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

Routing Number

Account Number

Transaction Program

See Residual Detail

Agents who receive partial commission on all of Allie Kennedy 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	Dental Design Studio	461084469694442	Jun 29 2023	ACTIVE	-	SBC	May 16 2023	25.00%	Merchant
	Address : 561 Merchant Dr					Phone : 4053216166		Contact : Aly Wilson
•	May 12 2023		SBC- Traditional- Valor 100- Wifi- Interchange Plus 0.40+0.20- Batch time 10:30pm Central
•	May 16 2023		Downloaded and shipped terminal
•	-		SBC- Traditional- Valor 100- Wifi- Interchange Plus 0.40+0.20- Batch time 10:30pm Central
•	-		Downloaded and shipped terminal
•	-		Received email requesting a form to change bank accounts. Emailed the form over with instructions to return to us with a voided check or bank letter.
•	-		Changed banking info to and sent request to SBC.
2	Mark T Hanstein DDS	8035392615	May 09 2023	ACTIVE	Mar 15 2024	Elavon	Jan 01 1970	25%	-
	Address : -					Phone : 4052357288		Contact : Mark Hanstein
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 380
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 197000.
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 17000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 5
•	-		User: Pennye McAnulty -> Notes: Called to set up VX520. I walked them through plugging the terminal in and running a cc transaction. It was successful.
•	-		User: Pennye McAnulty -> Notes: The terminal continues to dial through the phone line. The phone line was plugged in. We unplugged the phone line from the terminal. We then reset the modem. Ran a test transaction and it worked fine.
•	-		User: Pennye McAnulty -> Notes: Needs to go over rates. Will call back to go over rates. Also needs to be set up with PCI. I created the merchant a login Markhanstein.
•	-		User: Aimee Jones -> Notes: Melanie called with questions bout he statement.
•	-		User: Emily Karawadra -> Notes: lm for Melanie to go over statement.
•	-		User: Emily Karawadra -> Notes: spoke to Melanie about her statement. She wants to add pin debit. Sent email of quote to add.
•	-		User: Mike Thomas -> Notes: shipped VX820 pin pad
•	-		User: Morgan Withee -> Notes: Melanie called in stating her terminal said Elavon must Settle conferenced in Elavon. Merchant just needed to settle out terminal
•	-		User: Morgan Withee -> Notes: Called to get help voiding a transaction. I walked her through it. It printed the receipt and I told her that the patient may see it under the pending transactions on her bank account however it will fall off since we voided it.
•	-		User: Charlotte Goff -> Notes: Called to get help with running a refund. Walked her through the process and receipt was printed with the refund amount and approval
•	-		User: Charlotte Goff -> Notes: TT - Melanie - she needed to know how to run a refund on her terminal. Also needed help with a couple of chargebacks ($100 & $134) she received where she had already processed a refund for $234 on July 6th. Conferenced her in with Eleavon Disputes Dept and they told her to respond to both CBs and send a copy of the refund receipt.
•	-		User: Mike Thomas -> Notes: Comms errors advised to reset router try new cable. She will call internet provider if all else fails
•	-		CANCELLED - CONVERTED TO SBC

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

Year	Volume	Remove
		Remove