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Deposit requests
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Deposit requests

This topic describes how to view and request deposits for customers. Merchants can make requests for deposit amounts they want to receive.

All deposit requests are added to the Deposit requests segment which is located in the Payments data table. By default, this segment has no filters applied and will show all deposit requests. To apply filters, see Filter deposit requests.

View deposit requests

Use this process to view customer deposit requests.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press Deposit requests.

Filter deposit requests

Use this process to filter deposit requests by their current status.

  1. In the left navigation bar, press Data tables, press Payments, then press Deposit requests.
  2. In the top right of the table, press Filters .
  3. In the Filter dropdown, select Status.
  4. In the Operation dropdown, select is in.
  5. In the Value field, select one or more of the following:
    • Created: Deposit request is created, but it has not been visited by a customer.
    • Pending: Deposit request has been visited by a customer, but no funds have been deposited yet.
    • Initiated: A funds deposit transaction has been initiated.
    • Attempted: A funds deposit transaction was attempted and declined.
    • Completed: A funds deposit transaction has been approved and completed. This is a permanent state.
    • Expired: Request expired without an approved deposit transaction. This is a permanent state.
  6. Press Apply filter.
  7. Optionally, to create a new segment based on the filtered data, press Save segment as. Then, enter a name for the new segment, and press Save.

A segment is a filtered view of a data set. To add or manage segments, or to apply or edit filters on a segment, see Segments.

Request a deposit

Use this process to generate a deposit request form link and to share it with a customer. Deposit request forms enable customers to select a payment instrument for their deposit. The unique link can be used in customer emails or live chat. This process is often used by Customer Support Representatives.

To generate a request deposit link for a customer:

  1. In the left navigation bar, press Data tables, press Leads or Customers, then select a customer.
  2. In the right of the screen, press , then press Request deposit.
  3. In the Currency dropdown, select a currency for the request.
  4. In the Website dropdown, select the website from which the deposit is requested.
  5. Optionally, to apply a specific strategy for the request, select the Select deposit strategy checkbox and choose a strategy from the Deposit strategy dropdown. This option is displayed if one or more strategies exist.
  6. Optionally, to present fixed amounts in the deposit request and not use deposit strategies: In the Amounts section, press Add amount, then define amounts. If you want to use deposit strategies, do not add values to the Amounts section.
  7. In the Custom amounts section, select from the following options:
    • Based on strategy: Deposit request uses the custom amounts from the matching strategy. This is the default option.
    • Deny: Deposit request does not present custom amounts to the customer.
    • Allow: Deposit request presents custom amounts to the customer.
  8. Optionally, to add more form fields to the deposit request, in the Custom properties section, press Use a custom property set and choose a custom property set from the dropdown. This option is displayed if one or more custom property sets exist.
  9. Optionally, to specify minimum and maximum amounts for the deposit request:
    1. In the Amount limits section, select the Set amount limits checkbox.
    2. In the Minimum amount field, enter the minimum allowed amount for the deposit.
    3. In the Maximum amount field, enter the maximum allowed amount for the deposit.
  10. In the Redirect URL field, define the web page where the customer is sent after they complete a deposit. If this field is empty, the field defaults to the website URL.
  11. In the Expiration date field, set a date from which the request is no longer available to the customer. If no date is selected, the value is +1 hour from creation time.
  12. Press Generate link, then share the deposit link with the customer.
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