Use Cases: Fees

Welcome to the Fees Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you configure many fee types that you can assess to Merchants or Referrers for things like platform service fees, transaction processing fees, merchant boarding fees, and more. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

Platform Fee Type Setups - How to configure the individual fee types available on the platform.
External Service Fee Setups - Set up fees to cover charges from external value-added or risk services.
Refunding a Charged Fee - How to refund a fee you’ve already collected.

Dive into the tutorials below and start your journey toward mastering Fees:

Fees Use Cases

Use Case: Set Up a Chargeback and Dispute Handling Fee

Use Case: Set Up a Convenience Fee

Use Case: Set Up a Custom Platform Fee

Use Case: Set Up an External Service Fee (Externally Calculated Fee)

Use Case: Set up a Merchant Boarding Fee

Use Case: Set Up Transaction Fees

Use Case: Refund a Collected Fee

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring our reference material for Fees: