bucket not setvia Not recordedWaiting on the client · 29dnot confirmed as a complaint yet
$2,000
held by Audra T — because they replied last, on 2026-08-22. Anybody can take it over.
Who are you?Pick your name so this desk can record that you read it and what you did.
What are you doing about it?
Calling themToday, on the number on file.Emailing themReplying in writing.Making an offerA reduction or a revised plan — record it below.Checking something firstThe account, the product, the contract. Not with the client yet.Passing it onIt belongs with another team — hand it over below.Waiting on themThe ball is with the client. Set a date to chase.Leaving it for nowA deliberate decision to do nothing yet. Needs a reason and a date to look again.It is finishedNothing outstanding — close it below.
Pick your name above and these become clickable.
Emmanuel Rivera
Emmanuel Rivera
Orlando
Audra T
2026-08-22
2026-08-22
$2,000
$250
$2,000
29d ago
29d ago
Not recorded
crm-note
What has happened so far
Emmanuel Rivera complained on 2026-08-22 — 29 days ago. They signed for $2,000 and have paid $250, with no instalment plan started. Square has actually taken $1,360 — $1,110 more than the ledger shows. It sits with Audra T — because they replied last, not because they picked it up. Nobody has recorded reading it. We answered last, 29 days ago. The ball is with them.
2026-08-27derived from the notesholds it, because they replied last
2026-08-22Audra THe sent in payment and we moved into msp. 2k. Thank you!
2026-08-22Audra Tsays his card is expired and wont save on square but the card says 01/30
2026-08-22Audra The bought with us before. years ago. Worked a deal. He just lost his job. He is leaving here to go earn some money today to upgrade to msp 2k on 12months. I sent him a payment link to get th
2026-08-22Jennifer DHe is on the way he will be there in 15 minuets
2026-08-22intake scanlogged on the desk
2026-08-20Jennifer DCustom Amount $50.00 Emmanuel Rivera / Jennifer D Total $50.00 Receipt 5cwE Authorization 665166 Visa 9915
2026-08-20Jennifer DHe has modeled when he was a kid he is an opportunist He wants to do modeling and acting He is in sales and does deliveries he is a musician Hip-hop music Drums nature working out art drawin
Hardship
Audra T - 08/22/2026 13:40 he bought with us before. years ago. Worked a deal. He just lost his job. He is leaving here to go earn some money today to upgrade to msp 2k on 12months. I sent him a payment link to get that done. went over contract. thank you! nice guy.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $250 taken up front, $1,750 outstanding.
never
0of 0 · $0
0
$250
$1,750
—
Square has taken $1,3606 payments, 2022-05-03 to 2026-08-22 · 1 scheduled, not charged
The CRM shows $250 — Square is $1,110 HIGHER. Check before quoting a balance to this client.
Correspondence with the client 0 — emails and anything quoted back, in full
No email or quoted message on this account.
Email AI
Nothing here is tagged as Email AI — and it would not be:
no note in the CRM carries an AI marker, and there is no automated author among the 246
people who write notes. So this cannot yet tell you whether Email AI handled this client.
The moment Email AI stamps what it writes (anything will do — an [AI] prefix),
its messages appear here and every past thread re-sorts on the next gather.
Internal notes 6
Audra T2026-08-22 18:11
He sent in payment and we moved into msp. 2k. Thank you!
Audra T2026-08-22 13:43
says his card is expired and wont save on square but the card says 01/30
Audra T2026-08-22 13:40
he bought with us before. years ago. Worked a deal. He just lost his job. He is leaving here to go earn some money today to upgrade to msp 2k on 12months. I sent him a payment link to get that done. went over contract. thank you! nice guy.
Jennifer D2026-08-22 11:32
He is on the way he will be there in 15 minuets
Jennifer D2026-08-20 12:29
Custom Amount
$50.00
Emmanuel Rivera / Jennifer D
Total
$50.00
Receipt 5cwE
Authorization 665166
Visa 9915
Jennifer D2026-08-20 12:20
He has modeled when he was a kid
he is an opportunist
He wants to do modeling and acting
He is in sales and does deliveries
he is a musician Hip-hop music
Drums
nature
working out
art drawing
Graffiti
He loves being in nature
Jennifer D - 08/20/2026 12:21 - Changed confirmed from No to Full
What happens next
Call the clientCustomer service
Walk them through the agreementCustomer servicemust be done to close
Confirm in writingCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-22
Pick your name at the top of the page to work this case.