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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Mark T Hanstein DDS Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM CANCELLED - CONVERTED TO SBC Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Comms errors advised to reset router try new cable. She will call internet provider if all else fails Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Melanie - she needed to know how to run a refund on her terminal. Also needed help with a couple of chargebacks ($100 & $134) she received where she had already processed a refund for $234 on July 6th. Conferenced her in with Eleavon Disputes Dept and they told her to respond to both CBs and send a copy of the refund receipt. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Called to get help with running a refund. Walked her through the process and receipt was printed with the refund amount and approval Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Called to get help voiding a transaction. I walked her through it. It printed the receipt and I told her that the patient may see it under the pending transactions on her bank account however it will fall off since we voided it. Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Melanie called in stating her terminal said Elavon must Settle conferenced in Elavon. Merchant just needed to settle out terminal Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: shipped VX820 pin pad Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: spoke to Melanie about her statement. She wants to add pin debit. Sent email of quote to add. Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: lm for Melanie to go over statement. Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Melanie called with questions bout he statement. Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Needs to go over rates. Will call back to go over rates. Also needs to be set up with PCI. I created the merchant a login Markhanstein. Dee Karawadra Jan 31 2024 01:39 PM
12 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: The terminal continues to dial through the phone line. The phone line was plugged in. We unplugged the phone line from the terminal. We then reset the modem. Ran a test transaction and it worked fine. Dee Karawadra Jan 31 2024 01:39 PM
13 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Called to set up VX520. I walked them through plugging the terminal in and running a cc transaction. It was successful. Dee Karawadra Jan 31 2024 01:39 PM
14 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : TO Percent FROM 0 TO 5 Dee Karawadra Jan 31 2024 01:39 PM
15 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95 Dee Karawadra Jan 31 2024 01:39 PM
16 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 17000 Dee Karawadra Jan 31 2024 01:39 PM
17 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 197000. Dee Karawadra Jan 31 2024 01:39 PM
18 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 380 Dee Karawadra Jan 31 2024 01:39 PM
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