Merchants

Submit Document for 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 Personalized Rings 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 Feb 06 2024 09:50 AM Charlotte Groff $375.00 was posted to batch date 2/5/24 and was sent for deposit on 2/6/24. Left Charlene a voicemail informing her. Dee Karawadra Feb 06 2024 03:50 PM Update Delete
2 Jan 01 1970 12:00 AM Charlotte Groff Charlene O'Kelly called asking about $426 debit we took from her account. When I looked in Pioneer, there was her January fee plus a $375 EFT. I submitted a request to SBC to have the $375.00 refunded to the merchant. Dee Karawadra Feb 05 2024 05:08 PM Update Delete
3 Jan 03 2024 12:00 AM Received equipment back 1/2/2024 - S/N 141214117312 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Jan 02 2024 12:00 AM Charlotte Groff Received Valor 100 terminal back and signed cancellation request form. Sent form to SBC. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Dec 22 2023 12:00 AM Charlotte Groff charlyene called and wanted to know what she needed to do to cancel her account. She is going with a different processor. I emailed her the cancellation request form and also gave her the address to mail the terminal back to. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Oct 05 2023 12:00 AM TT Charlene put terminal back on cellular, she had called Valor and was using Wi-Fi hot spot Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Charlene walked her through two refunds Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT- Charlene - her terminal was locking up on Friday evening and again on Saturday during a couple of transactions. Those transactions were duplicated and she needs to process a refund. One was from 3/4 - Card 1310 for $66.00 and the other was from 3/5 - Card 1329 for $66.00. I called Linda at SBC and she is getting me card numbers so they can refund the customers Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Updated her monthly fee from $35 to $45 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Their terminal is going EOL for the 3g sim. So we are changing it out with an N5 and going to change her monthly fee from $35 to $45 a month. Peggy and merchant have both approved this. I am going to order new N5 today to get this out to her. I will change monthly fee in January to $45. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Peggy emailed me she wants them to be switched from net to gross funding. I made the switch in pioneer. I let her know it could take 1 full day to take into effect. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: NX2200e purchased AT&T Terminal 0002 TID: 76640471 S/N: 1003X15344 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: NX2200E terminal - AT&T wireless exadigm Dee Karawadra Jan 31 2024 01:39 PM Update Delete
]

Software Or POS Integration Questions Only

Owner 1 Information

Owner 1 Information