> Changed : TO Percent FROM 0 TO 5
•	-		User: Emily Karawadra -> Changed : AnnualVolume FROM 0 TO 482000.00
•	-		User: Pennye McAnulty -> Notes: Needs steps on how to enter a manual transaction. Called Elavon and they walked her through the process.
•	-		User: Mike Thomas -> Notes: Verified batch from 12/07/2019 did settle for $1404.00
•	-		User: Aimee Jones -> Notes: Merchant is getting a message Settlement failed. Rbout of balance. when attempting to close out.
•	-		User: Mike Thomas -> Notes: TT Merchant term having comms error advised her how to check phone line (dials primary and secondary no connection)
•	-		User: Mike Thomas -> Notes: Advised merchant to contact phone carrier as we are having issues in that area.
•	-		User: Leah Faber -> Notes: Becky was able to process two transactions before the phone outage. I called Elavon and had them force close the batch.
•	-		User: Leah Faber -> Notes: I also walked her through purging the terminal to clear out those settled transactions.
•	-		User: Cheri Hansen -> Notes: Need EIN and DL is expired
•	-		User: Mike Thomas -> Notes: TT Becky batch out of balance. Elavon batched terminal...ready for use.
•	-		User: Charlotte Goff -> Notes: Merchant called in to say that her terminal is getting no line when they're trying to batch out. I told her that the no line means that the terminal can not detect a dial tone. She did say that she does have a dedicated line for her terminal. I had her unplug the phone cord from the phone jack and then plug it back in securely. She still got no line. I asked her if she could plug her phone into the jack that the terminal is plugged into to see if she can hear a dial tone. She was gong to try to do that. She asked if I could go ahead and close her batch and I told her that I wouldn't be able to close her batch that it needed to be closed on her terminal. She said she'd figure something out and hung up.
•	-		User: Mike Thomas -> Notes: TT Becky batch out of balance. Batched terminal and Elavon is sending her full card numbers so she can recoup tips. Can't turn off partial payments per card brands. Only on cash advance merchants.
•	-		Downloaded Desk 3500 Express Courier will deliver.
33	Lula Pharms	8035420499	May 09 2023	CANC	Jun 26 2024	-	-	25%	-
	Address : -					Phone : 901-652-0963		Contact : Peggy Wilson
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 500
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO
•	-		User: Kay Arpin -> Changed : Internet Percent FROM 0 TO
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 100
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 160000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 13500
34	The Cafe and Deli	8035420812	May 09 2023	CANC	Mar 21 2024	Elavon	Jul 10 2019	25%	-
	Address : -					Phone : 901-652-0963		Contact : Peggy Wilson
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 10.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 60000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 5000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 5
•	-		User: Aimee Jones -> Notes: Peggy called to set up statements online. Walked her through setting up all locations.
•	-		User: Morgan Withee -> Notes: Ready for the second terminal. TID (File number) 22395161
•	-		User: Cheri Hansen -> Notes: Need EIN
•	-		User: Morgan Withee -> Notes: Merchant had to close business. They submitted a cancelation letter and I have put in the request to close out the account with Elavon. We got their equipment back today
•	-		User: Morgan Withee -> Notes: put in SR with AR/AP to send out an ACH of $62.29 for march fees.
35	Something Special Ripley	8035403099	May 09 2023	CANC	Mar 21 2024	Elavon	-	25%	Merchant
	Address : -					Phone : 731-635-4470		Contact : Janie West
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 70
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 400000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 33500
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2
•	-		User: Mike Thomas -> Notes: Walked David through a settlement and text transaction....all working.
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN: 262-966-549 dial 6:00 pm auto settle
•	-		User: Mike Thomas -> Notes: TT Lori advised her to call her phone provider as we are getting calls from this area that have AT&T with coms errors
•	-		User: Charlotte Goff -> Notes: TT - Lori - she has been getting calls from someone saying that she's not PCI compliant. I showed her how to tell on her monthly statement. She didn't want to give out any information to the person that keeps calling as she didn't know who he was. I gave her the phone number for Elavon PCI Compliance so that she could call them herself. I took the opportunity to talk to her about moving her to a more preferred platform. I told her that I would send her an email with the details. She does not want to do IBUXX though as she doesn't want to pass the fee along to her customers.
