Group Profile

Group Profile Panel

The Groups Profile panel is located at the top of the Groups page and includes tabs on the left side of the panel. The tabs contain editable details about the group profile, fee settings, and other billing details. The following sections of this page cover descriptions of the contents of each of the tabs.

Profile Tab

The Profile tab contains an overview of the group, including the following information:

• ID: The Payrix Pro platform-generated ID associated with the group profile.

• Created: The date that the group was created.

• Created By: The Payrix Pro platform-generated ID associated with the entity that created the group.

• Date Modified: The date that the group profile was last modified.

• Modifier: The Payrix Pro platform-generated ID associated with the entity that last modified the group profile.

• Name: The group profile name.

• Description: An optional description of the group profile.

Profile Tab Actions

To edit Profile tab information:

1. Click the Pencil icon in the top right corner of the page.

2. Enter any edits.

3. Save your changes by clicking the Checkmark icon, or discard your changes by clicking the X icon.

Fees Tab

The Fees and Pricing tab contains three tables of fees associated with the group profile:  Active Fees and Inactive Fees. The tables contain the following fields in the default setting:

• Name: The name of the fee.

• Amount: The dollar amount of the fee.

• Type: The type of fee: actual or percentage.

• Repeat every: Indicates how often the fee is charged.

• Start: The date that the fee was first charged.

• Owner: The name of the group owner.

• Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction or click the grey triangle in the table header to view additional details for all transactions.

Fees Tab Actions

The Fees tab supports adding a new fee, adding costs, and viewing more information.

To add a new fee to the group profile:

1. Click ADD FEE in the upper right corner of the Active Fees table to open the Add Fee dialog on the page.

2. Enter the information into the fields in the dialog.

3. Add the new fee to the group profile by clicking Add.

To view more information about the fee:

1. View the Payrix Pro platform-generated ID number associated with a specific fee by clicking the grey triangle on the right side of the row of the table.

2. Access the Fees page by clicking any information in the row.

Reserves Tab

The Reserves tab contains a table of reserve funds available to the group, and allows you to add or remove a reserve. A reserve is a predetermined amount of a business’s revenue held in reserve in order to protect against unforeseen liabilities such as fraud or chargebacks. The reserves table contains the following information about group reserve funds:

• Name: The name of the reserve.

• Percent: The percent of the balance to reserve.

• Release every: The schedule for the reserve release.

• Finish date: The date of the last reserve release.

• Status: The status of the reserve.

Reserve Tab Actions

The Reserve tab supports adding a new reserve and removing a reserve.

To add a new reserve:

1. Click ADD RESERVE to open the Add Reserve dialog in the page.

2. Enter the required information in the dialog fields.

3. To add the reserve to the group profile, click Add.

To remove a reserve from the group profile:

1. Click the Trash icon on the right side of the row of the specific reserve to open the Delete dialog.

2. Remove the reserve by clicking Confirm in the dialog, or cancel by clicking Cancel.

Withdrawal Flows Tab

The Withdrawal Flow tab contains information about withdrawal flows, a standard withdrawal schedule that is applied to all entities in your group. You can add or remove withdrawal flows from the group profile in this tab.

Existing withdrawal flows associated with the group profile are displayed in a table with the following information:

• ID: The Payrix Pro platform-generated ID associated with the withdrawal flow.

• Status: Whether the withdrawal flow is Active or Inactive.

• Created: The date that the withdrawal flow was created.

• Group: The Payrix Pro platform-generated group ID associated with the withdrawal flow.

Withdrawal Flow Tab Actions

The Withdrawal Flow tab supports adding a new withdrawal flow and removing a withdrawal flow.

To add a new withdrawal flow:

1. Click ADD WITHDRAWAL FLOW to open a dialog in the page.

2. Enter the required information in the dialog fields.

3. To add the withdrawal flow to the group profile, click Add.

Profit Shares Tab

The Profit Shares tab displays a table of profit shares associated with the group profile, and allows you to add new profit shares to the group. Profit shares associated with the group profile give a portion of profits from specific transactions to individuals in the group. The Profit Shares table contains the following information:

• ID: The Payrix Pro platform-generated ID associated with the profit share.

• Created: The date and time that the profit share was created.

