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Guides API Reference Changelog

Client Portal API Status Website

Guides

Client Portal API Status Website

Guides API Reference Changelog

Introduction

Getting started with our docs

Solutions Overview

Payments
Foreign Exchange
Accounts
- Account Types and Services
- Virtual Accounts

Core Concepts

About our APIs
The Sandbox API
Payment lifecycle
Accounts and balances
- Accounts and balances
- Virtual accounts lifecycle
Reporting and reconciliation
ISO20022 message formats
Webhooks
Foreign Exchange
- FX Transaction Lifecycle
- Supported Tenors
Direct Debit Collections

How-to Guides

Authenticate and retrieve accounts
Initiate your first payment
Download a report asynchronously
Reconciliation using webhooks
Direct Debit Collections

Reference data & FAQs

Accounts
- Virtual Accounts Reference Data
Payments
Webhooks
- Webhooks payload examples
- Troubleshooting Webhooks
Foreign Exchange
Direct Debit Collections
Request to pay
Currencies and cut-off time - Banking Circle SA

Client portal

Introduction to the Client Portal
Login & Authentication
Dashboard
Bank accounts
Payments
Fees and Interest
FX
Virtual banking
- Closing Virtual Accounts
- Add Customer Details & UBO information
Recipients
Generate reports
Manage your team
- Explanation of permissions

Standard workflow

The most common server-to-server payment workflow is a Direct Debit with Click Mandate.

Updated over 1 year ago