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. 

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.  

I hope this article has helped, feel free to reach out to us by clicking on the green bubble icon or email us directly at support@zepto.com.au