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Australia Help Articles
This collection includes help documentation for merchants integrating with Zepto from Australia.
+3
61 articles in this collection
Written by
Trevor Wistaff,
Ian Lennie,
Blake Astley
and 3 others
[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
Agreements
[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
Bank Accounts and Contacts
[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
Transactions - Payments & Payment Requests
[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
Integration
[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
Configurations
[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
KYC - Know Your Customer
[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