Use Case: Set Up Merchant Statement Billing
You can set up recurring statement billing to take fee amounts from a Merchant’s balance by setting up a monthly billing statement. Statement Billing helps with monthly reconciliation by tracking each fee as a statement entry before consolidating by fee type into a single statement bill. This tutorial will walk you through the steps to create a new recurring billing schedule.
![Screenshot 2024-01-17 144016 uc bil sched.png](../__attachments/23618650808/Screenshot%202024-01-17%20144016%20uc%20bil%20sched.png?inst-v=0ddc2d53-a548-4624-9646-d52b510a0ee7)
Partial view of the Billing Schedules tab.
Objective
Create a recurring billing schedule that withdraw fees from a Merchant account.
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.
You must outline your platform billing costs in your terms of service to avoid legal complications.
Warnings
Warnings will provide insight or advice to avoid risk, visibility, and product performance issues during this use case.
Warning: Do not create or apply surcharges as legal complications can occur. Visa and MasterCard specifically prohibit the application of surcharges to cardholders on their card brand networks respectively.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: A recurring statement billing can be an alternative to a transaction fee, because statement billing allows for easier reconciliation each month. For more information on transaction fees, see the Set Up Transaction Fees use case page.
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 different statement and net billing structures, see the Billing page.
For more information about different statement billing statuses, see the Statement Billing Statuses page.
Set Up Merchant Monthly Statement Billing
Set Up a Monthly Statement Billing for a Group of Merchants
Set Up a Monthly Statement Billing for an Individual Merchant
Next Steps
Once the new billing schedule 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 you or one of your users create or update a transaction using the Enable Transaction Event Alerts use case.
Conclusion
Once the billing schedule is created, it will automatically trigger at the scheduled intervals.
References
Click the links or items below to access any of the following pages:
Groups page [Referrer][Facilitator]
Group Profile page [Referrer][Facilitator]
Merchants page [Referrer][Facilitator]
Merchant Profile page [Referrer][Facilitator]