Dashboard
Agents
Agents
Customers
Customers
Customers With filter
Customer List With filter
Non Allocate Customers
Conflict Customers
Non Allocated Proecssor-Customer
Customer Signing Status
Customer API logs
Residuals
Residuals
Import History
Deduction & Bonus
Residual Logs
Agent wise residual logs
Reports
CRM Report
Agent Residual Report
Processor Summary
Agent Payout Summary Month to Month Format-1
Agent Payout Summary Month to Month Format-2
Agent Payout Summary
Customers Application Report
Processor Revenue Summary Month to Month
Customers Residual Report
Ibuxx Upfront Bonus Report
Processor Analysis Report
Top 10 Revenue Producing Customers
Top 10 Volume Customers
Presidents Club Sales Report
Lead Management
Lead
Ghost Sheets
Pre App
Vendor
Import Vendor Data
Vendor History
Vendor Invoice
Non Allocated Vendor Customers
Executive
Processors
Processor Category
Vendors
Vendor Category
Employee
Employee Department
Sales Person
Agent Category
Incentive Type
Agent Export Control Validation
Terminal Type
Equipment Type
Equipment Model
Model Manufacture
Equipment Purchase
Transaction Type
Emails
Ticket Source
Ticket Category
Ticket Priority
Product Type
Support Ticket
Support Ticket
Knowledge Base
Profile
Profile
Logout
0
No Notification
See all notifications
Customer(atleast 3 letters)
Agent(atleast 3 letters)
Customers
Submit Document for Sign
Back
Update Customer
Location ID
Legal Name
DBA Name
Priority
0
1
2
3
4
5
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)
Split
Is Override
Select
Customer
Override
Password
Status
Active
Close
Product Type
Select
Ibuxx
Vetbuxx
SimpleBuxx
Traditional
AutoBuxx
Package
Select
Platinum Package
Gold Package
Silver Package
Quote Date
Approved Date
Schedule Date
Install Date
Franchise Owner Name
Franchise Owner Email
Franchise Owner Phone
Manager Name
Manager Email
Manager Phone
Performance Coach Name
Performance Coach Email
Performance Coach Phone
Legal Address
DBA Address
Mailing Address
Address
Address 2
City
ZIP
Country
State
Contact
Email(comma separated)
Phone
Phone 2
Cell
Fax
URL
DBA Same as Legal Address
Address
City
ZIP
Country
State
Mailing Address Same as DBA
Address
City
ZIP
Country
State
Ownership Profile
Equipment
Documents
Notes
Add New
File here
*
Notes
*
Status
Date
Action
Insert file...
Active
Not Active
Add New
Type
Select
CMVR
Door Control Panel
Keypad
POE Switch
Camera
Mytrex
Keypad Mount
Door Control Panel
Install Date
PO Number
Status
Select
Active
Not Active
Model
Select Equipment Type
Purchase T.
Select
Test Equipment Purchase
PD Telephone
Sales Rep
Select
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 #
Select
--OR--
Add
Tracking #
Program ID
Employee
Select
Brett Willard
Purchase Date
Invoice Number
Invoice Amount
Invoice Status
Select
Paid
Unpaid
Type
Select
CMVR
Door Control Panel
Keypad
POE Switch
Camera
Mytrex
Keypad Mount
Door Control Panel
Install Date
PO Number
Status
Select
Active
Not Active
Model
Select Equipment Type
Purchase T.
Select
Test Equipment Purchase
PD Telephone
Sales Rep
Select
Hawkins Siemon
Serial #
Select
--OR--
Add
Tracking #
Program ID
Employee
Select
Brett Willard
Purchase Date
Invoice Number
Invoice Amount
Invoice Status
Select
Paid
Unpaid
Bank 1 Information
Bank Name
Account Name
Rounting Number
Account Number
Billing Type
Gross Settlement
Net Settlement
Bank 2 Information
Bank Name
Account Name
Rounting Number
Account Number
Overrides who receive partial commission on all of Gerald Cardenas,Molly Cardenas Accounts
Delete Overrides
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
Lincoln, NE (Downtown-Railyard)
Month
Year
Fetch
Customer CMS
EIN/Federal Tax ID Type
Select
Employer Identification Number
Social Security Number
MCC Code
EIN/Federal Tax ID #
State incorporated in
Select
Alabama (AL)
Alaska (AK)
Arizona (AZ)
Arkansas (AR)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
District of Columbia (DC)
Florida (FL)
Georgia (GA)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IN)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
Business Start Date
Type of Legal Entity
Select
Association/Estate/Trust
Government
Sole Proprietor
Financial Institution
LLC
Non-Profit/ Tax Exempt 501C
Partnership
Private Corporation
Publicly Traded Corporation
SEC Registered Entity
Business Type
*
Select
Retail
Restaurant
MOTO (Mail/Telephone Order)
Internet
Cash Advance
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
Other
None
Print Refund Policy On Footer
(If Yes Input Message In Notes)
Yes
No
Location Type
Select
Retail store front
Office building
Residence
Industrial building
Trade Show
Notes
Date
Reminder Date & Time
Employee
Select
Brett Willard
Notes
Submit Notes
Sr. No.
Date
Reminder Date
Employee
Note
Created by
Updated at
Updated by
Action
Application Type
Select
Tiered
Interchange+
Flat Rate ibuxx
Discount
Select
Daily
Monthly
Business Type
Select
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
Authorization Fee
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
Select
TSYS( Issuing Processing)
NMI
Auth.net
Dejavoo
Nexgo Exadigm
Seasonal Flag
Select
Yes
No
Seasonal Months
Select
January
February
March
April
May
June
July
August
September
October
November
December
Deposit Time Frame
Select
Premium ACH
Alternate Funding
Deposit Type
Select
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
Home zip
*
Save
Are you sure you want to delete?
Are you sure you want to delete?
Are you sure you want to delete?
Enter Security Code
×
Enter Security Code
Submit
Enter Security Code
×
Enter Security Code
Submit
Enter Security Code
×
Enter Security Code
Submit
Enter Security Code
×
Enter Security Code
Submit
Enter Security Code
×
Enter Security Code
Submit