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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Stephanie Graham Accounts

                  

Default Setup

                  
                  
                  
                  

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 confirmation from PCS they have closed this account in their system. Emailed Stephanie to let her know and also to remind her that she will need to cancel her Clover directly with Clover. Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Cancelled account. uploaded signed cancellation request and emailed it to PCS - ticket # 4423797 Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM Spoke to Travis - he said that Tropical Blends left us because their Clover stopped printing and when they called Clover Support, they told them that their warranty expired a couple months prior and that there's nothing they can do short of buying new equipment. So they found another processor. I emailed Stephanie the PCS cancellation form for her to sign and send back and I also included steps on how she can cancel her Clover account. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM TT Stephanie. She wants to update her EIN from her social to a TAX ID. Wants an updated 1099. I am not sure if we can do this but I am going to double check with PCS. She is going to send me her EIN Confirmation letter in the meantime Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM Travis called to find out why merchant's deposit on 2/22 was only $48.00 when she had sales of $600+. When I looked in Clientline, there was a refund for $607.65 that rejected on 2/21 so PCS reprocessed it the next day, which was deducted from her sales. Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Stephanie called concerning a partial batch that was deposited...a large transaction was sent to risk.....the hold on the remaining money released today and they should see the deposit Tuesday. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Shipped 3.95 iBuxx stickers per Emily...FedEx ground Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Update on SR for pricing Change: This is a billing change from Interchange Plus to Flat rate since the merchant is currently processing we will be unable to complete this change till 9/1/2021. To change the merchant pricing structure in the middle of the month can cause merchant to be double billed or lost of revenue. Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Put in SR : I need to switch this merchant� to a flat rate of 3.83% with no dues & assessments or card brand fees.�  Please keep all monthly fees the same and just change rate structure. This merchant� will be using the cash discount app on the clover.�  Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Stephanie was saying that she didn't see her deposit in her bank for 7/31 trans date. Looked in Clientline/Business Track and it shows that the day was funded but they added it to deposit from 8/2. Stephanie saw the larger deposit from 8/2. Dee Karawadra Jan 31 2024 01:39 PM
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