Agents

ID

Legal Name*

Agent Code*

Category*

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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 Roberta Naimark 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	SHREEJI FOOD MART	434291315886	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : 8648454106		Contact : PRAVIN PATEL
2	THE BED & BIKE INN	434288818884	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : 7044630768		Contact : ELLEN WHITEHEAD
•	-		User: Linda Billings from - Notes: Ellen called to ck trans from 7/1 - 7/4, looked thru 7/8, no record of specific trans. She forgot to run so will run trans on the card.
•	-		User: Linda Billings from Sales - Notes: Ellen called, switched processors in Feb. 09. Thought new provider cancelled this acct. Wcb or fax a cancel letter. Unhappy with new service and wants out of their agreemen.
•	-		User: Mike Thomas -> Notes: Cancelled account per letter from merchant.
3	CORNER EXPRESS	434288640882	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : 864-297-3568		Contact : PETE PATEL
4	LIL BEANS, LLC	434287734884	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : -		Contact : SHELLY GATES
•	-		User: Linda Billings from - Notes: Owner called, closing store, wishes to cancel. Faxing req ltr.
•	-		User: Abby Estrada from - Notes: New address: 810 anne ave, hendersonville, NC 28739-6904. Updated address in ISO. Did OSM: Request ID: 213403.
5	SPA AT BILTMORE VILLAGE	434288841886	May 09 2023	CANC	May 15 2024	-	-	-	Merchant
	Address : -					Phone : 8282772639		Contact : CRISTY PATTEN
•	-		User: Kelly Jordan - Department: x - Notes: Spoke with Christy regarding how to handle a dispute she received. Diana checked the transactions and the card was billed twice. I informed her to refund the $43.77 and fill out the dispute form with the authorization code from the refund and explain same.
•	-		User: Linda Billings from - Notes: Called Christy & missing trans for $42.00 was not any queues. WCB if card holder says was charged.

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