This topic describes the following pages:
The Fees page displays all of the fees that are charged to your merchants’ accounts, as well as costs associated with your account. Fees are set up on the Payrix Pro platform to charge an entity a specific amount on a defined schedule, which you can configure for each fee. A fee can be set to be triggered by the actions of an entity, group of entities, or all entities in your portfolio. On this page, you can access more information about active and inactive fees or costs or add a new fee or cost to your account.
To access the Fees page:
Click Settings in the left navigation panel.
Click Fees in the Payment Settings section of the Settings page.
Fees features
Click here to view the features of the Fees page.
Active Fees
The Active Fees section displays a table of all fees associated with your account that are currently active, and includes the following information:
Name: The name of the fee.
Amount: The amount that is charged when the fee is incurred.
Type: The type of fee.
Repeat every: The fee schedule.
Start: The start date of the fee.
Owner: The account owner name on the payee’s account.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific fee, or click the grey triangle in the table header to view additional details for all fees.
Active Fees Table Actions
The Active Fees table supports adding a new fee and accessing a specific saved fee.
To add a new fee:
Click ADD FEE in the top right corner of the page to open the Add Fee lightbox.
Enter the required information about the fee.
Click Add to add the fee.
To access a specific fee, click any information in the table row for the fee to open the Fee: Settings sub-page, where you can view or edit fee information, or inactivate the fee.
Note
To create a fee that is applied to existing Merchant groups, visit the desired Group Profile page and create the fee within the Fees sub-menu.
Inactive Fees
The Inactive Fees section displays a table of all fees associated with your account that are currently inactive, and includes the following information:
Name: The name of the fee.
Amount: The amount that is charged when the fee is incurred.
Type: The type of fee.
Repeat every: The fee schedule.
Start: The start date of the fee.
Owner: The account owner name on the payee’s account.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific fee, or click the grey triangle in the table header to view additional details for all fees.
Inactive Fees Table Actions
The Inactive Fees table supports accessing a specific saved fee.
To access a specific fee, click any information in the table row for the fee to open the Fee: Settings Profile page, where you can view or edit fee information or activate the fee.
Costs
The Costs section displays a table of all costs associated with your account, and includes the following information:
Name: The name of the cost.
Amount: The amount that is charged when the cost is incurred.
Type: The type of fee.
Repeat every: The fee schedule.
Start: The start date of the fee.
Owner: The account owner name on the payee’s account.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific cost, or click the grey triangle in the table header to view additional details for all costs.
Costs Table Actions
The Costs table supports adding a new cost and accessing a specific cost.
To add a new cost:
Click ADD COSTS in the top right corner of the section to open the Add Cost lightbox.
Enter the required information.
Click Add to add the cost.
To access a specific cost, click any information in the table row for the fee to open the Costs page, where you can view or edit cost information
Customize your Fees table view
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the sections below to view a complete list of the data that you can display on each customizable table on the Fees page:
Click here to view Fees page customizations.
Fee Data
ID
Date Created
Created by
Date Modified
Modified By
Name
Amount
Type
Schedule
Schedule Factor
Start
End
Description
Collection
Collection Factor
Collection Offset
Currency
Status
Entity Data
Entity ID
Login ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
Fee: Settings Profile Page
The Fee: Settings Profile page contains details about a specific fee applied to a merchant account or group of merchant accounts and allows you to edit existing fee details or add fee modifiers or rules.
To access an individual fee page:
Click Settings in the left navigation panel.
Click Fees in the Payment Settings section.
Locate the specific fee in the active or inactive fee tables.
Click any information for the specific fee to open the Fees page.
Fee: Settings Profile Features
Click here to view the features of the Fee: Settings Profile page.
Fee Details
The top of the Fees page contains the editable Fee details section, including the following fields:
ID: The Payrix Pro platform-generated ID associated with the fee.
Created: The date that the fee was created.
Charging Entity ID: The Payrix Pro platform-generated ID associated with the entity charging the fee.
Charging Entity: The name of the entity charging the fee.
Partition: The Partition taking on the specified or assigned fee.
Partition Name: The name of the partition.
Start: The first date that the fee was charged.
End: The last date that the fee was or will be charged.
Description: A description of the fee, generated by the Partner.
Name: The name of the fee, generated by the Partner.
Status: The status of the fee: Active or Inactive.
Amount: The dollar amount of the fee.
Type: The type of fee.
Schedule: How often the fee is charged.
Currency: The type of currency used to charge the fee.
Collection: How the fee collection occurs. Choose from the following: None, Total Transaction Volume, Total Transaction Volume per Tax ID, or Total Transaction Volume per Merchant.
Collection Factor: How often the fee is collected. Choose from the following: Days, Weeks, Months, or Years.
