Send a transaction
To perform Manual payments, navigate to the Administrative panel and create a new Account for the client with the parameter Provider "None". For more detail, see Accounts.
After the client has made a transfer either through Web or Mobile app, you should navigate to the Transactions tab. Created transactions will require manual processing in the Administrative panel.
Manual payments will have the "swift_manual", "sepa_manual", or “crypto” values in the Provider field.
You should create a similar transaction in the bank account. Once the status of the transaction has been changed there to Approved or Declined, approve or decline the transaction in the Transactions tab.
Perform an action in the Action column based on the transaction status in the bank account:
To approve a transaction, click Approve;
To decline a transaction, click Decline.
Please bear in mind that manual transactions are not performed automatically at any service provider, and Crassula customers should manually process them at the corresponding omnibus account.
Receive a Transaction
To process manual incoming transactions for clients after receiving them at an omnibus account or BaaS provider that is not integrated into Crassula, please refer to Receive a Transaction using swift_manual or sepa_manual provider when entering it to the Crassula Back-office.
When receiving incoming transactions, the Administrator should create a new transaction in the Transactions tab. For more detail, see How to create a Transaction.