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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Aug 06 2024 03:17 PM Alexander Wilkins Provided merchant with Statements for June and July 2024. Merchant was worried that his fees had changed. Upon research the merchant had done well in July which caused his fees to be higher. Alexander Wilkins Aug 06 2024 03:56 PM Update Delete
2 Nov 08 2023 12:00 AM Nov 08 2023 Mike Thomas Replaced VL500 after Another keyload error Shiiped on 11/2/23 tracking #773958191399 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Nov 02 2023 12:00 AM Charlotte Groff I sent a request to customersupport@eftsupport.com to have their check services cancelled. Their terminal ID is 1335822 with Paya. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Oct 19 2023 12:00 AM Oct 19 2023 Mike Thomas TT Brandon keyload not going through, conferenced with Valor reset terminal...now working. Possible RMA issue it it happens again per Valor EPI# 2210978565 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Sep 28 2023 12:00 AM Charlotte Groff Todd called in and said that they are going to stop using the check reader because it just to difficult and it's supposed to be check guarantee, but that at least once, they've taken a check and a few days later, Paya tells them that they will not honor the check because it was not run properly. I spoke to Morgan (she talked to Emily) and we are to let Todd know that we talked to Paya and that Pilson CDJR never did the training and that Impact will facilitate getting that training set up to ensure that they are following the proper processes in running the checks correctly. I tried to call Todd back to let him know but got his voice mail. I asked him to call me back Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Sep 21 2023 12:00 AM Sep 21 2023 Mike Thomas TT Brandon says keyload not going through when he turned on VL500 it ended up going through while we were talking. All good. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Sep 18 2023 12:00 AM Sep 18 2023 Mike Thomas TT Todd and explained breakdown of fees. He ran a check for $3496.32 and was charged $43.90. .20 transaction fee and 1.25% of face value of check. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Sep 08 2023 12:00 AM Charlotte Groff Carmen called in with issues on the check reader. It was sucking the check in about an inch and then closing them out of the app. I asked them if they had done the training yet and she said no - they just called Paya this morning and went through the install. This was the first check she took since it was installed. We called Paya Tech Support and spoke to Joann. After troubleshooting, Joann realized that the "Admin" box in settings within the application was not checked. Joann said that that box has to be checked in order for that user to run a check. Carmen was going to go back to her IT guy and tell him to check the box. Also they're going to discuss with JR Boyce if they want each individual person that they listed to have their own login or if they want to set up a single generic login and then set a "Custom Field" to be required and list each person's name in there so that they can tell which person took which check. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Sep 01 2023 12:00 AM Sep 01 2023 Mike Thomas Shipped check reader Tracking # 773283684679 for Wednesday delivery Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 10 2023 12:00 AM Charlotte Groff Merchant was asking about 7/21/23 transaction date. They had an issue with their Service terminal and Mike had them move the terminal that wasn't being used as often to the Service where it would be used more often until we could get the other terminal fixed. They received one batch report for 20 transactions that was emailed to them, but didn't have the other batch receipt with the 5 transactions. I emailed them the Valor batch receipt and also sent them a spreadsheet with the 7/21 batch that I pulled from Pioneer. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM TT Neil and Mario (VALOR) we got the download to go through and tested. He recommends RMA replacement if this issue happens again. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM TT Neil getting key download failure. Got Valor on the line and they are going to call me back when they reset something on their end. John will call em back. We may have to replace. Had the same issues Friday Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM TT Brandon, having problems logging in. We were going to to a soft reset on the terminal but he didn't have wi-fi password and had a customer he said he would call back Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM Jeremy called and said that the charging cord for their terminal was broken and they need a new one. Checked with Mike on price - $25.00, Called Neil. He has a cord on hand and will deliver one to them today. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Todd called and said that one of his guys ran a $3000.00 transaction on American Express on 4/27 through his old Elavon terminal and he hasn't been paid for it. When I looked in Elavon I could see that the transaction had batched out on 5/3. According to Shawn at Elavon they didn't process the batch until midnight on 3rd (early morning of 4th) so the deposit shouldn't show up in bank account until 5/6/22 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: invoices go to accountspayable@pilsonauto.com Dee Karawadra Jan 31 2024 01:39 PM Update Delete
17 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Added PO number to both Valor 500 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
18 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Called Neil and let him know terminals are shipping today Dee Karawadra Jan 31 2024 01:39 PM Update Delete
19 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded 2 Valor 500 and shipped 2 day delivery Dee Karawadra Jan 31 2024 01:39 PM Update Delete
20 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Changed Status to Approved - uploaded 2 Var Sheets - added MID and approval date Dee Karawadra Jan 31 2024 01:39 PM Update Delete
21 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: SBC - Traditional - IC Plus 0.28% + $0.10; PIN Debit = 0.15% + $0.10; 2 Valor VL 500 terminals - Batch time = 8:00pm; NDF Dee Karawadra Jan 31 2024 01:39 PM Update Delete
22 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
23 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
24 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 190000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
25 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 2500000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
26 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 225.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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