Collection Offset: Defines the frequency associated with float timing, related to the dollar amount that will be withheld from the Partner's payout.
Transaction Fee: If a transaction fee occurs when the fee is incurred.
Fee Details Actions
To edit the Fee Details section:
Click the Edit icon in the upper right corner of the Fee Details section.
Edit information related to the fee.
Click the Checkmark icon to save your changes or click the X icon to discard changes.
Fee Rules
Fee rules can be implemented to create conditions that must be met before a fee can be applied to a merchant or group. The Fee Rules section, located below the Fee Details section, allows you to apply fee rules to a specific fee, or create new conditional fee rules.
To add an existing rule to a fee:
Click the black triangle to open the dropdown menu in the Fee Rules section.
Select the fee rule that will be applied to the fee. Choose the rule from the following list:
None
Transaction is less than
Transaction is equal to
Transaction is not equal to
Transaction is more than
Credit card magnetic strip was
Credit Card EMV Chip was
Signature was received
Transaction type is
Payment Card Type is
Payment Card Brand is
CVV result is
AVS result is
Merchant Country is
Card Issuer Country
Transaction is International
Same day payout
3ds result is
Misuse
Bin
Corporate Bin
Funding currency is
Funding currency is not
Funding currency mismatch
Settled currency mismatch
Subscription
Funding Enabled
Imported
Status
Business Bins
Dynamically Routed to Pinless Debit
FraudSight Enabled
Entity matches
Transaction originates from
Interchange type is
Transaction related to another transaction
Related transaction is this many days apart
Related transaction amount is this percentage lower
Related transaction amount is this percentage higher
Merchant MCC is
Transaction is on this Platform
(Optional): Add a second conditional rule by clicking the + icon on the right side of the rule dropdown menu, and an additional fee rule dropdown menu will open.
(Optional): Remove a rule by clicking the Trash icon on the right side of the rule dropdown menu.
(Optional): Create a conditional rules group where EITHER of the following conditions are met by clicking CREATE CONDITIONAL RULES GROUP in the lower left corner of the Fee Rules page.
Save your fee rule changes by clicking the Checkmark icon in the upper right corner of the section, or delete your changes by clicking the X.
Fee Modifiers
Fee modifiers are found in the section below Fee Rules and are used to modify fees scheduled for specific groups. Previously saved fee modifiers are displayed in a table with the following information:
Group: The group that the fee modifier affects.
Entity: The entity which the fee modification (the fee payment itself) is sent to and received.
From Entity ID: The Payrix Pro platform-generated ID for the entity whose balance is being deducted to make said fee payment.
Markup Amount: The markup amount, shown as a percentage or dollar amount.
Fee Modifier Section Actions
To add a new fee modifier:
Click ADD FEE MODIFIERS in the top right corner of the section to open the Fee Modifier lightbox in the page.
Enter the fee modifier information into the lightbox fields.
Save the new fee modifier by clicking Add.
To remove a previously saved fee modifier:
Click the three-dot icon on the right side of the table.
Click Delete to open the lightbox.
Click Confirm in the lightbox to remove the fee modifier.
Entries
The Entries section is located at the bottom of the Fees page, and contains a table of recent transactions associated with fees applied to merchants or groups. The table contains the following information in the default view:
ID: The Payrix Pro platform-generated ID is associated with the entry.
Date and Time: The date and time that the transaction occurred.
Event: The type of event associated with the transaction.
Total: The total dollar amount of the transaction.
Entries Section Actions
Access more details about a specific entry by clicking on any information in the Entry table row to open the Entry Details page.
Access a single category of transaction by choosing one of the three buttons at the top left in the table: Processed, Pending, or Statement. The table will repopulate to show only transactions of the category selected.
Customize your Fee: Settings Profile Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Fee: Settings Profile tables:
Click here to view Fee: Settings Profile table customizations.
Entries Data
Event ID
Description
Date Created
Created by
Date Modified
Modified By
From Entity ID
Fee ID
Disbursement ID
Refund ID
TXN ID
Dispute ID
Adjustment ID
Opposing Entry
Costs
The Costs page contains details about a specific cost associated with your account and allows you to edit existing cost details or add cost modifiers or rules.
To access an individual cost page:
Click Settings in the left navigation panel.
Click Fees in the Payment Settings section.
Locate the specific cost in the Costs Table.
Click any information for the specific cost to open the Costs page.
Costs Features
Click here to view the features of the Costs page.
Cost Details
The top of the Costs page contains the editable Cost Details section, including the following fields:
ID: The Payrix Pro platform-generated ID associated with the cost.
Created: The date that the cost was created.
Charging Entity ID: The Payrix Pro platform-generated ID associated with the entity charging the cost.
Charging Entity: The name of the entity charging the cost.
Partition: The Partition taking on the specified or assigned costs.
