Automate your collections, so you can focus on business
1. Connect to us
Your details, as well as your customer's details, are uploaded (either via us or one of our growing list of approved channel partners) (contact us to find out who).
2. Buyer/Payer receives invitation
Your customer reviews the pre-loaded details, verifies the information and accepts the terms and conditions for auto-pay of invoices on scheduled due dates.
3. Buyer/Payer loads payment details
They can now load multiple credit cards, bank accounts into our PCI compliant digital wallet and set the order of preference of each credit card or payment method so they can maximise their points program, limit or cash availability.
They are now ready and so are you.
4. Invoices are loaded
Upload invoices automatically via your system or manually into zelo pay or via one of our approved channel partners for a seamless end to end process (contact us to find out who).
Set up your zelo matchmaker to get access to early payments from your buyers.
5. Payments are scheduled
Your customers will see a list of their upcoming payments and invoices scheduled for payment.
You will also see what is coming up.
6. Payments made
On the due date, payments are automatically made based on the rules set by your customers.
Notifications are sent so everyone is kept informed.
7. Reconcile and relax
Reconcile your payments easily with our information-rich extracts or as part of the integration package with your system or our approved channel partner.