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Navigate to the Referrer Profile by following the steps below:
Step 1: Click Referrers in the Management category in the left hand navigation panel.
Step 2: Click on the Referrer’s name in the table located in the Referrers page to open the Referrer Profile page.
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Referrer Information BannerThe Referrer Information Banner contains information about the Referrer, including the Referrer’s name, category code, address, and boarding information. The Referrer’s Total, Reserved, and Available Balance are also displayed in the Information Banner. The Information Banner supports the following actions:
Accounts Overview PanelThe lower half of the Referrer Profile page contains the Accounts Overview Panel, which includes tabs on the left-hand side of the panel. The tabs contains contain editable details about the Referrer profile, banking information, and other account details. The following sections of this page cover descriptions of the contents of each of the tabs. Business TabThe Business tab contains information about businesses associated with the Referrer account. It is divided into a Business Details section and an Account Details section. Click either BUSINESS or ACCOUNT at the top of the panel to view each section. The Business section contains the following editable fields:
The Account section contains the following editable fields:
Business Tab ActionsThe Business tab contains information that can be edited by the Referrer. To edit information, follow the steps below:
User TabThe User tab contains information about admin Admin user for the Referrer account , and allows you to edit the user information. The User tab contains the following editable fields for the User:
User Tab ActionsThe User tab supports the following actions: edit information and add an owner. To edit information, follow the steps below:
Banking TabThe Banking tab contains information about bank accounts associated with the Referrer and allows you to edit account information or add a new bank account. The bank accounts associated with the Referrer are listed in a table on the Banking tab, which contains the following fields:
Banking Tab ActionsThe Banking tab supports the following actions: edit a bank account and add a new account. To edit a saved bank account, follow the steps below:
To add a new account, follow the steps below:
Fees TabThe Fees tab contains a table of fees associated with the Referrer account. The table contains the following fields in the default setting:
Fees Tab ActionsThe Fees tab supports the following actions: add a new fee, remove a fee, or view more information. To add a new fee to the Referrer profile, follow the steps below:
View more information about the fee by following the steps below:
To add a new cost to the Referrer profile, follow the steps below:
Withdrawals TabThe Withdrawals tab contains two sections, the list of scheduled withdrawals and the withdrawal history for the Referrer account. The tab also allows you to add a new scheduled withdrawal to the Referrer profile. The scheduled withdrawal section is located in at the top of the panel , and displays a table of scheduled withdrawals. The table contains the following information in the default view:
Withdrawal Schedule ActionsTo add a withdrawal schedule to the Referrer account, follow the steps below:
To access more information about a specific withdrawal, click any information in a row to open the Withdrawal Schedule. The Withdrawal History section is displayed at the bottom of the Withdrawals tab, and displays a table that contains the following information in the default view:
Withdrawal History ActionAccess additional details about a specific withdrawal by clicking any information in the table row to open the Withdrawal Details. Groups TabThe Groups tab displays any groups associated with the Referrer. To assign a Referrer to an existing group, follow the steps below:
Once the Referrer is assigned to a group, a table displaying associated fees will appear in the Group tab. To remove a Referrer from a group, follow the steps below:
You’ll also be able to view specific parameters and entity routes within the Groups tab. Profit Shares TabThe Profit Shares tab displays a table of profit shares associated with the Referrer , and allows you to add new profit shares to the Referrer's profile. The Profit Shares table contains the following information:
Profit Sharing ActionsThe Profit Sharing tab supports the following actions: add a new profit share and remove a profit share. To add a new profit share, follow the steps below:
To remove a profit share from the Referrer profile, follow the steps below:
Parameters Tab- TBDLorem ipsum. Reserves TabThe Reserves tab contains information about reserve funds associated with the Referrer. The top of the tab contains the Reserves banner, which shows the total dollar amount of reserves for the Referrer, transactions, and the total amount of reserves. Scheduled ReservesThe Scheduled Reserves panel displays a table with information about funds that are held and released on a set schedule. The Scheduled Reserves table contains the following fields: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Scheduled Reserves Table Column Name | Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Name | The name of the reserve fund, given by the referrer or Referrer. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created By | The entity who created the reserve. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Referrer Risk Reserves Table Column Name | Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created By | The entity who created the reserve. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Amount | The dollar amount in the reserve. | Actions | The actions available for the funds in
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Note: You can copy the parameter ID from the Parameters page for further API usage. |
Reserves Tab
The Reserves tab contains information about reserve funds associated with the Referrer. The top of the tab contains the Reserves banner, which shows the total dollar amount of reserves for the Referrer, transactions, and the total amount of reserves.
