Cashier strategy

Use cashier strategies to set rules on deposit amounts and on which customers they are presented to in a hosted cashier, based on currency, customer segmentation (tags), or prior deposit behavior.

To learn more about how the hosted cashier works, see Hosted cashiers.

Create a cashier strategy

Use this process to create a cashier strategy using the Rebilly UI. To create a cashier strategy using the Rebilly API, see Create a cashier strategy

  1. In the left navigation bar click settings icon Settings , then click Cashier Strategies .
  2. In the right of the screen, click Add cashier strategy .
  3. In the Strategy name field, enter a value.
  4. Optionally, to add filters, in the Deposit request filters section, click the Filter dropdown, then select a filter type and enter filter values.
    To add more than more filter, click Add filter .
  5. In the Amounts section, in the Calculator dropdown, chose one of the following calculator types:
    • Percent : Presents amounts that are calculated based on the sum of percentage increment amounts from the base amount. For example, if the base amount is 50 and increments are 10 , 20 , the displayed amounts are: 50 , 50 + 10% = 55 , and 50 + 20% = 60 .
    • Absolute : Presents amounts that are calculated based on the sum of increments to the base amount. For example, if the base amount is 50 and increments are 10 , 20 and 30 , the displayed amounts are: 50 , 60 , 70 and 80 .
  6. In the Base amount field, enter a value from which presented amount increments are based.
  7. Optionally, to adjust the Base amount to the last deposit of the customer, click Adjust to last deposit checkbox.
  8. In the Increment of field enter the values to use in the calculation of presented amounts. At least one value is required. To add more than one increment, click Add another increment .
  9. Optionally, to configure custom restrictions on the amounts that your customer can deposit, in the Custom amounts section, select the Allow custom amount checkbox and define custom amounts.
    The calculation of the amounts is: Min. amount + Increment by multiples of , until the Max. amount is reached. For example, if Min. amount is 10 , Increment by multiples of is 5 and Max. amount is 30 , the displayed amounts are: 10 , 15 , 20 , 25 , 30 .
  10. Click Save cashier strategy .

Manage cashier strategies

This process describes how to copy, edit, and delete cashier strategies.

  1. In the left navigation bar, click Settings icon , then click Cashier strategies .
  2. Select from the following:
    • Make a copy of a cashier strategy: On the right of a cashier strategy, click Clone icon .
    • Edit a cashier strategy: On the right of a cashier strategy, click Edit icon .
    • Delete a cashier strategy: On the right of a cashier strategy, click Delete icon .

Create a cashier deposit request

Use this process to create a request deposit link. When the customer opens this link, a hosted cashier is displayed with amounts that are configured based on your cashier strategies.

To create a request deposit link using the Rebilly API, see Create a cashier deposit request

Important

Before you create a cashier deposit request, make sure a payment gateway is available for the selected currency.

  1. In the left navigation bar, click Data tables icon Data Tables , click Leads or Customers , then select a customer.
  2. In the right of the screen, click actions icon , then click 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 cashier strategy checkbox and choose a strategy from the Cashier strategy dropdown. This option is displayed if one or more strategies exist.
  6. Optionally, to present fixed amounts in the cashier deposit request and not use cashier strategies , in the Amounts section, click Add amount , then define amounts.
    If you want to use cashier strategies , do not add values to the Amounts section.
  7. In the Custom amounts section, select from the following options:
    • Based on strategy : Cashier deposit request uses the custom amounts from the matching strategy. This is the default option.
    • Deny : Cashier deposit request does not present custom amounts to the customer.
    • Allow : Cashier deposit request presents custom amounts to the customer.
  8. 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.
  9. 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.
  10. Click Generate link , then share the cashier deposit link with the customer.