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

Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Something Special Covington 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 Nov 01 2023 12:00 AM Nov 01 2023 Mike Thomas This is from Saturday 10/28 David called with terminal locked...TT Lori and we unlocked terminal...all working. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: put in sr to close account on elavon moved to sbc Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Converted to SBC - changed status to Cancel. Sent Morgan email today requesting cancellation on Elavon. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Lori - she has been getting calls from someone saying that she's not PCI compliant. I showed her how to tell on her monthly statement. She didn't want to give out any information to the person that keeps calling as she didn't know who he was. I gave her the phone number for Elavon PCI Compliance so that she could call them herself. I took the opportunity to talk to her about moving her to a more preferred platform. I told her that I would send her an email with the details. She does not want to do IBUXX though as she doesn't want to pass the fee along to her customers. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Lori called in and stated her terminal ran out of paper and she needed her batch total. I got the batch report from elavon and sent it over to her email. Saved report in G Drive file Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Lori someone has been calling her daily about CC processing advised her it is someone after her business Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Need DL EIN and voided check Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Leah Faber -> Notes: Lori is having communication issues again. I conferenced in Elavon and we changed settings but it's still unsuccessful. We've had 3 calls from this area with the same errors and believe it's a phone line issues. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: New TID: 22665208 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Conve3rge first aid credentials: Account id: 2150665 Username 1: swiftbanker345 pin1: 956807 Passcode:38019 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Lori called and said that her terminal was having communication errors. Sometimes the transactions go through and sometimes they do not. WE went through several tests and none of that worked. I got her set up with converge first aid to keep her up and running. We are downloading a new terminal today and having it couriered over to their location. If the terminal has issues once it gets there then they are having dial line issues Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 50000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 600000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 75 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
]

Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information