Adding a new distribution schema (Convenience Fee Handling use case)

Version: V4.2
Added on: 06/24/15
Difficulty:

Time: 30 min
Category: Tutorials

Prerequisite Tutorials

Name	Added On	Difficulty	Time Required	Description
How to add a new distribution schema	04/02/15		15 mins	This tutorial will help you to learn how to add distribution schema.
How to create a new holding account	06/18/15		15 mins	This easy tutorial will teach you how to create a holding account on Distribution perspective.

Useful Terms

Convenience Fee

Adding a new distribution schema (Convenience Fee Handling use case)

Are you ready?

In this tutorial we are going to learn how to add a new distribution schema that includes convenience fee. This schema is used in case when a merchant has to send a specific fixed amount charged from every transaction to the reseller, associated with this merchant. In addition, in our case a merchant is sending a certain amount to the gateway to cover future merchant service fees.

We will use the following parameters:

Name: Convenience Fee Handling

Account type: Bank Account
Amount: 4.99
Source: Total Fee
Destination: Holding account => Reseller 1

Account type: Payment Card
Amount: 4.99
Source: Total Fee
Destination: Holding account => Reseller 1

Account type: Payment Card
Rate: 100
Source: Remaining Fee
Destination: Convenience Fee Balance
Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Click Distributionsbutton in the top section of the screen.
Click Addbutton
Locate Detail groupbox
Enter Convenience Fee Handling into the Nametextbox
Locate Active checkbox and check it off.
Locate Rules groupbox
Select Bank Account in Account Typecolumn
Enter 4.99 into the Amountcolumn
Select Total Fee in Sourcecolumn
Select Holding Account in Destinationcolumn
Select Reseller 1 in the dropdown next to the Holding Account.
Now, let's create the second rule.
Click Rulebutton
Select Payment Card in Account Typecolumn
Enter 4.99 into the Amountcolumn
Select Total Fee in Sourcecolumn
Select Holding Account in Destinationcolumn
Select Reseller 1 in the dropdown next to the Holding Account.
Let's create the third rule.
Click Rulebutton
Select Payment Card in Account Typecolumn
Enter 100 into the Ratecolumn
Select Remaining Fee in Sourcecolumn
Select Convenience Fee Balance in Destinationcolumn
After you are done, your screen will look similar to the screenshot.
Click Savebutton
Congratulations, you are done!

Now you know how to add new distribution schema for convenience fee handling. Now, let's learn how to change merchant fee withdrawal source from merchant balance to convenience fee balance.

Name	Added On	Time Required	Description
How to attach a distribution schema to a merchant	04/02/15	15 mins	In this tutorial you will learn how to attach a distribution schema to a merchant.
Adding a new distribution schema (Tax Management use case)	06/25/15	30 mins	This tutorial will help you to learn how to add distribution schema for tax management.
Changing merchant fee withdrawal source from merchant balance to convenience fee balance	07/10/15	30 mins	In this tutorial we are going to learn how to change merchant fee withdrawal source from merchant balance to convenience fee balance.

Adding a new distribution schema (Convenience Fee Handling use case)

Prerequisite Tutorials

Useful Terms

Adding a new distribution schema (Convenience Fee Handling use case)

Related Tutorials

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