Create New Payment Methods
Setting Up Payment Method
To create a new payment method, please follow these steps:
Click on the "Create" button.
Select the appropriate "Platform" for the payment method. If you are setting up a manual deposit method, choose "Other". If you are setting a online deposit method / PSP deposit method, select the respective platform (please refer to this section for more details: Client Portal - PSP Settings).
Select the icon for this payment method. Please refer to this section for more details: Payment Gateway Icon
Choose the "Clients" or "Client Groups" that will have access to this payment method.
Enter the name of the payment method in the respective languages.
Add the accepted currencies and configure the deposit settings:
Currency Name
Currency Code
Decimal Places
Minimum Deposit Amount
Maximum Deposit Amount
Fee
Maximum Fee
Provide a description of the payment method to provide an overview of the payment method and the deposit policies in place. You will need to fill in the description for the respective languages available.
Select "Use External Exchange Rate" if you would like to apply your own exchange rate.
Add the required deposit fields for clients to fill in:
The default fields include trading account, trading amount, payment currency, and payment amount.
To add a new field, click on "Create".
Select the field type and indicate if it is required or optional.
Fill in the field details and click on "Create Field".
Click on "Save" to save the new payment method details.
Application
When clients deposit funds, they will have visibility of the available deposit methods along with the corresponding accepted currencies, fees, and deposit amount ranges. Clients can review this information and choose their preferred deposit method based on their preferences and requirements. Once they have selected a deposit method, they can proceed with depositing funds using that chosen method.
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