The integration with Rello allows you to quickly and easily request payment for vendor paid advertising. Your vendor has the option to:
Pay now - Via credit or debit card, or bank transfer
Pay later - Funds are advanced to you by Rello and are repaid at settlement or release of deposit
In this article:
Create and connect a new Rello account
If you don't have an existing Rello account, follow these steps to create one and connect it with Eagle:
In Eagle, go to Settings > Integrations and click 'Setup' in the RelloPay section
Select the Office or Account and fill in your Account owners name and email, then click Create RelloPay Account
Check your inbox for an email from Rello or click the onboarding button to begin the Rello application.
As Rello is a payment gateway and merchant facility you will need to provide a few details to setup your account including:
Business address and contact details
Business ownership and authorised signatories
Business profile including an overview, turnover, profit, transaction size and licencee details
Bank account/s (where funds should be paid to when clients use the Rello payment gateway)
Rello products to offer (leave all options ticked to offer vendors the option to pay now or pay later at settlement)
You will receive an email from Rello within 48 hours that your account has been setup and activated.
Once your account is activated, go to Settings > Integrations > Rello and you will see a list of the bank accounts you created in Rello. Map each bank account to your bank accounts in Eagle. This will enable Eagle to automatically create an invoice or trust account receipt when funds are received from Rello on behalf of your vendor.
Congrats! Your account is setup and ready to begin making payment requests.
Connect your existing Rello account
If you already have a Rello account, follow these steps to connect it with Eagle:
Login to your Rello account and obtain your Merchant ID
In Eagle, go to Settings > Integrations and click 'Setup' in the RelloPay section
In the text above the form, click the link to connect an existing account
Select your account or office, fill in your Merchant ID and click Connect
Check your inbox for an email from Rello and approve the connection request in your Rello account.
Once your account is connected, in Eagle go to Settings > Integrations > Rello and you will see a list of the bank accounts you created in Rello. Map each bank account to your bank accounts in Eagle.
Congrats! Your account is setup and ready to begin making payment requests.
For any further assistance with setting up or using the Rello integration please contact our Eagle Support Team; P: (03) 9016 0444 E: [email protected]