MX™ Connect Create an Agreement

Introduction

This guide explains how to create an agreement for a partner in MX Connect. It shows how to set agreement details, configure pricing schedules, and apply optional controls. Use this workflow to ensure a partner can board merchants under a specific product.

In this guide, you’ll find:

How to create and configure an agreement
How to set pricing schedules and liability
How to finalize the agreement setup

What is an Agreement?

An Agreement in MX Connect defines the operational and financial rules that govern how a partner can board merchants and access products. Agreements specify:

Products and services available to the partner
Pricing schedules and all associated fee structures
Revenue programs and financial arrangements
Optional pricing controls
Liability models associated with financial losses
Any additional partner-specific rules
An agreement must be configured before a partner can board merchants under a given product.

How to Create an Agreement

Get to the Agreements Section

Go to Settings in the left navigation menu.
Select Agreements.
Open Branding.
Select the (+) button in the bottom right corner.

This opens the New Agreement configuration screen.

Configure General Agreement Settings

Complete the general fields:

Field	Description
Agreement Type	Defines the commercial model (e.g., Wholesale, House Split).
Partner	Select the partner the agreement belongs to.
Product	Choose the product associated with this agreement (e.g., Tesus, MX Merchant, Fiserv).
Enabled	Select Yes or No depending on wether you want the agreement activated or not.

Select Save to continue or proceed directly to pricing configuration.

Create a Pricing Schedule

A Pricing Schedule defines the product pricing, fee structures, and liability settings used when boarding merchants.

Default and Custom Pricing Schedules

Each agreement includes a default pricing schedule, created automatically.
Additional custom pricing schedules can be added as needed (e.g., multiple pricing models, qualifier-based pricing, high-risk pricing variations).

To add a Pricing Schedule:

Go to Pricing Schedules
Select (+ Add Schedule)

Configure the following components:

Section	Description	Actions
Name	Schedule name.	Free text
Qualifiers (Optional)	Criteria used to apply this schedule (e.g., authorization volume thresholds).	Add Qualifier
Transaction Fees	Fees applied to specific transaction types.	+Add Item
Credit Interchange	Interchange rates for credit card transactions.	+Add Item
Card Network Fees	Fees for Visa, Mastercard, Discover, Amex, etc.	+Add Item
Other Processing Fees	Additional processing or event-based fees.	+Add Item
Third-Party Fees	Gateway or external vendor fees.	+Add Item
Partner Fees	Partner-specific fees (e.g., returns, rejects).	+Add Item
Revenue Programs	Revenue share, minimums, reserves.	+Add Item
Instant Funding	Optional instant/same-day funding configuration.	+Add Item
Non-Recurring Fees	One-time fees (e.g., setup, early termination).	+Add Item

Transaction Types
When adding transaction fees, the following distinctions must be configured:

Transaction Type	Description
Sale	A completed transaction that is both authorized and settled.
Authorization	A transaction that receives approval but may not settle (e.g., voided authorizations).
Refund / Return / Void	Optional additional event types that may be billed differently.

Each transaction type can include:

Per-event fees
Percentage-based fees
Flat fees
Card Types
Pricing must also specify card categories:
Visa, Mastercard, Discover, American Express
Credit and Debit
Optional sub-categories depending on product or processor

This ensures correct pricing regardless of card brand or card type used.

Liability Settings

Liability settings determine who is financially responsible for losses associated with merchants assigned to this pricing schedule.
Liability is configured at the pricing schedule level when enabled.

Value	Meaning
0%	Priority bears 100% of financial liability.
50%	Liability is split evenly between Priority and the partner.
100%	Partner bears full financial liability.

Liability can be set per pricing schedule, supporting complex or negotiated arrangements.

Add Pricing Controls

Pricing controls set limits that prevent partners from overpricing merchants.

Got to Pricing Controls.
Select + Add Pricing Control.
Configure:

Field	Description
Statement Group	Defines the transaction/merchant grouping affected.
Category	Fee category being controlled.
Calculation Options	Min/max values and default amounts.
Required	Marks the fee as mandatory.
Shared	Shares control parameters with downline partners.

Save to apply controls.

Add Notes (Optional)

Open Notes.
Add internal information relevant to the agreement (e.g., contract conditions, partner instructions).
Save notes for reference.

Finalize and Save the Agreement

Review General Settings, Pricing Schedules, Pricing Controls, and Notes.
Select Save.
Confirm that the product associated with the agreement now appears under the partner’s Agreements list.