• Name: The name of the profit share, generated by the Partner.

• Type: The type of profit share: Income, Expense, or Both.

• Amount: The amount of the profit share, displayed as a percentage.

Profit Shares Actions

The Profit Shares tab supports adding a new profit share, removing a profit share, and accessing the Profit Share page.

To add a new profit share:

1. Click ADD PROFIT SHARE to open a dialog in the page.

2. Enter the required information in the dialog fields.

3. To add the profit share to the group profile, click Add Profit Share.

To remove a profit share from the group profile:

1. Click the three-dot icon on the right side of the row of the specific profit share, then click Delete to open the Remove dialog.

2. Remove the profit share by clicking CONFIRM in the dialog, or cancel by clicking CANCEL.

To access more information about a specific profit share listed in the table, click any information in the row to open the Profit Share page.

Decisions Tab

The Decisions tab contains a table of risk-related decisions that are triggered by a group member’s action, and allows you to add or remove decisions from the table. The table contains the following information:

• Type: The type of decision: Consumer Transaction Risk, Merchant Transaction Risk, Boarding, Refunds, or Watchlists.

• Trigger: The event that triggers the decision.

• Action: The action that is the result of the decision.

Decisions Tab Actions

The Decisions tab supports adding a new decision.

To add a new decision:

1. Click ADD DECISION to open the dialog.

2. Select the Decision Type and Decision from the dropdowns, then click Continue.

3. Enter the Decision Details information related to the decision in the page fields, then click Continue.

4. You are redirected to the Automated Decisions page where you can edit your decisions.

To access more information about a specific decicion, click any information in the table row to open the Automated Decisions page.

Invoice Settings Tab

The Invoice Settings tab allows you to control invoices associated with all users in the group profile.

To add invoice setting details to the group profile:

1. Click ADD INVOICE SETTINGS to access the Invoice Settings page.

2. Click the Edit icon and enter the invoice information in the required fields.

3. Save your changes by clicking the Checkmark.

Funding Parameters Tab

The Funding Parameters tab contains details of the funding parameters applied to the Group as dictated by the Partner and allows you to add new parameters to the group profile. Each established funding parameter is displayed in a table, which includes the following information:

• Name: The name of the funding parameter.

• Created: The date that the parameter was created.

• Platform: The payment processing platform linked to the funding parameters.

• Type: The type of funding parameter: Delay, Off-Day Additional Delay, Custom Batch Close Time, Settlement Account Transfer Delay, Settlement Account Transfer Enabled, Settlement Account Transfer Float, Settlement Account Transfer Maximum, Settlement Account Transfer Minimum, or Settlement Account Transfer Percent.

• Value: The funding parameter value as a dollar amount.

Funding Parameters Tab

The Funding Parameters tab supports adding and removing a funding parameter.

To add a new funding parameter:

1. Click ADD FUNDING PARAMETER to open a dialog in the page.

2. Enter the requested information in the fields.

3. To add the funding parameter to the group profile, click Add.

To remove a funding parameter from the group profile:

1. Click the X on the right side of the row of the specific funding parameter to open a dialog.

2. Remove the parameter by clicking CONFIRM in the dialog, or cancel by clicking CANCEL.

Billing Schedules Tab

The Billing Schedules tab contains information about subscription payments and other regularly scheduled statement billing associated with the group profile, and allows you to add or remove billing schedules. The Billing Schedules table displays the following information:

• ID: The Payrix Pro platform-generated ID associated with the billing schedule.

• Schedule: The billing frequency.

• Description: A description of the billing schedule entered by the Partner.

• Created: The date that the billing schedule was created.

Billing Schedules Tab

The Billing Schedules tab supports adding a new billing schedule, removing a billing schedule, and accessing the Billing Schedule page.

To add a new billing schedule:

1. Click ADD BILLING SCHEDULES to open a dialog in the page.

2. Enter the requested information in the fields.

3. To add the billing schedule to the group profile, click Add.

To remove a billing schedule from the group profile:

1. Click the Trash icon on the right side of the row of the specific billing schedule to open a dialog.

2. Remove the billing schedule by clicking CONFIRM in the dialog, or cancel by clicking CANCEL.

To access more information on a billing schedule listed in the tab, click any information in the row to open the Billing Schedule page.

