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Overrides who receive partial commission on all of Albright Smith and Peck Whitestation 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: Merchant was billed for the month of feb. put in a request for refund: Elavon canceled the below merchant accounts on 2/1/22 and billed them for the whole month of February. Whereas the merchant was not processing and the request was put in on 1/31/22 is there anything we can do to get the merchant refunded? Most of their fees were PCI noncompliance and the merchant did not process. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: put sr in to close acount Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Had to reprogram terminal after getting invalid term ID. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: called 11/2/21 - business has obviously changed hands as the name they answer the phone with is Smith and Tudor - Spoke to Jenni and she is very interested and willing to move both locations to a new platform. She wants me to send an email with the IBUXX details so she can show the DRs and get they buy in. Email sent 11/2/21 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT- Lori - They tried to print their batch total yesterday afternoon and the paper jammed. Looked in Pulse Point to give them their totals and they had not yet been posted. Told her to call back in a couple hours and we can possibly give her a screen shot of the cards that were in yesterday's batch Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Need DL voided check and EIN. Added a copy of the updated W9 to the physical file. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 15000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 180000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 600 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Had file rebuilt for IP. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: TT Bonnie at Elavon to swap statements to mailing at: Att: Jenni Otten, RN RDA Drs. Albright Smith Peck 766 S. White Station, Suite 1 Memphis, TN 38117 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: TT Jenni, they want emailed statements but Elavon does not do that. 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 SN 731549CT016130 Dial Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Owner 1 Information

Owner 1 Information