Adds automatic transfer rules to balance settings
What’s new
You can now configure per-currency rules for automatically transferring funds from your payments balance to a Financial Account using the new automatic_transfer_rules_by_currency parameter on the Balance Settings object.
The automatic transfer rules support two types:
- transfer _ all : Transfers all available funds to the specified Financial Account
- transfer _ up _ to _ amount : Transfers up to a specified maximum amount to the Financial Account
You can configure different rules for USD, GBP, and EUR currencies. Each rule specifies a payout_method that identifies the Financial Account where funds are transferred.
Impact
You can now programmatically configure automatic transfers from your payments balance to a Financial Account through the API instead of using the Dashboard. This enables you to automate fund distribution as part of your platform’s account setup and management flows.
Changes
| Parameter | Change | Resources or endpoints |
|---|---|---|
| automatic_transfer_rules_by_currency | Added | BalanceSettings#update. payments. payouts BalanceSettings. payments. payouts |
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