Reserves %
The Scheduled Reserves panel displays a table with information about funds that are held and released on a set schedule. The Scheduled Reserves table contains the following fields:
Scheduled Reserves Table Column Name | Description |
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Name | The name of the reserve fund, given by the referrer or Referrer. |
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. |
Created By | The entity who created the reserve. |
To add a new reserve fund to the Referrer Risk Reserve, follow the steps below:
Step 1: Click SCHEDULE RESERVE in the upper right-hand corner of the Referrer Risk Scheduled Reserves panel to open the Reserve Reserves lightbox in on the page.
Step 2: Enter the reserve information into the fields in the lightbox.
Step 3: Add the new reserve to the Referrer profile account by clicking ADD, or cancel the new entry by clicking CANCEL.
Referrer Risks Panel
The Transactions In Reserve Referrer Risks panel displays a list of transactions held table with information about funds currently in reserve due to Transaction Risk.
Hold Reserves
The Hold Reserves section displays the total dollar amount of funds held in reserve. To manage the hold reservesReferrer risk. The Referrer Risk table contains the following fields:
Referrer Risk Reserves Table Column Name | Description |
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Created By | The entity who created the reserve. |
Amount | The dollar amount in the reserve. |
Actions | The actions available for the funds in the reserve. |
To add a new reserve fund to the Referrer Risk Reserve, follow the steps below:
Step 1: Click MANAGE HOLD RESERVES to open the Risk Management RESERVE in the upper right-hand corner of the Referrer Risk Reserves panel to open the Reserve lightbox on the page.
Step 2: Follow the instructions on the page to move select funds to reserve.
Setup Details Tab
The Setup Details tab contains details of the Referrer’s parameters as dictated by the referrer. The parameters are divided into six sections, located at the top of the Setup Details tab.
General
The General section of the Setup Details tab displays information related to the Referrers abilities in the portal, including the following information:
General Section Field Name
Description
Account Verification Disabled
Indicates whether the account verification feature is enabled.
Setup Details Enabled
Indicates whether setup parameters are visible by the Referrer.
Enter the reserve information into the fields in the lightbox.
Step 3: Add the new reserve to the Referrer profile account by clicking ADD, or cancel the new entry by clicking CANCEL.
Transactions In Reserve Panel
The Transactions In Reserve panel displays a list of transactions held in reserve due to Transaction Risk.
Hold Reserves
The Hold Reserves section displays the total dollar amount of funds held in reserve. To manage the hold reserves, follow the steps below:
Step 1: Click MANAGE HOLD RESERVES to open the Risk Management page.
Step 2: Follow the instructions on the page to move select funds to reserve.
Setup Details Tab
The Setup Details tab contains details of the Referrer’s parameters as dictated by the referrer. The parameters are divided into six sections, located at the top of the Setup Details tab.
