How to manually credit bonuses to clients
Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets
Last updated
Was this helpful?
Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets
Last updated
Was this helpful?
You can manually credit bonuses to clients by either creating a custom manual bonus or selecting a bonus from an existing temporary bonus program.
To manually credit a bonus to a client:
Navigate to Bonuses > Bonus distribution.
Click Create in upper-right page corner, and then select either of the two options:
Create — to credit a custom manual bonus.
Create temporary bonus — to credit a bonus from an existing temporary bonus program.
In the Accounts popup, locate the client account to which you want to credit the bonus, then click Select on the right side of the account row.
You can search for the account by Account ID, Account number, Currency, or Client name.
On the displayed page, fill in the fields based on the type of bonus:
In the Amount field, enter the bonus amount that you want to credit to the account.
In the Caption field, optionally enter the bonus name, which will be displayed to the client in the B2CORE UI.
If you leave this field empty, the name of the platform associated with the account receiving the bonus will be displayed to the client in the B2CORE UI (for example, MetaTrader5 Live).
In the Preset dropdown, optionally select a preset to automatically fill in the remaining fields based on preset settings.
Alternatively, leave the Preset field empty and fill in the remaining fields manually (refer to the or field descriptions).
Click Save to credit the bonus.
Depending on the Set credit immediately option and the presence of other credited bonuses, the bonus will be credited to the client account either immediately or after the previous bonus has been processed and assigned a final status (Completed or Expired).