Edit Agent || Admin Panel Impact

Agents

Back

Update Agents

ID

Legal Name

Agent Code

Category

Active

Password

Adjust Negative Payout

Negative Payout Percentage

Info

First Name

Last Name

Address

City

ZIP

State

Country

Contact

Email(comma separated)

Work Phone

Extension

Home Phone

Cell

Flex

URL

File here *	Description *	Action
Insert file...

Date

Notes

Default Split Value %

Processor Wise Split %

Processor	Split	Remove
		Remove

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 IPP House 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

Default Override

Agent

Month

Year

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override Is Merchant
1	-	33	Mar 09 2024	ACTIVE	-	OLD RISE	-	-	-
	Address : -					Phone : -		Contact : -
2	Mark T Hanstein DDS	461084469695976	May 09 2023	CANC	Nov 04 2024	SBC	Oct 05 2023	100%	Merchant
	Address : 201 Robert S. Kerr Ave.					Phone : 405-235-7288		Contact : Mark Hanstein
•	-		SBC-Traditional-Valor 100 Pin Pad-IP-Batch Time 7:30pm Central-NDF
•	-		TT Brandy, advised her refund password is the last 4 digits of EPI number
•	-		Dr Mark called in and wanted to know if we had a sale that went through on 7/24/23 for $1000.00. Confirmed in Pioneer that there was no approvals on 7/24 for $1000.00
•	-		Mark called in and asked for his monthly statements for this year. He is selling his business. Pulled January through July and emailed them to him along with a cancellation request form for when he sells. I also let him know that if the new owners want to continue processing we will need to do a change of ownership and if they choose to change processors, we will need the equipment sent back to us.
•	-		Walked merchant through a manual key entered transaction.
•	-		Spoke to Dr Hanstein. /he is retiring and needs to cancel his account. I sent him a cancel form via docusign. I let him know to ship his equipment back to us and we would get it canceled out once we got both items.
•	Oct 05 2023		Received Valor VL 100 and VL 300 back from merchant. Advised Charlotte
•	Oct 05 2023		Received Valor VL 100 and VL 300 back from merchant. Advised Charlotte
•	Oct 05 2023		Received Valor VL 100 and VL 300 back from merchant. Advised Charlotte
•	Oct 05 2023		Received Valor VL 100 and VL 300 back from merchant. Advised Charlotte
•	Oct 05 2023		Received Valor VL 100 and VL 300 back from merchant. Advised Charlotte
•	-		Mark Hanstein called and said that he retired 6 months ago but we're still billing him $10.90/month. I checked with SBC and his account is still active. Submitted a request to have it closed. Also, per Emily's approval, requested a refund for $65.40.
3	Instant Imprints of Roswell	461084469695050	May 09 2023	ACTIVE	-	SBC	-	-	Merchant
	Address : 1580 Holcomb Bridge					Phone : 770-643-0200		Contact : Deepesh Purbhoo
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 250.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 300000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 25000
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 80
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 20
•	-		User: Charlotte Goff -> Notes: SBC - Traditional; Merchant already has ICT250; IP; Batch out time 7:30 pm EST
•	-		User: Mike Thomas -> Notes: Set up a USA ePay account
•	-		User: Kamal Oghad -> Notes: SwipeSimple Login deepeshp@instantimprints.com Imprints2021
•	-		User: Morgan Withee -> Notes: Conrad emailed me about a $20K transaction run on 12.15.21. I got the invoice and email correspondence with the customer and sent that over to Conrad to release the funds. The transaction was run via swipe simple payment link. I have saved both the invoice and email correspondence in the IPS merchant files folder.
•	-		User: Mike Thomas -> Notes: TT Deepesh updated terminal to accept tap transactions
4	Fast Signs 371001	8036298209	May 09 2023	CANC	Mar 21 2024	Elavon	-	-	Merchant
	Address : 1480 W 104th Ave					Phone : 3032559177		Contact : Rakesh Bhoola
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 150
•	-		User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 75000
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 45000
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 85
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 15
•	-		User: Morgan Withee -> Notes: Converge Account number is 811973
•	-		User: Morgan Withee -> Notes: Rakesh would like to change his batch settle emails from roc@fastsigs.com to 287@fastsigns.com. Calling Elavon to get this fixed.
•	-		User: Morgan Withee -> Notes: Elavon made the change in Converge but left all other email going to roc@fastsigns.com
•	-		User: Morgan Withee -> Notes: Dee told me to refund monthly fees for merchant: The monthly fees we need to be refunded are: CMERCHMON: $15 MONTHLY FEE: $10 ASSOC COMP: $15 TOTALING $40. Sent email to mspcompensation to get these refunded from our msp residual.
•	-		User: Cheri Hansen -> Notes: Only need EIN.
