Merchants

Docuseal Sign Back
Update Merchant
File here * Notes * Status Date Action
Send Email to Merchant Send Email to Sales rep Send Email to Employee
Send Email to Merchant Send Email to Sales rep Send Email to Employee
Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Hi-Tech Window Tinting Accounts
Delete Overrides

                  

Default Setup

                  
                  
                  
                  

Processor wise Setup

                  
                  
                  
                  

                  
                  
                  
                  

Merchant CMS

%
%
%
%
%
%
%
%
%
  
  
  
Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Feb 12 2024 02:34 PM Alexander Wilkins Spoke to James, requested Merchant Statement for last 3 Months. Provided him with statements from November, December, and January. Alexander Wilkins Feb 12 2024 08:35 PM Update Delete
2 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT James term gets comm errors...tried new cable resetting router and a full download. No results. He will purchase a Desk 3500 for $234.89. Had profile built and downloaded TID# 19048256 auto close 7:15 pm. Sent invoice Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: James called and wanted to know why his sales amount didn't match. He had accidentally processed a $295 refund instead of a $295 sale but he was adding it as if it were a sale. Went through all of his tickets with him and had him add them up without the $295 ticket. Then had him subtract the refund and he got what his machine spit out for the batch total. He is going to call the cardholder explain what happened and then run the $295 twice to get his money and actually charge the cardholder. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT James walked him through terminal update Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Called James to update terminal...no answer.....no voicemail Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT James says he ran cards totaling $733.00 but batch was only for $293...he ran a transaction of $220.00 as a refund not a sale. Getting full card number so he can rerun that transaction twice. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: Waiting on another call from James to insure that he is not missing anything in his batch. -Morgan Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: Spoke to James yesterday about his missing funds. Found out that his terminal was not set up on Auto settle as it should have been. So although he was set up for next day funding he was not receiving his funds. I got him over to mike to help him turn on the auto settle function Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 100 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 80000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 55 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
]

Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information