Mandate 25

• What is a mandate?
• How does my customer authorise a mandate?
• How to create a new mandate?
• How to add cc email on mandate form?
• How to view mandates?

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Card Payments 9

• What is recurring card payment?
• How to set up recurring card payments?
• How to perform Charge Now?
• How to manually generate card collection?
• How to set up scheduled card collections?

View all 9

Collections 29

• What is a collection?
• What are Scheduled Collections?
• Difference between Auto Collection and Scheduled Collection
• How to generate manual collection?
• How do I submit collections via Details ID?

View all 29

Instant Pay 14

• What is FPX?
• How do I make one-off card payments?
• How do I create an Instant Pay?
• How do I create multiple Instant Pays?
• How do I view the Instant Pays that I have created?

View all 14

Payouts 15

• How do I set up Payouts?
• How do I create a payee?
• How do I view my payees?
• How do I make a Payout?
• How do I perform multiple Payouts?

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Subscriptions 2

• How do I add a subscription plan?
• How to enable the subscription feature?

User Management 5

• User management
• How to add a user?
• How to update a user?
• How to disable/enable a user?
• How to delete a user?

Security 6

• How to reset account password?
• What is two-factor authentication
• How to set up two-factor authentication?
• How to set password strength?
• How to log in using two-factor authentication?

View all 6

Xero Integration 4

• Getting Started with Xero
• How to request Instant Pay from Xero?
• How to link mandates to Xero contacts?
• How to collect recurring payments with Xero?

Plugins 2

• How do I install the Curlec plugin for an Ecwid store?
• How do I install the Curlec plugin for a WooCommerce store?

Graph 2

• How to view collection graphs?
• How to set targets on graphs?

Settings 15

• How to configure a mandate form?
• How to configure an Instant Pay form?
• How to set up a landing page?
• How to upload a company logo?
• What is a Dynamic Form?

View all 15

Customer Curlec Account 3

• Why is a customer Curlec account useful?
• How to create a customer Curlec account?
• How to terminate a mandate?

Reference 16

• Glossary
• Direct Debit process
• Bank response codes for Direct Debit
• Recurring card payment process
• Bank response codes for card payments

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Merchant Guide 13

• Customer is skeptical about Direct Debit
• Customer is worried about data privacy issues
• Customer was overcharged
• Customer is not receiving email notifications before payment collection
• Unsuccessful collections with debit cards

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Customer Guide 3

• What is Curlec?
• Distinguishing the key differences
• Is Curlec Safe?

Curlec Training Hub 1

• Curlec Training Hub - Quiz

Merchant Guide 34

• How do I register for an account?
• How do I sign in to my account?
• What if I have forgotten my password?
• How do I change my password?
• How do I add a product?

View all 34

Customer Guide 22

• How do I register for an account?
• How do I sign in to my account?
• What happens if I have forgotten my password?
• How do I view products available for purchase?
• What is the difference between a recurring and one-off product?

View all 22

Accounts Receivable (AR) 0