5 New Zeller Features and Enhancements to Discover

Both Zeller Terminal 1 and 2 have received software updates based on your feedback to add new functionality and make accepting payments easier than ever. Read on to see all the new features available from Zeller this December. Zeller Terminal 2 Easier POS navigation. We’ve made it easier to integrate your POS system with Zeller Terminal. The 'Mode' button on the top right-hand corner of your terminal screen has been updated with a new 'POS' option to allow easy toggling when you need to change your settings quickly. If you integrate with a third-party POS platform, or would like to enable Zeller POS Lite (available exclusively on Zeller Terminal 2 ), you can also navigate to 'Settings' in the Zeller Terminal menu. Clearer sales summary breakdown from Zeller POS Lite. As a small business, you’re often offering various combinations of products including customisations. To make the payment process even more seamless when checking out customers with Zeller POS Lite , we’ve made our sales summary clearer. Before you charge your customer, you can see the price of your items, modifiers and discounts broken down to ensure you’ve included everything. Search item categories on Zeller POS Lite. Staying organised during busy periods is vital to serve your customers efficiently. We’ve added a search bar within 'Categories' in your items to help you find and manage categories quickly. To search your categories, navigate to 'Items', click on 'Categories' and use the search bar. If you do not have a category for the item you’re searching for, you can quickly add a new category here. Zeller Terminal 1 Light and dark mode. Zeller Terminal is designed for customisation. With that in mind, you can choose between light and dark screen modes on Zeller Terminal 1 to match the colour of your terminal (black or white) and also align the theme with the aesthetic of your business. Light and dark screen modes are also available on Zeller Terminal 2. Paperless receipts via QR code. Zeller Terminal 1 offers multiple options for providing receipts to your customers. In addition to printed receipts and digital receipts via email and SMS, customers can now download digital receipts immediately by scanning the optional QR code on your device screen. This is an easy way to help your customers go paperless, while saving your business money on receipt rolls. Keen for a new feature? If there’s something you’d like to see in your Zeller Account, we want to hear about it! Send your ideas to feedback@myzeller.com. Finally, if you’d like all our latest features, offers and business news sent right to your inbox, sign up to our newsletter today at the form below.

This year our commitment was to continue to enable and support you, our merchants, with the most innovative payments and financial solutions available. Guided by your invaluable feedback and ideas, we made Zeller even easier, faster, and more powerful in 2024. With no further ado, here’s a wrap-up of the highlights our team delivered for you this year. Zeller Terminal We launched the next-generation in payments, Zeller Terminal 2. Our latest payment terminal , Zeller Terminal 2, comes with a free built-in point-of-sale (POS), Zeller POS Lite. Engineered in Melbourne, this new payment solution comes with powerful sales and item reporting, a larger digital screen, downloadable QR code receipts and much more, helping you to elevate the checkout experience at a very affordable price. Help save the planet, one receipt at a time. To help you reduce your environmental footprint, we made further advancements by offering a QR code digital receipt option , alongside SMS and email receipts. Customers can now scan the QR code to download their receipt after making a payment. Zeller Terminal is now more customisable than ever. Innovative features such as light or dark screen modes, and customisable screensavers to give your payment terminal a seamless look that complements your brand or business aesthetic, are now available on both Zeller Terminal 1 and 2 — making it the most customisable EFTPOS solution available on the market. Zeller App POS Lite is now available on your smartphone. Mobile selling is now even easier with the launch of Zeller POS Lite on Zeller App . Using Tap to Pay , you can quickly add items, apply discounts, accept contactless payments, and send itemised digital receipts directly from your smartphone. Tap to Pay. Now on Android. With 44% of Australians owning an Android smartphone, Tap to Pay on Android (built right into the Zeller App), provides more businesses with an affordable solution to accept contactless payments, without the need for a physical EFTPOS terminal. Sort your business savings with a tap. You can now activate and manage your Zeller Savings Account directly from Zeller App, making it easier to transfer funds and earn a higher interest on your business savings than you would with a big-4 bank. Issue corporate cards from anywhere. We added even more flexibility to Zeller Corporate Cards with the ability to issue new cards, manage budgets and monitor transactions directly from your smartphone with the Zeller App. Point of Sale A free point-of-sale baked into Zeller Terminal 2. Zeller POS Lite is a mobile POS system designed for micro and small businesses. This free, easy-to-use POS solution enables you to categorise your menu, record items and modifiers sold, send receipts, and deliver a fast and secure checkout experience. Oracle and Zeller. Partnering up to power hospitality payments. Zeller joined forces with the global leader in restaurant POS systems, Oracle, to provide an end-to-end solution for managing orders and securely accepting fast payments with our new integration to Simphony POS . Zeller Dashboard Item Reporting for Zeller Invoices and POS Lite. As you sell your items with Zeller POS Lite or Zeller Invoices, we’ve made it even easier to see what’s selling best and which items aren’t performing with real-time item sales reporting. Easier expense management. Life got a little simpler for finance teams, who are often managing expenses across multiple projects, departments and locations. Zeller corporate cardholders can now easily upload receipts and tax invoices into transactions they’ve made, categorise and append notes to expenses. These small features help finance teams to simplify expense reconciliation at the end of the month, saving time and reducing admin. Security 3D Secure adds another layer of security for online payments. You and your customers benefit from an additional layer of security for online credit card transactions made via Zeller Virtual Terminal, Payment Links and Invoices to protect from fraudulent activity. Cardholders will be prompted to verify certain payments via two-factor authentication triggered by their card-issuing bank. Notifications Real-time account notifications. We introduced transfer summaries and remittance receipts via SMS and email, and account security notifications in the Notification Centre from Zeller Dashboard and App. See everything you need to know from amount, date, time, account and recipient information with a transfer summary, plus the ability to download remittance receipts to send via SMS or email. Choose how you want to be notified. Customise your notification settings to let us know the best way to give you transaction, account, and security alerts in the Notification Centre. Prefer SMS? No problem, simply update your notification settings with a click. We’re proud to have delivered over 100 new features to your Zeller Account this year, ensuring you have the most seamless and efficient experience when managing your payments and business finances. Looking to 2025, we’re excited to continue to deliver even more powerful features to support your business. If there are features you would like to see in your Zeller Account, we want to hear about it! Send your ideas to feedback@myzeller.com.