•	-		User: Charlotte Goff -> Notes: Converted to SBC - changed status to Cancel. Sent Morgan email today requesting cancellation on Elavon.
•	-		User: Morgan Withee -> Notes: put in sr to close on elavon moved to sbc
36	Something Special Covington	8035402497	May 09 2023	CANC	Mar 21 2024	Elavon	-	25%	Merchant
	Address : 121 Court Square W					Phone : 901-475-4477		Contact : Janie West
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 75
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 600000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 50000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2
•	-		User: Morgan Withee -> Notes: Lori called and said that her terminal was having communication errors. Sometimes the transactions go through and sometimes they do not. WE went through several tests and none of that worked. I got her set up with converge first aid to keep her up and running. We are downloading a new terminal today and having it couriered over to their location. If the terminal has issues once it gets there then they are having dial line issues
•	-		User: Morgan Withee -> Notes: Conve3rge first aid credentials: Account id: 2150665 Username 1: swiftbanker345 pin1: 956807 Passcode:38019
•	-		User: Morgan Withee -> Notes: New TID: 22665208
•	-		User: Leah Faber -> Notes: Lori is having communication issues again. I conferenced in Elavon and we changed settings but it's still unsuccessful. We've had 3 calls from this area with the same errors and believe it's a phone line issues.
•	-		User: Cheri Hansen -> Notes: Need DL EIN and voided check
•	-		User: Mike Thomas -> Notes: TT Lori someone has been calling her daily about CC processing advised her it is someone after her business
•	-		User: Morgan Withee -> Notes: Lori called in and stated her terminal ran out of paper and she needed her batch total. I got the batch report from elavon and sent it over to her email. Saved report in G Drive file
•	-		User: Charlotte Goff -> Notes: TT - Lori - she has been getting calls from someone saying that she's not PCI compliant. I showed her how to tell on her monthly statement. She didn't want to give out any information to the person that keeps calling as she didn't know who he was. I gave her the phone number for Elavon PCI Compliance so that she could call them herself. I took the opportunity to talk to her about moving her to a more preferred platform. I told her that I would send her an email with the details. She does not want to do IBUXX though as she doesn't want to pass the fee along to her customers.
•	-		User: Charlotte Goff -> Notes: Converted to SBC - changed status to Cancel. Sent Morgan email today requesting cancellation on Elavon.
•	-		User: Morgan Withee -> Notes: put in sr to close account on elavon moved to sbc
•	Nov 01 2023		This is from Saturday 10/28 David called with terminal locked...TT Lori and we unlocked terminal...all working.
37	Upscale Resale	497220946881	May 09 2023	CANC	Dec 17 2024	Rise PCS	-	25%	-
	Address : PO Box 862					Phone : 901-476-7103		Contact : Wayne Rhodes
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 50
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 100000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 7000
•	-		User: Mike Thomas -> Notes: Downloaded FD130 Duo IP SN: FD200150746 (Mercedes) and also used FD345 pin pad SN: 806CH08147
•	-		User: Mike Thomas -> Notes: Emailed totals for 11/06/2019 per DeLinda
•	-		User: Aimee Jones -> Notes: DaLinda called in attempting to do a PCI scan. Contact PCI help support to assist. They walked her through locating the IP address.
•	-		User: Aimee Jones -> Notes: Has a general question about PCI.
•	-		User: Emily Karawadra -> Notes: Morgan: Called PCS because Upscale Resale said they still were not getting their statements at their PO Box. Spoke to Melissathere was an error in the First Data system so it didnt switch like it was supposed to. They were apologize profusely for this error. They said all other statements will now go to the PO Box
•	-		User: Morgan Withee -> Notes: Sent David the new quote for gift cards that will work with the terminal they already have. Waiting to hear back on what they decide.
•	-		User: Morgan Withee -> Notes: David requested a quote for usa epay and requested the merchant update form to add this to the account. Submitted form today to get statement fee changed from $10 to $20. And get a tsys var added.
•	-		User: Morgan Withee -> Notes: Walked David through setting up their usa epay last night. We set up several users for their app.
