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 %

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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

See Residual Detail

Agents who receive partial commission on all of Krystal Williams 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	N&B HVAC, LLC	461084215650823	Feb 24 2025	ACTIVE	Jun 18 2025	SBC	Mar 03 2025	25%	Merchant
	Address : 9621 Helicon Road					Phone : 256-620-1155		Contact : Seth Newton
•	-		SBC - Ibuxx 3.95% - VL RCKT - Batch Time 6PM - IP
•	-		Sent Krystal Valor RCKT QRG and Youtube video for assistance. Told her that if she or the merchant needs anything else to please let us know.
•	-		received an email from Krystal Williams stating that the merchant wants to cancel their account due to the issues they've had with their Valor system. Emailed Krystal the cancellation request form and informed her that we would need the signed form and the terminal back before we can cancel their account.

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