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 Ashley RP Eaves 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	Louisville Dental Associates	461084469692864	May 09 2023	ACTIVE	-	SBC	Apr 21 2022	10.00%	Merchant
	Address : 114 Vance St					Phone : 662-773-5544		Contact : Ashley Eaves
•	Apr 21 2022		SBC - IBUXX - 3.95%; Valor V100 - IP - Batch 6:00pm Central; NDF
•	Apr 21 2022		TO Percent FROM 0 TO 30
•	Apr 21 2022		Swipe Percent FROM 0 TO 70
•	Apr 21 2022		MonthlyVolume FROM 0.00 TO 130000.00
•	Apr 21 2022		AverageTicket FROM 0.00 TO 500
•	Apr 21 2022		SBC - IBUXX - 3.95%; Valor VL100 - ability to turn fee off - ability to take Apple Pay and do Tap - Turn off Happy Faces Survey - Batch time 6:00pm Central; NDF
•	Apr 21 2022		Downloaded Valor 100 and shipped FedEx 2 day delivery
•	Apr 21 2022		changed status to Approved; added MID and approval date; uploaded signed app and var
•	Apr 21 2022		Ashley is calling me back this afternoon sometime. Kristi says she is waiting for first of month
•	Mar 02 2023		TT Ashley turned off AVS zip prompt per her request on all 3 devices. Was getting insurance cards and no way to know Zip
•	Mar 03 2023		TT Ashley, getting error of "Warning SE Connect Fail" Conferenced in with Valor (Mario) and he tried a different type download but continue to get this error and also "Valor not responding" He said this terminal has some kind of inner chip error and needs to be replaced. Will replace and send return label so we can send to Valor RMA
•	Mar 03 2023		Shipped replacement Valor 500. tracking number 771466964300
•	May 01 2023		Updated address per email from Molli. Submitted request to have address updated on SBC and gave to Mike to update in Valor.
•	-		User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 500
•	-		User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 130000.00
•	-		User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 70
•	-		User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 30
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor V100 - IP - Batch 6:00pm Central; NDF
•	-		User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor VL100 - ability to turn fee off - ability to take Apple Pay and do Tap - Turn off Happy Faces Survey - Batch time 6:00pm Central; NDF
•	-		User: Charlotte Goff -> Notes: changed status to Approved; added MID and approval date; uploaded signed app and var
•	-		User: Mike Thomas -> Notes: Downloaded Valor 100 and shipped FedEx 2 day delivery
•	-		User: Mike Thomas -> Notes: Ashley is calling me back this afternoon sometime. Kristi says she is waiting for first of month
•	-		TT Ashley turned off AVS zip prompt per her request on all 3 devices. Was getting insurance cards and no way to know Zip
•	-		TT Ashley, getting error of "Warning SE Connect Fail" Conferenced in with Valor (Mario) and he tried a different type download but continue to get this error and also "Valor not responding" He said this terminal has some kind of inner chip error and needs to be replaced. Will replace and send return label so we can send to Valor RMA
•	-		Shipped replacement Valor 500. tracking number 771466964300
•	-		Updated address per email from Molli. Submitted request to have address updated on SBC and gave to Mike to update in Valor.
•	-		TT Ashley concerns over battery life and charging on VL 500. Gave her battery recalibration instructions. She will advise if that fixes the issue
•	-		Merchant's bank information changed. Submitted change request to SBC.
•	-		Add VT per Molli

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