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 Morgan Withee 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

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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	Morgan's Bakery	0000146911	Dec 13 2023	ACTIVE	-	-	-	-	-
	Address : 1164 Vickery Lane, Suite 200					Phone : 9016010032		Contact : Morgan Withee
•	Dec 16 2024 12:00 am		Change of bank account please update the banking info
2	GoodManWashing LLC	461084469697219	May 09 2023	CANC	Jun 27 2025	SBC	-	25.00%	Merchant
	Address : -					Phone : 901-826-2691		Contact : William Goodman
•	-		Cancelled for non use can reopen if needed
•	-		cancelled Swipe Simple account today 3/13/23
3	HFHGM Restore	444215584889	May 09 2023	CANC	-	-	-	25.00%	Merchant
	Address : 7136 Winchester					Phone : 901-761-4771		Contact : Joe Davidson
•	Dec 14 2023		test
4	HFHGM RESTORE	520003344144	May 09 2023	ACTIVE	Mar 25 2024	Vantiv	Jan 08 2019	25.00%	Merchant
	Address : -					Phone : 901-322-3533		Contact : Caitlin Cox
•	-		Caitlin called me and said that they are being forced to use a new POS system called Thrift Cart, which does not allow 3rd party processors, unfortunately. She is going to send an email to support so we can close out all of her MIDS.
•	-		SR 60600990 - submitted request to close account on Vantiv
5	Whole Life Nutrition	520004178081	May 09 2023	CANC	Mar 21 2024	Vantiv	-	25.00%	Merchant
	Address : 13775 Hwy 57					Phone : 901-651-7115		Contact : Tiffiney Cheairs
6	V. M Modhvadia	520002913655	May 09 2023	CANC	Mar 26 2024	Vantiv	Jun 11 2018	25.00%	Merchant
	Address : 3122 THOMAS STREET					Phone : 901-353-2424		Contact : Vanraj Modhvadia
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN 803-127-880 and delivered to merchant.
•	-		User: Mike Thomas -> Notes: Walked merchant through changing communication from dial to Ethernet.
•	-		User: Pennye McAnulty -> Notes: talked to Jay. Terminal will not work on Ethernet. Called Vantiv and they tested it. It is Comcast
•	-		User: Pennye McAnulty -> Notes: Unable to process transactions. Ethernet jack in the wrong slot. Ran test transaction... Successful.
•	-		User: Pennye McAnulty -> Notes: Ran customer credit card twice for $120. Walked her through voiding the last transaction.
•	-		User: Emily Karawadra -> Notes: Ran customer credit card twice for $60.00 but she did not run the transaction at all according to Vantiv Tech Support they only ran one transaction for $15. I called Jayshree back and she let me know the transaction wasnt ran today. I told her to find the receipt with the date and the last 4 of the card and I will call vantiv back to get it refunded. She will call me back later today
•	-		User: Charlotte Goff -> Notes: Forwarded the PCI Compliance email from Vantiv to Jayshee. Called her to let her know that she will be receiving it and that she needs to get it done. Let her know that if she has any questions about the PCI process or how to answer any of their questions she will need to call the number within the email.
•	-		User: Mike Thomas -> Notes: TT Jay concerning PCI said Dee was going to help her get it done
•	-		User: Charlotte Goff -> Notes: Converted to SBC - IBUXX. Submitted a request to cancel account on Vantiv. SR37044902
7	V.M. Modhvadia DDS	461084469699998	May 09 2023	CANC	Jun 27 2025	SBC	-	25.00%	Merchant
	Address : 3122 Thomas St					Phone : 901-353-2424		Contact : Vanraj Modhvadia
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 100.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 40000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 4000.00
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Pax s80; IP; Batch Time 7:00pm
•	-		User: Charlotte Goff -> Notes: Changed status to Approved; uploaded signed app and VAR sheet added MID and approval date
•	-		User: Mike Thomas -> Notes: Programmed PAX S80
•	-		User: Mike Thomas -> Notes: TT Raj walked him through setting up and all transactions
•	-		User: Mike Thomas -> Notes: TT Jay edited file to confirm cash discount. Walked her through the transaction and she was able to bypass the fee. Transaction approved
•	-		VM Retired. Closed out account

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