Creating a fee processor

Convenience Fee    

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.

Merchant perspective   Convenience fee