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

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Email

phone

File here *	Description *	Action

Date

Employee

Notes

Default Split Value %

Processor Wise Split %

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Pay To (Legal)

Social Security Num.

Tax ID

Telemarketer

Default T. Commission

Bank Name

Bank Phone

Rounting Number

Account Number

Transaction Program

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Agents who receive partial commission on all of Jamie RP Watson Accounts (Overrides Default)

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Default Setup

Agent 1 Receives

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Agent 2 Receives

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Agent 3 Receives

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on all Newly Inputted Accounts

Agent 4 Receives

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on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

Select Processor *

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Agent 2 Receives

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on all Newly Inputted Accounts

Agent 3 Receives

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on all Newly Inputted Accounts

Agent 4 Receives

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on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

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on all Newly Inputted Accounts

Agent 2 Receives

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on all Newly Inputted Accounts

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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	Choctaw Nutrition	0022197705	Nov 15 2024	ACTIVE	-	Shift4	Nov 14 2024	10.00%	Merchant
	Address : 116 E Main St					Phone : 731-377-3320		Contact : Jamie Watson
•	-		Skytab - Dual Pricing 4% - 1 POS Bundle // 1 Kitchen Printer - Batch Time 7PM - IP
2	Choctaw Nutrition	461084469698422	May 09 2023	ACTIVE	Jun 27 2025	SBC	Apr 12 2022	10.00%	Merchant
	Address : 116 E Main St					Phone : 731-377-3320		Contact : Jamie Watson
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 10.00
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 10000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - $0.59 Valor100 - WiFi - Batch time 7:00pm - Tip at time of sale
•	-		User: Mike Thomas -> Notes: Downloaded And notified David that terminal is ready
•	-		User: Charlotte Goff -> Notes: David called with Jamie on the phone and she had run a transaction for a refund instead of a sale. I walked her through how to void the transaction.
•	-		User: Kamal Oghad -> Notes: moved to SwipeSimple
•	-		User: Mike Thomas -> Notes: Customer says she shows transactions on her bank report for 3 trans actions which the merchant can't fine. We can't find them either merchants thinks it's a banking issue
•	-		User: Morgan Withee -> Notes: SS Password: Choctaw22
•	-		Cancelled Swipe Simple
•	-		Sent SBC Cancellation request form to Jamie to sign so we can get the SBC account closed out.
•	-		Received signed cancellation request from Jamie and submitted it to SBC for closing out her account. Canceled in our system too.
•	-		Got a call from David requesting to reactivate the SBC and SwipeSimple accounts as the merchant is moving. Merchant needed a Dongle to be able to take payments while the Skytab equipment is being moved. Requesting both accounts to be reactivated.
•	-		Reactivated both Swipesimple and SBC account. Informed David that the merchant can start using their account again and to let us know once they have fully moved so we can turn them back off.
•	-		Jamie asked if I could send her the store's tax reports for 2022, 2023 & 2024. I pulled those from Swipe Simple and emailed them over to her.

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