As a partner, set the success-fee bands, caps, establishment and monthly fees you charge a merchant — within the ceiling your DebtOps administrator set.

Configure a merchant's fees (partner)#

As a partner you decide what each of your merchants pays — their success-fee bands, caps, and any one-off or recurring fees. You stay within a ceiling your DebtOps administrator set for you.

Before you start#

You need a partner admin account. Partner users can view fees but can't change them.
Your administrator has set a ceiling on what you may charge (a maximum success rate, caps, establishment and monthly limits). You'll see those limits enforced when you save.

Set the fee schedule#

Go to Customers and open the merchant.
Open the Fees tab. The card notes that "Values are clamped to the ceiling your administrator set."
Edit the schedule:
- Success-fee bands — a percentage of each payment, by how overdue the invoice is. Use Add band to add a row; leave the last band's To blank for "and beyond". New merchants start with three default bands.
- Cumulative caps — a per-invoice and a per-debtor (account) ceiling on total success fees. They apply most-restrictive: band ≤ invoice ≤ account.
- Establishment fee — a one-off charged when an invoice is placed into a campaign; turn on Charge on placement to enable it.
- Monthly fee — a recurring flat charge.
- Share with partner — which fee types are shared.
Click Save fee structure.

If you go over your ceiling#

If any value exceeds the limit your administrator set, the save is rejected and a red box lists exactly what was too high, for example:

Exceeds your ceiling

Band 2 rate — you set 20%, max allowed 15%

Establishment fee — you set $1,000.00, max allowed $500.00

Nothing is saved and nothing is silently lowered — adjust the highlighted values to be at or below the maximum, then save again. If you need a higher limit, ask your DebtOps administrator to raise the ceiling.

The simple fee-rate field#

On the merchant's Overview tab there is also a single Fee Rate (%) — the commission percentage of collected amounts you receive. This is the older, simpler control; enter a whole percentage (for example 15) and Save Changes. It's independent of the detailed schedule above.

Good to know#

Partner users are read-only. Only a partner admin can change fees.
You only see your own merchants. You can't open or change a merchant that isn't yours.
Edits take effect going forward. Existing booked fees aren't recalculated.

What's next#

Set the fee schedule#

Go to Customers and open the merchant.

Open the Fees tab. The card notes that "Values are clamped to the ceiling your administrator set."

Edit the schedule:

Success-fee bands — a percentage of each payment, by how overdue the invoice is. Use Add band to add a row; leave the last band's To blank for "and beyond". New merchants start with three default bands.
Cumulative caps — a per-invoice and a per-debtor (account) ceiling on total success fees. They apply most-restrictive: band ≤ invoice ≤ account.
Establishment fee — a one-off charged when an invoice is placed into a campaign; turn on Charge on placement to enable it.
Monthly fee — a recurring flat charge.
Share with partner — which fee types are shared.

Click Save fee structure.

If you go over your ceiling#

If any value exceeds the limit your administrator set, the save is rejected and a red box lists exactly what was too high, for example:

Exceeds your ceiling

Band 2 rate — you set 20%, max allowed 15%
Establishment fee — you set $1,000.00, max allowed $500.00