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 in Payrix to charge an entity a specific amount on a defined schedule, which you can configure for each individual 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.
Navigate to the Fees page by clicking Settings in the left hand navigation panel, and then clicking Fees in the Payment Settings section of the Settings page.
Partial view of the Fees page, including the Active Fees table and Add Fee button.
Fees Feature
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:
Active Fees Table Column Name
Description
Active Fees Table Column Name
Description
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 on the grey triangle in any row to view additional details for a specific fee, or click on the grey triangle in the table header to view additional details for all fee.
Active Fees Table Actions
The Active Fees table supports the following actions: add a new fee, access a specific saved fee.
To add a new fee, click ADD FEE in the top right hand corner of the page to open the Add Fee lightbox. Enter the required information about the fee, and click SAVE to add the fee, or discard your changes and return to the Fees page by clicking CANCEL.
To access a specific fee, click any information in the table row for the fee to open the Fee 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:
Inactive Fees Table Column Name
Description
Inactive Fees Table Column Name
Description
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 on the grey triangle in any row to view additional details for a specific fee, or click on the grey triangle in the table header to view additional details for all fee.
Inactive Fees Table Actions
The Inactive Fees table supports the following actions: access a specific saved fee.
To access a specific fee, click any information in the table row for the fee to open the Fee 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:
Costs Table Column Name
Description
Costs Table Column Name
Description
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 on the grey triangle in any row to view additional details for a specific cost, or click on the grey triangle in the table header to view additional details for all costs.
Costs Table Actions
The Costs table supports the following actions: add a new cost , access a specific cost.
To add a new cost, click ADD COST in the top right hand corner of the section to open the Add Cost lightbox. Enter the required information, and click SAVE to add the cost, or discard your changes and return to the Fees page by clicking CANCEL.
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 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:
Fee
Data ID
Date Created
Created by
Date Modified
Modified By
For Entity ID
Schedule Factor
End Description
Collection
Collection Factor
Collection Offset
Currency Status
Entity Data
Entity ID
Login ID
Parameters ID
Type
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
Fee - Settings Sub-page (R)
The Fees 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.
Navigate to an individual fee page by following the steps below:
Step 1: Click on Settings in the left hand navigation panel.
Step 2: Click on Fees in the Payment Settings section.
Step 3: Locate the specific fee in the active or inactive fee tables.
Step 4: Click on any information for the specific fee to open the Fees page.
Partial view of the Fees page, including the Fee Details section.
Fees Features
Fee Details
The top of the Fees page contains the editable Fee Details section, including the following fields:
Fee Details Field Name
Description
Fee Details Field Name
Description
ID
The Payrix-generated ID associated with the fee.
Created
The date that the fee was created.
Charging Entity ID
The Payrix-generated ID associated with the entity charging the fee.
Charging Entity
The name of the entity charging the fee.
For Entity ID
The Payrix-generated ID associated with the entity to which the fee is charged.
For Entity Name
The name of the entity that the fee is charged to.
Start
The first date that the fee was charged.
Â
End
The last date that the fee was or will be charged.
Description
A description of the fee, generated by the referrer.
Name
The name of the fee, generated by the referrer.
Status
The status of the fee: Active or Inactive.
Amount
The dollar amount of the fee.
Type
The type of fee.
Schedule Factor
The number of times per period that the fee is billed.
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 Referrer's payout.
Fee Details Actions
To edit the Fee Details section, click the EDIT iconin the upper right hand corner of the Fee Details section. Edit information related to the fee, and then click the CHECK MARK 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.
Follow the steps below to add an existing rule to a fee:
Step 1: Click on the black triangle to open the drop down menu in the Fee Rules section.
Step 2: 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
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
Step 3 (Optional): Add a second conditional rule by clicking the + icon on the right hand side of the rule drop down menu, and an additional fee rule drop down menu will open.
Step 4 (Optional): Remove a rule by clicking the X icon on the right hand side of the rule drop down menu.
