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 Tabatha Alexander 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	Stoney Creek Cigars	461084469697528	Nov 21 2023	CANC	Nov 04 2024	SBC	Nov 21 2023	25.00%	Merchant
	Address : 118 Cabot Bay Drive					Phone : 803-665-0022		Contact : Allison Blake
•	-		SBC IBUXX Valor 500 - Cellular Batch - 7:00PM EST Tip Edit
•	Nov 21 2023		Downloaded VL 500 and shipped 2 day delivery (should be there Friday)
•	Nov 28 2023		TT Allison and answered questions concerning Valor. Also changed the batch time to 11:00 pm and updated user name to correct spelling. I am calling her back at 10:00 am tomorrow morning to go over some other questions she may have as she has appointments this morning.
•	-		TT Allison along with Jonathon from Valor to answer concerns and also to make make change on terminal to fit her needs
•	Dec 05 2023		Emailed return label for Valor VL 500
•	-		Allison decided valor would not work for her needs. Mike sent her a cancel letter and return label. I got the cancel letter back today. I saved this in their google folder as well as documents here. Once we get the equipment back we can go ahead and submit for the cancel.
•	-		Returned VL 500 SN: 141221904546
•	-		Submitted cancellation request to SBC today.
•	-		submitted request to SBC to have refund issued (per Emily) for January and February billing. Requested $99.80 to be refunded. Responded to the merchant's inquiry.
2	Lavleen Garg	9464901192	Sep 20 2023	ACTIVE	-	-	-	25.00%	Merchant
	Address : -					Phone : -		Contact : -
3	Daystar Mechanical LLC	461084469693974	Jul 19 2023	ACTIVE	-	SBC	Jul 10 2023	25.00%	Merchant
	Address : 2665-B Ben Franklin Rd.					Phone : 8036577835		Contact : Frank Townsend
•	Jul 07 2023		SBC- IBUXX- 3.985%- SS Dongle- Batch 6:00pm Eastern- IP- NDF
•	Jul 10 2023		Set up SS Password Daystar23
•	-		SBC- IBUXX- 3.985%- SS Dongle- Batch 6:00pm Eastern- IP- NDF
•	-		Set up SS Password Daystar23
•	-		Jasmine called and wanted to know how they could print receipts for customers that they run a transaction for on their mobile device. Walked her through how to use the SwipeSimple dashboard and look up the transaction and where the print function is.
•	-		Received email from SBC regarding getting the merchant trained on AVS. I called Tabatha and asked her to please stress the importance of AVS to the merchant (her father) and she said that she will mention it to them again. She also explained that they are a roadside assistance company and they have trucking companies that pay the bill for their drivers so the driver will not have a card. After they have assisted a driver they will send an invoice to the trucking company and they will pay. These trucking companies are long time customers of theirs. They will enter AVS information if it's a new customer that they do not know.
•	-		Tabatha called and said that her father ran a transaction on 8/23 for $5044 and it was declined so he turned around and ran it on his Square terminal and it went through. She wanted to know why. I called SBC and talked to Conrad. He looking in Tsys and said that the reason it was declined was a code 05 which means do not honor. I also spoke to Tabatha about running large dollar amount tickets because she mentioned an $18,000 ticket. So I told her that if he has a ticket for 1$10,000 or above to give us a heads up that he ran it or will be running it so we can let SBC know.
4	Southern Belles & Beaus	461084469694312	Jul 19 2023	ACTIVE	-	SBC	Jul 05 2023	25.00%	Merchant
	Address : 2431 Fish Hatchery Rd					Phone : 8036221505		Contact : Tabatha Alexander
•	Jul 05 2023		SBC- IBUXX- 3.95%- SS Dongle- Batch time 7:00pm Eastern
•	Jul 05 2023		Set up SS and shipped Password Sbelle23
•	Jul 10 2023		TT Tabitha gave her the login info for SS. Told her it was in the package as well
•	-		SBC- IBUXX- 3.95%- SS Dongle- Batch time 7:00pm Eastern
•	-		Set up SS and shipped Password Sbelle23
•	-		TT Tabitha gave her the login info for SS. Told her it was in the package as well
•	-		Tabitha called and wanted to make sure that a transaction she ran yesterday for $399.25 would be deposited today. I checked Pioneer and confirmed that the deposit did go out today and let her know.
•	-		Tabatha called in and wanted to know how much she collected in taxes for July. Opened Swipe Simple and looked under Reports / Taxes and gave her the amount.
•	Sep 12 2023		TT Tabitha she said the card reader was giving her an error message but she wasn't sure what it was exactly. She will run a test transaction when she has the time and call us back if she has any issues
•	Oct 23 2023		Called SS to see if we could apply sales tax then do the non-cash adjust, they said there is no way to alter the order without adding a line item. I also reached out to Tabatha to see if reader was working. Her mother passed away this morning so she will call us when she has time to troubleshoot. She says it may have been because she turned her wi-fi off. Shipped new card reader tracking # 773882632031 next day
•	-		Called Tabatha back to tell her we couldn't get the reader to her in time and to also talk to her about an A920. She said this was her last show of the year so she's not stressed about it. She asked if we could call her back next week to discuss the terminal. She seemed fine about everything
•	-		TT Tabatha she needed PCI helpdesk phone number
•	-		Tabatha called, wanted to know if her batch from Saturday would be coming in today. Checked Pioneer, showing that she should receive her deposit today.

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