•	-		User: Mike Thomas -> Notes: TT Delynda she will call me at 10:00 am Friday morning so I can run a parameter update on their terminal
•	-		User: Charlotte Goff -> Notes: I requested a refund for the $48 that Delynda said was debited from her account in August. The fees were the Annual Pin Debit Network Fees for CU24 Pulse and Nyce. One fee of $12 and 2 fees of $16. The refund request number at PCS is 3075722.
38	Connell Body Shop	461084469698250	May 09 2023	ACTIVE	-	SBC	Feb 20 2020	25%	Merchant
	Address : 239 Cleveland St					Phone : 731-635-2292		Contact : Tracy Conaster or Kevin Connell
•	Jul 25 2023		Tt Kevin had to delete a transaction then settle terminal. Settlement approved
•	-		User: Kamal Oghad -> Changed : AverageTicket FROM 0.00 TO 1000.00
•	-		User: Kamal Oghad -> Changed : Swipe Percent FROM 0 TO 80
•	-		User: Morgan Withee -> Notes: NX 1200 Terminal 0002 TID: 76606796 S/N: 9036X16355
•	-		User: Morgan Withee -> Notes: Tried to call them to get set up but I did not get anyone.
•	-		User: Morgan Withee -> Notes: Call on Monday to get them set up!
•	-		User: Charlotte Goff -> Notes: TT - Kevin - he had some questions regarding his deposits. He needed to make sure he was paid for a $3704.10 from 8/30/21. The transaction was added with 2 others for the day and I confirmed the deposit total with him. He did get paid.
•	-		TT Gavin, was getting declines on all cards. We reset the the terminal now all is working.
•	-		Kevin called in saying that he had not gotten a deposit for a transaction taken on 2/19/2024 for $3821.93. When I checked Pioneer, the transaction had batched and been sent for deposit but it was added to another transaction from that day. I gave his his exact deposit amount and he's going to look for that amount. He had only been searching for that one specific amount.
•	-		We are swapping out the Exadigm 1200 for a Valor 100 so Kevin can see which transactions he's bypassing the fee on to determine if he would be better served on Traditional pricing or on iBuxx.
39	Trends and Treasures	461084469692223	May 09 2023	ACTIVE	-	SBC	Nov 12 2021	25.00%	Merchant
	Address : 1306 S 12th St					Phone : 270-761-6255		Contact : Jayson Roberts
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 20.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 144000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 12000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX; 3.95%; Pax s80; IP; Auto Batch time 7:00pm; Special Terms and Agreement - Merchant on 30 day contract with no ETF.
•	-		User: Mike Thomas -> Notes: TT David wants to set up a time to go over some changes to terminal. He will call me back
•	-		User: Mike Thomas -> Notes: TT Jason walked him through an app update to correct time zone and to only print the merchant receipt
•	-		User: Mike Thomas -> Notes: Comms error...reset terminal...now working
•	-		User: Charlotte Goff -> Notes: Garrett called and said that his terminal was getting offline. He said that he had already unplugged the terminal and plugged it back in. So I had him unplug the ethernet cable and plug it back in telling him to make sure he heard it click into place. He was able to run a transaction after that.
•	-		TT Rachel disabled debit on PAX S80
•	-		Rachel called says their terminal wasn't working and stuck on the processing screen. I recommended she unplug the power cord from the terminal and wait 30seconds to see if it started to work again and that fixed the issue.
•	-		TT Rachel entered wrong password and locked terminal. Had her reset terminal. Not functioning properly
•	-		TT Rachel, term not connecting via ethernet...reset now working.
40	Tipton Home Furnishings	461084469692897	May 09 2023	CANC	Jun 27 2025	SBC	Mar 10 2022	25.00%	Merchant
	Address : 13779 Hwy 51 S					Phone : 901-877-2279		Contact : Kendra Neal
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 950.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 270000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 30000.00
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor - IP - Batch time 7:15pm Central - monthly rental
•	-		David called and said that this merchant has closed their business. I emailed him the cancellation request form to get signed and he said that he will pick up the terminal today and get the form signed.
