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Overrides who receive partial commission on all of Doubletree Veterinary Clinic Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Sep 11 2024 01:38 PM Charlotte Groff Received signed form and Molli picked up equipment and will send it back to Impact. Submitted request to have account closed on SBC and remove monthly fees Charlotte Groff Sep 11 2024 01:38 PM Update Delete
2 May 13 2024 01:59 PM Charlotte Groff Dr Peck called in to say that he needs to cancel his account. He is switching to his new bank since they offered him the same deal that we were giving him. Sent him the SBC Cancellation Request form and the address to send his equipment back to. Charlotte Groff May 13 2024 02:00 PM Update Delete
3 Apr 23 2024 01:13 PM Charlotte Groff Changed Banking information to Encore Bank account ending in 4603. Submitted request to SBC Charlotte Groff Apr 23 2024 01:20 PM Update Delete
4 Apr 22 2024 07:29 PM Charlotte Groff Merchant called and wanted to know how to go about getting banking information changed. Emailed them an ACH Change request form and requested they send it back to support@impactpays.com along with the bank letter they said they had. Charlotte Groff Apr 22 2024 07:39 PM Update Delete
5 Dec 05 2023 12:00 AM Charlotte Groff Liza called and needed help sorting out a merchants payments from yesterday. She ran one card and it was declined. Then he gave her a second card and she ran the sale $294.77 (plus fee = $306.41) on card 6962. Then while she was running it he decided he wanted to pay cash for most of it, so she issued him a refund for $306.41 and ran another sale for $14.77 on same card 6962. The sale and the refund washed each other out so that left the sale for $14.77 and Liza said that he did pay the other portion of his bill in cash. During this whole process, she accidentally hit the Cash button for the $306.41. I explained to her that the cash transaction will not go anywhere or subtract from any totals. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Oct 16 2023 12:00 AM Morgan Withee TT Wendy, she was looking for the receipt for a transaction on 5/30/23 for $147.82 for Alysson Tate. I emailed it over to her. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Sep 22 2023 12:00 AM Sep 22 2023 Mike Thomas Tt Wendy confirmed that a transaction for $170.48 went through twice Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Sep 19 2023 12:00 AM Sep 19 2023 Mike Thomas TT Wendy confirmed a sale and refund was done for $77.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Sep 06 2023 12:00 AM Sep 06 2023 Mike Thomas TT Wendy confirmed a transaction was declined on 6/13/23. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Reactivated Valor and downloaded. Shipped FedEx Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Ashli called back in and said that she spoke with Dr Pecks and he's fine to go back with Valor given all the issues that Swipe Simple keeps having. We will get the new Valor terminal ready and send it out today. Submitted request to SBC to have monthly fee in Prospector changed to $34.95 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Talked to Ashli this morning and conferenced her in with Pax and we were finally able to get the batch closed that included transactions from June 9th, 10th & 12th. She said that she wants to go back to Valor and she will speak with Dr Pecks to make sure it's ok with him. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM Spoke to Kennedy today regarding the Batch Close Error on the terminal. According to TSYS, the error is a QD error which means that we will either have to manually delete all of the already batched transactions from the current Tsys batch in the terminal or call Swipe Simple and get them to change the batch number. When I asked Kennedy if she had time to do this she said no that she's very busy and asked if she could call me back in about an hour. I told her they have not been paid and the merchants have not been billed yet for those transactions on 6/9 -6/11. She said that they have nothing but problems with the terminal and they hate it. She said that it's constantly dropping off in the middle of transactions, duplicates transactions and just doesn't work right. The terminal is connected to internet via ethernet cable. I suggest we replace the terminal to see if it continues to happen. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM Liza texted me on Saturday, 6/10/23 and said that their terminal had not batched out in a few days. After researching, it has not batched since 6/9 and when trying to manually batch it got Batch Close Error. Liza was the only person working Saturday and asked if we could take care of this Monday. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM I was able to find the transaction for $139.40 on card 6866. It was funded on 4/5/23 from transactions on 4/4/23. I looked over the documentation that Wendy sent in and by the looks of it the card holder disputed the transaction so the money was reversed and given back to the card holder. However, the card holder never submitted the documentation to finalize the chargeback so the bank took the money back. I am wokring with Wendy on all of her questions. I sent her an email on the card ending in 8717 to see what needs to be researched there. I looked into 8717 and I see an auth but no settlement. I let Wendy know. I saved the documentation from this call in the merchants folder in the gdrive Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM Wendy called about a transaction that was ran on 4/4 and was completed 4/5 for $139.40 card# 6866 the merchant was never paid for it also 5/1 transaction, spoke with Emily and advised me to get a copy of the receipt for 4/4 and we will further investigate. Also need to check transaction $83.16 card# 8717 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
17 Aug 01 2023 12:00 AM I noticed today that their Swipe Simple terminal has not batched since 4/26/23. The last batch was from 4/25. Spoke to Kinlie and was able to manually batch without deleting any transactions. I explained to her that if there is not a batch receipt on the terminal every morning, she needs to call us. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
18 Aug 01 2023 12:00 AM TT merchant having problems with the SS app crashing...deleted app and reinstalled. She will call back if further issues Dee Karawadra Jan 31 2024 01:39 PM Update Delete
19 Aug 01 2023 12:00 AM Received Valor 100 back from merchant SN: 1182131111803 deactivated in Valor and put in stock Dee Karawadra Jan 31 2024 01:39 PM Update Delete
20 Aug 01 2023 12:00 AM Sent Morgan email to update to SwipeSimple pricing in Prospector. Changed pricing to $44.95 on Residuals tab. Morgan confirmed pricing in Prospector has been updated Dee Karawadra Jan 31 2024 01:39 PM Update Delete
21 Aug 01 2023 12:00 AM Added user dvetclinic@comcast.com Password is: Doublet3 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
22 Aug 01 2023 12:00 AM Downloaded PAX A80 and set up VT on SS. Shipped along with B250 dongle and SS credentials. Included return shipping label for Valors Dee Karawadra Jan 31 2024 01:39 PM Update Delete
23 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Susan confirmed a transaction for $300.00 did not go through. I also walked her through reprinting 5/2/22 batch report. The batch closed but the batch receipt came out blank. I called Valor and they said the only thing that would cause that would be a paper issue. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
24 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Susan walked her though a void then a refund. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
25 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: SBC - VetBuxx - IBUXX - 3.95%; Valor 100 - IP - Batch Time 6:30pm Central; NDF Dee Karawadra Jan 31 2024 01:39 PM Update Delete
26 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 10 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
27 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 90 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
28 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 70000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
29 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO Dee Karawadra Jan 31 2024 01:39 PM Update Delete
30 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 350 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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