# Deposit requests 

This topic describes how to view and request deposits for customers. Merchants can make requests for deposit amounts they want to receive.

All deposit requests are added to the **Deposit requests** segment which is located in the **Payments** data table. By default, this segment has no filters applied and will show all deposit requests. To apply filters, see [Filter deposit requests](#filter-deposit-requests).

## View deposit requests

Use this process to view customer deposit requests.

1. In the left navigation bar, press , then press **Payments**.
2. Press **Deposit requests**.


### Filter deposit requests

Use this process to filter deposit requests by their current status.

1. In the left navigation bar, press , press **Payments**, then press **Deposit requests**.
2. In the top right of the table, press .
3. In the **Filter** dropdown, select **Status**.
4. In the **Operation** dropdown, select **is in**.
5. In the **Value** field, select one or more of the following:
  - Created: Deposit request is created, but it has not been visited by a customer.
  - Pending: Deposit request has been visited by a customer, but no funds have been deposited yet.
  - Initiated: A funds deposit transaction has been initiated.
  - Attempted: A funds deposit transaction was attempted and declined.
  - Completed: A funds deposit transaction has been approved and completed. This is a permanent state.
  - Expired: Request expired without an approved deposit transaction. This is a permanent state.
6. Press **Apply filter**.
7. Optionally, to create a new segment based on the filtered data, press **Save segment as**. Then, enter a name for the new segment, and press **Save**.


A segment is a filtered view of a data set. To add or manage segments, or to apply or edit filters on a segment, see [Segments](/docs/settings/segments).

## Request a deposit

Use this process to generate a deposit request form link and to share it with a customer. Deposit request forms enable customers to select a payment instrument for their deposit. The unique link can be used in customer emails or live chat. This process is often used by Customer Support Representatives.

To generate a request deposit link for a customer:

1. In the left navigation bar, press , press **Leads** or **Customers**, then select a customer.
2. In the right of the screen, press , then press **Request deposit**.
3. In the **Currency** dropdown, select a currency for the request.
4. In the **Website** dropdown, select the website from which the deposit is requested.
5. Optionally, to apply a specific strategy for the request, select the **Select deposit strategy** checkbox and choose a strategy from the **Deposit strategy** dropdown. This option is displayed if one or more strategies exist.
6. Optionally, to present fixed amounts in the deposit request and not use [deposit strategies](/docs/settings/deposit-strategies/#create-a-deposit-strategy): In the **Amounts** section, press **Add amount**, then define amounts. If you want to use [deposit strategies](/docs/settings/deposit-strategies/#create-a-deposit-strategy), do not add values to the **Amounts** section.
7. In the **Custom amounts** section, select from the following options:
  - **Based on strategy**: Deposit request uses the custom amounts from the matching strategy. This is the default option.
  - **Deny**: Deposit request does not present custom amounts to the customer.
  - **Allow**: Deposit request presents custom amounts to the customer.
8. Optionally, to add more form fields to the deposit request, in the **Custom properties** section, press **Use a custom property set** and choose a [custom property set](/docs/settings/custom-deposit-property-sets/) from the dropdown. This option is displayed if one or more custom property sets exist.
9. Optionally, to specify minimum and maximum amounts for the deposit request:
  1. In the **Amount limits** section, select the **Set amount limits** checkbox.
  2. In the **Minimum amount** field, enter the minimum allowed amount for the deposit.
  3. In the **Maximum amount** field, enter the maximum allowed amount for the deposit.
10. In the **Redirect URL** field, define the web page where the customer is sent after they complete a deposit. If this field is empty, the field defaults to the website URL.
11. In the **Expiration date** field, set a date from which the request is no longer available to the customer. If no date is selected, the value is +1 hour from creation time.
12. Press **Generate link**, then share the deposit link with the customer.


## Related topics

- [Set up a gateway](/docs/settings/set-up-a-gateway)
- [Customize tables](/docs/data-tables/customize-tables)
- [Manage logs](/docs/data-tables/manage-logs)
- [Manage payments](/docs/data-tables/manage-payments)
- [Segments](/docs/settings/segments)