1
Go to the Fee Packages page and click the New Package button.
2
The New Fee Package form will open with multiple sections to configure.
1
Fill in the **Basic Information** section
- Fee Group Label (required) - A descriptive name for this fee package
- Description (required) - Explanation of when and why this package applies
- Ledger (required) - Select the ledger this package applies to
- Transaction Route (optional) - Associate with a specific transaction route
- Segment (optional) - Link to a specific segment for targeted application
2
Configure the **Amount Range** section
- Minimum Amount (required) - Lowest transaction amount for fee application
- Maximum Amount (required) - Highest transaction amount for fee application
Transactions outside this range will not have fees applied from this package.
3
Click the Next button.
4
Add the first Fee Rule
Select one of the options in the Add Fee section:
Flat Fee- Fixed amount regardless of transaction value.Percentage- Percentage of the transaction amount.Max Between Types- Higher value between flat and percentage.
5
Add Fee information
- Priority (required) - Order of fee application (1 = first)
- Calculation Value (required) - The fee amount or percentage rate.
- Fee Name (required) - Name identifying this specific fee.
- Fee Settings - Specify the values for the fee:
- Reference Amount (required) - Base for percentage calculations:
Original Amount- Calculate on original transaction valueAfter Fees Amount- Calculate after other fees are applied
- Credit Account ID (required) - Account alias that receives the fee amount
- Route From (optional) - Source account filter for this fee
- Route To (optional) - Destination account filter for this fee
- Deductible from transaction? - Toggle if this fee should be deducted from the transaction
- Reference Amount (required) - Base for percentage calculations:
6
Click the Next button.
7
(Optional) Configure Account Waivers section:
- Add account aliases that should be exempt from fees in this package
- Click Add to add each waived account
8
Click the Next button.
9
Review your package
Review the information and confirm that everything is correct.
10
Click the Create Package button.
3
If successful, you’ll see a confirmation message and be redirected to the Fee Packages list.
Quick examples
Flat Fee
Flat Fee
Use case: $2.00 fee on all transactions between $10 and $500
| Field | Value |
|---|---|
| Fee Group Label | Standard Transfer Fee |
| Description | Fixed fee for standard transfers |
| Minimum Amount | 10.00 |
| Maximum Amount | 500.00 |
| Fee Label | Transfer Fee |
| Application Rule | Flat Fee |
| Calculation Value | 2.00 |
| Priority | 1 |
| Credit Account | @fees/transfers |
Percentage Fee
Percentage Fee
Use case: 1.5% fee on transactions over $100
| Field | Value |
|---|---|
| Fee Group Label | Percentage Transaction Fee |
| Description | Percentage-based fee for larger transactions |
| Minimum Amount | 100.00 |
| Maximum Amount | 999999.99 |
| Fee Label | Processing Fee |
| Application Rule | Percentage |
| Calculation Value | 1.5 |
| Reference Amount | Original Amount |
| Priority | 1 |
| Credit Account | @fees/processing |
Combined Fee
Combined Fee
Use case: Minimum $1.00 or 2% (whichever is higher)
| Field | Value |
|---|---|
| Fee Group Label | Minimum Guarantee Fee |
| Description | Ensures minimum fee collection |
| Minimum Amount | 0.01 |
| Maximum Amount | 999999.99 |
| Fee Label | Guarantee Fee |
| Application Rule | Max Between Types |
| Flat Value | 1.00 |
| Percentage Value | 2.0 |
| Reference Amount | Original Amount |
| Priority | 1 |
| Credit Account | @fees/guarantee |
Important notes
Fee priority ordering
Fee priority ordering
When a package contains multiple fees, they are applied in priority order (lowest number first). This matters when using
After Fees Amount as a reference, since earlier fees affect the calculation base for later fees.Example:- Fee A (Priority 1): 1% on original amount
- Fee B (Priority 2): 0.5% on after fees amount
- Fee A = $1.00 (1% of $100)
- Fee B = $0.495 (0.5% of $99)
Amount range considerations
Amount range considerations
- Ranges should not overlap between packages for the same transaction route
- Use
0.01as minimum for packages that should apply to all transactions - Use a high maximum (e.g.,
999999999.99) for no upper limit - Transactions exactly at min or max values are included in the range
Waived accounts behavior
Waived accounts behavior
- Waived accounts bypass all fees in the package, not just specific fees
- Use account aliases (not IDs) when adding waived accounts
- Waivers apply when the waived account is the source of the transaction