•	-		User: Morgan Withee -> Notes: Rakesh requested 3 months' statements sending them over to him.
•	-		User: Morgan Withee -> Notes: Rakesh sent over an email they got a new software from headquarters and have to close their account with us. I have put in the request to close the account today.
•	-		User: Morgan Withee -> Notes: Rakesh requested we close his account
•	-		User: Morgan Withee -> Notes: Canceled his acount on 9/28 but elavon did not process until 10/4 so he was billed for the full month of October. I was able to get him a refund for $40. A request for credit in the amount of $40.00 has been submitted for the merchant and should be reflected on the November merchant statement. This will result in an offsetting debit to the MSP in the amount of $40.00 which should be reflected on the November merchant level month end statement (November residuals paid in December).
5	Dentistry For You Sand Springs	520004206997	May 09 2023	ACTIVE	-	Vantiv	-	-	Merchant
	Address : 325 Washington Ave					Phone : 9182450224		Contact : Mitchell Hoopes
•	-		User: Mike Thomas -> Notes: Canceled USA ePay account...non use
•	-		User: Emily Karawadra -> Notes: merchant called in to cancel gave them email address to send cancelation
•	-		Put in SR to close out account - never got
6	Hughes Truck Stop	497220539884	May 09 2023	ACTIVE	-	Rise PCS	-	-	Merchant
	Address : -					Phone : 9363982900		Contact : Viriginia Hughes
•	Jul 27 2023		TT Janet we had to reset terminal after internet went down. Should receive batch report no later than 7/28/23
•	Jul 31 2023		Terminal not Auto batching looks like they keep trying to manual batch which turns auto batch off. We did a parameter update on terminal to resolve
•	-		User: Mike Thomas -> Notes: Programmed and shipped 2 FD130 SN: 0000FD1000623016/0000FD1000623007 and 2 FD35 SN: 000000806CG96021
•	-		User: Mike Thomas -> Notes: FD35 SN: 000000806CG96016
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 50.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 120000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 10000
•	-		User: Morgan Withee -> Notes: Sandy called in stated that they had a chargeback. I did some research and they did get 2 chargebacks from the same customer It was keyed in so they will need the signed receipt. I told them they should get something in the mail in the next few days to dispute the charge.
•	-		User: Mike Thomas -> Notes: TT Lyndsay printer now printing all characters...tried new paper....advised to clean printer head...will call back with results
•	-		User: Morgan Withee -> Notes: Amy called in to say that the printer is still not printing properly. She wants to know if they can purchase a new printer head instead of a new bundle. I am looking into that and will call her back
•	-		User: Morgan Withee -> Notes: Called in saying they were getting Send Error error. Sounded like an internet issue but to be sure I conference them in with PCS and PCS did a ping test to verify it was not pinging. Their dial is running slow so its timing out. They will need another ethernet cord
•	-		Viriginia called and wanted to cancel her account. Sent her the PCS Cancellation request form to sign. Sent it to email address JORDANHM11@gmail.com
•	-		TT Janet terminal not batching out, got Rise on the line and we did a parameter update. She will call if any other issues
•	-		Did a total new update to reset batch time. Will call back if still not batching. May have to purchase 150
•	Dec 12 2023		TT Janet says she wants to purchase FD150 and RP10 pin pad. Will follow up today
•	Dec 12 2023		Emailed invoice for FD150 and RP10
•	Dec 19 2023		Merchant paid invoice downloading terminal and shipping out today tracking # 774540562490
•	-		Amy called and said that the FD150 that they just plugged in today was declining debit cards with an R3 decline code. I called PCS tech support and they immediately saw that not all of the debit networks were checked. They made the correction and I called Amy back and she was able to successfully run a debit transaction. She also asked about a longer pin pad cable. I talked to Mike and he suggested them try the one from the FD130 that they were using and see if it would fit the FD150 because we don't have those pieces of equipment in stock to test that ourselves. Mike did call Task and they do have the longer pin pad cables in stock. The price he was quoted was $2.36 plus shipping plus tax.
•	-		TT Amy says her customers have been calling in saying the amount charged is not what shows on the banking info. Conferenced in with PCS they have started a ticket and will email Am. She is also sending in screenshots to PCS. PCS will reach out when they can after submitting the ticket.
•	-		Janet called and said that her FD150 has not been batching out due to a variety of reasons (power outages, internet outages, etc). I called PCS to conference her in with Tech Support. After being in the call queue for 27 minutes, Kimberly with PCS answered and we described the issue and she said that all of her techs are on calls and they have had a high call volume this morning. Kimberly is going to have a tech support person call Janet back within the hour (current time 10:25am)
