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Overrides who receive partial commission on all of Lisa Davis Accounts
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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: We got the equipment and the cancel letter back today. Will send this to SBC for cancelation now. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Spoke to LIsa Davis. She is closing her business and needs to cancel her account. I sent her the Cancellation Request Form she needs to fill out and instructed her to send the Pax s80 back to us. I also told her she can either email the cancellation form back to me or she could put it inside the box when she returns the equipment and that we would not be able to cancel her account until we receive the equipment back. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT- Lisa - she tried to run a refund and it ran it as a sale. Walked her through how to void the sale she accidentally ran and then walked her through how to run the refund. She received printed receipts on both void and refund Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Owner 1 Information

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