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Creating a fee processor

Version: V4.4
Added on: 10/13/15
Difficulty:
Time: 30 min
Category: Tutorials

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Logging in and navigating the application 06/29/13 15 mins Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.

Useful Terms

Creating a fee processor

  1. Are you ready?

    In this tutorial we are going to learn how to create a Fee Processor, represented by a merchant that will be used for separate processing of Convenience Fees.

    We will use the following parameters:
    Accounts: Multiple
    Tax IDs: Multiple
    Descriptors: Multiple
    Deposit Accounts: Multiple
    Monthly Fees: Per Account

    Type: Fee Processor
    Name: My Fee Processor 01
    Code: FP001
    Time Zone: EST

    Contact Information:
    John Smith
    300 5th Ave
    New York, NY 10001
    john.smith@email.com
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Click   Newbutton in the top left section of the screen.
  4. Choose   Merchant  menu item  from the list.
  5. Locate   Merchant  groupbox
  6. Locate   Profile  label
  7. Click Multiple radio button for Accounts.
  8. Click Multiple radio button for Tax IDs.
  9. Click Multiple radio button for Descriptors.
  10. Click Multiple radio button for Deposit Accounts.
  11. Click Per Merchant radio button for Recurring Fees.
  12. Locate   Type  label
  13. Locate   Fee Processor  radio button and select it.
  14. Enter FP001 into the Codetextbox
  15. Enter My Fee Processor 01 into the Nametextbox
  16. Select EST in Time Zonedropdown
  17. Locate   Password  password and enter or generate password.

    Note: If you entered your own password, you have to confirm it manually in the "Confirm password" field. If you choose system generated password, it will be entered automatically.
  18. Locate   Contact Information  groupbox
  19. Enter John Smith into the Contact Nametextbox
  20. Enter 300 5th Ave into the Street 1textbox
  21. Enter New York into the Citytextbox
  22. Select New York in State/Province/Regiondropdown
  23. Enter 10001 into the Zip Code/Postal Codetextbox
  24. Enter john.smith@email.com into the Emailtextbox
  25. Click   Savebutton
  26. Congratulations, you are done!

    You have learned how to create a fee processor. Now let's learn How to assign a fee processor to a merchant.

Related Tutorials

Name Added On Difficulty Time Required Description
Managing merchant selection 07/26/13 15 mins Special tutorial explaining how to manage Merchant_Selection.
Creating a merchant (basic) 06/10/14 15 mins This tutorial will teach you how to create a new Merchant and configure its settings.
Setting up convenience fee 10/06/15 45 mins In this tutorial you will learn how to set up Convenience Fees.
How to assign a fee processor to a merchant 10/13/15 15 mins In this tutorial you will learn how to assign a Fee Processor to a new or an existing merchant.

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