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:
- The header settings will be applied to all merchant numbers under your contract with PayerMax, so please be cautious.
- 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).
2. 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.