•	-		Merchant Closed
•	-		David returned VL100 SN: 11813111847
41	Something Special - Ripley	461084469698210	May 09 2023	ACTIVE	-	SBC	-	25.00%	Merchant
	Address : 230 S Washington					Phone : 731-635-4470		Contact : Laurie Pratt
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 75.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 545000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 50000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : Internet Percent FROM 0 TO
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - Traditional - CONVERSION FROM ELAVON; VX520 - Dial - Batch time 7:00pm - Doing PIN DEBIT; NDF
•	-		User: Mike Thomas -> Notes: Downloaded VX520 and called David he is picking up today.
•	-		User: Mike Thomas -> Notes: TT David terminal was not settling we had to have TSYS update an AMEX setting. I also changed batch to detail.
•	-		User: Mike Thomas -> Notes: TT Charlotte keyboard locked..unlocked...now working
•	-		User: Charlotte Goff -> Notes: Laurie called and said that she's having troubles balancing to her credit card batches. She's saying that some of her days are lumping together as a single deposit and that the deposit amounts are not matching batch receipts. I sent her the Pioneer QRG and she registered. Kevin at SBC linked both accounts so she can see both in Pioneer. I told her that if she needs help going through Pioneer to call me and I'd walk her through how to use it. She was going to send me a screenshot of the deposits lumping together but still haven't received that yet.
•	-		User: Kamal Oghad -> Notes: Changed from dial to ethernet
•	-		TT David (rep) and Charlotte, earlier in the day she was getting "offline declined" she reset all cables and started working properly
•	-		4/20/2023 @ 4:57pm Laurie called and wanted her batches to come out itemized and not in one lump sum. And that she would call back tomorrow 4/20/2023 to speak with Mike about this when she got to the Ripley location.
•	-		TT Laurie set auto batch to 8:00 pm and set report to detail
•	-		Sending Laurie the Pioneer QRG
•	-		Spoke to Laurie, is having issues on Pioneer where in Batch/Deposit it is showing No Record. Spoke to SBC and they are currently looking into what is causing the issue.
•	-		Spoke to Laurie, Pioneer issue is still not fixed. Sent Laurie statement as requested and called SBC for an update.
42	Something Special - Covington	461084469696677	May 09 2023	ACTIVE	-	SBC	Mar 25 2022	25.00%	Merchant
	Address : 121 Court Square W					Phone : 901-475-4477		Contact : Laurie Pratt
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 75.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 545000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 50000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Mike Thomas -> Notes: Downloaded VX520 and called David he is picking up today.
•	-		User: Mike Thomas -> Notes: TT David needed to know how to get to the main screen to do a transaction....walked him through a test transaction....approved
•	-		User: Mike Thomas -> Notes: TT Laurie terminal was not settling we had to have TSYS update an AMEX setting. I also changed batch to detail. Will force a transaction through for $84.40 as soon a SBC gets me the full card number.
•	-		User: Mike Thomas -> Notes: Got full card number. Ran transaction and it was approved
•	-		User: Charlotte Goff -> Notes: Laurie called and said that she's having troubles balancing to her credit card batches. She's saying that some of her days are lumping together as a single deposit and that the deposit amounts are not matching batch receipts. I sent her the Pioneer QRG and she registered. Kevin at SBC linked both accounts so she can see both in Pioneer. I told her that if she needs help going through Pioneer to call me and I'd walk her through how to use it. She was going to send me a screenshot of the deposits lumping together but still haven't received that yet.
•	-		Laurie texted David over the weekend regarding 3 different customers that had come in to show them that their account had been double billed. One had settled and the other was still pending. She checked her receipts and confirmed that she had only run once and paid once and told them to call their banks. She was concerned that the "pending" transactions that would take anywhere from 5 to 10 days for the banks to put back in their customer's funds available would cause problems with the upcoming shopping season. I tried to call her and she was out, however she did call back late this afternoon. She could not give me any dates, card numbers, dollar amounts or any type information other than the bank names. I asked her to please gather some notes next time it happens so that I can research to see if we can determine what was happening. Why one sale would clear but one would remain pending.
•	-		I spoke to Laurie again today about duplicating transactions. She was able to give me examples. I could see the duplicated Auths in Pioneer but only one settled so she was only paid once. I spoke to Conrad and he believes it's a communication issue being that she's on dial up. She's concerned that this is going to cause her to lose customers so we are going to try to swap her terminal out for a different kind since her VX520 is end of life.
