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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 Morgan Withee User: Morgan Withee -> Notes: Canceled his acount on 9/28 but elavon did not process until 10/4 so he was billed for the full month of October. I was able to get him a refund for $40. A request for credit in the amount of $40.00 has been submitted for the merchant and should be reflected on the November merchant statement. This will result in an offsetting debit to the MSP in the amount of $40.00 which should be reflected on the November merchant level month end statement (November residuals paid in December). Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Rakesh requested we close his account Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Rakesh sent over an email they got a new software from headquarters and have to close their account with us. I have put in the request to close the account today. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Rakesh requested 3 months' statements sending them over to him. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Only need EIN. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Dee told me to refund monthly fees for merchant: The monthly fees we need to be refunded are: CMERCHMON: $15 MONTHLY FEE: $10 ASSOC COMP: $15 TOTALING $40. Sent email to mspcompensation to get these refunded from our msp residual. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Elavon made the change in Converge but left all other email going to roc@fastsigns.com Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Rakesh would like to change his batch settle emails from roc@fastsigs.com to 287@fastsigns.com. Calling Elavon to get this fixed. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Converge Account number is 811973 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : TO Percent FROM 0 TO 15 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 85 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 45000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 75000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 150 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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