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Configure Deposit and Withdrawal Options

Goal: Create the Deposit Types, Deposit Methods, Withdrawal Types, and Withdrawal Methods that agents select when recording financial transactions on a lead. Who does this: Sales Manager Admin / Owner Before you start: You need access to TR Settings in the sidebar. This is typically an admin-level permission — confirm with your admin if the menu is not visible.

Steps​

  1. Admin / Owner Create Deposit Types. A Deposit Type categorises the kind of deposit (e.g., "Initial Deposit", "Top-Up", "Bonus"). Go to TR Settings → Deposit Types and click + Create. Enter a name and click Submit. Repeat for each category you need. See Deposit Types.

  2. Admin / Owner Create Deposit Methods. A Deposit Method is the payment channel (e.g., "Credit Card", "Bank Transfer", "Crypto"). Go to TR Settings → Deposit Methods and click + Create. Enter a name and click Submit. See Deposit Methods.

  3. Admin / Owner Create Withdrawal Types. A Withdrawal Type categorises the reason for a withdrawal (e.g., "Standard Withdrawal", "Partial Withdrawal", "Account Closure"). Go to TR Settings → Withdrawal Types and click + Create. Enter a name and click Submit. See Withdrawal Types.

  4. Admin / Owner Create Withdrawal Methods. A Withdrawal Method is the channel used to return funds (e.g., "Bank Wire", "E-Wallet"). Go to TR Settings → Withdrawal Methods and click + Create. Enter a name and click Submit. See Withdrawal Methods.

What happens next​

Once saved, agents will see these options in the dropdowns when they raise a deposit or withdrawal request from a lead profile. The Type and Method chosen appear in the approval queue and in transaction reports, so naming them clearly (e.g., "Credit Card" not "CC") makes filtering and auditing easier.

To verify: open any lead profile as an agent and start a deposit — confirm the Type and Method dropdowns show your new entries.