Configure Payment Defaults

In this section, you will learn how to set up your payment defaults for pay-ins and pay-outs and also how to add new risk rules as defaults.

Payment Defaults configuration

On the Payment Default page, follow these steps:

  1. Navigate to the Pay-In Methods or Pay-Out Methods section within Payment Defaults.
  2. Select an account.
  3. Choose a currency from the dropdown list.
  4. Choose which provider will be the default route for each payment method presented.

If no payment methods were found for the currency you selected, it means you haven't configured any providers or connections for this currency yet. You can check the Providers guide to understand how to connect new providers.

  1. Save your changes.

You will be presented with all the payment methods you currently accept for each currency. As default, we configure the first provider you integrated to accept each payment method as the default route for this method.

Risk Rules configuration

Below are steps guide to set risk rules as default:

  1. Navigate to the Risk Rules section within Payment Defaults.
  2. Select an account.
  3. Click Assign Rules.
  4. Select the rule you wish to apply as default.

If you haven't created a risk rule before, you can go to the Risk Rules page, and start setting new rule

  1. Decide if you desire the transactions that meet this specified criteria to be blocked by toggling the Blocked Transaction option.
  2. Confirm your new risk rule.

After this, your new rule will be applied to all pay-ins and pay-outs that fall into your default settings.