Deposit requests

Deposit requests create a request hosted deposit link. When the customer opens this link, a hosted deposit form is displayed with configured amounts. If amounts are not set, amounts displayed are based on your deposit strategies.

Create a hosted deposit link

Use this process to create a hosted deposit link.

To create a request deposit link using the Rebilly API, see Deposits.

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.