•	Nov 20 2023		David returned PAX S80 they are using the Valor
•	Dec 05 2023		TT Laurie she wanted signature and SMS turned of so I turned on "hide receipt" we rana test and she said it was perfect.
•	-		Sending Laurie the Pioneer QRG
•	-		Merchant called needing PCI number for SBC
•	-		TT Laurie, terminal not auto batching...checked all settings. Replacing with used VL100
43	Poplar Grove Utility District Cp	520003920994	May 09 2023	ACTIVE	-	Vantiv	Feb 04 2020	25.00%	Merchant
	Address : 14560 Hwy 51 South					Phone : 9018370181		Contact : Carol Jones
•	-		User: Emily Karawadra -> Notes: Called Gem team because authorize.net was still not added to the account. Originally submitted an sr on 3.2.2020 to get this added. They closed the SR but did not add authorize.net to account. So I resubmitted an SR today and called the gem team to have them rush it. - Morgan Withee
44	Poplar Grove Utility District (CNP - Auth.Net)	520003856493	May 09 2023	ACTIVE	Jun 20 2024	Vantiv	Jan 14 2020	25.00%	Merchant
	Address : 14560 Hwy 51 South					Phone : 9018370181		Contact : Carol Jones
•	-		User: Aimee Jones -> Changed : AverageTicket FROM 0.00 TO 47.53
•	-		User: Aimee Jones -> Changed : AnnualVolume FROM 0 TO 1953000.00
•	-		User: Aimee Jones -> Changed : Internet Percent FROM 0 TO 85
•	-		User: Aimee Jones -> Changed : TO Percent FROM 0 TO 15
•	-		User: Emily Karawadra -> Notes: Morgan: Worked with Matthew from IVR in order to get their ivr system up and running. Tested out a few transactions until we got it working the way we needed to. Sent Carol an email asking her to approve the changes. Once changes are approved the change will take effect in 7 business days.
•	-		User: Charlotte Goff -> Notes: Carol called and had some questions about PCI.
•	-		User: Charlotte Goff -> Notes: Carol called in about a chargeback for $267.76 where her customer is claiming that they cancelled the chargeback so that the duplicated payment from March could be a credit toward her future utility bill. The chargeback was debited from Poplar Grove's account on 4/15 but cardholder's bank is saying that Poplar Grove still holds the money. Conferenced Carol in with Mike from Vantiv Chargeback dept and he confirmed that she had been debited the funds and that they never received a notice that the chargeback had been cancelled.
•	-		Carol called asking about her batch for 2/2/24 transaction date (which should have batched 2/3). She said that she was only paid for part of the batch and that she received a settlement error batch report from Auth.net. I check IQ and saw that she was only paid for 59 transctions for $5449.55 on 2/3/24. She sent me her Auth.Net batch report that showed all the transactions and I went through each one to find the ones that had not batched. She had already called Auth.Net and had opened a ticket. Once I sent her the list of ones that had not batched, she presented that to Auth.Net and they are going to go ahead and send those in a batch.
•	-		Received a call from Carol stating that not all of the transactions that were processed through Auth.Net were settled from yesterday's transactions (1/30/25) . I exported the batch and emailed it to her.
45	M & W Glass Inc	461084469696951	May 09 2023	ACTIVE	Jun 20 2024	SBC	Jul 06 2022	25.00%	Merchant
	Address : 149 Commercial Dr					Phone : 901-837-2392		Contact : Malinda Byram
•	-		TT Malinda SS terminal was giving a weird error about android not getting info. I attempted deleted SS but it showed terminal offline. So we set the terminal and then I attempted to delete it again which was successful and repushed SS to the terminal and it started working.
•	-		TT Christi we had to delete a transaction for $109.52 we then batched terminal successfully
•	-		christie called in for statements. She was trying to reset sbc pioneer password but was having issues. I sent Nov and Dec statements for her. Instructed her to call in next month if she continues to have problems with her login.
