Exchange From Homepage
This is the most important customer flow in RoboExchanger.
The normal path is:
- Open the homepage:
https://yourdomain.com/ - Choose what the customer wants to send
- Choose what the customer wants to receive
- Open the exchange form
- Fill the exchange details
- Review the summary
- Create the order
- Submit payment details
- Track the order on the order page
Related docs:
Start from the homepage
The homepage exchange board lets the customer choose a send currency and a receive currency.
On desktop:
- the left side shows what the customer can send
- the right side shows what the customer can receive from the selected send currency
On mobile:
- the customer uses two dropdown lists instead of the two-column table
After both sides are selected, RoboExchanger opens the pair page.
Example format:
https://yourdomain.com/exchange-FromCurrency-to-ToCurrency
What the customer sees on the exchange page
The exchange page shows the selected route and the current rate.
It also shows:
- minimum send amount
- maximum send amount
- current reserve limit for the receive side
- payment and payout fees if they are used in that route
Field guide
| Field | What the customer should enter | Important note |
|---|---|---|
Exchange rate | No manual input | This shows the current route rate |
Min Amount | No manual input | Customer cannot send less than this |
Max Amount | No manual input | Customer cannot send more than this |
Send Amount | The amount the customer will pay | Must stay inside the route limits |
Receive Amount | The amount the customer wants to receive | This changes from the route rate |
With Fee | No manual input | This appears only when payout fee is enabled |
Your Receive Account Number | Wallet address, account number, bank/account identifier, or similar destination value | This must be correct because the payout goes here |
| extra account fields | Extra required values such as memo, tag, IBAN owner name, branch name, or other route-specific data | These fields appear only for currencies that need more destination details |
QR Code | Optional image upload | This appears only when QR code submission is allowed for the receive side |
Your Name | Customer full name | If the customer is logged in, this may be prefilled |
Your Email | Active email address | Order updates may be sent here |
Phone | Active phone number | Best to use a number the customer can answer quickly |
| terms checkbox | Must be checked | The order cannot continue without acceptance |
| captcha | Complete if shown | Only appears when enabled in settings |
Very important notes about account details
- Crypto routes may validate the wallet format automatically.
- Some account providers such as Payeer or Perfect Money may expect a valid account-style value, not a normal wallet address.
- Some routes need an extra field like destination tag or memo.
- If the customer enters the wrong receive account, the payout can go to the wrong place.
What happens after clicking the button
The first page button says Make Payment, but the customer is not paying yet.
First, RoboExchanger opens a summary page.
That summary page shows:
- send amount
- send fee
- total payable amount
- receive amount
- payout fee
- total receivable amount
- receive account
- customer name, phone, and email
Then the customer clicks Create Order.
Manual payment page
After the order is created, the customer is taken to the manual payment page.
This page usually has two parts.
Step 1: company payment details
The customer sees:
- your account details
- copy buttons
- gateway instructions
- QR code if the gateway has one
The customer should send the exact amount shown on the order.
Step 2: submit transfer confirmation
| Field | What to enter | Important note |
|---|---|---|
Payment Details | Transaction ID, sender account, sender name, payment note, or transfer reference | This field is required |
Payment Proof | Receipt image or screenshot | This appears only when payment proof is enabled |
| captcha | Complete if shown | Only appears when exchange captcha is enabled |
After this step, the customer clicks Submit Order.
The order status normally changes from pending to waiting.
Common mistakes
- entering a send amount below the minimum amount
- entering a send amount above the maximum amount
- trying to receive more than available reserve
- typing the wrong wallet or account number
- leaving required extra fields empty
- forgetting to accept the terms
- failing captcha
- uploading an unclear or unrelated payment proof
- sending a different amount than the order amount
What to do if the customer gets an error
- Check the amount again.
- Check the destination account again.
- Check whether the route still has enough reserve.
- If the page says the draft expired, start again from the homepage.
- If the order already exists, open the Order Page and Reviews guide.
Next step
After the order is submitted, continue with Order Page and Reviews.