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.
Navigate to an individual fee page by following the steps below:
Step 1: Click on Settings in the left hand navigation panel.
Step 2: Click on Fees in the Payment Settings section.
Step 3: Locate the specific fee in the active or inactive fee tables.
Step 4: Click on any information for the specific fee to open the Fees page.
The top of the Fees page contains the editable Fee Details section, including the following fields:
Fee Details Field Name
The Payrix-generated ID associated with the fee.
The date that the fee was created.
Charging Entity ID
The Payrix-generated ID associated with the entity charging the fee.
The name of the entity charging the fee.
For Entity ID
The Payrix-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.
The first date that the fee was charged.
The last date that the fee was or will be charged.
A description of the fee, generated by the referrer.
The name of the fee, generated by the referrer.
The status of the fee: Active or Inactive.
The dollar amount of the fee.
The type of fee.
The number of times per period that the fee is billed.
How often the fee is charged.
The type of currency used to charge the fee.
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.
How often the fee is collected. Choose from the following: Days, Weeks, Months, or Years.
Defines the frequency associated with float timing, related to the dollar amount that will be withheld from the Referrer's payout.
Fee Details Actions
To edit the Fee Details section, click the EDIT icon in the upper right hand corner of the Fee Details section. Edit information related to the fee, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
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.
Follow the steps below to add an existing rule to a fee:
Step 1: Click on the black triangle to open the drop down menu in the Fee Rules section.
Step 2: Select the fee rule that will be applied to the fee. Choose the rule from the following list:
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
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
Step 3 (Optional): Add a second conditional rule by clicking the + icon on the right hand side of the rule drop down menu, and an additional fee rule drop down menu will open.
Step 4 (Optional): Remove a rule by clicking the X icon on the right hand side of the rule drop down menu.
Step 5 (Optional): Create a conditional rules group where EITHER of the following conditions are met by clicking CREATE CONDITIONAL RULES GROUP in the lower left hand corner of the Fee Rules page.
Step 6: Save your fee rule changes by clicking the CHECK MARK icon in the upper right hand corner of the section, or delete your changes by clicking the X.
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:
Fee Modifier Table Column Name
The group that the fee modifier affects.
The entity that the fee modification (the fee payment itself) is sent to and received.
From Entity ID
The Payrix-generated ID for the entity who’s balance is being deducted to make said fee payment.
The markup amount, shown as percentage or dollar amount.
Fee Modifier Section Actions
To add a new fee modifier, follow the steps below:
Step 1: Click ADD FEE MODIFIERS in the top right hand corner of the section to open the Fee Modifier lightbox in the page.
Step 2: Enter the fee modifier information into the lightbox fields.
Step 3: Save the new fee modifier by clicking ADD, or cancel by clicking CANCEL.
To remove a previously saved fee modifier, click the THREE DOTS icon in the right hand side of the table and then click DELETE in the lightbox.
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:
Entries Table Column Name
The Payrix-generated ID associated with the entry.
The date and time that the transaction occurred.
The type of event associated with the transaction.
The total dollar amount of the transaction.
Entries Section Actions
Access more details about a specific entry by clicking on any information in the Entry table row to open the Entry Details page.
Customize Your Fees Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Entries table:
From Entity ID
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.