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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.
Partial view of the Fees tab.
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
1. Open the Group Profile
Step 1: Click GROUPS in the left-hand navigation panel to open the Groups page.
Step 2: Locate the group in the table and click on any information in the table row to open the Group Profile page.
2. Add a Fee to the Group Profile
Step 1: Click FEES in the list of tabs on the left-hand side of the page.
Step 2: Click the ADD FEE button in the upper right-hand corner of the page to open the Add Fee lightbox on the page.
Step 3: Click the When to Schedule Fee drop-down menu and choose one of the following from the drop-down list:
FANF - Fixed Acquirer Network Fee from Visa for Merchants processing card-present and card-not-present transactions.
MCLocation - Merchant Location Fee from Mastercard for Merchants processing card-present and card-not-present transactions.
VisaIntegrity - Transaction Integrity Fee from Visa.
ValueTec Essential - Essential Gift service for Merchant Gift Card and Rewards programs from Valuetec (paid annually) [available for select Beta partners].
Valuetec Essential: Monthly - Essential Gift service for Merchant Gift Card and Rewards programs from Valuetec (paid monthly) [available for select Beta partners].
SaferPayments: Basic - PCI DSS Compliance Portal from WorldPay for Referrer and Facilitator Merchant portfolios.
SaferPayments: Managed - PCI DSS Compliance Managed Services from WorldPay for Merchants in Referrer and Facilitator portfolios.
SaferPayments - PCI Non-Validation - PCI DSS Compliance Portal and/or services were provided but the Merchant failed to meet PCI DSS Compliance.
OmniToken - Omni-Channel payment tokenization from WorldPay.
Step 4: Click the How Much is the Fee drop-down menu and then select PERCENTAGE or ACTUAL.
Warning: Surcharge may not be used in any form of external fee configuration.
Step 5: Enter the fee as a 5-digit percentage or standard dollar amount format in the Amount field.
Tip: The fee start date will by default begin on the same date that the fee is created. If you need to change or reset the fee start date, click on the CALENDAR icon under the Fee Start Date section and select the start date.
Step 6 (Optional): Click ADVANCED OPTIONS to open the Advanced section, where you can add a charging entity, collection information, or conditional rules for the fee.
Step 7: Click ADD to finish set up.
Result: The fee is now visible in the Group profile fees tab, and will trigger when any Merchant associated with the group transacts using an external or third-party service.
Set Up an External Fee for an Individual Merchant
1. Open the Merchant Profile
Step 1: Click MERCHANTS in the left-hand navigation panel to open the Merchants page.
Step 2: Locate the Merchant in the table and click on any information in the table row to open the Merchant Profile page.
2. Add a Fee to the Merchant Profile
Step 1: Click FEES in the list of tabs on the left-hand side of the page.
Step 2: Click the ADD FEE button in the upper right-hand corner of the page to open the Add Fee lightbox on the page.
Step 3: Click the When to Schedule Fee drop-down menu and choose one of the following from the drop-down list:
FANF - Fixed Acquirer Network Fee from Visa for Merchants processing card-present and card-not-present transactions.
MCLocation - Merchant Location Fee from Mastercard for Merchants processing card-present and card-not-present transactions.
VisaIntegrity - Transaction Integrity Fee from Visa.
ValueTec Essential - Essential Gift service for Merchant Gift Card and Rewards programs from Valuetec (paid annually) [available for select Beta partners].
Valuetec Essential: Monthly - Essential Gift service for Merchant Gift Card and Rewards programs from Valuetec (paid monthly) [available for select Beta partners].
SaferPayments: Basic - PCI DSS Compliance Portal from WorldPay for Referrer and Facilitator Merchant portfolios.
SaferPayments: Managed - PCI DSS Compliance Managed Services from WorldPay for Merchants in Referrer and Facilitator portfolios.
SaferPayments - PCI Non-Validation - PCI DSS Compliance Portal and/or services were provided but the Merchant failed to meet PCI DSS Compliance.
OmniToken - Omni-Channel payment tokenization from WorldPay.
Step 4: Click the How Much is the Fee drop-down menu and then select ACTUAL.
Warning: Percentage or Surcharge may not be used in any form of external fee configuration.
Step 5: Enter the fee as a dollar amount in the Amount field.
Tip: Using “today’s” date as the Fee Start Date is recommended to make the fee effective immediately.
The start date default setting in the Add Fee lightbox will use today’s date. If you need to change or reset the fee start date, click on the CALENDAR icon under the Fee Start Date section and select the start date.
Step 6 (Optional): Click ADVANCED OPTIONS to open the Advanced section, where you can add a charging entity, collection information, or conditional rules for the fee.
Step 7: Click ADD to finish set up.
Result: The fee is now visible in the Merchant profile fees tab, and will trigger when the Merchant transacts using an external or third-party service.
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]