Malissa (malissa@shield-legal.com)
2024-10-10 10:16:49

hi @Brian Thiessen, Craig has a customer wanting to do a credit card payment. Can you assist? This is the same one we talked about.

Craig Smith (craig@brandlytics.io)
2024-10-10 10:31:54

@Malissa @Brian Thiessen I’m getting on a flight now for 3+hrs could you guys email or text Lakin to get his cc info His cell is <tel:(618)616-1862|(618) 616-1862>

I’ll let him know he’d be responsible for the 3% or 3 1/2 % fees. Thanks and sorry I didn’t get to meet in person yesterday I was in and out pretty quick with my group

Malissa (malissa@shield-legal.com)
2024-10-10 10:33:22

@Craig Smith Brian's going to double check, maybe triple check, the fees. we'll get him taken care of

Craig Smith (craig@brandlytics.io)
2024-10-10 10:59:24

@Malissa Thanks! Brad just texted me and will wait to hear from you

Brian Thiessen (brian@accountingdept.net)
2024-10-10 11:00:49

I'm just waiting to hear back, have asked, will update once I get a response.

Malissa (malissa@shield-legal.com)
2024-10-14 12:49:57

Hey @Brian Thiessen did you get a chance to get that credit card payment?

Malissa (malissa@shield-legal.com)
2024-10-15 11:22:28

@Brian Thiessen ^^ bugging you again on this one.

Brian Thiessen (brian@accountingdept.net)
2024-10-15 11:24:41

Still haven't heard back, I've emailed our contact again, will try and find their number so I can call them. I'll try and get this resolved today.

👍 Malissa
Craig Smith (craig@brandlytics.io)
2024-10-15 11:43:51

@Malissa @Brian Thiessen Thanks, Brian. Brad Lakin cell number here, he’s ready to make cc payment of $50k, just call him: <tel:(618)616-1862|(618) 616-1862> He’s going to wire the other $100k

Brian Thiessen (brian@accountingdept.net)
2024-10-15 12:47:58

Couldn't get a confirmed answer, depends on type of card, level of card, like if it's Elite or something, but was told it looks like the max would be 3%. So let's go with that and charge the card $51,500. Malissa, do you want to call him and get his card info, then I can log in and make the charge? From past transactions, I would need the card number, expiration date, CVV, name on card, and zip code.

👍 Craig Smith
Malissa (malissa@shield-legal.com)
2024-10-15 13:39:50

yeah i can give him a call after lunch. unless craig beat me to it lol

Malissa (malissa@shield-legal.com)
2024-10-15 15:23:03

Hey @Craig Smith we got the CC payment handled and he said he sent an ACH this morning. 🙂

🙌 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-21 12:15:22

@Brian Thiessen @Malissa I see that Lakin had issues with his ACH payment last week. Has that been squared away yet? Let me know how I can help. THanks!

Craig Smith (craig@brandlytics.io)
2024-10-22 09:40:11

@Brian Thiessen @Malissa Did we get the Lakin ACH payment taken care of?

Malissa (malissa@shield-legal.com)
2024-10-22 10:12:09

I’ll defer to @Brian Thiessen. Did his last try work?

Brian Thiessen (brian@accountingdept.net)
2024-10-22 10:17:10

I haven't seen anything come through, his last email indicated he would try a wire if we preferred, when the funds were returned. I haven't heard from him since that email Friday. I will reach out to him.

Craig Smith (craig@brandlytics.io)
2024-10-22 10:17:29

@Malissa @Brian Thiessen If he has NOT paid yet, what are the next steps to help him do so? Sounds like there was confusion between a wire and an ACH.

Malissa (malissa@shield-legal.com)
2024-10-22 10:18:00

yeah we'll just have him send a wire

Craig Smith (craig@brandlytics.io)
2024-10-22 10:21:29

@Malissa @Brian Thiessen Also, were we able to get his $50,000 (or $51,500) from his credit card?

Brian Thiessen (brian@accountingdept.net)
2024-10-22 10:21:55

Yes, that has hit our bank.

Brian Thiessen (brian@accountingdept.net)
2024-10-22 10:22:27

Today, as there were some documents required to be sent to confirm the transacion.

Malissa (malissa@shield-legal.com)
2024-10-22 10:22:38

cool. let's announce that in the invoicing channel. i'll update some cap info too.