Setting Up Residual Manager Splits

Overview

Residual Manager Splits define the default percentage of residual income paid to a manager when the manager's agents also receive a portion of those residuals. They are intended for structures where:

1. Users receive a portion of a manager's residual split.
2. The manager is responsible for paying those subordinate users.

A Manager Split sets the default residual split assigned to the manager of a group or sub-ISO. The manager is responsible for paying their own agents.

A Manager Override creates an exception to the manager's default split. Use an override when a specific merchant account requires a different split percentage.

Merchant Central displays the amounts paid to the manager and their agents in residual reporting. The manager's total reflects the amount remaining after subordinate users have been paid.

Because the manager is responsible for paying those agents, the House Summary (that is, the processor-level summary) records the manager's payout rather than listing the agents as separate ISO payouts.

Setting Up Residual Manager Splits

To configure Manager Splits and Manager Overrides:

1. Set the manager's user account as the manager for each user who receives a portion of the manager's residuals.
   • Go to Manage → Users & Groups → User Accounts.
   • Locate the sales manager's account and open it.
   • In the manager's account settings, select all subordinate users in the Manages section. 
     
2. Configure the manager's default split.
   • Open the main navigation panel and go to Manage → Residuals Management.
   • Open Manager Splits and Overrides.
   • Find the manager and click Edit Split and Overrides.
   • Select the month and year from which the split should apply. To apply the split to future months as well, select Apply to Future Months.
   • Enter the manager's split, then click Update manager split. 
     
3. If a specific account requires a split percentage that differs from the manager's default Manager Split, configure the account-specific percentage in the Overrides section.

Viewing Residual Splits

In the residuals House View, each account displays the net amount paid to the manager along with a breakdown of the splits paid to individual users.

To view the split breakdown for a specific account, hover over the user icon in the Users column. The breakdown appears in a popup.

The manager's view also displays each account and a breakdown of the splits paid to users.

The Manager's Summary View displays the payouts made to their agents.

Additional Notes

• To use Manager Splits and Overrides, the manager's user class must meet the following requirements:
  1. The user class must be set to at least Advanced.
  2. The user class must have access to the Residual Reporting feature and the Residuals Manager view.
  3. The user class must have the Sales Rep option selected under the Security feature.
• The manager does not need to be directly linked to a merchant account to receive their split percentage. As long as the sales representatives report to the manager in the User Profile settings, the manager receives the configured split percentage for accounts belonging to those users.
• If the manager brings in their own accounts, link those merchants directly to the manager using Merchant Access Permissions on either the Manage Merchant page or the Manage User page.
• The Summary view of House Residuals includes a line item for the manager's payout only. It does not include separate payout line items for the manager's agents because the manager is responsible for paying those agents directly.