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 Siana LLC 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	Paws of Olympus	461084215735712	Jan 30 2025	ACTIVE	Feb 20 2025	SBC	Jan 30 2025	70%	Merchant
	Address : 365 Foxtrail Rd					Phone : 423-717-9987		Contact : Kari Rosado
•	-		TT Kari downloaded terminal and walked her through a transaction. Sent QRG
•	-		TT Ev disabled email receipts on ROCKT
•	-		Spoke to Kari and her husband. Husband stated that there was no chance they agreed to Simplebuxx. I let them know we can get it changed to Interchange+ if needed.
2	Cornell Free Speech Alliance	461084469696904	May 09 2023	CANC	Jun 27 2025	SBC	Feb 28 2023	70.00%	Merchant
	Address : 6 Imperial Way					Phone : 210-260-5250		Contact : Kenneth Wolf
•	-		SBC- Traditional
•	-		underwriting pended asking for 6 mos processing statements or banking statements or the CFOs SSN. Called Kari Rosato and requested the information.
•	-		TT Kari said merchant has just got the "donate" button attached to website and should be going live sometime soon.
•	-		received email from Kari to cancel this merchant's account. Sent signed form to SBC to cancel.
3	The Cheese Shop	461084469694737	May 09 2023	ACTIVE	-	SBC	Oct 12 2023	70.00%	Merchant
	Address : 61 Central St					Phone : 781-237-0916		Contact : Brad Wasik
•	-		SBC-Traditional- 2 Valor 500 Terminals-Dial-Batch time 10:00pm Eastern-NDF
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 10
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 90
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 1911226.40
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 84.00
•	-		User: Mike Thomas -> Notes: Downloaded 2 Valor 500 and shipped FedEx along with 2 charging stands
•	-		User: Mike Thomas -> Notes: TT Kari merchant has used terminal already and is familiar with it. She says they will train the staff after the holidays.
•	-		TT Brad and walked him through a transaction and void...also answered all questions he had
•	-		Brad called in saying that he has regular customers with their cards on file and he doesn't have all of the zip codes as some live internationally. He wanted me to remove the AVS from his machines so that he wouldn't have to enter the zip codes. I removed AVS from both terminals and Mike walked him through how to get the paramaters updated on his terminal
•	-		TT Brian 500 had strange screen, we reset and now acting normal
•	-		Requested New VAR. One oh the 500's keeps powering off by itself
•	-		Downloaded and shipped Valor 500 2 day delivery. Tracking # 771324469468
•	-		TT Brian and advised him we sent a new Valor 500 for the one that he has to reboot every morning
•	-		TT Merchant walked them through resetting terminal...had gone to a screen they weren't familiar with.
•	-		TT Brad he wanted ZIP removed from keyed transactions
•	-		Carol Wasik called about deposit for 4/8/2023. She stated that they made close to $22,000.00 dollars on 4/8/2023 but $3,883.03 was only deposited. I looked in pioneer and saw where the deposit had been made for the $3,883.03. I spoke with Mike to get some insight on this matter and he then told me to transfer Carol over to him to help rectify this matter.
•	-		batch is still not going through. Called Valor TT John and he is escalating and will get TT Carol she was missing $17, 839.62 from Saturday business. Checked in Valor and one of the terminals hadn't settled. Walked him through a settlement and explained terminal could've been offline at settle time.Then back to me today.
•	-		Called Valor to see if they have found what's causing this batch to fail...not yet they will update me ASAP
•	-		Called Valor to get an update. TT John and he said this was moved to a priority escalation. I also gave Morgan details concerning this issue.
•	-		TT Brad he wanted to try to batch terminal again...we did and it failed.
•	-		Linda called about the terminal error code saying Issuer Error. I informed her that Valor was having issues and that we were on the phone with Valor trying to get this resolved.
•	-		Kari Rosado called in and said that the merchant is requesting an additional VL500. They will be sending in the non-working terminal. Kari will be buying this terminal for the merchant. Requested Tsys var for the additional terminal
•	Oct 12 2023		Downloaded Valor 500 will ship when invoice is paid
•	Nov 01 2023		TT Brad and Kar, explained Valor issue that was happening on 10/31. He said all terminals are working great.
•	-		Kari called. They want 3 sim cards. WE will overnight them and then charge kari shipping on her residuals
•	-		Sent Kari email on the sim cards. I was able to find 3 so we are shipping all 3 out. Here is the tracking number:Â 774106488994 Here is the link with the video that will walk the merchant through how to install the sim card. https://kb.valorpaytech.com/reference/install-sim-into-vl110-copy-1 These SIM cards can be hard to insert at times. Please have the merchant call us to walk him through how to insert the sim card or watch this video for help.Â Â It's easy to get the card stuck in there if you dont know what you are doing. Then you cant get it out or use it. So its important that he watch the video or call for helpÂ Thank you!!Â
•	Dec 18 2023		Shipped Valor Charging cradle (VL500) overnight FedEx tracking 774526629434
•	-		merchant called in regarding Saturday 3/16/24 deposit not hitting her bank account on Monday. Informed her of the file transmission issue that occurred with NCR and let her know that it's been resolved and the deposit should be in her account today.
•	-		Sent VL100 Pro for merchant to try
•	-		TT Kari and Brad, the merchant sent in a video of their VL500 freezing up and not accepting chip or swipe. Brad says that it happens often and he has to reboot the terminal to get them working correctly. I called Valor and they pushed update software to each terminal that will go into effect after the terminals batch out. I also told Brad that I would send him a newer version (VP550) and have him try that.

Year	Volume	Remove
		Delete

Cancel