via UI

Once you have a contact setup and an agreement in place you can go ahead and direct debit your contact by following these steps:

1. Login to your Zepto dashboard.
2. Click on Payment Request found from the left menu bar.
3. Click on Request Payment found on the right corner of the screen.
4. In the Details section, add all the relevant details, such as

• To account - account you want the funds to settle into
• Authoriser contact - the contact who you will be direct debiting
• Description - your contact will see the first 9 characters of this description
• Request type - select from Single, Recurring or Initial + Recurring

5. Add the Amount and the Request date
6. Click on Request Payment

You will notice that the payment request is now created and can be found in the Outgoing payment request the section found on the Payment Requests page.

Custom Remitter

By default when you get or make a payment (or refund) the remitter will be Zepto in both the debtor and creditor bank statements.

You can customise this name in three instances:

• For your creditors when sending money: making payments and issuing refunds.
• For your debtors when collecting money: payment requests and refund requests.
• On a per-transaction basis.

Update your default remitter name:

1. Sign in
2. Click on your name on the top left-hand corner
3. Click Settings
4. Click on Account
5. Customise the Credit remitter name and/or the Debit remitter name fields
6. Click Update