Yes, if you send us an Excel file with the clients’ name, email, mobile, amount, recurrence (monthly, quarterly, yearly…) and the number of instalments, we can transfer it to our system without any problem! We take care of it.
In fact, the first month is free so that you can familiarise yourselves with the platform, and with no commitment of permanence, if you want to use it, use it and if not, then don’t.
No, everything is desktop and mobile version.
The first thing we need you to do is to register on the website and in the top right corner, on the 30-day free trial button, you register, then verify your email address, fill in the form and that’s it. Then you must access the panel and validate the bank account where the money for your fees will be deposited. To do this, once inside the platform, you must go to the left side menu, in the configuration section, and click on new authorisation. https://youtu.be/81kN2ozUgI0
It’s immediate, you register and that’s it.
From the time your client pays you and it reaches your bank, it takes between 24-48 hours maximum, unless the payment is executed on the weekend, in which case, the payment will be processed on Monday and it would take at most 72 hours. In addition, the payment goes from the customer’s account to yours, we do not hold anything.
Not at all, you don’t have any kind of permanence with us. If you want to use it, you use it, and if you don’t, there is no problem.
Yes, each month, under payments, you can see the payments sent, their status and you can print a receipt for each one. In addition, you can download the receipts-payments in an excel file in case you want to take them to your accounting program.
We are located in London at Canary Wharf in the financial district at Level 39. However, most of our clients are Spanish.
Yes, you can. You would do it in the customer panel, look for the customer to send the payment to, click on request payment and there you enter the fees and frequencies you want.
In that case, what you can do is that if you have those contacts on whatsapp, when the payment has been sent we will tell you, so that you can let them know and look to see if it has gone there.
No, this is not the case. If you set a monthly recurring payment of three instalments, when those three instalments are due, you have to do the emailing process. Alternatively, a standing order can be executed.
In that case, first check that the email is not Hotmail, as we have detected problems with hotmail, so we would need another email to be able to apply for it. If the email is OK, resend the payment just in case and if it still doesn’t work, please contact us.
In this case, please contact us so that we can help you to solve it.
Sometimes it happens that banks update their APIS, causing connection problems. In this case, you should wait 24 hours and, if after this period it still does not work, please contact us.
In this case, please contact us to monitor what happened.
When you validate the account and connect to the bank it will ask you to select which account. There you select the one you want.
You don’t need to, if you have it and read it, that’s enough.