Use Case: Set Up a Convenience Fee
You can charge a Merchant for accepting non-primary payment methods by setting up a convenience fee. Convenience fees can be set up for either an individual Merchant account or a group of Merchants. This tutorial will walk you through the steps to create a convenience fee.
![Screenshot 2024-01-09 160812 uc fee 1.png](../__attachments/23618651570/Screenshot%202024-01-09%20160812%20uc%20fee%201.png?inst-v=0ddc2d53-a548-4624-9646-d52b510a0ee7)
Partial view of the Fees tab.
Objective
Create a new fee that will trigger when one of your Merchants charges a cardholder using an alternative payment method.
Audience
Facilitators
Referrers
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Prerequisites:
You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.
Make sure you’re familiar with the following terms and information:
Fee Types - The different categories of fees that can be created and charged.
Fee Structure - Overview of the basic layout for a Fee configuration.
Fee Schedules - Available time or event-based triggers used to initiate a Fee charge.
Fee Rules - Options to further refine the criteria of the Fee Schedule.
Fee Modifiers - Options to redirect the Fee collection flow and who will pay the Fee.
Fee Collection Process - Overview of how Fee payments are collected and where they can be found.
Warnings
Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.
Warning: Convenience fees can cause legal complications, so it is important to ensure that the fee is configured correctly. A convenience fee must meet general card brand network requirements, including the following:
Convenience Fees must be disclosed to the customer before completion of a transaction.
You must allow cardholders to cancel the transaction upon reading this disclosure.
Convenience Fees are only allowed for credit and signature debit card types.
Convenience Fees are only allowed for card-not-present transaction types.
Convenience fees cannot be applied to recurring, subscription, or installment transactions.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: If you’re unsure how much to charge for a specific fee type, refer to the Visa and MasterCard card brand network guidelines.
Additional Resources
For more information about fees and your account, see the Fee Management page.
Set Up a Convenience Fee
Set Up a Convenience Fee for a Group of Merchants
Set Up a Convenience Fee for an Individual Merchant
Next Steps
Once the new fee is added, review the following use case guides for additional information on related topics:
Set Up Transaction Fees: Set up transaction fees for a Merchant account or group using the Set Up Transaction Fees use case.
Enable Transaction Event Alerts: Create an email alert that will trigger when a transaction is created or updated by you or one of your users using the Enable Transaction Event Alerts use case.
Conclusion
Once the fee is created, it will automatically trigger any time one of your Merchants’ accounts processes a transaction using an alternative payment method for their customer.
References
Click the links or items below to access any of the following pages:
Groups page [Referrer][Facilitator]
Group Profile page [Referrer][Facilitator]
Fees menu [Referrer][Facilitator]
Merchants page [Referrer][Facilitator]
Merchant Profile page [Referrer][Facilitator]