Agents

ID

Legal Name*

Agent Code*

Category*

Active

Password*

Adjust Negative Payout*

Negative Payout Percentage

Info
Company Info

First Name*

Last Name*

Address

City

ZIP

State

Country

Contact

Email(comma separated)

Work Phone

Extension

Home Phone

Cell

Flex

URL

Company Name

Address

City

ZIP

State

Country

Email

phone

File here *	Description *	Action

Date

Employee

Notes

Default Split Value %

Processor Wise Split %

Processor	Split	Remove
		Delete

Pay To (Legal)

Social Security Num.

Tax ID

Telemarketer

Default T. Commission

Bank Name

Bank Phone

Rounting Number

Account Number

Transaction Program

See Residual Detail

Agents who receive partial commission on all of Mike Westmoreland Accounts (Overrides Default)

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Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Agent *

Month *

Year *

Default Override

SBC

Sales Number

Sales Office

Owner Username

Vantiv

Sales Number

Sales Office

Owner Username

Rise CC

Sales Number

Sales Office

Owner Username

Rise PCS

Sales Number

Sales Office

Owner Username

Elavon

Sales Number

Sales Office

Owner Username

Tesla FD

Sales Number

Sales Office

Owner Username

FDR - Concord

Sales Number

Sales Office

Owner Username

Rev19 - AFS FD

Sales Number

Sales Office

Owner Username

PCS Direct

Sales Number

Sales Office

Owner Username

Clearent

Sales Number

Sales Office

Owner Username

Shift4

Sales Number

Sales Office

Owner Username

OLD RISE

Sales Number

Sales Office

Owner Username

Rev 19 - AFS TSYS

Sales Number

Sales Office

Owner Username

MAG

Sales Number

Sales Office

Owner Username

istream

Sales Number

Sales Office

Owner Username

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Testing Cloning for Duplicates	76127612	May 29 2025	ACTIVE	-	SBC	-	10%	Merchant
	Address : 123 ABC Rd					Phone : 9016010032		Contact : Jack Black
2	Test 101	0000685414	Mar 20 2024	ACTIVE	-	SBC	-	10%	-
	Address : 123 ABC Rd					Phone : 9016010032		Contact : Jack Black
3	Tupelo Diesel Service Inc	8035551061	May 09 2023	CANC	May 24 2024	Elavon	Nov 08 2019	25.00%	Merchant
	Address : 786 Westmoreland Dr					Phone : -		Contact : Mike Lamb
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 1500.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 6
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 62500
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 5
•	-		User: Mike Thomas -> Notes: Talked to merchant, advised him they have to run this terminal (Desk3500) through IP. He does not have one. Will get one installed and call if he needs help.
•	-		User: Mike Thomas -> Notes: TT Terry changed fon size from small to normal
•	-		User: Aimee Jones -> Notes: Terry Chunn called to get set up to retrieve statements online.
•	-		User: Aimee Jones -> Notes: Merchant is being charged for debit. He did not realize he would be charged for debit. He wants to be placed on the no fee debit program when it comes out.
•	-		User: Aimee Jones -> Notes: Terry Chunn called with a question about removing the sur charge from the receipt. I advised him that this was not possible.
•	-		User: Aimee Jones -> Notes: Terry Chun has a question about fees.
•	-		User: Aimee Jones -> Notes: They have been charged a non compliant fee. Transfer to Ms Kay to assist with compliance.
•	-		User: Kay Arpin -> Notes: Emailed Mr. Chunn registration instructions provided help desk number also
•	-		User: Aimee Jones -> Notes: Needs to be PCI compliant.
•	-		User: Mike Thomas -> Notes: TT Mike terminal having comms errors....did a certificate update download and tested....now working.
•	-		Mike called to see how to cancel services and I gave him the support email and told him to send us an email with the owner's name MID and reasoning why.
•	-		emailed to get business back I hope this message finds you well. I wanted to reach out as you were a valued customer of Impact PaySystem for several years, and we truly regret that we lost your business last year. Since then, we've introduced several new programs that we believe could better meet your needs. We would love the opportunity to earn your business back and help you achieve your goals. To that end, I would like to offer equipment at no cost, a rate reduction, or the possibility of eliminating fees altogether. Please let me know if you'd be open to a conversation so we can explore how our updated offerings can benefit your business. We look forward to the opportunity to work together again.

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