Complete guide to managing transactional settings in Sheepy

In the Integration → Integration Profile section, merchants configure invoice appearance, fee allocation, and tax handling. These settings personalize checkout while ensuring transparency and financial control.

Invoice customization

Merchants can brand customer invoices by adding a logo, business name, and contact details. They can also choose whether to display transaction fees, aligning invoice visibility with communication and compliance needs.

When creating an invoice manually or via API, merchants define key parameters such as the invoice amount (in fiat or cryptocurrency), the currency or set of accepted currencies for payment, and a unique order_id linking the payment to the merchant’s internal system. The selected payment gateway, fee, and tax configuration from the integration profile are also applied automatically, ensuring consistency across all transactions.

The Invoice fees section lets merchants decide how costs such as processing, conversion, network, and refund fees are distributed between the merchant and customers. Each fee type is managed independently, allowing flexible alignment with the business model. In the Taxes section, merchants define how tax applies to invoices (exclusive, inclusive, or exempt) using a percentage rate. This determines how the final payable amount is calculated.

Conversion settings

The Conversion section automates crypto-to-crypto and crypto-to-fiat exchanges within the Sheepy account to optimize balances and reduce FX risks. Merchants can keep funds in the original currency, convert a portion, or fully exchange to a selected asset (e.g., EUR, BTC, ETH, XRP). Once enabled, conversions run automatically based on predefined parameters.

Autocomplete settings

Autocomplete manages expired, underpaid, and overpaid invoices. When enabled, partially paid or late payments are automatically finalized and credited, while overpayments are processed in the same way.

Merchants can configure how Sheepy crypto payment gateway handles such cases using manual or automatic completion settings. In automatic mode, the system closes underpaid or overpaid invoices automatically, credits the received funds, and marks them as partially_paid or overpaid respectively. In manual mode, invoices that are partially paid, late, or overpaid move to the invalid status and require manual review. The merchant can decide whether to wait for an additional payment, refund the received amount, or manually finalize the invoice.

Crypto payout settings

Merchants can manage crypto payout settings directly from their Sheepy account, including address validation and payout configuration. During onboarding, verified wallet addresses are added to the system and automatically recognized for future transfers, while any unlisted address is treated as a third-party destination to ensure transparency and security.

Payouts can be executed as single or mass. For single payouts, merchants select the currency, network, and destination address, specify the amount, and confirm after reviewing applicable limits and fees. Mass payouts are processed by uploading a CSV file with payment details. Automatic payouts allow scheduling recurring transfers on a weekly or monthly basis with predefined currencies, amounts, and crypto addresses.

Fiat withdrawal settings

The fiat withdrawal section allows merchants to transfer funds from their Sheepy account to verified bank accounts, either manually or automatically. To create a withdrawal method, merchants enter their bank details, including IBAN and BIC, which must match the verified account name. For security, Sheepy requires an IBAN ownership certificate issued by the bank to confirm account ownership before enabling withdrawals. Once verified, withdrawal methods appear in the dashboard with their status, allowing merchants to edit, pause, or delete them as needed.

Automatic withdrawals can be enabled by editing a verified method and activating the auto withdrawal option. Merchants can choose a weekly or monthly schedule, and the system automatically transfers the full available balance, provided it exceeds the minimum threshold of 1,000 EUR. This automation simplifies regular settlements while maintaining the flexibility to perform manual one-time transfers when required.