Opening the item
Follow the steps below to access cashback details:
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Price lists menu item.
Select an existing price list.
Click Show or Edit in a price list line to open its details.
Click Transfer fees in the top sidebar to access active cashback rules of the selected price list.
How to create a Transfer fee rule
To create a Transfer fee
Navigate to the Price lists tab in the Banking sidebar.
The list of price lists will be opened.
Select a price list for configuration and click Edit.
The price list details window will be opened.
Navigate to Transfer fees in the top sidebar.
Click Add New in the top-right corner.
The Price list field value will be automatically filled with the current price list name. If necessary, change a price list for the rule:
Click List next to the price List field.
Select a price list from the arisen menu.
Fill in the Details form. Fields with an asterisk (*) are mandatory.
Set a name for the new rule.
Set the rule status in the Status field to define whether the fee should be Active or Disabled once it is created. It is possible to change the setting later.
Set the Operation type field to define the transactions covered by the rule. It is possible to select only one transaction type.
Set the Beneficiary type field to define the transfer recipient type. The parameter is available only for Outgoing transfer fees.
Set the Beneficiary Bank Country Group field to define which country group will be considered when applying the fee.
Set the Account provider field to define whether the fee should be applied to accounts of an exact provider. If not set, all service providers will be considered. If set to None, only accounts with the Provider name field set to None will be considered.
Set the Payment method field to define whether the fee should be applied to an exact payment type. If set to Any Payment Method, all payment types are considered.
Set the Transfer provider field to define whether the fee should be applied to transactions of an exact provider. If set to None, all service providers will be considered. The parameter is available only for transfer fees.
Set the Valid from and Valid to parameters to define the rule validity period.
Fill in the Amounts form. Fields with an asterisk (*) are mandatory.
Set the Currency field to define the fee currency. It is recommended to select the default currency allowed by the service provider.
Set the Percent field to define how much to charge from clients as a percentage of transaction amounts.
Set the Fixed fee, Minimum fee, and Maximum fee to define fixed rates if necessary. The parameters are available for configuration only if a currency is set.
Set the Minimum and Maximum Commissioned Amount parameters to define the amount thresholds to charge the fee from.
Click Create to save the rule parameters. The rule will be added to the price list.
See Price lists for parameters and description.