Overview
Alternative Residual Templates allow admins to apply different residual pricing rules to selected merchants within a user’s portfolio without changing the user’s standard template or creating a separate compensation setup for the entire portfolio.
This feature is useful when most merchants should follow the standard pricing rules, but certain merchants require different income, expense, or fee adjustments.
- Merchant-specific templates: Select one or more merchant accounts and apply an alternative template only to those merchants.
- Main and alternative templates: Merchants that are not assigned an alternative template continue to use the user’s main template.
- One-time or persistent application: Apply an alternative template to a single residual month or mark it as persistent so that it continues to apply in future months.
- Visible adjustments: Residual reports show when template pricing has modified a merchant’s income or expenses, making it easy to identify adjusted accounts.
Apply an Alternative Residual Template
- Open the main navigation panel and go to Residuals → Residuals Management.
- Find the user whose residual settings you want to update, then click the corresponding magnifying-glass icon.
- Select the month and year when the template should take effect, then click Apply New Template.
- In the new window, select the appropriate Processor and Template.
- Select Mark as Persistent if the template should also apply to future months. Select Add as Alternative to apply the template only to specific merchants.
- Click Apply. The template appears in the Persistent Templates section.
- To apply the template to the selected month and all subsequent months, click the gear icon in the Persistent Templates box.
- In the pop-up window, select the merchant accounts to which the template should apply, then click OK.
- Confirm that the selected merchant MIDs appear in the applied template.
ℹ️ To apply the template only to the selected month, click the gear icon on the left and repeat the merchant-selection process.
View Pricing Adjustments
To view pricing changes in the residuals report, select the View Template Modification checkbox. The report refreshes automatically and displays the template adjustments.