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 merchant. | 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 schedule a new reserve, follow the steps below: Step 1: Click SCHEDULE RESERVE in the upper right hand corner of the Scheduled Reserves panel to open the Reserves lightbox in the page. Step 2: Enter the reserve information into the fields in the lightbox. Step 3: Add the new reserve to the merchant profile account by clicking ADD, or cancel the new entry by clicking CANCEL.
Merchant Risks PanelThe Merchant Risks panel displays a table with information about funds currently in reserve due to merchant risk. The Merchant Risk table contains the following fields: Merchant 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 Merchant Risk Reserve, follow the steps below: Step 1: Click RESERVE in the upper right hand corner of the Merchant Risk Reserves panel to open the Reserve lightbox in the page. Step 2: Enter the reserve information into the fields in the lightbox. Step 3: Add the new reserve to the merchant profile account by clicking ADD, or cancel the new entry by clicking CANCEL.
Transactions In Reserve PanelThe Transactions In Reserve panel displays a list of transactions held in reserve due to Transaction Risk. Hold ReservesThe Hold Reserves section displays the total dollar amount of funds held in reserve. To manage the hold reserves, follow the steps below: Fees and Pricing TabThe Fees and Pricing tab contains a table of fees associated with the merchant account. The table contains the following fields in the default setting: Fees Table Column Name | Description |
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Name | The name of the fee, given by the Referrer or merchant. | Amount | The dollar amount of the fee. | Type | The type of fee selected by the Referrer. | Repeat Every | How often the fee is charged to the merchant account. | Start | The date that the fee was implemented | Owner | The user that oversees the fee implementation. |
Pricing Banner The Pricing banner indicates the pricing structure the Merchant is enrolled in for processing costs. Either Interchange Plus or Flat Rate: Interchange Plus - Interchange Plus is the actual interchange fee set by Card Networks and charged to the merchant, plus a transparent markup fee. Flat Rate - Flat rate is a fixed percentage and set dollar amount fee for every transaction, regardless of the card used. Businesses do not pay interchange fees directly in a Flat Rate structure.
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 merchant profile, follow the steps below: Step 1: Click ADD FEES in the upper right hand corner of the Fees tab to open the Add Fees lightbox in the page. Step 2: Enter the information into the fields in the lightbox. Step 3: Add the new fee to the merchant profile account by clicking ADD, or cancel the new entry by clicking CANCEL.
To remove a fee from the merchant profile, click the TRASH CAN icon on the right hand side of the row of the table. View more information about the fee by following the steps below: Step 1: View the Payrix-generated ID number associated with a specific fee by clicking the grey triangle on the right hand side of the row of the table. Step 2: Access the Fees page by clicking any information in the row.
Groups TabThe Groups tab displays any groups associated with the merchant. To assign a merchant to an existing group, follow the steps below: Step 1: Select the PLUS icon, and choose a group from the dropdown menu. Step 2: Click the CHECKMARK icon to confirm the selected group.
Once the merchant is assigned to a group, a table displaying associated fees will appear in the Group tab. To remove a merchant from a group, follow the steps below: Step 1: Click the grey X in the top right hand corner of the panel displaying the group name. The Delete Merchant lightbox will appear on the page. Step 2: Confirm that you are removing the merchant from the group by clicking REMOVE in the lightbox, or cancel the removal request by clicking CANCEL.
