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Manage your Enterprise royalties and fees
Manage your Enterprise royalties and fees
Updated over a week ago

In WellnessLiving, Enterprise Headquarters can set fees to charge royalties to individual locations, helping manage financial relationships between Headquarters and Enterprise Locations, and ensuring consistent revenue.

Fees can be scheduled (monthly, quarterly) or per transaction. Headquarters can choose between percentage-based fees (scaling with revenue) or flat fees (fixed amounts regardless of revenue). This fee structure allows businesses to customize their royalty and revenue-sharing models, ensuring fair and transparent financial management across multiple locations.

Note: The Enterprise royalties and fees feature is only available to staff members at Enterprise Headquarters that process transactions with a specific processor and have the proper administrative permissions enabled. If you require access to this feature, contact WellnessLiving.

Create an Enterprise fee

To create an Enterprise fee, complete the following:

  1. Click the App Drawer button then click View All > Setup > Enterprise > Enterprise Royalties and Fees.

  2. Click Add fee.

  3. Customize the fee as needed by selecting the desired Enterprise royalty and fee settings.

  4. Click Save.

Modify or delete an Enterprise fee

To modify or delete an Enterprise fee, complete the following:

  1. Click the App Drawer button then click View All > Setup > Enterprise > Enterprise Royalties and Fees.

  2. Click the Action button to the right of the fee.

  3. To modify the fee:

    1. Click Edit.

    2. Make your desired changes to the Enterprise royalty and fee settings, then click Save.

  4. To delete the fee:

    1. Click the Action button to the right of the fee, then click Delete.

    2. In the confirmation popup, click OK.

Enterprise royalty and fee settings

Setting

Description

Fee name

The name of the fee. Used to identify the fee in transactions and reports.

Active date range

The dates during which the fee will be charged.

  • To charge the fee indefinitely from the start date, set Ongoing to ON.

Fee schedule

Determines when and how your Enterprise Locations are charged.

Your options are Scheduled basis or Per transaction:

  • Scheduled basis – Select this option to calculate and charge fees on a scheduled basis. When you select this option, fees are routed to your Headquarters at the beginning of each schedule period.

    • Set the Frequency to determine how often and on what day the fees are calculated.

    • Select the Fee type for the schedule. Your options are Fixed fee or Percentage of gross sales.

      • Fixed fee – Set a specific amount that's charged on a scheduled basis under Default rate.

      • Percentage of gross sales – Charge a percentage of the location’s gross sales on a scheduled basis. Set the percentage amount under Default rate.

        • To require each location to pay a minimum amount each period, set Require minimum amount to ON and set the amount under Minimum fee.

        • Select which parts of the transaction you want to be included in the calculations under Apply fees to.

  • Per transaction – Select this option to calculate and charge fees on each transaction. When you select this option, fees are routed to your Headquarters each time a transaction is processed.

    • Set the Percentage of the transaction you want to calculate the fee based on.

    • Select which parts of the transaction you want to be included in the calculations under Apply fees to.

Apply fees to

This option appears when you select a Scheduled basis fee based on a Percentage of gross sales or a Per transaction fee.

Determines which part(s) of transactions will be included in fee calculations.

Your options are:

  • Subtotal – Transaction subtotals, excluding discounts and taxes.

  • Discounts – Discounts on transactions.

  • Taxes – Taxes on transactions. Selecting this option will automatically select the Discounts option.

  • Surcharges – Surcharges on transactions.

  • Tips – Tips on transactions.

  • Payments on Account – Payments made toward client account balances. Items charged to client accounts are not included.

  • Non Integrated Payments – Payments that are not made through the integrated merchant processor, such as cash or check.

Select location

The Enterprise Locations at which the fee is charged, and the rate each location is charged.

  • To add a location, click the Search and select locations box, then browse or search and select the desired locations.

  • To adjust the rate for a location, enter a new rate in the Rate column next to the location. By default, this rate is based on the Fee schedule selections.

  • To remove a location, click the Remove button next to the location.

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