Use Case: Set Up an External Service Fee (Externally Calculated Fee)
You can charge a fee to Merchants that covers any external or third-party service integration costs or add a markup for enabling those services to your Merchants. This is called an external service fee. This tutorial will walk through the steps for creating a new external service fee for individual Merchants or Merchant groups.
Objective
Create a new fee that will trigger when one of your Merchants uses an external or third-party service during a transaction.
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.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: External Fees include third-party, external platform services such as Visa’s Fixed Acquirer Network Fee (FANF), MasterCard’s Merchant Location (MC Location), or SaferPayments, ValuTec, OmniToken and Network Payment Tokens from WorldPay.
Tip: If you’re unsure of 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 an External Fee
Set Up an External Fee for a Group of Merchants
Set Up an External 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 a Merchant transacts using the external/third-party service.
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]