General
The General section of the Setup Details tab displays information related to the Referrers abilities in the portal, including the following information:
General Section Field Name | Description |
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Account Verification Disabled | Indicates whether the account verification feature is enabled. |
Setup Details Enabled | Indicates whether setup parameters are visible by the Referrer. |
Decision Micro-Service Enabled | Indicates whether a micro-service process for decisions is enabled for the Referrer. For more information about micro-services, see /wiki/spaces/PPM/pages/22987505821. |
Transaction Decisions Micro-service Enabled | Indicates whether the a micro-service process for transactions is enabled for the Referrer. |
Boarding
The Boarding section of the Setup Details tab contains information related to the Referrer’s boarding capabilities, including the following information:
Boarding Section Field Name | Description |
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Opt Blue Enabled | Indicates whether boarded Referrers should be acquired for Amex processing through the OptBlue Program. |
Discover Acquired Enabled | Indicates whether boarded Referrers should be acquired for Discover processing through the Discover Acquired Program. |
Verify for Boarding Not Required | Requires bank account verification before a Referrer is boarded. |
Auto Reboard Days | The number of days after the Referrer's onboarding request is submitted to attempt reboarding in the event that the account went through a manual review on the processor's end. This will resubmit the boarding request to attempt to board a Referrer that has not yet boarded. The default setting is 60. |
Whether to Disable Referrer Boarding to Processors | Allows you to disable Referrer boarding to processors. |
Minimum Boarding Ownership | The minimum percentage of ownership required for Referrer onboarding over all members. |
Boarding Exemptions Disabled | Indicates whether certain API requirements to submit requests without all the required fields are disabled. |
Transaction Limits
.The Transaction Limits section of the Setup Details tab contains information related to the Referrer’s transaction limits, including the following information:
Transaction Limits Field Name | Description |
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Maximum Total Transaction | The dollar amount of the maximum total amount for a single transaction to be processed through the Referrer. |
Maximum Daily Transaction Total | The dollar amount of the maximum total volume that the Referrer can process per day. |
Maximum Daily Transaction Number | The maximum number of transactions that the Referrer can process per day. |
Maximum Monthly Total | The dollar amount of the maximum total volume that the Referrer can process per month. |
Maximum Monthly Transaction Number | The maximum number of transactions that the Referrer can process per month. |
Maximum Subscription Failures | The maximum number of attempts allowed on a subscription payment. |
Amex Enabled | Allows the Referrer to accept AMEX payments. |
Discover Enabled | Allows the Referrer to accept Discover payments. |
MC 3DSecure Enabled | Allows the Referrer to process Mastercard 3DSecure. |
VISA 3DSecure Enabled | Allows the Referrer to process VISA 3DSecure. |
AMEX 3DSecure Enabled | Allows the Referrer to process AMEX 3DSecure. |
DISCOVER 3DSecure Enabled | Allows the Referrer to process Discover 3DSecure. |
eCheck Enabled | Allows the Referrer to process eChecks. |
Auto Tax Exempt Enabled | Indicates whether a transaction is assumed to be tax exempt if no tax is set for level II processing. |
Google Pay Exempt Enabled | Allows the Referrer to accept Google Pay payments. |
Apple Pay Exempt Enabled | Allows the Referrer to accept Apple Pay payments. |
Minimum Total Transaction | The minimum total dollar amount required for a single transaction to be processed. |
Payouts
The Payouts section of the Setup Details tab contains information related to the Referrer’s payout limits, including the following information:
Payouts Field Name | Description |
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Maximum Payout Credit Total | The maximum credit allowed to the Referrer for payout, shown as a dollar amount. |
Minimum Payout Debit Total | Minimum debit allowed to the Referrer for payout, shown as a dollar amount. |
Funding Enabled | Allows the boarded Referrer to make withdrawals. |
Vendor Fees External | Allows the Referrer to disburse vendor fees through an external facilitator operating account. |
Verify For Payout Not Required | Indicates whether account verification is required before Referrer is allowed to make withdrawals. |
Include ACH Holidays and Weekends In Payout Delay | Indicates whether to include ACH holidays and weekends in payout delay. |
Payout Include Pending | Allows the Referrer to withdraw a payout if pending funds cover the negative balance. |
Minimum Debit Processing Delay | The minimum number of business days before a debit is processed and made available for funding. The default setting is 5. |
MC Instant Payouts Enabled | Indicates whether instant payouts (Push To Card) for Mastercard transactions are enabled. |
VISA Instant Payouts Enabled | Indicates whether instant payouts (Push To Card) for VISA transactions are enabled. |
Same Day Payouts Enabled | Indicates whether same day payouts enabled. |
MC Instant Payout Max | The maximum amount disbursed for instant payout (Push To Card) for Mastercard transactions, shown as a dollar amount. |
VISA Instant Payout Maximum | The maximum amount disbursed for instant payout (Push To Card) for VISA transactions, shown as a dollar amount. |
Maximum Same Day Payout Credit Total | The maximum amount of credit transactions allowed for same day payout, shown as a dollar amount. |
Minimum Same Day Payout Debit Total | The minimum amount of debit transactions required to create a same day payout, shown as a dollar amount. |
