Fields marked with an asterisk are mandatory.
Field
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Value
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 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.
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These fields appear depending on the Bank ID you select in the Agent Information section.
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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:
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DDA*
For an agent profile, this is the DDA account number used to make payments to the agent.
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Transit Routing No.*
For an agent profile, this is the transit routing number used to make payments to the agent.
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Points To Agent
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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.
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Expense Rate Group
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From the drop-down list, select the expense rate group name.
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Overall Agent Income Rate (%)*
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Type in the overall agent income percentage rate.
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Based On*
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Select an option to indicate whether the income rate is based on Net Profit or Total Revenue.
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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.
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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.
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