Agreements allow you to establish trading terms with your customers, automating the collection of payment (via direct debit) for future orders and purchases on agreed terms. Although agreements can be created through our API we've seen many of our clients prefer a more customised and personal touch when negotiating terms with their customers, opting to use our UI.
The following step by step guide will show you how to set up both an agreement with a Split contact, and an agreement to anyone from our UI. But first lets identify the difference between the two:
Agreement to a Split contact: You will select this option when creating an agreement if the customer you sending an agreement is a Split user and is already a contact in your contacts. This creates a 1 time agreement to be used specifically for that contact.
Agreement to anyone: As it sounds, this function allows you to create an agreement with absolutely anyone. Set the trading terms that your comfortable with, and then send this agreement to as many customers as you like, Split user or not. Each party that accepts will establish an agreement between themselves and you on the set terms.
Lets get started
Proposing an agreement to a Split Contact:
- Go to: Agreements
- Click on Proposed Agreement
- Select to Split Contact
- Select Contact from drop down
- Enter in Terms
- Click Propose Agreement
Your agreement will be sent to the Split contact that you selected for approval, once approved your payments will flow freely according to the terms of the agreement.
note: If you would like to set up an unlimited agreement a with your customer then leave the Terms section blank. This will pre approve all Payment Requests regardless of value and frequency.
Proposing an agreement To anyone:
- Go to: Agreements
- Click on Propose Agreements
- Select to anyone
- Enter a Title that will serve as a reference for future use and your customer
- Set your Terms
- Click Add open agreement
Retrieve your new Agreement to anyone link:
- Go to Agreements
- Scroll down to Open Agreements
- Select View Link from the agreement you'd like to use
- Copy link
- Either paste or embed to send to a customer.
Once a customer agrees to your agreement they will be added to your Contacts, you'll be notified by email, and you can start trading freely.
I hope this has helped, and if you have any further questions please contact us through the speech bubble in the corner of this screen.