Merchants

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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Wilbanks Oil Company INC Accounts

Default Setup

Processor wise Setup


Merchant CMS

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Sr. No. Date Reminder Date Employee Note Action
1 Jun 04 2024 T Ashley term hasn't been batching. We reset the auto close and did a table load.
2 Oct 02 2023 Morgan Withee DDA has been updated. The merchant should see this change in the next day or two. Please have them keep an eye out in their new DDA account.
3 Sep 29 2023 Morgan Withee I got the voided check and signed DDA form from molli. I submitted this to PCS for update
4 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: : TT Asley did parameter download to start auto batch back up
5 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Asley did parameter download to start auto batch back up
6 Aug 01 2023 User: Charlotte Goff -> Notes: Ashley called for Mike. When I told her he was at lunch she said that she had to leave at 2:00pm everyday so she will not be there when he returns from lunch. She did say that she had batched out her terminal and that she would batch it again tomorrow and then he can do the reset tomorrow.
7 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Ashley we are going to do a parameter update when she calls me back after she can batch. Doing the update because the terminal has't been auto batching. Advised her it will not auto batch tonight but will start again Friday night. I also advised her that when someone auto batches it turns od auto settle.
8 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Having connection issues they are calling internet provider
9 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Ashley did parameter update..wasn't auto batching
10 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Ashley she received terminal and had already started running transaction. She is not sure about changing banks and will call us once she finds out.
11 Aug 01 2023 User: Charlotte Goff -> Notes: Ashley called in and said that the screen on their FD150 is all cracked. I told her we would have to order a new terminal for her that we don't have any in stock. I told her I could get her a price at the time we place the order. I have to call her back with a price and est time frame on when she can get the new terminal at 601-946-1226
12 Aug 01 2023 User: Charlotte Goff -> Notes: emailed Madonna the link to Business Track/Clientline so that she can self-enroll. Also gave her the phone number for Merchant Services in case she has questions or issues
13 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TT Madonna they tried to do a manual batch and that turned off auto settle..we checked everything and did a parameter update. Rise will be sending email batch reports. Advised her to give terminal 24-48 hours before expecting an auto settle. Rise is sending them batch reports via email in the meantime.
14 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Called Madonna and walked her through a parameter update to change settle time
15 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Changed auto settle time to 6:00 pm per merchant
16 Aug 01 2023 User: Charlotte Goff -> Notes: TT Molly - calling in for merchant. Their FD-150 was saying Auto Closed Failed but while I was on the phone with Molly the merchant texted her back and said never mind that it works now.
17 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: TID# number changed to 2110374
18 Aug 01 2023 Mike Thomas User: Mike Thomas -> Notes: Downloaded FD150 SN: FD5000107404 TID# 2109392 and shipped FedEx ground. 1:00 pm settle time
19 Aug 01 2023 Morgan Withee User: Morgan Withee -> Notes: Ordered FD 150 for them. Sent invoice. Once terminal comes in we will program and ship it out.
20 Aug 01 2023 User: Charlotte Goff -> Notes: RISE; Traditional; IP FD-130-Reprogram; 12:00 pm Batch; NDF
21 Aug 01 2023 User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
22 Aug 01 2023 User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
23 Aug 01 2023 User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 20000
24 Aug 01 2023 User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 200000
25 Aug 01 2023 User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 650.00

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