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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM Changed status to Cancelled - converted to SBC Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Called Jackie at Elavon and she has emailed the 2020 1099 to merchant's email address. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Fara - she broke her card reader and is ordering a new one from ShopKeep. I sent her the VAR info she may need if they need to know how to code it. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: They use Shopkeep Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Need EIN Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Spoke with Farrah about the new equipment she was inquiring about. I suggested the iPP350 as it has the nfc apple pay technology that she wants. She is going to contact shop keep about adding that to her account Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Emailed Farrah her December statement Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Terminal is still not auto batching so the merchant is not receiving next day funding. Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: I was told by Elavon to move this account to Shopify. I received an email from Shopkeep that they received the test transaction processed. I looked at the account today and I do not see any batches since July 1st. I called Elavon and they see a batch on July 6th. I am now being told that they do not use Shopify anymore. Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Conferenced in Shopkeep the account had to be changed to terminal based to have the auto settle time set up. It was host based. Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM User: Kay Arpin -> Notes: did not call on PCI just set up Dee Karawadra Jan 31 2024 01:39 PM
12 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100 Dee Karawadra Jan 31 2024 01:39 PM
13 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 40000 Dee Karawadra Jan 31 2024 01:39 PM
14 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 480000 Dee Karawadra Jan 31 2024 01:39 PM
15 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 125.00 Dee Karawadra Jan 31 2024 01:39 PM
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