Release Notes: March 12, 2026

Portal (Version 26.9.0)

The following sections summarize the Payrix Pro portal changes in this release. For more information, see the Portal Guide.

Improvements

Improved clarity of terminal transaction details by displaying descriptive values instead of numeric codes in the HSA/FSA Card Indicator field.
Enhanced the generation of beta financial reports by enabling merchants with multiple merchant IDs (MIDs) to select more than one MID to include in a report.
Enhanced the beta Funding Summary report for merchants by adding and removing specific columns. These updates help increase clarity and reduce reconciliation confusion.
Enhanced the beta Billing Summary report to reflect fee configurations at the time fees were charged. Previously, the report reflected fee configurations at the time the report was generated.

Documentation Updates

As part of an ongoing effort to improve your Payrix Pro documentation experience, the following sections summarize the latest content updates.

Renamed Articles

Renamed articles to improve clarity, useability, and search results. The following table shows the previous and new name and new URL slug of affected articles:

Previous article name	New article name	New URL slug
Fee Type Configuration Parameters	Set Up a Fee	set-up-a-fee
Fee Schedules	Reference: Fee Schedules	reference-fee-schedules
Fee Modifiers	Add Fee Modifiers	add-fee-modifiers
Fee Rules	Add Fee Rules	add-fee-rules
Use Case: Refund a Collected Fee	Refund a Collected Fee	refund-a-collected-fee

Relocated Articles

Relocated multiple articles to improve navigation and make content easier to find. The following table shows where each article was moved:

Article	Previous section	New section
Set Up a Fee	Fee Setup	Set Up Fees
Reference: Fee Schedules	Fee Structure (archived)	Set Up Fees
Add Fee Modifiers	Fee Structure (archived)	Set Up Fees
Add Fee Rules	Fee Structure (archived)	Set Up Fees
Refund a Collected Fee	Use Cases: Fees (archived)	Merchants

Other Improvements

The following table shows new articles and various improvements to existing articles:

Article	Summary of change	New URL slug
Fee Types Fee Structure Fee Collection Process	Moved content to Overview of Fees and archived these articles	overview-of-fees
Set Up Fees	Created a new section containing existing procedures and reference information on fee setup and configuration	set-up-fees
Use Case: Set Up a Chargeback and Dispute Handling Fee Use Case: Set Up a Convenience Fee Use Case: Set Up a Custom Platform Fee Use Case: Set up a Merchant Boarding Fee Use Case: Set Up a Transaction Fee	Consolidated content with Set Up a Fee and archived these articles	Not applicable