Merchants

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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Family Health Associates PC Accounts

Default Setup

Processor wise Setup


Merchant CMS

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Sr. No. Date Reminder Date Employee Note Action
1 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: We ran a test transaction on dial after update...went through.
2 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Margaret did full download to update terminal
3 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Margaret she said the decision makers want to stay with dial... but will make final decision by tomorrow. Terminal is not working on dial.
4 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Called Margaret to check on ethernet decision....left message....will call back later today if I don't hear back from her.
5 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Lost carrier walked them through a settlement....working....ran test transaction....working.
6 Aug 01 2023 User: Emily Karawadra -> Notes: called in getting lost carrier transferred to Mike
7 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Needed copy of 5/27/2021 transactions emailed
8 Aug 01 2023 Morgan Withee User: Morgan Withee -> Notes: attached settlement report without 3 dollar transaction for reference later.
9 Aug 01 2023 Morgan Withee User: Morgan Withee -> Notes: Tried to call Mittie but got her voicemail. Told her to call me back when she is free.
10 Aug 01 2023 Morgan Withee User: Morgan Withee -> Notes: I spoke with Mittie yesterday to help her with a missing transaction on her batch report. The transaction was for 3 dollars. It was run around 2 pm and there were other transactions run after this one. So it is odd that it didnt print on report. For some reason it is in IQ but it is not on the batch report that printed out. I called into tech support to try to figure out why this occurred but no one could tell me much besides it was a glitch. I will call Mittie today to let me know if she notices this again so I can research further.
11 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Margoret turned auto settle back on. Emailed her transactions from 4/15/20
12 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Replaced defective terminal with SN: 332-917-063
13 Aug 01 2023 User: Aimee Jones -> Notes: I re-registered the merchant in IQ.
14 Aug 01 2023 User: Aimee Jones -> Notes: Mittie called to set up IQ. She has been locked out.
15 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Margret she needed to know if a transaction went through for $13.00. I confirmed it did. She had a power failure recovery error.
16 Aug 01 2023 User: Emily Karawadra -> Notes: Sent mrs mittie training video for iq
17 Aug 01 2023 User: Emily Karawadra -> Notes: Requested 08/19 Statement. Also requested access to iQ sent mrs.mittie a link to set up her account.
18 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Changed auto settle to 11:00 pm
19 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT merchant walked her through a reprint and explained the uses of the purple keys on VX520
20 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Downloaded and shipped VX520 SN: 803-231-4820 Dial
21 Aug 01 2023 User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100
22 Aug 01 2023 User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 15000.00
23 Aug 01 2023 User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 180000.00
24 Aug 01 2023 User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 50.00

Owner 1 Information

Owner 1 Information