•	-		TT Janet had to delete batch and do a partial download to enable auto settle
7	Sons of Arley	497220288888	May 09 2023	CANC	Jul 04 2024	Rise PCS	-	-	-
	Address : 6710 Co HWY 41					Phone : 205-221-9315		Contact : Jimmy Todd Lee
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 60.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 3000000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 250000.00
•	-		User: Mike Thomas -> Notes: Downloaded (3) VX520 IP. SN: 803-225-351/803-225-353/803-225-358
•	-		User: Mike Thomas -> Notes: Downloaded and tested 3 FD130 and 3 FD35 pin pads....all working. Term SN: FD100605773/FD100605740/FD100605770 PIN Pad SN: 806CG87206/806CG89955/806CG98693
•	-		User: Pennye McAnulty -> Notes: TT Tina about batching times. They are batching out between 9-9:15. Spoke to Rise 9:30 Eastern Standard.
•	-		User: Mike Thomas -> Notes: TT Marty walked him through parameter updates on three terminals to update auto settle to 8:25 pm
•	-		User: Pennye McAnulty -> Notes: Received call Robin they did not receive a deposit from Monday. Called Rise and clientline was down. I got an email back that they did not batch in time to meet the cut off.
•	-		User: Mike Thomas -> Notes: Shipped 3 ethernet cables per Marty
•	-		User: Mike Thomas -> Notes: TT Marty had auto settle time set to 7:50, 7:55, and 8:00 pm
•	-		User: Pennye McAnulty -> Notes: Merchant was batching out manually and it was knocking the auto-settle out and causing the merchant to not receive their next day funding.
•	-		User: Pennye McAnulty -> Notes: Tina called and stated one of the terminals did not batch last night. I show the deposit.
•	-		User: Pennye McAnulty -> Notes: Spoke to Brenda and the terminal was manually batched again and it is throwing the auto settle off.
•	-		User: Mike Thomas -> Notes: Downloaded 3 FD130 1) SN: FD1000621749 TID# 4853885 Settle time 7:45 2) SN: FD1000621719 TID# 4853880 Settle time 7:40 3) SN: FD1000621730 TID# 4853884 Settle time 7:44. Sent 3 FD35 SN: 806CG4906/806CH08152/806CH083785
•	-		User: Morgan Withee -> Notes: Robin called in they ran a card for $1027 too much over the holiday weekend and wanted to know how to refund it. I let her know if she has the card number she can do a refund and just key in the card number exp date and the cvv code. She said she had his card number and she would call the customer back to get his exp date and the cvv code. She will call us if she has any troubles.
•	-		User: Mike Thomas -> Notes: Getting invalid account when trying the refund will call customer back to confirm card info
•	-		User: Mike Thomas -> Notes: Robin called back and stated everything is fine now.
•	-		User: Charlotte Goff -> Notes: TT - Kayla - Since Friday 10/1 they started having issues with their terminal accepting EBT cards. She did say that they had their other 2 terminals set up on Friday to accept EBT cards through Bank One. Bank One called her back today and told her that she's not allowed to process EBT through 2 different processors and that's the reason she can't take it on our terminal. She was getting the response Invalid Message or Process code not approved
•	-		User: Emily Karawadra -> Notes: Spoke to Kayla they went 100% to Bank One told her we need our 3 FD130 and pin pads returned. She said she should be able to get new ones setup by next week. So she can send those in then.
•	-		User: Emily Karawadra -> Notes: spoke to Todd he wants to cancel let him know need the 3 terminals 3 pin pads back and we will cancel his account. The new provider reprogrammed our terminal so he is waiting on replacements. He will ship to us directly
•	-		User: Morgan Withee -> Notes: requested PCS to close out account with no form
•	-		User: Morgan Withee -> Notes: Sent todd a return label
•	-		User: Emily Karawadra -> Notes: Todd is sending back the pin pads
8	Bennett Material Handling	520004500721	May 09 2023	ACTIVE	-	Vantiv	-	-	Merchant
	Address : 1110 Hwy 163					Phone : 870-931-7874		Contact : Ginger
•	-		User: Mike Thomas -> Notes: Downloaded VX520 and shipped ground
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 500.00
•	-		User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 30000
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 2000.00
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 80
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 20
•	-		User: Charlotte Goff -> Notes: Vantiv - Traditional; Converted from Elavon - VX520
•	-		User: Mike Thomas -> Notes: changed from IP to dial...ran test...working
•	-		User: Mike Thomas -> Notes: TT Ginger turned on auto settle for 7:00 pm

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

Test

Sales Number

Sales Office

Owner Username

istream

Sales Number

Sales Office

Owner Username