Store, manage and view all your contact information in Zeller Dashboard. Relationships play vital roles in every successful business. Regardless of whether you’re new to the world of business ownership or growing an established venture, people are at the heart of everything you do. With this latest release, Zeller now helps you to strengthen those relationships. Zeller Contact Directory is a new contact management tool used to store business and personal details, giving you one place to see every EFTPOS payment , transaction and account transfer processed with an individual or another business. Armed with that information, you are able to better understand your business and the customers who shop with you, as well as get valuable insights about your own business spending. Introducing Zeller Contact Directory At its most basic, managing contact data is as simple as using an address book to maintain up-to-date information about business contacts. Yet the real benefit of having contact data on hand comes from the way you use it — to strengthen relationships with customers, suppliers and other businesses, get better oversight of where business funds are being spent, and identify opportunities to grow your bottom line. Zeller Contact Directory enables you to understand your transactions on a deeper level, and access information about your business quicker. Smarter business decisions are made with insight. Designed specifically for running and scaling a business, Zeller Contact Directory is a free tool for all Zeller merchants. With this release, you can now create contacts in Zeller Dashboard — making it easier to run and build your business by building more meaningful relationships with contacts who pay you, and contacts who you pay. How to get started with Zeller Contact Directory Zeller Contact Directory is your central spot to manage all of your business relationships. With these new feature updates, there are several changes to your workflow when transferring money out of your Zeller Transaction Account, and assigning contacts to transactions and transfers. When you need to transfer money Transferring money is simpler by selecting a contact when processing a transfer. If your contact's details are not already populated, you can add them the next time you transfer money. Linking existing contacts to historic transactions Search your transaction or transfer history, and then link it to an existing contact. Any existing and future transactions or transfers will now be linked to that contact. Creating a new contact in your Zeller Account Once you've created a new Zeller Contact, you can then search your transaction or transfer history to select which transactions you want to link to that Zeller Contact. Learn more about the businesses you spend with Business details are automatically populated for transactions spent on your Zeller Mastercard , so you can understand more about the businesses you make purchases with. Used to its fullest, Zeller Contact Directory provides you with instant access to important information about the people and businesses you interact with. A holistic view of every contact Zeller Contact Directory is made up of contact records that you create. There are two types of contacts in Zeller Contact Directory: individuals, and businesses. These contacts can be linked together, providing a holistic view of the relationship web. Each contact can be populated with a wealth of information about an individual or business you interact with, including: general contact information, such as emails, phone numbers, and addresses categorise contacts and add custom tags, such as ‘supplier’ or ‘book keeper’ an image, for immediate identification account details for bank accounts you transfer money to notes, such as details customer preferences or information about previous purchases. New view in Zeller Dashboard To view the contact directory, click Contacts in the left pane of Zeller Dashboard. From here, click either Add Business or Add Person and follow the prompts to create a contact. To search Zeller Contact Directory, select the search icon and begin typing the name of the contact or tag attached to that contact. All contacts matching the search criteria will be filtered below, for easy identification. Create and link contacts with ease There are multiple ways to create a contact in Zeller Contact Directory. Once a contact has been created, it can then be linked to transactions or bank account details within Zeller Dashboard. As mentioned above, a business or person can be directly added to the Zeller Contact Directory. A contact can also be created from a transaction, or transfer. To create a new contact, or link an existing contact to a transaction, click on any past transaction in Zeller Dashboard, then select Contact and begin typing. If a contact already exists, click it to assign the transaction to the contact. If a contact does not exist, follow the prompts. All historical and future transactions using the same card will be linked to that contact. Every time a customer uses that card to buy from you, the transaction will be attached to the contact in Zeller Contact Directory. To link details of bank accounts you regularly transfer to, open the contact in Zeller Contact Directory. Navigate to Bank Account and select Add . From here, either select an existing account or follow the prompts to create a new one. All historical and future transfers will be attached to that contact. Relationships are the foundation of business success Zeller Contact Directory gives you a place to store valuable information about the individuals and businesses that interact with you. Having the ability to easily surface contact information enables you to grow meaningful relationships, whether it’s by greeting a person by name or remembering details of their last purchase. Yet there are a multitude of ways that information can be put to use to strengthen business relationships. You might want to make your repeat customers feel more welcome in store by training staff to provide a more personal customer experience, using the rich data attached to the customer’s contact record to suggest new products or services. Or you might use it to streamline the way you deal with other businesses, like your supplier.  Being able to easily bring up contact details for your key supplier, including the name and direct number of your account manager as well as a list of every purchase made using business funds, makes it easy to manage things like repeat orders and better understand your spending. Relationships are at the heart of business. The more visible information about your contacts is, the more opportunities you have to strengthen those ties. Stay tuned to discover more ways to use Zeller Contact Directory to grow your business.