Fees (F)

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

Related Pages:

Click the links below to access any of the following pages:

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