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Overrides who receive partial commission on all of Leonardo Garza Accounts
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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 May 28 2024 06:56 PM Charlotte Groff Leo called and wanted to make sure that his billing each month has been switched to his new account. The billing was debited from his account on 5/3 but the bank account was changed on 5/2. I explained to him that the billing had already been sent to his old account when we switched to his new bank account. June billing should be from new account. Charlotte Groff May 28 2024 06:57 PM Update Delete
2 May 02 2024 04:25 PM Charlotte Groff Changed merchant's banking info and sent request to SBC to change in their system. Charlotte Groff May 02 2024 04:29 PM Update Delete
3 Apr 12 2024 08:02 PM Charlotte Groff Leo called and wanted to know what needed to be done to change his bank account. We emailed him the ACH Change form and he will be getting a letter from his bank with his routing and account number on it. Charlotte Groff Apr 12 2024 08:10 PM Update Delete
4 Feb 07 2024 11:40 AM Charlotte Groff Leo called wanting to know if a transaction went through for $550 (+ fee) on card 8570 because his machine did not print a receipt. I called SBC and they confirmed that it did go through. Leo had his paper in the terminal incorrectly. Dee Karawadra Feb 07 2024 05:40 PM Update Delete
5 Jan 16 2024 12:00 AM Charlotte Groff Leo called and said that he ran a transaction on 01/15/24 for $494.00 on card 0289 and wanted to make sure that it went through ok because he got an SEC Violation on the terminal when he entered it. I checked in Pioneer and it did batch and the deposit is on it's way to his bank today Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Jan 16 2024 12:00 AM Charlotte Groff Leo called and said that he ran a transaction on 01/15/24 for $494.00 on card 0289 and wanted to make sure that it went through ok because he got an SEC Violation on the terminal when he entered it. I checked in Pioneer and it did batch and the deposit is on it's way to his bank today Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Jan 16 2024 12:00 AM Charlotte Groff Leo called and said that he ran a transaction on 01/15/24 for $494.00 on card 0289 and wanted to make sure that it went through ok because he got an SEC Violation on the terminal when he entered it. I checked in Pioneer and it did batch and the deposit is on it's way to his bank today Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Jan 16 2024 12:00 AM Emily Karawadra Leo called left message. ran a sale and got an error message. He said he batched his terminal. Told him to call in morning so we could see if it settlted. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Sep 26 2023 12:00 AM Charlotte Groff TT Leo - He received the signage package that we sent out and wanted to know what to do with it. I told him that since he is all phone orders that he just needs to hold on to them. He can't really display them but he must tell his customers that there is a fee to use a credit card. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM TT Leo on 6/12 after hours. Was getting error of "suspected fraud" advised him the customer should call issuing bank Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM TT Leo disabled debit on PAX S80 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Leo updated terminal to accept tap transactions Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Leo sent over the screenshot (Saved in documents) that shows for cardmember services billed on 1/22/22 for $100. This charge did not come from us. Normally if it says card member services its a credit card bill. I checked both elavon and sbc neither accounts have this adjustment listed or notes for this bill. I suggested he get his bank to figure out what this charge was for. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Leo called and said that he had a $100.00 debit to his bank account on 1/20 and wanted to know what it was. I looked in Pioneer and did not see any type of debit adjustment or chargeback to his account. Asked him to send me a screenshot of where the debit is showing on his bank statement. He said he would email that to me later in the afternoon Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Leo called in today and was wondering if the tracer number on the deposits that were going into his bank account could be matched up to any of the credit card receipts or batch reports he gets from the terminal. He was wanting to know which transactions had been paid. I told him I could sign him up for Pioneer and he could see the card number for each batch deposit and match the card number up with the receipts that he gets. He had to hang up because he had another call coming in. He said he'd call back to discuss some more. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Leo - his terminal was getting check Lan cable. Made sure ethernet cable was plugged in to terminal correctly had him reset his modem. Kamal talked to him and looked at multiple things in the terminal. After exhausting all options called PAX and they were able to get it to work. He double checked where his ethernet cable was plugged into the modem and it worked.. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
17 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Programmed terminal and shipped FedEx ground Dee Karawadra Jan 31 2024 01:39 PM Update Delete
18 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: SBC - IBUXX; 3.95%; Pax s80; Batch time 7:00 pm Central Dee Karawadra Jan 31 2024 01:39 PM Update Delete
19 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 95 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
20 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 5 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
21 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 2000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
22 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 24000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
23 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 275.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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