Australia Help Articles

[AU] Selecting Funds Account To Use For Your Transactions

Wondering how to tell us which account to use for your transactions?

Written by Blake Astley
Updated over a week ago

[AU] How to Fund Your Account Float (Sandbox)

How to get funds into your Sandbox Float Account.

Written by Clint Gilmore
Updated over a week ago

[AU] What Happens When An NPP Payment Fails?

Wondering what happens if your NPP payments fail for any reason?

Written by Blake Astley
Updated over a week ago

[AU] Utilising an Account Float

Interested in what an Account Float is and how having one will benefit you?

Written by Blake Astley
Updated over a week ago

[AU] Renaming Your Account Float

Follow this Article To Rename Your Account Float

Written by Vishakha Bhosale
Updated over a week ago

[AU] Transacting From Your Account Float

You can create multiple types of transactions from your Account Float and this article will show you how.

Written by Blake Astley
Updated over a week ago

[AU] How to Check Your Account Float Balance

Once you've funded your Account Float, you'll need to keep an eye on the balance to ensure the account remains operational.

Written by Blake Astley
Updated over a week ago

[AU] How to Get The ID of Your Account Float

You'll need the correct Bank Account ID in order to select which account we'll use when processing your transactions.

Written by Blake Astley
Updated over a week ago

[AU] How to Transfer funds between your accounts

This article will help you understand how you can transfer funds to and from your accounts added to Zepto

Written by Blake Astley
Updated over a week ago

[AU] Agreements

All about Agreements, and how they can easily help you get paid sooner

Written by Blake Astley
Updated over a week ago

[AU] Open Agreement

Enter an agreement with anyone via our open agreement solution to get paid faster!

Written by Trevor Wistaff
Updated over a week ago

[AU] Unassigned Agreement

Enter into a single-acceptance agreement with anyone via our Unassigned Agreement solution and get paid faster!

Written by Trevor Wistaff
Updated over a week ago

[AU] How to create Agreements from our UI

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

Written by Ian Lennie
Updated over a week ago

[AU] How am I Notified of an Accepted Agreement

This article describes how you can utilise Webhooks, Redirect URLs and Javascript events to be notified of an accepted Agreement.

Written by Blake Astley
Updated over a week ago

[AU] Description Field - How You and Your Clients Will See It

This article will outline how and where the description field of transactions will be displayed for you and the end user.

Written by Clint Gilmore
Updated over a week ago

[AU] Invite a Contact

Invite a party to be added to your contact list once they have instantly verified their bank account

Written by Trevor Wistaff
Updated over a week ago

[AU] Managing Multiple Bank Accounts

You can now add multiple Bank Accounts to your Zepto account. Read on to find out how to manage the accounts.

Written by Blake Astley
Updated over a week ago

[AU] How to Use Our Bank Connection Features

This article describes possible use-cases along with how to use our new Bank Connection suite

Written by Blake Astley
Updated over a week ago

[AU] How Do I Change My Customer's Bank Account Details

How to change your customers bank account details within Zepto

Written by Blake Astley
Updated over a week ago

[AU] Integration for NPP Payments

From start to finish, how to get your Zepto account ready to create NPP Payments to your customers.

Written by Blake Astley
Updated over a week ago

[AU] Simulating Incoming Payments in Sandbox

This article explains how to the test incoming payments within Zepto's Sandbox environment

Written by Clint Gilmore
Updated over a week ago

[AU] How to create a Payment Request

This article will outline how you can Request Payment from your contacts via the UI or the API

Written by Blake Astley
Updated over a week ago

[AU] Transaction Failure Responses

This article should help you to understand exactly why your transaction failed.

Written by Vishakha Bhosale
Updated over a week ago

[AU] How to Issue a Refund for a Received Payment

This article outlines how and when you can issue a refund.

Written by Vishakha Bhosale
Updated over a week ago

[AU] Integrating Direct Debit via Unassigned Agreements

A high-level guide to integrating our Unassigned Agreements to support your direct debit requirements.

Written by Ian Lennie
Updated over a week ago

[AU] Upload A Payments CSV to Create Payment Requests

This article will take you through the steps to create Payment Requests via CSV uploads

Written by Clint Gilmore
Updated over a week ago

[AU] Lifecycle of Transactions

This article will outline the various stages that a Debit or Credit will go through.

Written by Clint Gilmore
Updated over a week ago

[AU] Upload A Payments CSV to Create NPP Payments

This article will take you through the steps to make Payments via CSV uploads

Written by Blake Astley
Updated over a week ago

[AU] Integrating Direct Debit via BSB and Account Number

A high-level look to integrate Zepto's blind direct debit offering.

Written by Ian Lennie
Updated over a week ago

[AU] Making Payments to Contacts via BSB & Account Number

A high-level end-to-end guide to making payments to contacts

Written by Blake Astley
Updated over a week ago

[AU] How To Make Payments To Your Customers

This article talks about different methods you can use to make payments using the UI and API

Written by Vishakha Bhosale
Updated over a week ago

[AU] Can I Cancel A Payment / Payment Request?

