To edit a withdrawal method, please follow these steps:
Locate the withdrawal method you wish to edit and click on the "Edit" icon.
Make the necessary changes to the withdrawal method details, such as the name, currencies accepted, withdrawal settings or withdrawal fields.
Once you have made the desired changes, click on the "Save" button to save the updated withdrawal method settings.
You can sort the withdrawal methods in your preferred order. This allows you to prioritize or highlight certain withdrawal methods for your clients, making it easier for them to navigate and select their preferred options during the withdrawal process.
To sort the withdrawal methods, follow these steps:
Click and hold the withdrawal method you want to move.
Drag the withdrawal method to its desired location in the list.
Release the mouse button to drop the withdrawal method in the new position.
To enable or disable a withdrawal method, please follow these steps:
Locate the withdrawal method you wish to enable or disable in the withdrawal method settings.
Click on the "Enable" or "Disable" icon next to the withdrawal method.
To delete a withdrawal method, please follow these steps:
Locate the withdrawal method you wish to delete in the withdrawal method settings.
Click on the "Delete" icon next to the withdrawal method.
A popup notice will appear, asking you to confirm the deletion of the withdrawal method.
Click "Confirm" to proceed with the deletion of the withdrawal method.
To create a new withdrawal method, follow these steps:
Click on the "Create" button.
Enter the name of the withdrawal method in the respective languages.
Select the client group(s) for which this withdrawal method will be available. This determines which clients will have access to this particular method.
Choose the supported currencies for this withdrawal method. Clients will only be able to withdraw funds in the currencies you specify here.
After selecting the supported currencies for the withdrawal method, you will need to configure the withdrawal settings for each currency:
Minimum Withdrawal Amount
Maximum Withdrawal Amount
Fee (%)
Set up the required fields for the withdrawal form. To add a new field:
Click on "Create."
Select the field type from the available options.
When clients withdraw funds, they will have visibility of the available withdrawal methods along with the corresponding accepted currencies, fees, and withdrawal amount ranges. Clients can review this information and choose their preferred withdrawal method based on their preferences and requirements.
In the withdrawal method settings, you can create and configure withdrawal methods for your clients. These settings allow you to specify the currencies accepted, withdrawal fees, minimum and maximum withdrawal amounts, and customize the withdrawal form according to your requirements.
By setting up withdrawal methods and customizing the withdrawal form, you can streamline the withdrawal process for your clients and ensure that the necessary information is captured accurately.
Maximum Fee Amount
Indicate whether the field is required or optional for clients to fill in.
Fill in the field details and click on "Create Field".
Once you have configured the withdrawal method and added the required fields, click on "Save" to save the withdrawal method settings.
In the Exchange Rates settings, you have the option to set the exchange rates for the currencies accepted. You also have the flexibility to set different exchange rates for the currencies accepted based on different Client Groups.
By assigning specific exchange rates for each Client Group, you can customize the currency conversion rates according to their specific needs or business requirements. This feature allows you to cater to different client segments or regions that may have varying exchange rate preferences or pricing structures.
To set the exchange rate for your currencies, please refer to this section: Exchange Rates
If a client attempts to withdraw funds in a currency for which the exchange rate has not been configured, the CRM system will display an error message to inform the client about the missing exchange rate. The error message will prompt the client to contact you, indicating that they need assistance in setting up the exchange rate for the respective currency.
If the exchange rate is configured in the CRM system and you have chosen to allow the display of exchange rates to clients, they will indeed be able to see the conversion rate when withdrawing funds.
If you choose not to display the exchange rate to clients, clients will not see the exchange rate when withdrawing funds.