•	-		TT Christie, walked her through connecting to wi-fi. Ethernet cable is not staying connected
•	-		Shipped ethernet cable
•	-		Spoke to David and merchant. Merchant needed a ethernet cable that fit the clip that held in in place so the connector would not come out of the terminal when moved. Let David know we do not have any 6ft ethernets at the office and that the merchant or himself would need to get one.
46	Kathryns Flowers	520003581707	May 09 2023	ACTIVE	Jun 20 2024	Vantiv	Jul 11 2019	25.00%	Merchant
	Address : 114 E COURT SQUARE					Phone : 901-476-7122		Contact : Dianna Deverell
•	-		User: Mike Thomas -> Notes: Downloaded VX520 Dial SN: 803-128-823. Morgan will deliver
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 50
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 250000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 20000
•	-		emailed Dianna the W-9 that WorldPay needs to be filled out and sent back by 8/31/23
47	Git N Go	461084469692371	May 09 2023	ACTIVE	Jun 20 2024	SBC	Jan 01 0001	25.00%	Merchant
	Address : 9635 Quito Rd					Phone : 901-572-1410		Contact : Ray Suggs OR Lindsay Barnard
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 25.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 480000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 40000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - New MID for Fuel Card acceptance
•	-		TT Terrie, says she is no longer getting settlement emails from Valor. I called Valor and they are looking into it and will get back to me. I called terrie back and updated her
•	-		Lindsey called in to say that she's getting "Do you want to proceed in fall back mode" on every card that a customer puts in on the pin pad. Called Valor and they said we needed to replace the pin pad. Mike getting pinpad ready and I will drop it off after work on 8/16/23
48	Fish Island	461084469695146	May 09 2023	ACTIVE	May 25 2025	SBC	Dec 01 2021	25.00%	Merchant
	Address : 3535 Blue Springs Rd					Phone : 270-924-0780		Contact : Tony Nolcox
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 40.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 50000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 15000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 90
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 10
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX; 3.95%; SwipeSimple Bluetooth Dongle; Merchant has special Terms and Agreements of 30 Day Contract - no ETF
•	-		User: Morgan Withee -> Notes: Spoke to Jayson about set up of account. They are going to order a Pax SP 30 pin pad and rent it for $13 a month. I have gone ahead and added the $13 rental to their account. On May 1 they want to add Swipe Simple Bluetooth reader to their account so that they can rent sporting equipment. I put in a reminder to remind me in march
•	-		User: Mike Thomas -> Notes: Adviserd Tony how to change communication in case internet goes down
•	-		User: Mike Thomas -> Notes: TT Tony called to walk him through setting up card reader he wants to do it Monday 4/25/22 at 10:00 am
•	-		User: Mike Thomas -> Notes: Tried to call Tony to set up card reader...no answer...left voicemail
•	-		User: Mike Thomas -> Notes: TT Tony walked him through setting up card reader and walked him through a sale and void. All working
•	-		User: Morgan Withee -> Notes: updated monthly fee to $29.90 to add 1 ss reader.
•	-		TT Tony disabled debit on PAX S80
•	-		Pin pad not responding. we reset the pin pad now all working
•	-		Ethan called and said that they are getting Term ID Error on their terminal. I called TSYS and their V# had been deactivated. Emily emailed Kevin and he said it would take 30 minutes to reactivate it. Let Ethan know it should be working in about half hour.
•	-		Spoke to Tony, 3 Military Members were getting their cards declined, terminal printing an Term ID Error. Called Tsys and they stated that on their end it was declined by Visa and recommended that they call bank/card provider for asstance.
•	-		Spoke to Tony, was able to get his Pax S80 set up on his new internet via ethernet.
•	-		Spoke to Tony, merchant has a chargeback. Called SBC and they provided the chargeback notice for the merchant to use.
•	-		Spoke to Tony - he sold his business to Crystal Martin. I emailed her a Pre App so that we can get her set up with her own account. I also sent Tony a cancellation request form so we can close his account once she's up and running on her own account.
•	-		Merchant's account was not closed before April so merchant was charged 42.90. Sent cancellation form to SBC for Cancellation and checking regarding refund for April.
