--- title: "Featured Functionality: Integrated Agent Residual Payouts" description: Calculating residual payouts can be a nightmare. IRIS CRM can provide residual reporting for over 40 processors and ACH payments directly to sales reps. image: https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_2.jpg --- [Sales Efficiency Blog by IRIS CRM](https://blog.iriscrm.com/) - [Insights](https://www.iriscrm.com/insights) - [Features](https://www.iriscrm.com/features) - [Pricing](https://www.iriscrm.com/pricing) - [Integrations](https://www.iriscrm.com/integrations) - About Us - [Our Team](http://www.iriscrm.com/aboutus/team) - [Gallery](https://www.iriscrm.com/aboutus/gallery) - [Press](http://www.iriscrm.com/aboutus/press) - [Careers](https://www.iriscrm.com/aboutus/careers) - [IRIS FAQs](https://www.iriscrm.com/aboutus/irisfaqs) - Social - [Twitter](http://www.twitter.com/IRIS_CRM) - [Facebook](http://www.facebook.com/iriscrm) - [Linkedin](https://www.linkedin.com/company/5004486) - [Insights](https://www.iriscrm.com/insights) - [Features](https://www.iriscrm.com/features) - [Pricing](https://www.iriscrm.com/pricing) - [Integrations](https://www.iriscrm.com/integrations) - About Us - [Our Team](http://www.iriscrm.com/aboutus/team) - [Gallery](https://www.iriscrm.com/aboutus/gallery) - [Press](http://www.iriscrm.com/aboutus/press) - [Careers](https://www.iriscrm.com/aboutus/careers) - [IRIS FAQs](https://www.iriscrm.com/aboutus/irisfaqs) - Social - [Twitter](http://www.twitter.com/IRIS_CRM) - [Facebook](http://www.facebook.com/iriscrm) - [Linkedin](https://www.linkedin.com/company/5004486) [![](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_2.jpg)](https://energy.iriscrm.com/blog/integrated-agent-residual-reporting) # Featured Functionality: Integrated Agent Residual Payouts December 18,2015 [Jason Weinberger](https://energy.iriscrm.com/blog/author/jason) [Residual Payouts](https://energy.iriscrm.com/blog/topic/residual-payouts), [residual reporting](https://energy.iriscrm.com/blog/topic/residual-reporting), [Featured Functionality](https://energy.iriscrm.com/blog/topic/featured-functionality) [2 Comments](https://energy.iriscrm.com/blog/integrated-agent-residual-reporting#comments-listing) - [Tweet](https://twitter.com/share) Calculating agent payouts and getting accurate [residual reporting](http://iriscrm.com/features) can be a nightmare. [IRIS CRM](http://iriscrm.com/signup) can provide [residual reporting](http://iriscrm.com/features) for over 40 processors and ACH payments directly to sales reps. The agent residual payouts feature is an integration with SAGE ACH (previously known as GETI).  To get started with this feature simply contact SAGE [here](http://www.sage.com/us/sage-payment-solutions/sage-electronic-check-and-ach-processing) and apply for an account or have your existing one updated. Once the SAGE account is configured just let us know by emailing [support@iriscrm.com](mailto:support@iriscrm.com) and we will enable the feature and schedule a training session!   Below you can see how to utilize the feature to pay your teams accurately in minutes:   ### **Step 1** Go to "Residuals" and select the "summary view": [![Residual Payouts](https://energy.iriscrm.com/hs-fs/hubfs/Imported_Blog_Media/Screenshot_2.jpg?width=990&height=947&name=Screenshot_2.jpg)](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_2.jpg)   ### **Step 2** Set up an ACH profile for each agent with their bank account details by going to Manage -> Administration -> ACH profiles:   [![](https://energy.iriscrm.com/hs-fs/hubfs/Imported_Blog_Media/Step2-1.jpg?width=611&height=552&name=Step2-1.jpg)](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Step2-1.jpg)   ### **Step 3** Click the "Pay" checkbox for the agents and then click the "Review Transactions" button to continue: [![Residual Payouts](https://energy.iriscrm.com/hs-fs/hubfs/Imported_Blog_Media/Screenshot_3-1.jpg?width=1066&height=540&name=Screenshot_3-1.jpg)](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_3-1.jpg) ### **Step 4** Confirm that the correct information displays,  select "Confirm Transactions" and then "OK" to complete the payment transaction: [![Residual Payouts](https://energy.iriscrm.com/hs-fs/hubfs/Imported_Blog_Media/Screenshot_4.jpg?width=1148&height=625&name=Screenshot_4.jpg)](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_4.jpg) ### **Step 5:** The ACH History report will load: [![Residual Payouts](https://energy.iriscrm.com/hs-fs/hubfs/Imported_Blog_Media/Screenshot_5.jpg?width=1046&height=647&name=Screenshot_5.jpg)](https://energy.iriscrm.com/hubfs/Imported_Blog_Media/Screenshot_5.jpg)   Please check out our instructional video below for more details on how to set up and configure this functionality.  You can also find more instructional videos by visiting the [IRIS CRM YouTube Channel.](https://www.youtube.com/c/Iriscrm) https://www.youtube.com/watch?v=bTy3HbGoX-g [![Click Here To Test Drive IRIS CRM!](https://no-cache.hubspot.com/cta/default/2132796/6238bacb-5f18-4e10-afb5-db9aed48ef41.png)](https://cta-redirect.hubspot.com/cta/redirect/2132796/6238bacb-5f18-4e10-afb5-db9aed48ef41) We will be posting about a new feature every week! 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For any questions regarding this feature or any others please [contact us](https://www.iriscrm.com/contactus) or email [support@iriscrm.com](mailto:support@iriscrm.com) - [Tweet](https://twitter.com/share) [Residual Payouts](https://energy.iriscrm.com/blog/topic/residual-payouts), [residual reporting](https://energy.iriscrm.com/blog/topic/residual-reporting), [Featured Functionality](https://energy.iriscrm.com/blog/topic/featured-functionality) [←Featured Functionality: blog/struggling-merchant-services-crm](https://energy.iriscrm.com/blog/struggling-merchant-services-crm) [Featured Functionality: blog/how-to-improve-your-customer-engagement-in-the-new-year→](https://energy.iriscrm.com/blog/how-to-improve-your-customer-engagement-in-the-new-year) Search this site on Google Search ### Connect with IRIS CRM ### Follow Us ### Payment Processing Categories - [sales efficiency (39)](https://energy.iriscrm.com/blog/topic/sales-efficiency) - [Industry News (25)](https://energy.iriscrm.com/blog/topic/industry-news) - [Featured Functionality (24)](https://energy.iriscrm.com/blog/topic/featured-functionality) ### [![RSS](https://energy.iriscrm.com/hubfs/Iriscrm_May2016_Theme/images/rss.png)](http://industrious.info/category/merchants/feed/) [IRIS Sales Insights](http://industrious.info/) ### Merchant Services CRM Articles - [May 2016 (12)](https://energy.iriscrm.com/blog/archive/2016/05) - [December 2015 (8)](https://energy.iriscrm.com/blog/archive/2015/12) - [February 2016 (8)](https://energy.iriscrm.com/blog/archive/2016/02) - [March 2016 (8)](https://energy.iriscrm.com/blog/archive/2016/03) - [June 2016 (8)](https://energy.iriscrm.com/blog/archive/2016/06) - [July 2016 (8)](https://energy.iriscrm.com/blog/archive/2016/07) - [January 2016 (7)](https://energy.iriscrm.com/blog/archive/2016/01) - [September 2015 (6)](https://energy.iriscrm.com/blog/archive/2015/09) - [November 2015 (6)](https://energy.iriscrm.com/blog/archive/2015/11) Copyright © 2015 - [TA DailyBlog](http://themeart.co/free-theme/ta-dailyblog/). 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