The Fees page contains details about a specific fee applied to a merchant account or group of merchant accounts and allows you to edit existing fee details or add fee modifiers or rules.

To access the Fees page:

Click Merchants in the Management category in the left navigation panel.
Click a specific merchant in the Merchants table to open the Merchant Profile page.
Scroll down to the Fees tab in the Merchant Account Overview section of the Merchant Profile page.
Click the specific fee located in the Fees table to open the Fees page.

Fee Details

The top of the Fees page contains the editable Fee Details section, including the following fields:

ID: The Payrix Pro platform-generated ID associated with the fee.
Created: The date that the fee was created.
Charging Entity ID: The Payrix Pro platform-generated ID associated with the entity charging the fee.
Charging Entity: The name of the entity charging the fee.
For Entity ID: The Payrix Pro platform-generated ID associated with the entity to which the fee is charged.
For Entity Name: The name of the entity that the fee is charged to.
Start: The date that the fee is first charged on.
End: The last date that the fee is charged on.
Description: A description of the fee, generated by the {{variable.Partner}}.
Name: The name of the fee, generated by the {{variable.Partner}}.
Status: The status of the fee: Active or Inactive.
Amount: The dollar amount of the fee.
Type: The type of fee.
Schedule: How often the fee is charged.
Currency: The type of currency used to charge the fee.
Collection: How the fee collection occurs. Choose from the following: None, Total Transaction Volume, Total Transaction Volume per Tax ID, or Total Transaction Volume per Merchant.
Collection Factor: How often the fee is collected. Choose from the following: Days, Weeks, Months, or Years.
Collection Offset: Defines the frequency associated with float timing, related to the dollar amount that will be withheld from the {{variable.Partner}}'s payout.
Transaction Fee: Whether this fee is a transaction fee.

Fee Rules

Fee rules can be implemented to create conditions that must be met before a fee can be applied to a merchant or group. The Fee Rules section, located below the Fee Details section, allows you to apply fee rules to a specific fee, or create new conditional fee rules.

To add an existing rule to a fee:

Click the black triangle to open the dropdown menu in the Fee Rules section.
Select the fee rule that will be applied to the fee. Choose the rule from the following list:
- None
- Transaction is less than
- Transaction is equal to
- Transaction is not equal to
- Transaction is more than
- Credit card magnetic strip was
- Credit Card EMV Chip was
- Signature was received
- Transaction type is
- Payment Card Type is
- Payment Card Brand is
- CVV result is
- AVS result is
- Merchant Country is
- Card Issuer Country
- Transaction is International
- Same day payout
- 3ds result is
- Misuse
- Bin
- Corporate Bin
- Funding currency is
- Funding currency is not
- Funding currency mismatch
- Settled currency mismatch
- Subscription
- Funding Enabled
- Imported
- Status
- Business Bins
- Dynamically Routed to Pinless Debit
- Entity matches
- Transaction originates from
- Interchange type is
- Transaction related to another transaction
- Related transaction is this many days apart
- Related transaction amount is this percentage lower
- Related transaction amount is this percentage higher
- Merchant MCC is
- Transaction is on this Platform
(Optional): Add a second conditional rule that must also be observed by clicking the + icon on the right side of the rule dropdown menu, and an additional dropdown menu will open.
(Optional): Remove a rule by clicking the Trash icon on the right side of the rule dropdown menu.
(Optional): Create a conditional rules group where EITHER of the following conditions are met by clicking CREATE CONDITIONAL RULES GROUP in the lower left corner of the Fee Rules page.
Save your fee rule changes by clicking the Checkmark icon in the upper right corner of the section.

Fee Modifiers

Fee modifiers are found in the section below Fee Rules and are used to modify fees scheduled for specific groups. Previously saved fee modifiers are displayed in a table with the following information:

Group: The group that the fee modifier affects.
Entity: The entity associated with the fee modifier.
From Entity ID: The Payrix Pro platform-generated entity ID that set the fee modifier.
Markup Amount: The markup amount, shown as percentage or dollar amount.

Fee Modifier Section Actions

To add a new fee modifier:

Click ADD FEE MODIFIERS in the top right corner of the Fee Modifier section to open a lightbox in the page.
Enter the fee modifier information into the lightbox fields.
Save the new fee modifier by clicking Add.

To remove a previously saved fee modifier:

Click the Active Button in the right side of the table.
Click DELETE.

Entries

The Entries section is located at the bottom of the Fees page and contains a table of recent transactions associated with fees applied to merchants or groups. The table contains the following information in the default view:

ID: The Payrix Pro platform-generated ID associated with the entry.
Date and Time: The date and time that the transaction occurred.
Event: The type of event representing the transaction.
Total: The total dollar amount of the transaction.

Access Entry Details

Access more details about a specific entry by clicking on any information in the Entry table row to open the Entry Details page.

Filter the Table by Processed, Pending, or Statement

View a single category of transaction by choosing one of the three buttons at the top left in the table: PROCESSED, PENDING, or STATEMENT. The table will repopulate to show only transactions of the category selected.

Related Pages