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| panelIconId | atlassian-note |
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| Note: More information about creating and managing your groups can be found in the Groups section of the Management category. |
Terminals TabThe Terminals tab displays a table listing terminals associated with the merchant, and allows you to add a new terminal. The table contains the following information: Terminals Table Column Name | Description |
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ID | The Payrix-generated ID of the terminal. | Name | The name of the terminal as designated by the merchant or Referrer. | Auto Close | Indicates whether the terminal is set to auto-batch close. When Auto-Close is selected, the batch close is automatically engaged at a preset time each day. | Type | The type of terminal: Authorize.net PAX Terminals DEJAVOO NMI Cybersource Core 610 Verifone UIC Var - Freedom Pay Datacap E-Pay REPRO
| Status | The status of the terminal. Choose Active or Inactive. |
Terminals Tab ActionsTo access more information about a specific terminal, click on any information in the table row to open the Terminal page. To add a new terminal, follow the steps below: Step 1: Click ADD TERMINAL to open the Add Terminal lightbox in the page. Step 2: Enter the terminal information in the lightbox fields. Step 3: Save the new terminal by clicking ADD TERMINAL, or cancel by clicking CANCEL.
To remove a terminal from the merchant profile, follow the steps below: Step 1: Click the TRASHCAN icon in the row of a specific terminal. The Delete lightbox will open in the page. Step 2: Confirm removing the terminal by clicking YES in the lightbox, or cancel by clicking NO.
Terminal Transactions TabThe Terminal Transactions tab displays a table of recent terminal transactions by the merchant. The terminal transactions table contains the following information in the default view: Terminal Transactions Table Column Name | Description |
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Amount | The dollar amount of the terminal transaction. | Status | The status of the transaction. Choose Approved, Pending, or Failed. | Cardholder | The name of the cardholder whose credit card is involved in the transaction. | Payment | The payment method or contactless option used for the transaction. | Created | The date that the terminal transaction was created. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
Terminal Transactions ActionAccess additional details about a specific terminal transaction by clicking any information in the table row to open the Terminal Transactions page for the merchant transaction. Profit Sharing TabThe Profit Sharing tab displays a table of profit shares associated with the merchant, and allows you to add new profit shares to the merchant's profile. The Profit Sharing table contains the following information: Profit Sharing Table Column Name | Description |
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ID | The Payrix-generated ID of the profit share. | Created | The date and time that the profit share was created. | Name | The name of the profit share, generated by the Referrer. | Type | The type of profit share: Income, Expense, or Both. | Amount | The amount of the profit share, displayed as a percentage. |
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: Step 1: Click ADD PROFIT SHARE to open the Profit Share lightbox in the page. Step 2: Enter the required information in the lightbox fields. Step 3: To add the profit share to the merchant profile, click ADD PROFIT SHARE, or to cancel click CANCEL.
To remove a profit share from the merchant profile, follow the steps below: Step 1: Click the three purple dots on the right hand side of the row of the specific profit share to open the Delete lightbox. Step 2: Remove the profit share by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Merchant Profile page.
Plans TabThe Plans tab displays a table of subscription payment plans associated with the merchant, and allows you to add a new plan to the merchant profile. The plans table contains the following information in the default view: Plans Table Column Name | Description |
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Name | The name of the subscription plan. | Schedule | The payment schedule for the subscription plan. | Amount | The dollar amount of each scheduled payment. | Status | The status of the subscription: Active or Inactive. | Subscriptions | The number of customer with subscriptions under the plan. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
Plans ActionsThe Plans tab supports the following actions: access plan details and add a new payment plan. To access the Plan Details page, click any information in a row of the Plans table. To add a new payment plan, follow the steps below: Step 1: Click ADD PLAN to open a lightbox in the page. Step 2: Enter the required information in the lightbox fields. Step 3: To add the plan to the merchant profile, click ADD PLAN, or to cancel click CANCEL.