Value-Added Services Enablement

The Value-Added Services Enablement tab displays a table with the different value-added services that have been enabled for the group. The table includes the following information:

• ID: The Payrix Pro platform-generated ID associated with the value-added service.

• Value-Added Service: The type of value-added service.

• Default Program: Whether the default program is Basic or Managed for the Safer Payments value-added service.

• Created: The date and time the value-added service was added to the group.

Value-Added Services Enablement Actions

The Value-Added Services Enablement tab supports adding a new service and removing a service.

To add a new service to the group:

1. Click ADD SERVICE in the top right corner of the section to open the Add Service dialog.

2. Select the value-added service to add using the dropdown menu.

3. If necessary, enter any additional details about the value-added service.

4. Click Add to add the value-added service to the group.

To remove a value-added service from the group:

1. Click the three-dot icon on the right side of the row.

2. Click Delete to open a dialog.

3. Click CONFIRM to remove the value-added service.

Fee Data

• ID

• Date Created

• Created by

• Date Modified

• Modified By

• For Entity ID

• 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

Add a Decision

The Active Decisions section allows you to add a new rule that will apply to all entities in a group profile.

To add a new decision:

1. Click ADD DECISION in the top left corner of the section.

2. Two dropdown menus will open in the page. Select the Decision Type from the following choices:

   1. Consumer Transaction Risk

   2. Merchant Transaction Risk

   3. Boarding

   4. Refunds

   5. Watchlist

3. The Select Decision dropdown menu will populate with specific rules related to the rule type that you selected in Step 2. Choose the specific rule that will be applied, then click Continue.

4. In the Decision Details dialog, enter the requested information related to the specific rule that you chose in Step 3.

5. To save the new decision and apply it to group members, click Continue.

Result: Your decision is added to the Automated Decisions page and the Decisions tab in the Group Profile.

Active Decisions

The Active Decisions section contains lists of rules applied to your group. Select a decision from the lists to view or make changes. The section is divided by the type of rule, and includes the following subsections:

• Consumer Transaction Risk

• Merchant Transaction Risk

• Boarding

• Refunds

Billing Schedule Information Banner

The top of the page displays the Billing Schedule Information Banner, showing the Amount Due and Last Statement dollar amounts. Click any information in the banner to access the Billing Entries page.

Billing Schedule Details

The Billing Schedule Details section contains the following editable information describing a specific recurring billing event.

• ID: The Payrix Pro platform-generated ID associated with the recurring billing event.

• Created: The date that the billing schedule was created.

• Entity: The entity that created the billing schedule.

• Start: The start date of the billing schedule.

• Finish: The date that the billing schedule will end.

• Description: A description of the billing schedule entered by the Partner.

• Schedule: The time length from start date to end date for the billing schedule.

• Interval: How frequently the scheduled billing event appears on your billing statement.

• Collection Factor: How often the billing schedule occurs: Daily, Weekly, Monthly, Annually.

• Collection Offset: A set interval of time in which bill collection may be delayed or initiated early.

• Collection Include Current: Indicates whether the billing schedule will collect during the current billing cycle.

• Status: The status of the billing schedule: Active or Inactive.

• Frozen Status: Whether the billing schedule is Frozen or Unfrozen.

To edit any information in the Billing Schedule Details section:

Click the Pencil icon in the top right corner of the page.

1. Edit any information on the page.

2. Save your changes by clicking the Checkmark, or discard your changes and return to the previous page by clicking the X.

Add Event Schedule

To add an event schedule to the billing schedule:

1. Click ADD EVENT SCHEDULE in the top right corner of the page.

2. Enter your information into the dialog that appears in the page and click Add to save the event schedule.

Statement Information Panel

The Statement Information panel, located at the top of the page, displays the dollar amount due, previous amounts due, and the next statement date.

Billing Entries History Table

The Billing Entries History table is located at the bottom of the page and contains a list of any previous billing events associated with the billing schedule. The table contains the following information:

• ID: The Payrix Pro platform-generated ID number associated with the billing event.

• Created: The date that the billing event was created.

• Amount: The dollar amount of the transaction.

• Currency: The currency in which the transaction occurs.

• Schedule: The billing frequency.