What’s New at Zeller this December

Discover the latest features and tools we've delivered. It’s been four weeks since we officially launched Zeller, a huge milestone in our journey to reimagine business banking and help Australian merchants — like you — to speed up cash flow and keep more money in their business. After many months of behind-the-scenes work — surveying the current financial services landscape, investigating business owners’ needs (and gripes with the incumbents), and exploring our opportunity to improve the daily lives of Australian merchants — we launched Zeller Terminal , Zeller Transaction Account,  and Zeller Mastercard on 4 May 2021. Since then, our entire team has been humbled by the feedback received from merchants right across Australia. However, the pace of development hasn’t slowed down. We’re committed to constantly improving existing functionality and delivering new features to ensure you are getting as much from Zeller as possible. Here’s a wrap-up of the new features and tools we’ve delivered since our launch last month. See transactions by card You can now view the transactions made using your Zeller Mastercard from within the Zeller Dashboard on a card level. This feature update is especially handy for those businesses with multiple owners or senior staff who require the ability to make payments using business funds.  You can link additional Zeller Mastercards to your Zeller account, and then see a breakdown of payments made using each card — making it easy to see who’s spent what, and reconcile your accounts at a glance. Click here to find this information on your Zeller Dashboard. Always print store copy of receipts Many of our merchants keep store copies of receipts. Instead of needing to manually request a printed store copy, as a separate step while serving a customer, you can now update your Zeller Terminal settings so that a store copy is printed for every transaction. Click here to jump into your Sites settings. Then, click the Site from which you would like to print receipts and select Receipt. It’s as simple as toggling the switch to Always print store copy . Updated receipt design We’ve given you the ability to add your logo to your printed receipts, to deliver a more personalised brand experience and remind customers of their interaction with your business. To upload your logo, click here , then select the appropriate Site , navigate to Receipts and follow the prompts_._ While you’re there, you can further customise your receipts to include business contact details as well as your business’s returns policy or marketing statement. PIN-protected refund access Control which staff can provide a refund by requiring a four-digit code to be entered before a refund can be processed. This update is an additional level of security, safeguarding your business from unauthorised refunds. Visit the Support Centre for more information on restricting who can provide a refund. Terminal reporting improvements We’ve given you the ability to filter the transactions accepted through your Zeller Terminal by date. Now, you can use the reporting functionality within the Zeller Dashboard to drill down on the sales figures for a particular time period. Next time you use the reporting functionality, try using the calendar filter. Print terminal reports The terminal reporting functionality within the Zeller Dashboard provides a wealth of knowledge about the funds flowing into your businesses, without requiring you to dig through reams of receipts. You’ve now got the ability to print out a copy of your terminal reports, and file these away for safekeeping — or bring a copy along to any business meetings. More control from your terminal Zeller Terminal is designed to support you on the job, wherever it takes you. So it makes sense for you to be able to make changes to your terminal settings from the terminal itself. Instead of logging in to your Zeller Dashboard on your laptop, desktop or phone, you’ve now got the ability to update tax and surcharge settings, your receipts and user settings directly from your Zeller Terminal. Sign up to stay in the loop Subscribe to our Business Blog to be the first to hear about exciting updates and new features. If you have any questions, reach out on Facebook or call our Support team on 1800 935 537. Or, email feedback@myzeller.com to provide any product feedback or feature ideas to our team directly. Our Support team works side by side with our developers, so your feature recommendations can be considered and implemented in days — not months.