Same Day Payouts Daily Max | The maximum dollar amount allowed daily for same day payouts. |
Minimum Payout Credit Total | The minimum credit dollar amount allowed for payout. |
Maximum Payout Debit Total | The maximum debit dollar amount allowed for payout. |
Minimum Available Funds | The minimum available dollar amount of funds an entity must have. If the entity is below this threshold credit payouts won't be processed and a debit will be processed to bring the entity's funds up to this threshold amount. |
Minimum Payout Delay | The minimum number of days the payout will be delayed from date of request until it is processed. |
Minimum Statement Debit Payout Delay | A delay that is set on the payout related to a statement. Set to 0 if it should operate the same as credit payouts. |
Minimum Funds Payout Total | The minimum total debit allowed for payout, shown as a dollar amount. |
Minimum First Payout Delay | The number of days the first payout will be delayed from date of request until it is processed. |
Min eCheck Capture Delay | The number of days to delay funds processing for an eCheck sale. The default setting is 1. |
MC Instant Payout Min | The minimum dollar amount required for instant payout (Push To Card) for MasterCard transactions |
VISA Instant Payout Minimum | Minimum amount required for instant payout (Push To Card) for VISA transactions |
Minimum Same Day Payout Credit Total | The minimum dollar amount of credit transactions required to create a same day payout. |
Maximum Same Day Payout Debit Total | The maximum dollar amount of debit transactions allowed for same day payout |
Minimum Debited Available Funds | Defines the threshold to which the entity's available funds will be returned. This event is triggered when an automated Debit disbursement is requested, due to the Minimum Available Funds falling below the defined setting, |
Extra
The Extra section of the Setup Details tab contains the following additional information about the Referrer profile:
Extra Field Name | Description |
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Vendor Fees Enabled | Allows vendors to create and assess fees on Referrers. |
Refund Releases Reserve | A refund processed for a reserved transaction will automatically release that reserve. |
Account Updater Enabled | Indicates whether payments will be checked for updates. Payments will be checked and updated if enabled |
Update all tokens enabled | When enabled, this parameter will send all tokens. When NOT enabled, this will only send subscription tokens (tokens associated with recurring billing schedules). |
Account Updater Frequency | The frequency to check for payment updates. |
Visa Misuse Settlement | The number of days before an auth misuse fee should be charged on a VISA transaction that has not settled. The default setting is 10. |
Visa Misuse Travel Auto Settlement | The number of days before an auth misuse fee should be charged on a VISA transaction that has not settled. Applies only to Referrers with a Travel & Entertainment Referrer category code (MCC). |
Visa Misuse Card Present Reversal | The number of hours before an auth misuse fee should be charged on a card-present VISA transaction that was not reversed within the timeframe. The default setting is 24. |
Visa Misuse Card Not Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-not-present VISA transaction that was not reversed within the timeframe. The default setting is 24. |
MasterCard Misuse Settlement | The number of hours before an Auth Misuse fee should be charged on a card-not-present Mastercard that wasn't reversed within the timeframe. The default setting is 168. |
MasterCard Misuse Card Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-present Mastercard transaction that wasn't reversed within the timeframe. The default setting is 24. |
MasterCard Misuse Card Not Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-not-present Mastercard transaction that wasn't reversed within the timeframe. The default setting is 72. |
MasterCard Misuse Travel Auto Reversal | The number of hours before an Auth Misuse fee should be charged on a Mastercard transaction that wasn't reversed within the timeframe. Applies only to Referrers with a Travel & Entertainment Referrer category code (MCC). The default setting is 480. |
Advanced
The Advanced section of the Setup Details tab contains the following additional information about the Referrer profile:
Advanced Field Name | Description |
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surchargeEnabled | This field confirms with VAP/Vcore that the sub-Referrer can send surcharging with their transaction https://developerengine.fisglobal.com/apis/express/features/surcharging |
payoutCutoffTime | The time before which payout must occur in order to receive funds that day. |
debtRepaymentEnabled | Related to cash advances or other funding mechanisms available to the Referrer. |
declineNotificationEmail | Indicates the email message settings for declined payouts. |
holdMessagesDisabled | Indicates the portal message settings for declined payouts. |
omniTokenEnabled | Indicates whether Omni Token-related transactions are enabled for the Referrer. |
passTokenEnabled | Indicates whether Pass Token-related transactions are enabled for the Referrer. |
Notes Tab
The Notes tab displays Referrer and Transaction Notes associated with the Referrer Profile. You can add or edit notes found in the tables on this tab.
Documents Tab
The documents tab contains downloadable documents associated with the Referrer profile, and allows you to upload new documents. The Documents table contains the following information:
Documents Table Column Name
Description
Notes Table Column Name | Description |
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Created | The date the note was created. |
Created By | The user that created the note. |
Type | The type of |
note: |
Name
The name of the document.
