Fee Profiles

Fee Profiles within the Master Merchant Platform are used to define a set of fees you will charge the Sub Merchant for using your services. Once you have created a Fee Profile, you can link these to any of your Sub Merchant accounts and create multiple Fee Profiles for different commercial arrangements.

Create a new Fee Profile

To create a new Fee Profile, please follow the next steps:

  1. Log into your Paydock Master Merchant Production or Sandbox account;
  2. Go to Fee Profiles in the Profile menu;
  3. Switch to the Add New section.
  4. Fill out the following fields under the Fee Profiles section:
    1. Fee Profile Label - the name of this particular fee profile. This is just for your reference and is not exposed to the Sub Merchant.
    2. Default Fee Currency - the currency which will be used for the profile.
  5. The next step is setting up conditions under the Fees section. Complete the fee structure by providing the following information:
    1. Label - the name of this particular Fee.
    2. Entity -  This is a list of items for which the fee will be created. You may choose between these options:
      • Transaction 
      • Vault 
      • Gateway 
      • Custom
  6. Activity type - This is a drop-down list with any of the following Paydock activity types:
    • Action
    • Lifetime
    • Start of period 
  7. Action - This is a list of any Paydock Actions which will attract a fee. For example, you can choose the fee action for using a Gateway or for any of the other Actions supported by your Master Merchant facility.
  8. Fee type - This is a list of any fee type in the system. You may choose between these options:
    • Flat fee
    • % of amount
    • % of % of amount
  • For each fee, you can set up its own conditions by pressing the Add Condition button, which allows you to only charge for certain, more specific conditions, such as a particular currency type.
  • Click on the Release button to add the new fee profile to the Fee Profile list. The fee profile will be saved as a draft if it was not released.
  • You can set up more than one fee under one Profile by clicking on the Add New Fee button, as shown below.

    Edit an existing Fee Profile

    To edit a Fee Profile or view the details, please follow these steps:

    1. Log into your Paydock Master Merchant Production or Sandbox account;
    2. Go to Fee Profiles in the Profile menu;
    3. From the See All section you can see all the created profiles.
    4. Please click on the Actions > Edit to edit the profile. From this page, you will also be able to check the Fees under this profile by pressing the Check Rule button.
    5. Click on Actions > Edit to check the information of the profile and make any changes you wish.
    6. Once the changes are made, click on the Save as button to create a new fee profile. The existing fee profile will remain unchanged. If an edited Fee Profile is not saved to a new one, a new Fee Profile will not be created.

    Assign a Fee Profile to a Sub Merchant

    To assign the Fee Profile to a Sub Merchant, please follow these steps:

    1. Log into your Paydock Master Merchant Production or Sandbox account.
    2. Go to Merchants in the Profile menu.
    3. Find the relevant merchant profile.
    4. Click on Actions > Manage Fee Profiles.
    5. Select the Apply Fee Profile button to open the form and choose a Fee Profile and intervals.

    The first time you assign a Fee Profile to a Sub Merchant there will be no Fee History. In order to track the Fee History, please click on the Create Fee History button.

    Remove a Fee Profile from a Sub Merchant

    You can remove a Fee Profile from a Sub Merchant account if they have a status of active or next. To do so please follow these steps:

    1. Log into your Paydock Master Merchant Production or Sandbox account.
    2. Go to Merchants in the Profile menu.
    3. Find the relevant Merchant account.
    4. Click on Actions > Interrupt.

    Check a Fee Profile history

    If you would like to check the Fee Profile history of your Sub Merchants, please follow these steps:

    1. Log into your Paydock Master Merchant Production or Sandbox account.
    2. Go to Merchants in the Profile menu.
    3. Find the relevant merchant profile.
    4. Click on Actions > Manage Fee Profiles.
    5. From here, you can choose the relevant Fee Profile and the Period for it.

    Download a Fee Profile report

    To download a report for completed and interrupted periods for a Sub Merchant, follow these steps:

    1. Log into your Paydock Master Merchant Production or Sandbox account.
    2. Go to Merchants in the Profile menu.
    3. Find the relevant merchant profile.
    4. Click on Actions > Manage Fee Profiles.
    5. From here, you can choose the relevant Fee Profile and Period.
    6. Click on Actions > Show Details.
    7. Download the report by clicking the Download report button.

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