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[AU] How to create Agreements from our UI
[AU] How to create Agreements from our UI

A step by step guide to creating agreements with Zepto contacts.

Updated over a week ago

Note: This article is relevant to merchants integrating with Zepto in Australia.

Agreements allow you to establish trading terms with your customers, automating the collection of payment (via direct debit)  for future orders and purchases on agreed terms.  Although agreements can be created through our API we've seen many of our clients prefer a more customised and personal touch when negotiating terms with their customers, opting to use our UI. 

The following step by step guide will show you how to set up an agreement with your contact.

Agreement to a Zepto contact:  You will select this option when creating an agreement if the customer you are sending an agreement to is a Zepto user and is already added as a contact in your contacts.  This creates a 1-time agreement to be used specifically for that contact. 

Let's get started

Proposing an agreement to a Zepto Contact:

  1. Login to your Zepto Dashboard

  2. Go to: Agreements found on the left menu bar

  3. Click on Propose Agreement button found at the top right corner

  4. Select To a Zepto Contact

  5. Select Contact from drop-down 

  6. Enter in Terms as agreed

  7. Click Propose Agreement

Your agreement will be sent to the Zepto contact you selected for approval, once approved your payments will flow freely according to the terms of the agreement. 

Note: If you would like to set up an unlimited agreement with your customer then leave the Terms section blank.  This will pre-approve all Payment Requests regardless of value and frequency.  

Fig. Proposing agreements to Zepto Contacts

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