Create an Agent Profile

To create an agent profile:

1. From the Actions menu, under Relationship Profitability, select Create Agent Profile.

   

   The page refreshes to display the Agent Profile information.

   

2. In the Agent Information section, enter the agent information for the profile in the fields provided.

   Fields marked with an asterisk are mandatory.

   Field	Value
   Bank ID*	Type in the Bank ID you want to assign to the agent. -or- Select the List icon to open the Bank Selection box, and then select the check box each Bank ID you want to assign to the agent. Depending on the Bank ID you select, the page refreshes to include these fields in the Pricing Information section, where you can specify the account details to be used to make payments to the agent: ACH Indicator When this option is selected for an agent profile, any payments due the agent are made automatically through the ACH process. When this option is not selected for an agent profile, all calculations are performed but any payments due to the agent are not made automatically. The calculated amounts are reflected in the reports, which can be used as a reference for paying agents. DDA Account Type For an agent profile, this is the DDA account type used to make payments to the agent. When creating an agent profile, select the required option from the drop-down list: Checking Savings GL DDA For an agent profile, this is the DDA account number used to make payments to the agent. Transit Routing No. For an agent profile, this is the transit routing number used to make payments to the agent.
   Agent ID*	Type in the Agent ID number.
   Agent Name*	Type in the Agent name.
   Address 1 Address 2 City State Region Zip Code Phone Contact Phone Fax Email	Type in the Agent's address and contact information.
   Agent Type	Select the option button for the agent type: Referral Partner/Sales Agent: When selected, the page refreshes to include this field in the Pricing Information section: You can set up this agent type with unique buy rates and a specified share percentage, or a share percentage based on net income, as well as other pricing options. Net Negative This option is only available for Referral Partner/Sales Agent type agents. You can set up this agent type with unique buy rates and a specified share percentage, or a share percentage based on net income, as well as other pricing options. When selected, any negative net income amount for a merchant is passed to the agent. When not selected, any negative net income amount for a merchant is treated as $0.00 net income in the agent’s revenue share calculations. ISO/Sub-ISO All pricing for this agent type is treated as expense. Only buy rates can be designated in the agent’s Relationship Profitability Expense Rate Group.

3. In the Pricing Information section, enter the pricing information for the agent profile in the fields provided.

   Fields marked with an asterisk are mandatory.

   Field	Value
   ACH Indicator When this option is selected for an agent profile, any payments due the agent are made automatically through the ACH process. When this option is not selected for an agent profile, all calculations are performed but any payments due to the agent are not made automatically. The calculated amounts are reflected in the reports, which can be used as a reference for paying agents.	These fields appear depending on the Bank ID you select in the Agent Information section.
   DDA Account Type* For an agent profile, this is the DDA account type used to make payments to the agent. When creating an agent profile, select the required option from the drop-down list: Checking Savings GL
   DDA* For an agent profile, this is the DDA account number used to make payments to the agent.
   Transit Routing No.* For an agent profile, this is the transit routing number used to make payments to the agent.
   Points To Agent	If this agent profile relates to an existing agent, from the drop-down list, select the agent ID number that this agent profile should point to.
   Expense Rate Group	From the drop-down list, select the expense rate group name.
   Overall Agent Income Rate (%)*	Type in the overall agent income percentage rate.
   Based On*	Select an option to indicate whether the income rate is based on Net Profit or Total Revenue.
   Net Negative This option is only available for Referral Partner/Sales Agent type agents. You can set up this agent type with unique buy rates and a specified share percentage, or a share percentage based on net income, as well as other pricing options. When selected, any negative net income amount for a merchant is passed to the agent. When not selected, any negative net income amount for a merchant is treated as $0.00 net income in the agent’s revenue share calculations.	This check box appears if you select Referral Partner/Sales Agent as the Agent Type in the Agent Information section. You can set up this agent type with unique buy rates and a specified share percentage, or a share percentage based on net income, as well as other pricing options.

4. Select Create Agent Profile.