Withdrawals TabThe Withdrawals tab contains two sections, the list of scheduled withdrawals and the withdrawal history for the merchant account. The tab also allows you to add a new scheduled withdrawal to the merchant profile. The scheduled withdrawal section is located in the top of the panel, and displays a table of scheduled withdrawals. The table contains the following information in the default view: Withdrawal Schedule Table Column Name | Description |
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Name | The name of the scheduled withdrawal. | Frequency | How often the withdrawal occurs. | Amount Type | The type of withdrawal amount: Actual, Percentage, or Surcharge. | Amount | The amount of the withdrawal. | Float | The dollar amount that will be withheld from the Referrer's payout. | Account | The account number linked to the withdrawal payment. | Delete | Click the purple dots to open the Delete lightbox to delete a withdrawal from the merchant's profile. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
Withdrawal Schedule ActionsTo add a withdrawal schedule to the merchant account, follow the steps below: Step 1: Click ADD WITHDRAWAL SCHEDULES at the top right hand corner of the panel to open the Add Withdrawal Schedules lightbox in the page. Step 2: Enter the required information in the lightbox fields. Step 3: To add the withdrawal schedule to the merchant profile, click CREATE WITHDRAWAL, or to cancel click CANCEL.
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 Table Column Name | Description |
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ID | The Payrix-generated ID of the specific withdrawal. | Date Created | The date and time that the withdrawal transaction occurred. | Account | The last four digits of the account linked to the withdrawal payment. | Status | The status of the withdrawal: Requested, Pending, Approved, Denied. | Amount | The dollar amount of the transaction of the withdrawal. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
Withdrawal History ActionAccess additional details about a specific withdrawal by clicking any information in the table row to open the Withdrawal Details. Costs TabThe Costs tab displays information related to any platform or payment facilitation fees associated with the merchant’s transactions. The Costs table contains the following information: Costs Table | Description |
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Amount | The amount of the cost or fee, displayed as a negative dollar amount. | Description | A description of the fee. | From | The name of the payment facilitator. | Type | The dollar amount of the cost or fee shown as a positive increment. | Schedule | The schedule of when the cost is incurred. The cost may be a one-time payment scheduled, such as those that occur during onboarding, or it may be a recurring payment option fee. |
Disputes TabThe Disputes tab displays a table with information on any disputes associated with the merchant. The Disputes table contains the following information: Disputes Table Column Name | Description |
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Name | The name of the customer associated with the disputed transaction. | TXN ID | The Payrix-Generated transaction ID. | Amount | The dollar amount of the transaction. | Account | The account associated with the disputed transaction. | Created | The date that the dispute was created. | Return Code | The reason for the disputed payment. |
Disputes Table ActionsAccess the /wiki/spaces/PAL/pages/23128440887 for a specific dispute by clicking on any information in the table. The Platform IDS tab contains information about any payment platforms used by the merchant. There are four platform types displayed on the tab: Vantiv, VCore, Wells Fargo, and First Data. The Vantiv Platform IDS section contains the following information: Vantiv Platform IDS Field Name | Description |
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MID | The alphanumeric ID of the specific merchant. | Legal Entity ID | The ID number of the merchant business. | Sub-Merchant ID | The ID number indicating that the merchant was boarded under another merchant. | Funding ID | The ID number of the transaction in which funds are deposited to an account. | Currency | The type of currency for the transactions. | Funding Currency | Money borrowed in one currency to fund another currency. |
The VCore Platform IDS section contains the following information: VCore Platform IDS Field Name | Description |
