Directions / DONE
Last updated
Last updated
When creating a direction, it is recommended to fill in the minimum and maximum amount in the same currency to avoid conflicts.
Auto exchange should be enabled with full confidence that with the correct setting of the direction and stability of the exchange rate, as well as enabled merchant at the first currency and at the second payout module.
All exchanges in this area will be conducted without moderator participation
Exporting the rate means that the rate will be available on third-party services and monitors.
In the service there is a flexible setting of rates where it is possible to create chains of them.
Please note that the first and last currencies should match the currencies in the exchange direction.
The exchange rate insurance is used if an exchange is stalled at the trading stage, and there is a risk of financial loss during this period. You can set up exchange rate insurance in the "Rate Type" step, under the "" section. If an insurance case occurs, you may decide to disable the direction, set a maximum rate value, or use the rate from another exchange. Instructions on setting up rate insurance can be found at the provided link:Rate insurance
The duration is the period during which the client's order remains active, calculated in minutes.
These are a list of field names and a status switch. You can also delete a selected field.
When creating a direction, you should create fields only related to customer information (name, surname, address). Details fields should be included in the currency setting.
The fee setup is available as a fixed amount and as a percentage. The fee is deducted from the final amount. The loss amount and percentage allow you to track the total fees paid to networks and services.
When adding a bulk order discount, two fields are available: the amount threshold that unlocks the discount and the discount percentage itself.
You can create a tiered discount system for your clients.
The verification process provides a step-by-step system where you can describe instructions. It allows you to add instructions at the specific steps you need. To do this, you must toggle the display status of each step.
For text localisation, use the hashtag symbol followed by the language code, enclosing the text accordingly. An example can be found in the tooltip.
SEO-friendly URL (URL Slug)
At the "Verification" step, you can create an SEO-friendly URL (URL slug) for the exchange direction. This slug can then be used to support SEO efforts. More information on setting up the URL slug can be found in the instructions provided at the link: SEO-friendly URL
The "Documents" feature allows you to request documents from the client, such as a payment invoice, at any stage of the application. More details on configuring document requests are available in the instructions linked: Documents
