Price lists creation is divided into two main stages: the creation of a Price list and adding a fee to the list.

Creating a Price List

  1. Navigate to the Price lists tab in the Banking sidebar.

  2. Click Add New in the top-right corner of the tab.

  3. Type in a name you want to set for the Price list.

  4. Select a Client type for the Price list: either Person or Company.

  5. Check the Standard checkbox if you want the price list to be set by default for the selected Client type. There is only one Standard Price List possible for each Client type.

  6. Check the External fee enabled checkbox to request transfer fees from an external service via API. The price list configuration for transfers will be ignored.

  7. Click Create to save the Price List as a draft.

The Copy price list from field is under development. At the moment, if any other Price list is selected to be copied, all the data will be transferred to the new Price list; yet the initial Price list the information is copied from will be deleted, as a result. Therefore, assure that the fact is not affecting the fee structure.

Creating a Fee

  1. Navigate back to the Price Lists tab.

  2. Click Edit next to the created Price List.

  3. Select Fees in the top sidebar.

  4. Click Add New in the top-right corner.

  5. Click List next to the Price List field.

  6. Select the created Price List from the arisen menu.

  7. Fill in the Details form. The fields without an asterisk (*) are optional.

  8. State the fee currency and amounts. The fields without an asterisk (*) are optional.

  9. Click Create to save the Fee parameters.

  10. Navigate back to the Price Lists tab.

  11. Publish the created Price List, if no other fees need to be added.

  • If you leave an optional field empty, all the field parameters will be applied to the Fee. If validation parameters are not stated, the fee will be unlimited in time.

  • If you do not need some of the Amount fields to be stated, leave them with zero values.
    Only Percent and Min/Max Commissioning Amount parameters are available when Any currency is set.

Creating a Recurring fee

  1. Navigate back to the created Price List.

  2. Select Recurring Fees in the top sidebar.

  3. Click Add New in the top-right corner.

  4. Select the created Price List from the drop-down menu in the Price List field.

  5. Fill in the Details form. The fields without an asterisk (*) are optional.

  6. State the fee currency and amounts. The fields without an asterisk (*) are optional.

  7. Click Create to save the Fee parameters.

  8. Navigate back to the Price Lists tab.

  9. Publish the created Price List, if no other fees need to be added.

If you leave an optional field empty, all the field parameters will be applied to the Fee. If validation parameters are not stated, the fee will be unlimited in time.
If you do not need some of the Amount fields to be stated, leave them with zero values.

Creating an Issued card fee

  1. Navigate back to the created Price List.

  2. Select Issued card fees in the top sidebar.

  3. Click Add New in the top-right corner.

  4. Click List next to the Price List field.

  5. Select the created Price List from the arisen menu.

  6. Fill in the Details form. The fields without an asterisk (*) are optional.

  7. State the fee currency and amounts. The fields without an asterisk (*) are optional.

  8. Click Create to save the Fee parameters.

  9. Navigate back to the Price Lists tab.

  10. Publish the created Price List, if no other fees need to be added.

  • If you leave an optional field empty, all the field parameters will be applied to the Fee. If validation parameters are not stated, the fee will be unlimited in time.

  • If you do not need some of the Amount fields to be stated, leave them with zero values.
    Only Percent and Min/Max Commissioning Amount parameters are available when Any currency is set.

Creating an FX Markup fee

  1. Navigate back to the created Price List.

  2. Select FX Markup fees in the top sidebar.

  3. Click Add New in the top-right corner.

  4. Click List next to the Price List field.

  5. Select the created Price List from the arisen menu.

  6. Fill in the Details form. The fields without an asterisk (*) are optional.

  7. State the currencies and percentage for the fee. The fields without an asterisk (*) are optional.

  8. Click Create to save the Fee parameters.

  9. Navigate back to the Price Lists tab.

  10. Publish the created Price List, if no other fees need to be added.

If validation parameters are not stated, the fee will be unlimited in time.

Creating a Cashback reward program

  1. Navigate back to the created Price List.

  2. Select Cashback in the top sidebar.

  3. Click Add New in the top-right corner.

  4. Click List next to the Price List field.

  5. Select the created Price List from the arisen menu.

  6. Fill in the Details form. The fields without an asterisk (*) are optional.

  7. State the currencies and percentage for the cashback. The fields without an asterisk (*) are optional.

  8. Click Create to save the parameters.

  9. Navigate back to the Price Lists tab.

  10. Publish the created Price List, if no other fees need to be added.

If validation parameters are not stated, the cashback will be unlimited in time.

Once a cashback rule is configured for a Price list, a percentage of the amount transfered is paid back to the account holder. Cashback sums are charged from the White Label’s account and transferred to the client’s account.

What’s next?

Navigate to How to assign a Price list to grant access.

Related pages

Price lists
How to assign a Price list