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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Centerville Wine and Spirits Inc Accounts

                  

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Merchant CMS

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM Received notification from PCS that they have cancelled this account in their system. Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Cancelled account. Sent signed Cancel Request to PCS on 3/23/23 ticket ID 4400729 Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM Called Alan and told him that we've been trying to send him the Cancellation form that he needs to sign to get his account closed. Resent the docusign again and also emailed him the phone number for Clover since he has never used his clover dashboard to cancel his clover Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM Sent Alan Docusign for PCS Cancellation form after he sent Morgan an email stating he wanted to cancel Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM PCS transferred Alan to us and he wants to cancel his account. I did tell him that we require the PCS form to be filled out and returned to us and he also wanted to know about getting his Clover cancelled so that the $51.53 doesn't come from his account anymore. Sent email to Alan on 3/17 letting him know how he can cancel his Clover and sent the PCS form for his signature Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: Walked merchant through his statement. He feels his effective rate should be lower. He is going to see november statement . We will adjust rate if need be. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Walked Alan through his invoice explained what he was paying for then showed him how to pay it. Told him his clover should be there in a few days. Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : BankName FROM First TO First Farmers Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 20 Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 1380000 Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 95 Dee Karawadra Jan 31 2024 01:39 PM
12 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : TO Percent FROM 0 TO 5 Dee Karawadra Jan 31 2024 01:39 PM
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