Step 5 (Optional): Create a conditional rules group where EITHER of the following conditions are met by clicking CREATE CONDITIONAL RULES GROUP in the lower left hand corner of the Fee Rules page.
Step 6: Save your fee rule changes by clicking the CHECK MARK icon in the upper right hand 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:
Fee Modifier Table Column Name
Description
Fee Modifier Table Column Name
Description
Group
The group that the fee modifier affects.
Entity
The entity that the fee modification (the fee payment itself) is sent to and received.
From Entity ID
The Payrix-generated ID for the entity who’s balance is being deducted to make said fee payment.
Markup Amount
The markup amount, shown as percentage or dollar amount.
Fee Modifier Section Actions
To add a new fee modifier, follow the steps below:
Step 1: Click ADD FEE MODIFIERS in the top right hand corner of the section to open the Fee Modifier lightbox in the page.
Step 2: Enter the fee modifier information into the lightbox fields.
Step 3: Save the new fee modifier by clicking ADD, or cancel by clicking CANCEL.
To remove a previously saved fee modifier, click the THREE DOTS icon in the right hand side of the table and then click DELETE in the lightbox.
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:
Entries Table Column Name
Description
Entries Table Column Name
Description
ID
The Payrix-generated ID associated with the entry.
Date
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.
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 section below to view a complete list of the data that you can display on the Entries table:
Entries Data
ID
Date
Event Total
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
Entity Data
Company
Created by
Date Modified
Modified By
Login ID
Parameters ID
Type
Address
City
Zip
State
Country
Phone
Fax
Email
EIN
Currency
Custom Website
T&C Version
T&C Date
TIN Status
Filter the Table by Processed, Pending, or Statement
View 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.
Costs (R)
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.
Navigate to an individual cost page by following the steps below:
Step 1: Click on Settings in the left hand navigation panel.
Step 2: Click on Fees in the Payment Settings section.
Step 3: Locate the specific cost in the Costs Table.
Step 4: Click on any information for the specific cost to open the Costs page.
Partial view of the Costs page, including the Cost Details and the Edit icon.
Costs Features
Cost Details
The top of the Costs page contains the editable Cost Details section, including the following fields:
Cost Details Field Name
Description
Cost Details Field Name
Description
ID
The Payrix-generated ID associated with the cost.
Created
The date that the cost was created.
Charging Entity ID
The Payrix-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
Any transaction fee that occurs when the cost is incurred.
Cost Details Actions
To edit the Cost Details section, click the EDIT iconin the upper right hand corner of the section. Edit information related to the cost, and then click the CHECK MARK 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.
Follow the steps below to add an existing rule to a cost:
Step 1: Click on the black triangle to open the drop down menu in the Cost Rules section.
Step 2: 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
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
Step 3 (Optional): Add a second conditional rule by clicking the + icon on the right hand side of the rule drop down menu, and an additional drop down menu will open.
Step 4 (Optional): Remove a rule by clicking the X icon on the right hand side of the rule drop down menu.
Step 5 (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 hand corner of the Cost Rules page.
Step 6: Save your cost rule changes by clicking the CHECK MARK icon in the upper right hand 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:
Cost Modifier Table Column Name
Description
Cost Modifier Table Column Name
Description
Group
The group that the cost modifier affects.
Entity
The entity that the fee modification (the fee payment itself) is sent to and received.
From Entity ID
The Payrix-generated ID for the entity who’s 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, follow the steps below:
Step 1: Click ADD COST MODIFIERS in the top right hand corner of the section to open the Cost Modifier lightbox in the page.
Step 2: Enter the cost modifier information into the lightbox fields.
Step 3: Save the new cost modifier by clicking ADD, or cancel by clicking CANCEL.
To remove a previously saved cost modifier, click the THREE DOTS icon in the right hand side of the table and then click DELETE 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:
Entries Table Column Name
Description
Entries Table Column Name
Description
ID
The Payrix-generated ID associated with the entry.
Date
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.
Customize Your Entries 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 Entries table:
Filter the Table by Processed, Pending, or Statement
View 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.
Related Pages:
Click the links below to access any of the following pages:
