Skip to main content

Documentation

Edit an Offering

You can edit the details of an offering.

For a more detailed explanation of the offering settings and features, see Creating an Offering.

  1. Sign in as described in Signing In To the Partner Portal and navigate to the Offerings tab.

  2. The Offerings page appears.

    edit-an-offering-flow-1.png
  3. Navigate to the row of the offering that you want to view.

  4. Click the Edit icon.

    edit-an-offering-flow-2.png
  5. (Optional) Click on the row of the offering you want to view.

  6. The Offering details page appears.

    edit-an-offering-flow-3.png
  7. Click the Edit offering button.

  8. The Edit offering page appears.

    edit-an-offering-flow-4.png
  9. You can edit the offering details:

    • Offering name

    • MCC

    • Minimum monthly fee

    • Settlement currency

    • Pricing set details.

  10. For the pricing set, you can change the following:

    • Pricing method

    • Percentage fee

    • Fixed fee

    • FX markup

  11. (Optional) You can add currency sets by clicking the + symbol near the tab at the top of the page. Delete the currency set by clicking the x button on the tab.

    edit-an-offering-flow-5.png
  12. When you are satisfied with your changes, click the Save changes button at the bottom of the page.

    edit-an-offering-flow-6.png
  13. The Offering summary window appears.

    edit-an-offering-flow-7.png
  14. Scroll down to review all of the offering details.

  15. Click Save Offering.

    edit-an-offering-flow-8.png
  16. The success window appears. Your offering is updated.

    edit-an-offering-flow-9.png
  17. Click Done.