This article will explain when you can and can't cancel a Payment / Payment Request and how to do so.

Written by Blake Astley
Updated over a week ago

[AU] Using Zepto Reports Tab To View Your Transactions

This article describes the features and use cases of the Transactions and Journal reports on a customers dashboard.

Written by Blake Astley
Updated over a week ago

[AU] New Transaction Report Status Values

All about the new transaction report status values, and what they mean.

Written by Blake Astley
Updated over a week ago

[AU] Setting up a recurring Direct Debit payment schedule using the UI

This article will walk you through how to create payment schedules that fit your business requirements.

Written by Ian Lennie
Updated over a week ago

[AU] Available Funds Pre-Checks (and ‘pre-failed’ messages)

Our pre-check capabilities literally eliminates dishonours!

Written by Trevor Wistaff
Updated over a week ago

[AU] Penny Verification tests for your Production account

Written by Vishakha Bhosale
Updated over a week ago

[AU] Can I authorise myself via my own OAuth2 app?

Allow your Zepto OAuth2 app to act on your behalf.

Written by Trevor Wistaff
Updated over a week ago

[AU] Instant Account Verification (IAV)

Instantly verify bank account access

Written by Trevor Wistaff
Updated over a week ago

[AU] How long before the access token expires?

Access token: 2 hours - Refresh token: No expiry period

Written by Trevor Wistaff
Updated over a week ago

[AU] Using OAuth to act on behalf of other Zepto accounts

How does OAuth facilitate marketplace payments?

Written by Blake Astley
Updated over a week ago

[AU] Receivable payments via PayID into outbound payments

This article walks you through receiving real-time payments via PayID and then disbursing those funds to your customers

Written by Ajay Sharma
Updated this week

[AU] Common Instant Account Verification (IAV) onboarding questions

Are some of your customers having trouble on-boarding through our IAV? See here for tips

Written by Ian Lennie
Updated over a week ago

[AU] Zepto Direct Integration

This article outlines how a merchants' application can integrate to manage transactions directly between their clients and customers.

Written by Blake Astley
Updated over a week ago

[AU] Managing a pool of PayID's

This article will guide you through the process of using a pool of pre-registered PayIDs to be allocated to your customers when needed.

Written by Vishakha Bhosale
Updated over a week ago

[AU] Integrating Direct Debit via Open Banking connectors

This article provides our suggested integration approach when a client already uses an Open Banking data aggregator.

Written by Ian Lennie
Updated over a week ago

[AU] How To Return Contact Receivables Payments?

Follow this article on how to return payID payments from contacts based on your unique business logic to manage a whitelist.

Written by Vishakha Bhosale
Updated this week

[AU] Receivable payments via PayID

This article will walk you through the steps to enable your business to get paid with PayID

Written by Ajay Sharma
Updated over a week ago

[AU] Webhook API Endpoints

This article will outline how you can use our API to get information about your Webhooks.

Written by Vishakha Bhosale
Updated over a week ago

[AU] Two-Factor Authentication

This article will cover what is required to set your account up for Two-Factor Authentication (2FA)

Written by Clint Gilmore
Updated over a week ago

[AU] What Benefits Does A Unique Direct Debit User ID Give Me?

This article outlines the benefits associated with having your own Direct Debit User ID.

Written by Blake Astley
Updated over a week ago

[AU] Webhooks

How to use webhooks with your API integration

Written by Blake Astley
Updated over a week ago

[AU] Custom remitter name

Customise your remitter name as it appear on the other parties bank statement

Written by Trevor Wistaff
Updated over a week ago

[AU] Webhook Event Flows

Follow This Article To Find A List Of Webhooks That Would Be triggered When Making Payments or Payment Requests

Written by Vishakha Bhosale
Updated over a week ago

[AU] Invite team members to your account

Add team members to your account and manage their access.

Written by Ian Lennie
Updated over a week ago

[AU] Notifications

How To Manage Your Notifications Through Zepto UI

Written by Ian Lennie
Updated over a week ago

[AU] Add a custom CSS template

How To Add A Custom CSS Template To Provide A Seamless Experience To Your Customer When Viewing Any Of Our Shareable Links

Written by Ian Lennie
Updated over a week ago

[AU] DDR and DDRSA Requirements

The following article highlights acceptable proof of meeting our DDR and DDRSA requirements as a KYC-Trusted client.

Written by Ian Lennie
Updated over a week ago

[AU] KYC-Trusted General

This article describes how to create your KYC-Trusted Agreements and contacts via the API.

Written by Ian Lennie
Updated over a week ago

[AU] KYC-Trusted-Proviso/Illion

This article will show you how to connect your Proviso application to create agreements and contacts.

Written by Ian Lennie
Updated over a week ago

[AU] KYC-Trusted-Basiq

This article will show you how to connect your Basiq application to create agreements and contacts.

Written by Ian Lennie
Updated over a week ago