Advanced Notifications (CAN)

Advanced Notifications feature enables Canadian partners to inform their Merchants on Interchange Plus pricing of any upcoming fee changes, 90 days in advance in accordance with Canadian regulatory requirements. This feature promotes transparency and strengthens communication with Merchants while ensuring regulatory compliance associated with all cost changes.

Advanced Notifications are only available for Canadian Facilitators and Referrers.

For more information related to regulatory requirements for Canadian partners and Merchants, visit the Canada Compliance Guide.

Set Up Advanced Notifications

Follow these steps in the Portal to set up Advanced Notifications for new fees or fee changes.

Navigate to Settings. Select E-mail & Message in the Advanced Notifications panel.

Advanced Notifications panel, Settings page

From the Advanced Notifications page, select your desired Referrer from the dropdown menu.

Advanced Notifications page

After selecting your Referrer, their Merchant portfolio will be displayed in a table below with checkboxes, and each Merchant’s designated pricing structure (typically Interchange Plus).
Select Merchants for notification based on fee notification needs using the toggle box on the left side. You can also select all Merchants using the checkbox toggle at the top of the table.
1. You also do not have to select any merchants – in this scenario, the notification should only be sent to the Referrer. This applies only when the merchant risk liability is owned by the Partner (established during initial Partner implementation).

Fee Change Notifications

Click the Fee Changes button in the upper-right corner.
A Fee Changes Notice lightbox will be displayed allowing you to verify the information is accurate, allowing edits to be made to contact information as needed.
Once verified, click Send to complete the process and send the notification e-mail.

Result: Upon informing the Merchant of the fee cost change, the new rate can be applied following Canadian regulations after 90 days.

New Fee Notifications

Click the New Fee button in the upper-right corner.
A New Fee Notice lightbox will be displayed allowing you to verify the information is accurate, allowing edits to be made to contact information as needed.
Once verified, click Send to complete the process and send the notification e-mail.

Result: Upon informing the Merchant of the new fee, it can be applied following Canadian regulations after 90 days.

Advanced Notification E-mails

The Advanced Notification system-generated emails will contain all placeholders you see within each applicable Notice lightbox mentioned above. When the Send button is clicked after selecting Merchants and verifying the contents of the notification, each applicable Merchant will receive the following email based on the change:

Sample Fee Increase Notification Email

Sample Fee Increase Notification Email

Hello,
We are reaching out to notify you that we will be increasing the following fees related to your billing integration service effective (insert date – MUST be at least 90 days out from notification).
(INSERT FEE TABLE THAT SHOWS CURRENT FEE RATE vs. NEW FEE RATE and NATURE OF THE FEE INCREASE)
No action is required on your end if you accept these fee increases, and the changes will be reflected on your (insert billing statement that will reflect the change).
Should you choose not to accept these fee increases, you have the right to opt-out of your agreement with (platform name), by calling (platform name) at (insert platform phone number), via email at (insert platform email) or by visiting (insert platform website).
If you have any questions regarding this notification, feel free to contact us at (SaaS Partner Contact Info).

Sample Introduction of New Fee Notification Email

Sample Introduction of New Fee Notification Email

Hello,
We are reaching out to notify you that we will be introducing the following fees related to your billing integration service effective (insert date – MUST be at least 90 days out from notification).
(INSERT FEE TABLE THAT SHOWS CURRENT FEE RATE vs. NEW FEE RATE and NATURE OF THE FEE INCREASE)
No action is required on your end if you accept the introduction of new fees, and the changes will be reflected on your (insert billing statement that will reflect the change).
Should you choose not to accept these fee increases, you have the right to opt-out of your agreement with (platform name), by calling (platform name) at (insert platform phone number), via email at (insert platform email) or by visiting (insert platform website).
If you have any questions regarding this notification, feel free to contact us at (SaaS Partner Contact Info).

Contact Support for guidance and assistance if you face issues enabling Advanced Notifications or need troubleshooting help.