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Agents who receive partial commission on all of Anna Kate Whitley Accounts (Overrides Default)

Default Setup

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Processor wise Setup (Overrides Default)

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Default Override

Agent

Month

Year

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override Is Merchant
1	Moody Cat Coffee	461084469692760	Apr 11 2024	ACTIVE	-	SBC	Apr 11 2024	25%	Merchant
	Address : 114 Houston Ave					Phone : 615-987-5660		Contact : Becca Platt
•	-		SBC - IBUXX - 3.95% - Swipe Simple Mobiles - 34.90/mo for 2. Merchant is purchasing a receipt printer - she may want the cash drawer quoted later on. Quote included a Charging Stand for B250 reader for free placement. - BATCH TIME 8:00pm - TIPS - Tax Calculation 9.75%
•	-		Set up SS and ordered Star printer. Sent invoice SS Password Moodycat$$
•	-		TT Anna Kate and advised her they have not paid the invoice for the printer yet. She asked me to resend which i did. (third time)
•	-		Invoice PAID
•	-		TT Anna Kate shipped charging cable the old one was defective
•	-		TT Anna Kate and advised her the printer is not Bluetooth capable
2	Broken Rose & Co	461084469697334	May 09 2023	ACTIVE	-	SBC	Jan 31 2023	25.00%	Merchant
	Address : 132 Warren Ave					Phone : 731-610-0790		Contact : Alice Hawkins
•	Jan 31 2023		SBC - IBUXX- 3.95% - PAX S80 - IP - Batch time 7:00pm - Tax calculation 9.75%
•	Feb 03 2023		They decided they want Swipe Simple instead. Updated monthly fee to $29.95. Mike is preparing equipment
•	Feb 09 2023		Merchant has galaxy phone which does not have the swipe simple app. Downgraded back to the pax S80. Reduced monthly fee back to $19.95. Mike is going to download terminal and ship out today
•	Feb 09 2023		Shipped Pax S80
•	Feb 09 2023		Cancelled Swipe Simple account
•	Feb 13 2023		Received B250 back from merchant along with signage, will mail back signage as she will need for iBuxx
•	Feb 14 2023		Tt Anna was getting check Lan....reset terminal and ran a transaction...all working
•	-		SBC - IBUXX- 3.95% - PAX S80 - IP - Batch time 7:00pm - Tax calculation 9.75%
•	-		They decided they want Swipe Simple instead. Updated monthly fee to $29.95. Mike is preparing equipment
•	-		Merchant has galaxy phone which does not have the swipe simple app. Downgraded back to the pax S80. Reduced monthly fee back to $19.95. Mike is going to download terminal and ship out today
•	-		Shipped Pax S80
•	-		Cancelled Swipe Simple account
•	-		Received B250 back from merchant along with signage, will mail back signage as she will need for iBuxx
•	-		Tt Anna was getting check Lan....reset terminal and ran a transaction...all working
•	-		Spoke to Anna, was trying to run a void and put in incorrect password on terminal. Reset terminal and informed Anna that because the transaction was from a day prior it would have to be a return. Stated they did not have the original card, but they know how to do a return. Will run the return once they have the original card.
3	Purdy Store	461084469697750	May 09 2023	ACTIVE	-	SBC	Jan 01 1970	25.00%	Merchant
	Address : -					Phone : 901-685-6812		Contact : Joe Tacker
4	Arnez KJ Sea All Natural	461084469694296	May 09 2023	ACTIVE	-	SBC	Jan 01 1970	25.00%	Merchant
	Address : 111 Deer Path Circle					Phone : 662-665-1003		Contact : Kimberly Johnson
•	Oct 10 2022		TO Percent FROM 0 TO 50
•	Oct 06 2022		Swipe Percent FROM 0 TO 50
•	Oct 06 2022		MonthlyVolume FROM 0.00 TO 500
•	Oct 06 2022		AnnualVolume FROM 0 TO 5000
•	Oct 06 2022		SBC - IBUXX - 3.95%; Swipe Simple Mobile app with Bluetooth dongle; Batch time 7:00pm; Receipt Header and Footers listed on Pre-App
•	Oct 06 2022		Updated firmware and shipped FedEx
•	Oct 06 2022		Changed status to Approved; uploaded Var; added MID and approval date
•	Oct 06 2022		TT Anna tried to schedule a time to call merchant to do card reader set up. She has to do it after hours so I went through the contents of the box and gave her some details about setting it up. I also sent her my cell number.
•	Oct 06 2022		TT Anna after hours and gave info
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 20.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 5000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 500
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 50
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 50
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Swipe Simple Mobile app with Bluetooth dongle; Batch time 7:00pm; Receipt Header and Footers listed on Pre-App
•	-		User: Charlotte Goff -> Notes: Changed status to Approved; uploaded Var; added MID and approval date
•	-		User: Mike Thomas -> Notes: Updated firmware and shipped FedEx
•	-		User: Mike Thomas -> Notes: TT Anna tried to schedule a time to call merchant to do card reader set up. She has to do it after hours so I went through the contents of the box and gave her some details about setting it up. I also sent her my cell number.
•	-		User: Mike Thomas -> Notes: TT Anna after hours and gave info

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