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Agent
Select
Alyssa Burnham (Alyssa Burnham)
Angela Maloney (Angela Maloney)
Anthony Sciscento (Anthony Sciscento)
Cortnie Huey (Cortnie Huey)
Courtney Randall (Courtney Randall)
Erin Busby (Erin Busby)
Gil Blackmon (Gil Blackmon)
Ianna Sherman (Ianna Sherman)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Jessica Matherne (Jessica Matherne)
Jordan Green (Jordan Green)
Karina Gardano (Karina Gardano)
Kathleen Boyd (Kathleen Boyd)
Maurizia Taylor (Maurizia Taylor)
Meagan Merdzinski (Meagan Merdzinski)
Michele Thibodeaux (Michele Thibodeaux)
Sean Richmond (Sean Richmond)
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Type
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CMVR
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Active
Not Active
Model
Select Equipment Type
Purchase T.
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Test Equipment Purchase
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Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
Serial #
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Tracking #
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Employee
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Brett Willard
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CMVR
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Select Equipment Type
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Test Equipment Purchase
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Hawkins Siemon
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--OR--
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Brett Willard
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Overrides who receive partial commission on all of Amber Buehrle Accounts
Default Setup
Agent 1 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 2 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 3 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 4 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Processor wise Setup
Add
Select Processor
*
Select Processor
HPM
Agent 1 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 2 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 3 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 4 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Select Processor
*
Select Processor
HPM
Agent 1 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 2 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 3 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Agent 4 Receives
%
Select Agent
Gil Blackmon (Gil Blackmon)
Erin Busby (Erin Busby)
Courtney Randall (Courtney Randall)
Jen Christensen (Jen Christensen)
Jeremy Harwell (Jeremy Harwell)
Michele Thibodeaux (Michele Thibodeaux)
Angela Maloney (Angela Maloney)
Alyssa Burnham (Alyssa Burnham)
Anthony Sciscento (Anthony Sciscento)
Maurizia Taylor (Maurizia Taylor)
Cortnie Huey (Cortnie Huey)
Jessica Matherne (Jessica Matherne)
Karina Gardano (Karina Gardano)
Ianna Sherman (Ianna Sherman)
Jordan Green (Jordan Green)
Meagan Merdzinski (Meagan Merdzinski)
Sean Richmond (Sean Richmond)
Kathleen Boyd (Kathleen Boyd)
on all Newly Inputted Accounts
(% before split)
(% after split)
Customer
Phoenix, AZ (Tatum & Bell)
Month
Year
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Customer CMS
EIN/Federal Tax ID Type
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Employer Identification Number
Social Security Number
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*
Select
Retail
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MOTO (Mail/Telephone Order)
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Sub Business Type
*
Select
Key-Entered
plus Card-Swipe
DialPay Capture
Interchange Plus
Types of Goods Sold
Primary Transaction Type
Select
Card Swiped
%
Card Keyed In
%
Card Present
%
Card Not Present
%
Internet
%
Moto
%
B2B
%
B2C
%
Estimated Annual Sales Visa/MC/Discover/ AMEX Sales
Estimated Monthly Visa/MC/Discover/ AMEX Sales
Average Ticket
High Ticket
Persoanl Guarantor
Telephone Order
%
Discount Method
Refund Policy
30 Days
60 Days
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None
Print Refund Policy On Footer
(If Yes Input Message In Notes)
Yes
No
Notes
Date
Reminder Date & Time
Employee
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Brett Willard
Notes
Submit Notes
Sr. No.
Date
Reminder Date
Employee
Note
Created by
Updated at
Updated by
Action
Application Type
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Tiered
Interchange+
Flat Rate ibuxx
Discount
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Daily
Monthly
Business Type
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Retail
Restaurant
Card Not Present
MCC Code
Visa/MC/Discover Rate Category
]
Base/Qualified (%)
Mid Qualified (%)
Non Qualified (%)
Base Debit- Non Pin Debit(Sig Debit Rate) (%)
Rewards Discount (%)
Statement Fee
Card On File Fee
PCI Fee
Non PCI Compliance
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Per Item Fee
EBT Fee
FNS/EBT Number
Pin Debit Item Fee
Pin Debit Discount
Amex Opt Blue Rate
Base/Qualified Rate (%)
Mid Qualified Rate (%)
Non Qualified Rate (%)
Program Cost Opt Blue (%)
Authorization Fee
Per Item Fee
Other Monthly Fee
Ancillary Fees
Batch Fee
Retrievel Fee
Chargeback Fee
ACH Change Fee
Voice Auth Fee
Gateway Monthly Fee
Setup Fee
Software Or POS Integration Questions Only
POS Software Integration
Yes
No
Software Name & Version:
Pricing Provided
Statement Analysis
Quote
POS Software Publisher
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TSYS( Issuing Processing)
NMI
Auth.net
Dejavoo
Nexgo Exadigm
Seasonal Flag
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Seasonal Months
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January
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October
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Location Type
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Deposit Time Frame
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Premium ACH
Alternate Funding
Deposit Type
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An ACH deposit for each batch
All settlements for the Deposit Time Frame combined into a single ACH deposit
Network ID
Select
Vantiv
TSYS-MMS (Vital)
Global East (NDC)
Heartland
MP/AP Name
RP Name
Receipt Header Message
Receipt Footer Message
Batch Out Time
Terminal Type
*
Communication Method
*
IP-internet
Dial-phone
Do You Dial 9 For Outside Line?
*
Yes
No
Reprogram Terminal
*
Yes
No
Equipment Purchase
*
Yes
No
Equipment Rental Program
*
Yes
No
Next Day Funding
*
Yes
No
Tip Edit
*
Yes
No
EBT
*
Yes
No
FNS Number
*
Tax Calculation
*
Yes
No
If So Tax Rate
*
Add New
Owner 1 Information
Officer/Owners Name
Title
Social Security
Form of ID
Select
Drivers License
State Issued ID
Passport
ID #
Issue Date
Expiration Date
State
DOB
Home Phone Number
% of Business Owned
Length of Ownership
Y
N
Home Address
Home city
Home state
Home country
Home zip
Owner 1 Information
Officer/Owners Name
*
Title
Social Security
Form of ID
*
Select
Drivers License
State Issued ID
Passport
ID #
*
Issue Date
*
Expiration Date
*
State
*
DOB
*
Home Phone Number
% of Business Owned
Length of Ownership
Y
N
Home Address
*
Home city
*
Home state
*
Home country
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