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Account billing

Required user role Finance manager
Custom role with permission: Manage account Billing

The Tipalti Hub provides a consolidated view of all payer and payee transaction fees, foreign exchange (FX) fees, and any additional charges applicable to your account.

Tipalti fees (fees paid to Tipalti by the payer) are based on the payer agreement with Tipalti. These fees may include foreign exchange fees, rejection fees (for payments rejected by the providers), and additional provider fees charged by certain providers.

Payee Tipalti fees (fees paid to Tipalti by the payee) represent the portion of Tipalti fees that are paid by the payee. For example:

  • If both the Tipalti fee and the payee fee for a Local Bank Transfer are $5.00 USD, the payee is responsible for the full Tipalti fee.
  • If the Tipalti fee is $6.00 USD and the payee fee is $5.00 USD, the payee absorbs $5.00, and the payer is liable for the remaining $1.00.

View Tipalti fees and payee fees

  1. Go to Administration > Account billing.
  2. Click the Tipalti fees or Payee Tipalti fees subtab. 
    Descriptions of the information displayed on each subtab are listed in the table below.
Category Field

Description / instruction for Tipalti Fees

Description / instruction for Payee Tipalti Fees*
Transaction fees —
  • Charged per transaction per payment method
  • Actual Tipalti fees = payer transaction fees - payee transaction fees
  • Charged per transaction per payment method
  • Fees are deducted from the amount submitted for payment.
  Select payer entity — If payee fees have been configured per entity, select the entity to view the associated fees.
  Select currency
  • If you use more than one currency to submit payments, select the currency to view the associated fees.
  • Fees are charged in the same currency as the submitted payment currency.
  • If your payees receive payments in more than one currency, select the currency to view the associated fees.
  • Fees are charged in the same currency as the submitted payment currency.
  Payment method Payment methods supported by the payer Payment methods supported by the payer
  Fee per payment
  • Payer fee per payment
  • Displays a fixed fee, percentage fee or an aggregation of both a fixed and percentage fee
  • Payee fee per payment
  • Displays a fixed fee, percentage fee or an aggregation of both a fixed and percentage fee
  Rejection fee Applicable when a payment provider rejects a payment —
FX fees — A foreign exchange fee is charged when the currency of the submitted amount is different than the provider account currency.
  • A foreign exchange fee is charged when the currency of the submitted amount is different than the currency selected by the payee.
  • Fees are deducted from the amount submitted for payment.
  Select payee country —
  • Select the payee payment country to view the associated foreign exchange rates for all payments.
  • The "Default" option applies to countries not listed.
Additional provider fees — Additional fees charged by specific payment providers Additional fees charged by specific payment providers
*For information on how payee fees are calculated, click here.

To view a specific payee's transaction fees, go to Payees and select the payee you wish to view.
Under Payment section, and click on the tooltip next to Payment method, (see Find payee payment method). 
Description You can also view fees by clicking on the Payment batch under the payee's Payments subtab, then clicking Show more under Payment details.
Description Payee and payer transaction and foreign exchange fees can be viewed in reports, APIs and IPNs. For more info, go to Payment reports.

View Tipalti invoices

You can view your monthly Tipalti invoices in the Tipalti Hub. These invoices include payer fees due the following month (i.e., Tipalti services, OFAC charges, rejection charges, and transaction fees if applicable).

To view your Tipalti invoices:

  1. Go to Administration > Account billing > Tipalti invoices & credits.
    Description
  2. You can view the History to see older invoices.
  3. At the end of the invoice row, click the three-dot menu to view the Usage fees breakdown or select Invoice PDF to download.
    Description

The columns in the table show:

  • Billing period (date range, or before or after a specific date)
  • Document ID and Type
  • Amount (amount of the invoice)
  • Invoice Status (Paid or Unpaid)

Invoices with Unpaid status
The total amount of invoices in an Unpaid status is the Tipalti invoice value you see on the Funds overview screen. This total is how much you need to fund your account to cover all the unpaid invoices.

Description

Sort invoices

Click the column header to sort the invoices by ascending or descending order. You can sort by:

  • Billing Period
  • Amount
  • You can view the status of the invoices or click the three-dot menu to download the invoice.