Zepto

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

[AU] Selecting Funds Account To Use For Your Transactions

How to get funds into your Sandbox Float Account.

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

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

[AU] Utilising an Account Float

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

[AU] What Happens When An NPP Payment Fails?

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

[AU] Transacting From Your Account Float

Follow this Article To Rename Your Account Float

[AU] Renaming Your Account Float

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

[AU] How to Check Your Account Float Balance

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

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

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

[AU] How to Transfer funds between your accounts

Public Holidays and Clearance Times

Utilise Zepto's Confirmation of Payee service to check the account name and BBAN against the details held by the recipient's bank.

Confirmation of Payee (Alpha)

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

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

Payments Dual Approval in Merchant UI

This collection includes help documentation for merchants integrating with Zepto from Australia.

Australia Help Articles

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

[AU] Agreements

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

[AU] Unassigned Agreement

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

[AU] How to create Agreements from our UI

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

[AU] How am I Notified of an Accepted Agreement

Agreements

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

[AU] Invite a Contact

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

[AU] Managing Multiple Bank Accounts

How to change your customers bank account details within Zepto

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

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

[AU] Webhook API Endpoints

Bank Accounts and Contacts

This article will outline the various reference numbers and what they are used for at Zepto.

Understanding Zepto Reference Numbers

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

[AU] Integration for NPP Payments

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

[AU] How to create a Payment Request

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

[AU] Transaction Failure Responses

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

[AU] Integrating Direct Debit via Unassigned Agreements

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

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

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

[AU] Upload A Payments CSV to Create Payment Requests

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

[AU] Lifecycle of Transactions

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

[AU] Integrating Direct Debit via BSB and Account Number

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

[AU] Upload A Payments CSV to Create NPP Payments

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

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

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

[AU] How To Make Payments To Your Customers

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

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

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

[AU] Using Zepto Reports Tab To View Your Transactions

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

[AU] New Transaction Report Status Values

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

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

Our pre-check capabilities literally eliminates dishonours!

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

Searching up transactions using a Zepto reference number

Transactions - Payments & Payment Requests

Allow your Zepto OAuth2 app to act on your behalf.

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

[AU] Penny Verification tests for your Production account

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

[AU] How long before the access token expires?

How does OAuth facilitate marketplace payments?

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

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

Receivable payments via PayID into outbound payments

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

[AU] Zepto Direct Integration

Integration

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

[AU] Two-Factor Authentication

How to use webhooks with your API integration

[AU] Webhooks

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

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

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

[AU] Custom remitter name

Add team members to your account and manage their access.

[AU] Invite team members to your account

How To Manage Your Notifications Through Zepto UI

[AU] Notifications

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

[AU] Add a custom CSS template

[AU] Webhook Data Structure

Configurations

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

[AU] KYC-Trusted General

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

[AU] KYC-Trusted-Proviso/Illion

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

[AU] KYC-Trusted-Basiq

KYC - Know Your Customer

Zepto Payments

System Status

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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