Discover the latest features and tools we've delivered. It’s been a busy few weeks at Zeller HQ. We’re constantly developing tools to help you run your business, whether you’re just starting out or scaling up. To make sure you’re getting the most of your Zeller, here’s a rundown of what’s new. Improved payment experience for your customers The payment experience is just one part of the entire encounter a customer has with your business, but taking payment is often the last step in any business dealing – so it needs to be a positive, straightforward exchange. For this reason, the payment screens are arguably the most important screens in Zeller Terminal; these are the screens your customers will see when paying for your goods or services. So, our talented team of designers has whipped up an eyecatching new payment flow. Your customers will be prompted to tap their card, phone, smartwatch or other NFC enabled device to the top of Zeller Terminal, then wait for the processing screen to quickly change from Processing to Approved . After a slick transition to the green Approved screen, you can tap to print the receipt or send it electronically (via SMS or email), and send your customers on their way. Zeller SIM Card You can now add a Zeller SIM Card to your Zeller Terminal, enabling your business to be mobile without relying on WiFi or a personal hotspot. Zeller SIM Card is powered by Optus, so you can rest easy knowing 98.5% of the population of Australia is covered. For just $15 a month, Zeller SIM Card comes with unlimited data. Use it as your terminal's primary method of internet connectivity, or you connect via your WiFi and use it as backup in the event of an internet service interruption. Visit the Zeller Shop  to purchase yours today, or read more about the benefits of Zeller SIM Card on the blog. New Terminals page on your Zeller dashboard Many Zeller merchants run multi-location businesses, which means multiple Zeller Terminals. We’ve built a new page in the Zeller Dashboard, Terminals, to enable you to quickly find and locate terminals across your business. It’s an extra level of visibility, for your convenience. Navigate to the new Terminals page by expanding Payments, then clicking Terminal . From here, you’ll see a list of all Zeller Terminals attached to your account, organised by site. Click to find out more information about each terminal, such as Wi-Fi and SIM card, reassign the terminal and quickly access the site settings. Minimum and maximum transaction values Zeller Terminals now have a minimum and maximum transaction value. The smallest transaction you can process through Zeller Terminal is now $1.00. You won’t be able to process any transaction where the total value (including a tip) is above $25,000. This update reduces the risk of fraudulent transactions, and also minimises the chances of a member of staff accidentally processing a transaction with a few extra zeros. If your business processes individual transactions over the $25,000 limit, please contact our local Support team on 1800 935 537. Improved visibility of transactions Visibility is key. You need visibility over the transactions processed through your Zeller Terminal, Zeller Transaction Account and Zeller Mastercard in order to track and understand how your business is spending and receiving money. This is especially important if you are not the sole person responsible for your business’s finances. Perhaps you have a business partner, or have entrusted a member of staff with your business Mastercard. You’re now able to click any transaction, and see details of every: transaction made using Zeller Mastercard settlements in to and out of your Zeller Transaction Account settlement made to an external account View device diagnostics on your Zeller Terminal It’s important that you’re able to easily access identifying information about your Zeller Terminal. If you ever run into an issue with your terminal, one of the first things our support team will ask for is your serial number. You can access this information via the Settings page on your Zeller Terminal. Tap Diagnostics , and you’ll see the serial number of your Zeller Terminal, as well as the version you’re currently running. This is also where you should navigate when you want to reset your device. If you have any questions, reach out on Facebook or call our Support team on 1800 935 537. Or, email feedback@myzeller.com to provide any product feedback or feature ideas to our team directly. Sign up to our newsletter to be the first to hear about exciting updates and new features.