Note
|
Personal ID
Company ID
Voided Check
Bank Statement
Bank Letter
Contract
| |
Public | Whether or not all portfolio users can see this note. |
Note | A note that describes the document. |
Documents Tab
The
execution status of the document: Processed, Pending, or Failed.Documents Actions
Click on the three dots in the right hand side of the table row to open a drop down menu with the following options:
Download: Downloaddocuments tab contains downloadable documents associated with the Referrer profile and allows you to upload new documents. The Documents table contains the following information:
Documents Table Column Name | Description |
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Type | The type of document:
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Name | The name of the document. |
Note | A note that describes the document. |
Status | The execution status of the document: Processed, Pending, or Failed. |
Documents Actions
Click on the three dots on the right-hand side of the table row to open a drop-down menu with the following options:
Download: Download a copy of the file containing the document.
Edit: Edit information associated with the document.
Remove: Remove the document from the portal. See below for more information.
Copy ID: Copy information associated with the document.
To remove a document from the Documents table, follow the steps below:
Step 1: Click on the three dots in on the right-hand side of the table row to open a drop-down menu in on the page.
Step 2: Click REMOVE in the drop-down menu.
Step 3: To delete the document, click CONFIRM. To keep the document and return to the Documents table, click CANCEL.
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NOTE: Once a document is removed from the portal, its contents will be permanently deleted. |
Event Logs Tab - TBD
Lorem ipsumreturn to the Documents table, click CANCEL.
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NOTE: Once a document is removed from the portal, its contents will be permanently deleted. |
Event Logs Tab
The Event Logs tab contains a table displaying all recorded actions under the Referrer that affect platform server resources (endpoints) associated with the Referrer’s information.
Event Logs Table Column Name | Description |
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Resource | The specific server resource that was affected by the event. |
Resource ID | The unique ID of the server resource. |
Field | The server resource listing field being affected. |
Old Value | The prior value before the event change (if any). |
New Value | The new and current value after the event change. |
User | The user that initiated the event. |
Date | The date and time of the event. |
Billing Schedules Tab
The Billing Schedules tab contains information about subscription payments associated with the Referrer profile , and allows you to add new billing schedules to the profile. The Billing Schedules table displays the following information:
Billing Schedules Table Column Name | Description |
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Schedule | The billing schedule for the subscription payment. |
Interval | The frequency of the billing schedule. |
Start | The start date of the billing schedule. |
Finish | The end date of the subscription. |
Collection Factor | How often the payment is collected:
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Collection Offset | A set interval of time in which bill collection may be delayed or initiated early. |
Currency | The type of currency used by the billing schedule transaction. |
Description | A description of the billing schedule entered by the Referrer or the Referrer. |
Billing Schedules Action
Add a new billing schedule by following the steps below:
Step 1: Click ADD BILLING SCHEDULE to open the Add Billing Schedule lightbox in on the page.
Step 2: Enter the information in the lightbox fields.
Step 3: To save the new billing schedule, click ADD. To cancel and delete the entered information, click CANCEL.
Funding Parameters Tab
The Funding Parameters tab contains details of the Referrer’s funding parameters as dictated by the referrer, and allows you to add new parameters to the Referrer profile. Each established funding parameter is displayed in a table, which includes the following information:
Funding Parameter Table Column Name | Description |
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Name | The name of the funding parameter. |
Created | The date that the funding parameter was created. |
Type | The type of funding parameter:
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Value | The funding parameter value as a dollar amount. |
Funding Parameter Action
To add a new funding parameter, follow the steps below:
Step 1: Click ADD FUNDING PARAMETER to open the Add Funding Parameter lightbox in on the page.
Step 2: Enter information about the new funding parameter in the lightbox fields.
Step 3: Save the new funding parameter by clicking ADD, or click CANCEL to discard the parameters information and return to the Funding Parameters tab. Customize Your Referrer Table View.
Value-Added Services Tab
Value-Added Services Table Column Name | Description |
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Service | The specific Value-Added Service applied to the Referrer:
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Sub-Service | The sub-service specified with the primary Value-Added Service. |
Date Enabled | The date the Value-Added Service was setup and enabled. |
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.
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Click the links in the Referrer Profile to access any of the following pages:
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