49	COURT SQUARE CAFE	520004605529	May 09 2023	ACTIVE	Jun 20 2024	Vantiv	May 16 2022	25.00%	Merchant
	Address : 132 W Liberty Ave					Phone : 901-475-1440		Contact : BECKY SPITZER
•	-		VANTIV-VX520
•	-		TT David wlaked through a sale and setllement on Desk 3500
•	-		TT Becky she wanted the tip after sale removed. We called in to tech support and they did an update to same TID which caused it to batch on it's own. We have put in a request to get all card numbers and exp dates fr all transactions
•	-		the VX520 terminal went out so since it's an end of life terminal, we gave merchant the Desk 3500 back. David Copeland is telling her that if she wants to stay on dial up that this is the only terminal left that will do dial up and is not end of life. If she doesn't like this terminal, her only other option is to go with a VL110 for cellular or a mobile device/dongle.
•	-		corrected email address - Merchant wanted to move forward with the VL110 Cellular terminal so that she could get rid of her dedicated dial up line. She was quoted $50.00/month (currently paying $40.00/mo - a $10 increase). She was told that if she will get internet we will lower that monthly fee back down to $39.95/month
•	-		Got signed form back to update their monthly fees to $50 a month. I have submitted this to iso client services.
•	-		TT Becky her terminal won't batch. I let her know about the valor issue with batching. I told her to try again in a few hours. She will call back if she has any issues.
•	-		TT Becky we got terminal back to where she can use it (was stuck on processing) she didn't want to do anything else to the terminal until Monday
•	-		TT Becky updated term to WP
•	-		TT Becky gave David ma new SIM card for her to try, the old one keeps dropping communication
•	-		Becky called and said that the terminal is back to dropping communication again. It's doing the same thing that it was doing on Friday when she worked with Mike. She wants a new terminal, preferrably not a Valor brand. She said that it's getting to the point that her customers are getting upset because they have to go get cash.
•	-		After speaking with Emily and Kamal, Kamal was able to find a Dejavoo P3 that takes a SIM card and has ordered one. We will keep the same pricing of $50.00 / mo for the equipment
•	-		Spoke to merchant, informed merchant on how to do tip adjust on the Dejavoo P3. Merchant stated if they have any further issues they will let us know.
•	-		Merchant found that the battery had been unplugged from terminal somehow. They were able to get the battery reconnected.
•	-		Walked Becky through a void
50	Cate & Cole's Consignment	461084469699261	May 09 2023	CANC	Jun 27 2025	SBC	-	25.00%	Merchant
	Address : 125 N Main St					Phone : 901-313-9489		Contact : -
•	-		Received an email from SBC saying that January fees were returned NSF and the merchant has not processed since 1/9/24. I called David and he's going to run by the merchant's location and see what's going on. As of right now the balance owed is $49.95 + $25.00 (NSF fee)
51	Careys Body Shop	461084469696621	May 09 2023	ACTIVE	Jun 20 2024	SBC	Jul 23 2020	25.00%	Merchant
	Address : 7850 Hwy 51 N					Phone : 9018724002		Contact : Patrick James
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 1000
•	-		User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 2400000
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 200000
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 5
•	-		User: Morgan Withee -> Changed : YearsInBus FROM 2018 TO 1977
•	-		User: Morgan Withee -> Notes: Terminal 0002 TID: 76667155 S/N:2245X16356
•	-		User: Morgan Withee -> Notes: NX1200
•	-		User: Mike Thomas -> Notes: TT Merchant says terminal will not come back on after they had a power outage....advised her to press the power key....now working.
•	-		User: Mike Thomas -> Notes: TT David surge protector went out...plugged into wall outlet...not powering up....tried different outlet now working
•	-		Karen was having problems getting into Pioneer. Called SBC and had them reset her password and she was able finally get logged in. Also sent her a Pioneer QRG to help her find her way around.
•	-		Karen called regarding a transaction for $228.17 on card 7091 that her terminal got declined on when the terminal went offline. WE called SBC they looked in the Auth log and saw that the transaction had been authorized twice. WE told Karen that we would have to see if it would batch and we would call her back first thing in the morning.
•	-		Checked Pioneer this morning and transaction amount $228.17 on card 7091 did not batch out so I requested a TSYS VAR sheet to do a forced settlement on this transaction. Once this was done we emailed Karen a copy of the receipt and settlement.
