Bill Settings

1. Header Settings

You can customize the headers of all statements by using the "Header Settings" feature in the MMC platform under "Report". The header settings will apply to the statements downloaded through the MMC platform or accessed via SFTP.

• Standard Statement: PayerMax provides a default standard statement. You can use the header settings to delete or add standard header fields (except for required fields).
• Custom Statement: For new business scenarios, you can use the header settings to add or delete extended header fields. Custom statements allow you to personalize the statements by adding or removing extended header fields based on specific business requirements.

Note:

1. The header settings will be applied to all merchant numbers under your contract with PayerMax, so please be cautious.
   
2. PayerMax allows you to set headers for all types of statements, including Balance Report(Fund Report,Daily Amount Report),Payin Transaction Report(Payin Transaction Report),Payout Transaction Report(Payout Transaction Report)and Settlement Report(Settlement Detail Report,Settlement Sum Report).

1.1 Operation Process

(a) Log in to the MMC platform and go to "Bill Services" - "Header Settings" to access the statement header settings page. The list includes the statement type, statement name, last update time, and updater.

(b) Click on "Field Details" to view the explanation of statement fields.

(c) Click the "Edit" button to open the sidebar for header editing.

• Search: You can enter the field name to search for the target field.
• Add/Delete: Click the checkbox on the left side of the header name to add or delete header fields.
• Sorting: Drag the header names to sort them. The statement headers will be displayed from left to right according to the sorting order.

(d) Click the "Confirm" button to submit the statement header settings. The changes will take effect in the next statement download. Click the "Cancel" button to close the popup and continue editing the headers.

(e) On the details page, you can view the history of operations, including the operation time, operator, and operation type.

2. Bill Notification Method Settings

Through the Merchant Platform (MMC) - [Report] - [Bill Settings] function, merchant administrators can set the form of automatic notification after bill generation.

Note:

Bill notification method settings are only open to merchant administrators. You can contact the merchant administrator to log in to the merchant platform to set it up.

2.1 Operation Process

(a) Log in to the Merchant Platform (MMC), follow the menu path of "Report - Bill Settings", enter the setting operation interface, and switch to the "Bill Notification Method Settings" tab.

(b) To determine the form of bill notification, you can choose the status of Merchant Platform(MMC) notification, Email notification, and SFTP notification;

• Switch on/off status: Switch on/off status to control whether the bill notification form is effective or not;

• Email notification method settings editing: In the email notification method settings area, click the "Edit" button on the right to enter the editing sidebar, where you can adjust the email range of bill email notification recipients.

Note:

SFTP Notification Method Settings: Enable or disable according to the settings previously agreed between the merchant and the platform, and merchants do not support autonomous switching of states for the time being;
In the form of bill notification, at least one state should be kept open to avoid not receiving the bill.

3. Scheduled Billing Settings

Through the Merchant Platform (MMC) - [Report] - [Bill Settings] function, merchant administrators can set the cycle of bill timing automatic generation according to the bill type, including daily or monthly bills. After setting, bills are automatically generated according to the bill cycle type.

Note:

Scheduled billing settings are only open to merchant administrators. You can contact the merchant administrator to log in to the merchant background for settings.

3.1 Operation Process

(a) Log in to the Merchant Platform (MMC), follow the menu path of "Report - Bill Settings", enter the setting operation interface, and switch to the "Scheduled Bill Settings" tab.

(b) Click the "Create a Scheduled Bill" button in the upper right corner to enter the scheduled bill setting interface;

(c) Select bill type;

(d) Select Billing Cycle Type;

Note:

Select Monthly Bill: To select Monthly Bill, you need to additionally determine the date on which the monthly bill will be automatically generated.

(e) Select billing time zone;

Note:

Select time zone: Currently, only UTC + 0 or UTC + 8 time zones can be selected.

(f) Select notification method;

Note:

SFTP Notification Method: preset according to the form previously agreed between the merchant and the platform, and merchants do not support independent setting for the time being.

(g) Click the "Create" button to save your scheduled billing settings.