# Create New Payment Methods

### <mark style="color:red;">Setting Up Payment Method</mark>

To create a new payment method, please follow these steps:

{% tabs %}
{% tab title="Step 1" %}

1. Click on the "Create" button.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FLdKB6MYlVXGUX8rHj8p3%2Fimage.png?alt=media&#x26;token=14c7ae64-c976-49de-b693-fe5b44d85531" alt=""><figcaption></figcaption></figure>

2. 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](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/17.-settings/client-portal-psp-settings "mention")). \\

3. Select the icon for this payment method. Please refer to this section for more details: [payment-gateway-icon](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/17.-settings/client-portal-transaction-settings/payment-gateway-icon "mention")\\

4. Choose the "Clients" or "Client Groups" that will have access to this payment method. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FlEihN6D3vO7BLqX2vjgS%2Fimage.png?alt=media&#x26;token=5cf8ea80-2706-4fac-9b64-d63ff4e64319" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 2" %}

1. Enter the name of the payment method in the respective languages. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKiWWaF0KgLRevMN8mzDz%2Fimage.png?alt=media&#x26;token=5c188acd-4f0f-4ff1-b819-bd6c8bec306e" alt=""><figcaption></figcaption></figure>
2. Add the accepted currencies and configure the deposit settings:&#x20;
   * Currency Name
   * Currency Code
   * Decimal Places
   * Minimum Deposit Amount&#x20;
   * Maximum Deposit Amount&#x20;
   * Fee&#x20;
   * Maximum Fee\\

     <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FydIYrF4yVXX6uQOdLH9k%2Fimage.png?alt=media&#x26;token=eb993ad8-6011-4cf5-96ab-b3b3e287335a" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 3" %}

1. 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. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fff8rMtoFfZ0wHar50kAT%2Fimage.png?alt=media&#x26;token=f4597570-46c9-4788-b6ff-91f4abe512cf" alt=""><figcaption></figcaption></figure>
2. Select "Use External Exchange Rate" if you would like to apply your own exchange rate.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnllFHPNJRCA2CpdJdgyy%2Fimage.png?alt=media&#x26;token=9ef565b9-0031-4d12-97fe-e69760975d41" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 4" %}

1. Add the required deposit fields for clients to fill in:&#x20;
   * The default fields include trading account, trading amount, payment currency, and payment amount.&#x20;
   * To add a new field, click on "Create". \\

     <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F1HepmpLw2A1Ai9yW8zys%2Fimage.png?alt=media&#x26;token=a907f3db-e6cd-4d83-aaaa-42d38976c2a4" alt=""><figcaption></figcaption></figure>
   * Select the field type and indicate if it is required or optional.&#x20;
   * Fill in the field details and click on "Create Field".\
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FSYCx7IXkclzwYn8EgJvh%2Fimage.png?alt=media\&token=bde8fc82-f141-4870-bec5-8c162589ffc2)
2. Click on "Save" to save the new payment method details.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FQ8h5V2aW3BcryyRohr8d%2Fimage.png?alt=media&#x26;token=a3e7431f-5aea-4392-a5eb-b62d46b1f137" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}

### <mark style="color:red;">Application</mark>

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.

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVupBtffTdiHatG6h3K0D%2Fimage.png?alt=media&#x26;token=75cb1913-6b05-49ca-b90c-d80ea7270cf2" alt=""><figcaption></figcaption></figure>