•	-		TT Karen walked her through a VOID
•	-		Spoke to Casey - their internet has been out since the storms a week ago. He wanted to know if their terminal would work with Hotspot. Mike tested it but it was not stable enough to work. Temporarily set them up with USAePay mobile app until they could get their internet back up and working. He said probably 1 - 2 weeks
•	-		Set up USA EPay while internet is down
•	-		Called Casey and told him to look for the email from USAePay. He got it and is going to get it set up so they can process cards.
•	-		Casey called in and wanted to know if he could use the VT for USAePay instead of using his phone. Transferred him to Mike so Mike could walk him through how to use it.
•	-		Karen called and said that her NX1200 was saying Credit Menu at the top of the machine and that it wouldn't go away even after she unplugs it and plugs it back in. After I looked at our NX1200 on the desk, Credit Menu is a default menu and she's to pick "sale/purchase" or "return" from there. She said that it just looked different and that she's never noticed it saying that before.
•	-		TT Casey, walked her through manual batch out
•	-		TT Casey walked her through a void
52	Brighton Lumber Company LLC	461084469698862	May 09 2023	CANC	Jun 27 2025	SBC	Aug 04 2022	25.00%	Merchant
	Address : 71 W Woodlawn Ave					Phone : 901-476-7761		Contact : Tina Erwin
•	Jul 19 2023		Cancelled account. Merchant sold business. Submitted signed cancellation form to SBC. David Copeland returned both pieces of equipment 7/18/23
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 300
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 45000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - Traditional - IC Plus 0.40% + $0.12; Renting 2 Pax s80 terminals/ $13.00/mo each - Dial up - Batch time 7:00pm Central; NDF
•	-		User: Charlotte Goff -> Notes: Changed status to Approved; uploaded Var sheets; added MID and approval date.
•	-		User: Mike Thomas -> Notes: Downloaded 2 Pax S80 and notified David they are ready
•	-		User: Charlotte Goff -> Notes: Tina called to see why a customer's card was getting a suspected fraud response when she ran it for $647.86. Called Kevin at SBC and he looked at the log and it did decline with a response code of 059 which is suspected Fraud. Cardholder called his bank and they informed him that they had cancelled his card number about a month ago due to suspected fraud. Customer is paying with another card.
•	-		User: Charlotte Goff -> Notes: Tina called in to say that she tried to run a card yesterday and the terminal was asking for a code and then it asked for Tax amount. She didn't know what to do so the customer got frustrated and paid cash. I did explain to her that the card he was using must have been a corporate/business card and that those cards will ask for additional information. I told her that if the customer doesn't know the additional information that she can just press Enter through those additional steps.
•	-		User: Mike Thomas -> Notes: TT Tina to update terminal for tap transaction...she did not want to update.
•	-		User: Mike Thomas -> Notes: TT Tina walked her through a refund and void
•	-		User: Charlotte Goff -> Notes: Tina called in and they had a transaction that when they keyed in the card number they received a receipt that said Re-enter at the bottom but did not have an authorization or invoice number on it. They rekeyed the transaction and it went through and received an approval code
•	-		Oneil called because he was having trouble with his terminal reading the customers cards- Charlotte recommended using a card cleaner and she will be dropping some off in the morning 1/27/2023
•	-		TT O'neil still having issues running cards. Card cleaners didn't help. said he will continue using and wants me to call him back Monday
•	-		David installed new S80
•	-		David returned PAX S80 which was having issues running cards...will test and send back RMA
•	-		Tina called and got a "Chip Read Error" on a $1069.56 receipt (card 6205) that an employee had run. Called SBC and confirmed that the transaction did not go through. They had no records of it at all. Tina is going to call the cardholder
•	-		Tina called in and needs to cancel her account. They have sold the business. I emailed her the SBC form to sign. David Copeland will go by there on Monday to pick up their equipment.
•	-		Received signed cancellation notice. Submitted request to SBC along with signed form. David Copeland returned their 2 terminals on 7/18/23. Merchant sold their buisness

Year	Volume	Remove
		Delete
		Delete

Cancel