Merchants

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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Barbara's Secretarial Services, LLC Accounts
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Default Setup

                  
                  
                  
                  

Processor wise Setup

                  
                  
                  
                  

                  
                  
                  
                  

Merchant CMS

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Jul 03 2024 08:03 PM Ms Barbara called and needed to cancel her services. She's going with a different processor. I called Angel at Vaulted and let her know and gave her all of the information. She said that Anna will reach out to Barbara. I'm cancelling in our system. 7/8/24 - received email from Anna that merchant is going to hold off on cancelling account. Charlotte Groff Jul 08 2024 02:23 PM Charlotte Groff Update Delete
2 Dec 18 2023 12:00 AM Charlotte Groff SBC - Vaulted Security Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information