Set default payment accounts for clients

Learn how to add and edit default payment accounts for clients in the Admin panel

Applicable to standalone solutions only

Payment accounts act as wallets and are used for receiving fees, processing refunds, and performing other transactions, such as transferring funds when handling unsubscriptions.

Default payment accounts are used as primary payment accounts in specific currencies for a client.

If several platform are supported (such as MT4 or MT5) and a client has multiple payment accounts in different currencies, it's possible to set a default payment account for each currency on each platform.

To set default payment accounts for a client:

1

Expand the Clients menu.

2

Go to User in the menu.

3

If you have several platform instances (such as MT4 or MT5), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the client and click the profile identifier in the Id column to open the profile details.

You can quickly find the client by entering their email in the search box.

5

In the profile details, go to the Default Payment Accounts section.

In this section, you can add or edit default payment accounts for the client.

Default payment accounts

6

To add an existing client's account as the default payment account, click Add account.

In the displayed popup, select the platform and enter the number of the existing client’s account on that platform.

Default payment accounts can be added for each currency in which the client has payment accounts on the selected platform.

7

To edit default payment accounts for the client, click Edit for the required account and change the account number.

8

Click Save to apply the changes.

The accounts are added and saved as default payment accounts for the client.