Discover the latest features and tools we've delivered. We’re always on the lookout for ways to build even more power into the Zeller platform, and keep the financial side of your business as simple as possible. In the last few weeks, we’ve developed new functionality that enables you to: better understand your declined transactions quickly order new Zeller Mastercards online generate Fee and Settlement Statements and much more. Here’s a wrap-up to ensure you’re getting the benefit of the latest features and tools we’ve delivered. Quickly identify why a transaction was declined As a merchant, you work hard to attract and retain customers — so when they decide to transact with you, it’s frustrating to have that payment be declined. Unfortunately, it’s something you’ll likely experience at one point or another — for reasons outside of your control. A payment might be declined for any number of reasons. The customer may have exceeded their credit limit, or they may be using a foreign credit card without first advising their bank of their travel plans, for example. If the customer has made an unusually large purchase recently, their card might have been blocked by the card issuer for security reasons. When a customer’s payment is declined, it can be difficult to know how to respond. This latest update takes the guesswork out of the equation. In the event a payment is declined: Exit the payment transaction flow and tap Transactions. Tap the declined transaction. Read the reason for the declined payment, highlighted in red. You can now easily explain the issue to your customer and attempt to rectify the issue. You’re also able to see in Zeller Dashboard the reason why a transaction was declined. Your customer may simply need to try another card, or quickly transfer funds onto their card via mobile internet banking. Or, they may need to contact their bank. The point is, armed with knowledge of the reason for the declined payment, you are able to attempt to progress the transaction and make the sale. Order additional Zeller Mastercards Every Zeller Kit comes with a free Zeller Mastercard, which you can use to spend the funds accepted via Zeller Terminal and settled nightly to your Zeller Transaction Account. You have the option to link multiple Zeller Mastercards to one Zeller Transaction Account — or set up multiple Zeller Transaction Accounts, and link one Mastercard to each account. These options are especially handy for those merchants with business partners, or senior staff members who regularly make purchases on behalf of the business. With this update, you now have the option to order additional Zeller Mastercards directly from Zeller Dashboard — at your leisure. Ordering a new card is quick and simple — follow the steps below. Open the Cards page, select Order new Zeller Card and click Next. Follow the prompts to select your colour of choice: black, or white. Confirm your delivery address, and click Next . Double-check all details are displayed correctly on-screen, then click Next to place your order. Once your new card arrives, activate it by linking it to one of your Zeller Transaction Accounts. Open the Cards page, click Add Card and choose the Zeller Transaction Account you want to link the new card to. Click Next. Enter the 9 digit code on the top right corner of the back of your new card, and click Next one more time — your card will be linked. All that’s left to do now is set up your new PIN. For more information on setting up your Zeller Mastercard, visit the Support Centre . Whenever Zeller Mastercard is used, you’ll see the transaction details in your Zeller Dashboard — enabling you to quickly spot who’s spent what, as well as when and where they spent it. Accept MOTO Payments Mail Order, Telephone Order transactions (also known as MOTO ) can now be processed through Zeller Terminal, enabling you to grow your business by offering customers the ability to pay for your goods or services remotely. It’s as simple as tapping the MOTO button. Unlike traditional transactions — where both the customer and their card are physically present at your place of business — MOTO payments can occur anywhere. Your ability to accept payment isn’t contingent upon having a physical shopfront, or even a website or online store. Importantly, MOTO functionality also enables you to continue transacting during a lockdown. Read more about Zeller’s MOTO functionality, including how to set up MOTO payments with Zeller Terminal, on the blog . Generate Fee and Settlement Statements As a merchant, you have an obligation to report your transaction fees to the Australian Taxation Office. To assist with this, you can now quickly generate a one-page Settlement Statement that sets out the fees you have paid over a particular period. This document can also be used to support your claim for GST credits (if applicable). At a glance, your Zeller Settlement Statement shows: the total amount collected your processing fees (both including and excluding GST) GST paid for any particular period. Zeller Settlement Statements are highly customisable; you have the option to generate a statement for a particular quarter, the current or preceding month, or a particular time period. Follow the below steps to generate your first settlement statement. From the Dashboard, click Payments and then navigate to the Settlements page_._ Click Statements , and select a Site from the drop-down menu. determine the time period you would like the statement to cover and click the download icon. Your Settlement Statement will be generated as a PDF — save it to your desktop, or print it out. Remember Sites are the physical or logical locations of your businesses — outlets, branches, mobile stores, or any other grouping of business activity you would like to classify. You can generate a Fee and Settlement Statement for every Site. More information about Zeller’s settlement statements is available in the Support Centre . See transactions and settlements happen in real-time Visibility of your incomings and outgoings is critical. Having the ability to see where and when money is flowing in and out of your business allows you to identify, at a glance, how business is tracking and quickly spot any anomalies. This is what the Transactions and Settlements pages within Zeller Dashboard are for. Previously, you’ve needed to manually refresh these pages to see the latest records as they are processed. Our engineers have worked their magic and automated the process, removing the unnecessary click so that new transaction and settlement records appear in real-time. It’s an added level of convenience for your business. If you have any questions, reach out on Facebook or call our Support team on 1800 935 537. Or, email feedback@myzeller.com to provide any product feedback or feature ideas to our team directly. Ready to get started with Zeller? Sign up now