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MID | The alphanumeric ID of the specific merchant. | Funding ID | The ID number of the transaction in which funds are deposited to an account. | Store ID | The ID number of the storefront where the payment platform is used. | Chain ID | The ID number of the chain of stores where the payment platform is used. | Create | The date that the platform ID was added to the portal. | Express Sub-Account | Indicates whether the platform is associated with a VCore Express Sub-Account. | Account Token | The tokenized ID of the payment platform. | Account ID | The ID number of the bank account connected to the payment platform. | Acceptor ID | The ID number of the location from which a money transfer originates. | Default Terminal ID | The ID number assigned by default to the platform terminal. | Currency | The type of currency for the transactions. | Funding Currency | Money borrowed in one currency to fund another currency. |
The Wells Fargo Platform IDS section contains the following information: Wells Fargo Platform IDS Field Name | Description |
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MID | The alphanumeric ID of the specific merchant. | AMEX Charge ID | The ID number associated with AMEX transactions. | Frontend ID | The ID number associated with the terminal where the merchant requests a transaction authorization and where all configuration and settings are set for the payments process. | Store ID | The ID number of the storefront where the payment platform is used. | Chain ID | The ID number of the chain of stores where the payment platform is used. | Currency | The type of currency for the transactions. | Funding Currency | Money borrowed in one currency to fund another currency. |
The First Data Platform IDS section contains the following information: First Data Platform IDS Field Name | Description |
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MID | The alphanumeric ID of the specific merchant. | Chain ID | The ID number of the chain of stores where the payment platform is used. | Currency | The type of currency for the transactions. | Funding Currency | Money borrowed in one currency to fund another currency. |
Notes TabThe Notes tab displays Merchant and Transaction Notes associated with the Merchant Profile. You can add or edit notes found in the tables on this tab. Merchants NotesNavigate to the Merchant Notes section by clicking on MERCHANTS NOTES in the top left hand corner of the tab. The Merchants Notes table contains the following information: Merchants Notes Table Column Name | Description |
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Created | The date and time that the note was added to the portal. | Created By | The entity that created the note. | Type | The type of note: Note Risk Approved Risk Pending Risk Cancelled Risk Denied Risk Closed Risk Investigation Risk Pending Data Risk Funds Released Risk Activity Approved
| Public | Indicates whether the note is public. | Source | The source of the note. | Note | The contents of the note. |
Merchant Notes ActionTo add a new note to the Merchants section, follow the steps below: Step 1: Click ADD NOTE in the top right hand corner of the tab to open the Add Note lightbox in the page. Step 2: Select the type of note from the drop down menu and enter the note contents into the Note field. Step 3 (Optional): To make the note public, click MAKE NOTE PUBLIC. Step 4: To add the note to the table, click ADD. Otherwise, cancel the note and delete any information entered by clicking CANCEL.
Transaction NotesNavigate to the Transaction Notes section by clicking on TRANSACTION NOTES in the top left hand corner of the tab. The Transaction Notes table contains the following information: Transaction Notes Table Column Name | Description |
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Created | The date and time that the note was added to the portal. | Created By | The entity that created the note. | Type | The type of note: Note Risk Approved Risk Pending Risk Cancelled Risk Denied Risk Closed Risk Investigation Risk Pending Data Risk Funds Released Risk Activity Approved
| Public | Indicates whether the note is public. | Source | The source of the note. | Payment | The type of payment associated with the transaction. | TXN Amount | The dollar amount of the transaction. | Note | The contents of the note. |
Documents TabThe documents tab contains downloadable documents associated with the merchant 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: General Personal ID Company ID Voided Check Bank Statement Bank Letter Contract
| 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 ActionsClick on the three dots in 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 the right hand side of the table row to open a drop down menu in 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. |
Billing Schedules TabThe Billing Schedules tab contains information about subscription payments associated with the merchant 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: Daily Weekly Monthly Annually
| 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 Merchant. |
Billing Schedules ActionAdd a new billing schedule by following the steps below: Step 1: Click ADD BILLING SCHEDULE to open the Add Billing Schedule lightbox in 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.
