? Purpose:

Explain necessary steps for Support Team Members when Mailed Statements are requested for MxConnect Accounts


✔️ Procedure: (In FRESH DESK Ticket)

  1. Confirm with agent on where statements should be mailed (Legal or DBA Address)
  2. Confirm with agent if statement copy should be Summary or Detailed
  3. Confirm if $5 monthly fee is being billed to merchant
  4. Update Mailed Statement List with new MID entry
    1. Highlight new entry line for Jessica to see
  5. Add jbowman@paycompass.com as an MxMerchant user on new MID



? Additional Resources:

  • Reference T# 213005 as an example
  • Confirm with Jathan or Michael if you have any questions