In this video you can see basics of how things work in uCollect. This demo shows (as one example) how to set up clients for automatic collection using a credit card facility such as Stripe.
This demo walks you through setting up uCollect and your first gateway. The example we use here is setting up using EziDebit.
This demo walks you through what a customer might experience when you use uCollect. This demos shows some of the common ways that a one-time payment may be received from a customer using Xero and a Credit Card payment.
File Upload for Bank Direct Debits
If your bank allows you to upload a file to generate batch Direct Debits then this video will show you how to setup and run your batches. The demo illustrates an Australian ANA file format, but the process is the same for NZ banks as well as anywhere a text file needs to be uploaded. Contact us if your know that your bank will accept a file upload.