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 Barry Goolsby Accounts (Overrides Default)

Delete Overrides

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	CertaPro Painters	8035722852	May 09 2023	CANC	Mar 09 2024	-	-	-	-
	Address : 6387 Piney River Rd.					Phone : 901-214-5188		Contact : Chip Jones
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 3500
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 500000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 41000
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 100
•	-		User: Mike Thomas -> Notes: Sent Shelly prices and compatibility list for USA ePay dongles
•	-		User: Aimee Jones -> Notes: Called to cancel services. Found a better processor.
•	-		User: Mike Thomas -> Notes: Cancelled USA ePay
2	Valor Industries LLC	520003881964	May 09 2023	ACTIVE	-	Vantiv	-	-	Merchant
	Address : 208 Phoenix Lane Ste 106					Phone : 2088104900		Contact : Terry Glasscock
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 800.00
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 600000.00
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 500000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 20
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 80
•	-		User: Morgan Withee -> Notes: Terry emailed asking why he did not see his bank change take into effect. I looked over form it was signed by the wrong person so Vantiv rejected it. Sent Terry an email telling he needs to sign it.
•	-		User: Morgan Withee -> Notes: Got form back and submitted for ach change
•	-		User: Morgan Withee -> Notes: Got bank change finally pushed through. Vantiv was running behind.
3	John L Sandifer DC	8034903362	May 09 2023	ACTIVE	Mar 15 2024	Elavon	Jan 01 1970	-	-
	Address : 155 Hwy 6 West					Phone : 662-563-1178		Contact : John Sandifer
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 150.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 30000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 2500
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Mike Thomas -> Notes: TT Amy reprogrammed existing VX520.
•	-		User: Pennye McAnulty -> Changed : MO Percent FROM 0 TO
•	-		CANCELLED - CONVERTED TO SBC
4	Arley Coffee Shop	520003551106	May 09 2023	CANC	Jun 26 2024	-	-	-	-
	Address : -					Phone : 205-357-2472		Contact : Jimmy Todd Lee
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 25.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 500000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 41000
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN: 803-200-321 IP. Bethany will deliver.
•	-		User: Mike Thomas -> Notes: TT Tina last night at 7:55 their internet is down changed communication type to dial....working. They will address internet issue.
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 41000.00 TO 4166.67
•	-		User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 5

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