Partition Name: The name of the partition.
Start: The date that the cost is first charged.
End: The last date that the cost is charged.
Description: A description of the cost.
Name: The name of the cost.
Status: The status of the cost: Active or Inactive.
Amount: The dollar amount of the cost.
Type: The type of cost.
Schedule: How often the cost is charged.
Currency: The type of currency used to charge the cost.
Collection: How the cost collection occurs. Choose from the following: None, Total Transaction Volume, Total Transaction Volume per Tax ID, or Total Transaction Volume per Merchant.
Collection Factor: How often the cost is incurred. Choose from the following: Days, Weeks, Months, or Years.
Collection Offset: Defines the frequency associated with float timing, related to the dollar amount that will be withheld from your payout.
Transaction Fee: If a transaction fee occurs when the cost is incurred.
Cost Details Actions
To edit the Cost Details section:
Click the Edit icon in the upper right corner of the section.
Edit information related to the cost.
Click the Checkmark icon to save your changes or click the X icon to discard changes.
Cost Rules
Cost rules can be implemented to create conditions that must be met before a cost is incurred. The Cost Rules section, located below the Cost Details section, allows you to apply cost rules to a specific cost, or create new conditional cost rules.
To add an existing rule to a cost:
Click the black triangle to open the dropdown menu in the Cost Rules section.
Select the cost rule that will be applied to the cost. Choose the rule from the following list:
None
Transaction is less than
Transaction is equal to
Transaction is not equal to
Transaction is more than
Credit card magnetic strip was
Credit Card EMV Chip was
Signature was received
Transaction type is
Payment Card Type is
Payment Card Brand is
CVV result is
AVS result is
Merchant Country is
Card Issuer Country
Transaction is International
Same day payout
3ds result is
Misuse
Bin
Corporate Bin
Funding currency is
Funding currency is not
Funding currency mismatch
Settled currency mismatch
Subscription
Funding Enabled
Imported
Status
Business Bins
Dynamically Routed to Pinless Debit
FraudSight Enabled
Entity matches
Transaction originates from
Interchange type is
Transaction related to another transaction
Related transaction is this many days apart
Related transaction amount is this percentage lower
Related transaction amount is this percentage higher
Merchant MCC is
Transaction is on this Platform
(Optional): Add a second conditional rule by clicking the + icon on the right side of the rule dropdown menu, and an additional dropdown menu will open.
(Optional): Remove a rule by clicking the Trash icon on the right side of the rule dropdown menu.
(Optional): Create a conditional rules group where EITHER of the following conditions must be met by clicking CREATE CONDITIONAL RULES GROUP in the lower left corner of the Cost Rules page.
Save your cost rule changes by clicking the Checkmark icon in the upper right corner of the section, or delete your changes by clicking the X.
Cost Modifiers
Cost modifiers are found in the section below Cost Rules, and are used to modify costs incurred when a specific group of entities triggers a cost. Previously saved cost modifiers are displayed in a table with the following information:
Group: The group that the cost modifier affects.
Entity: The entity which the fee modification (the fee payment itself) is sent to and received.
From Entity ID: The Payrix Pro platform-generated ID for the entity whose balance is being deducted to make said fee payment.
Markup Amount: The markup amount, shown as percentage or dollar amount.
Cost Modifier Section Actions
To add a new cost modifier:
Click ADD COST MODIFIERS in the top right corner of the section to open the Cost Modifier lightbox on the page.
Enter the cost modifier information into the lightbox fields.
Save the new cost modifier by clicking Add.
To remove a previously saved cost modifier:
Click the three-dot icon on the right side of the table.
Click Delete to open a lightbox.
Click CONFIRM in the lightbox.
Entries
The Entries section is located at the bottom of the Costs page and contains a table of recent transactions associated with your merchants or groups. The table contains the following information in the default view:
ID: The Payrix Pro platform-generated ID associated with the entry.
Date and Time: The date and time that the transaction occurred.
Event: The type of entry event, which can include a transaction, chargeback, disbursement, refund, withdrawal, or other type of event.
Total: The total dollar amount of the transaction.
Entries Section Actions
Access more details about a specific entry by clicking on any information in the Entry table row to open the Entry Details page.
Access a single category of transaction by choosing one of the three buttons at the top left in the table: Processed, Pending, or Statement. The table will repopulate to show only transactions of the category selected.
Customize your Costs table view
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the sections below to view a complete list of the data that you can display on each customizable table on the Costs page:
Click here to view Costs table customizations.
Entries Data
Event ID
Description
Date Created
Created by
Date Modified
Modified By
From Entity ID
Fee ID
Disbursement ID
Refund ID
TXN ID
Dispute ID
Adjustment ID
Opposing Entry
Related pages
Click the links below to access any of the following pages: