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Bank 2 Information

Overrides who receive partial commission on all of Williams Door Company Accounts

                  

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Processor wise Setup

                  
                  
                  
                  

                  
                  
                  
                  

Merchant CMS

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Merchant called to cancel account. Store closed due to fraud. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: TT Fran terminal was not communicating. Conferenced with Vantiv and they did an update to the terminal and she was able to process. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Received a call from someone stating they were with merchant services and wanted information on the account. Explained to her that it could be a scam. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: SR 23129234 has been created for your price updates Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: New rates submitted: .30 bsp for Visa, Mastercard, Discover .40 bsp for Amex $0.22 transaction fee Remove the $15 on file fee $0.20 batch fee PCI will remain at $5.95 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: LM for Fran. The Core App message is normal. Nothing to worry about and the terminal isn't set for Auto Batch. Fran was walked through how to settle manually. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: Terminal didn't auto settle. Also it shows a strange Icon on the opening screen. Will ask Mike and call Fran back. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Called and talked to Fran, she talked to her rep (Marc Whirl) Friday and he is delivering the terminal this week. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Tejal Maher -> Notes: I called merchant Fran Mitchell to follow up on their new services/equipment but it went to answer machine. Left voicemail to call back into office so we can check on how everything is going and to find out if they have received equipment. If Fran calls back and says she has not received her terminal please let her know that her agent has received her terminal and we will check on the status. Please let me know if she does call in. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: ***NOTE terminal is an iCT220 s/n 15182CT23872784*** Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Emailed Marc tracking number for iCT220. (774734679362) Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: shipped iCT250 to Marc Whirl tracking number 774734679362 (Friday 10/16 delivery). Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded iCT220 shipping to Marc Whirl S/N 15182CT23872784 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Ordered iCT220 from Vantiv...payment will be taken from agents rediduals (per Chris/Tejal) Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Mark (agent) says he's still waiting on merchants check to clear before giving us credit card info to order terminal. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Called Marc Whirl to inform him profile is ready. Need credit card info before ordering. Left voicemail. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
17 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: MCC#1799 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Owner 1 Information