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
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 Jerry Meeks 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 Jul 11 2024 02:26 PM Charlotte Groff Received an email from SBC regarding a transaction for $4548.00 on MC 4596 that was manually keyed in. They requested documentation from the merchant and what was sent in was for pipes, gravel and other construction items. In speaking to Jerry he said that he runs a construction business also and this was work done by his construction business and he though he could run the transaction through his terminal. I explained to him that he's not supposed to be running any transactions through the terminal except for the ones that are actually for Hometown Treasures. SBC has given him the option to either hold his money for 90 days to make sure it's not going to be charged back, OR he can choose to refund the customer (for which he'll be responsible for paying the fees on the sale and refund). I called Jerry back to give him the options he has but he did not answer. I left him a VM laying out the options and asked him to call the office to let us know which way he'd prefer. Charlotte Groff Jul 11 2024 02:34 PM Update Delete
2 Apr 19 2024 08:12 PM Mike Thomas TT Jerry helped him get Rocket set up, ran a successful test Mike Thomas Apr 19 2024 08:14 PM Update Delete
3 Apr 12 2024 06:51 PM Charlotte Groff Merchant wants to add a mobile device as a 2nd terminal. Requested VAR from SBC and will deploy the Valor Mobile reader. Will send pricing update (add a $9.95 / mo to current pricing) once mobile device is deployed Charlotte Groff Apr 12 2024 06:53 PM Charlotte Groff Update Delete
4 Apr 05 2024 02:17 PM Mike Thomas Downloaded VL 100 Travis will pick up today Mike Thomas Apr 05 2024 02:17 PM Update Delete
5 Apr 05 2024 01:15 PM Charlotte Groff SBC - IBUXX 0 3.95% - Valor 100 - IP - Batch 5:30pm Central - Tax Calculation = 9.75% Charlotte Groff Apr 05 2024 01:25 PM Update Delete
]

Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information