Setup Details TabThe Setup Details tab contains details of the merchant’s parameters as dictated by the Referrer. The parameters are divided into six sections, located at the top of the Setup Details tab. GeneralThe General section of the Setup Details tab displays information related to the merchants 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 merchant. | Decision Micro-Service Enabled | Indicates whether a micro-service process for decisions is enabled for the merchant. 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 merchant. |
BoardingThe Boarding section of the Setup Details tab contains information related to the merchant’s boarding capabilities, including the following information: Boarding Section Field Name | Description |
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Opt Blue Enabled | Indicates whether boarded merchants should be acquired for Amex processing through the OptBlue Program. | Discover Acquired Enabled | Indicates whether boarded merchants should be acquired for Discover processing through the Discover Acquired Program. | Verify for Boarding Not Required | Requires bank account verification before a merchant is boarded. | Auto Reboard Days | The number of days after the merchant'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 merchant that has not yet boarded. The default setting is 60. | Whether to Disable Merchant Boarding to Processors | Allows you to disable merchant boarding to processors. | Minimum Boarding Ownership | The minimum percentage of ownership required for merchant 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 merchant’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 merchant. | Maximum Daily Transaction Total | The dollar amount of the maximum total volume that the merchant can process per day. | Maximum Daily Transaction Number | The maximum number of transactions that the merchant can process per day. | Maximum Monthly Total | The dollar amount of the maximum total volume that the merchant can process per month. | Maximum Monthly Transaction Number | The maximum number of transactions that the merchant can process per month. | Maximum Subscription Failures | The maximum number of attempts allowed on a subscription payment. | Amex Enabled | Allows the merchant to accept AMEX payments. | Discover Enabled | Allows the merchant to accept Discover payments. | MC 3DSecure Enabled | Allows the merchant to process Mastercard 3DSecure. | VISA 3DSecure Enabled | Allows the merchant to process VISA 3DSecure. | AMEX 3DSecure Enabled | Allows the merchant to process AMEX 3DSecure. | DISCOVER 3DSecure Enabled | Allows the merchant to process Discover 3DSecure. | eCheck Enabled | Allows the merchant 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 merchant to accept Google Pay payments. | Apple Pay Exempt Enabled | Allows the merchant to accept Apple Pay payments. | Minimum Total Transaction | The minimum total dollar amount required for a single transaction to be processed. |
PayoutsThe Payouts section of the Setup Details tab contains information related to the merchant’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 merchant for payout, shown as a dollar amount. | Minimum Payout Debit Total | Minimum debit allowed to the merchant for payout, shown as a dollar amount. | Funding Enabled | Allows the boarded merchant to make withdrawals. | Vendor Fees External | Allows the merchant to disburse vendor fees through an external facilitator operating account. | Verify For Payout Not Required | Indicates whether account verification is required before merchant 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 merchant 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, |
The Extra section of the Setup Details tab contains the following additional information about the merchant profile: Extra Field Name | Description |
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Vendor Fees Enabled | Allows vendors to create and assess fees on merchants. | 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 merchants with a Travel & Entertainment merchant 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 merchants with a Travel & Entertainment merchant category code (MCC). The default setting is 480. |
AdvancedThe Advanced section of the Setup Details tab contains the following additional information about the merchant profile: Advanced Field Name | Description |
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surchargeEnabled | This field confirms with VAP/Vcore that the sub-merchant 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 merchant. | 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 merchant. | passTokenEnabled | Indicates whether Pass Token-related transactions are enabled for the merchant. |
Funding Parameters TabThe Funding Parameters tab contains details of the merchant’s funding parameters as dictated by the Referrer, and allows you to add new parameters to the merchant 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: 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 Settlement Account Transfer Percent
| Value | The funding parameter value as a dollar amount. |
Funding Parameter ActionTo add a new funding parameter, follow the steps below: Step 1: Click ADD FUNDING PARAMETER to open the Add Funding Parameter lightbox in 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.
Payment Updates TabThe Payment Updates tab contains information about updated payment methods associated with customers that have made transactions through the merchant’s account. The updated payments are displayed in a table which contains the following information in the default view: Payment Updates Column Name | Description |
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Customer | The name of the customer. | Order Number | The order number for any orders that were placed using the payment method. | Token | The cryptographically-generated token representing the payment method. | Last 4 | The last four digits of the credit card. | Expiration | The expiration date of the credit card. | Updated Date | The date that the payment was updated. | Status | The status of the payment: Active or Inactive. | Last Payment Made | The date and time that the last payment was made using the updated payment method. |
Payment Updates ActionYou can download a complete list of information contained in the Payment Updates table by clicking either .CSV or .XLS in the upper right hand corner of the page. |