Jump to Content

Home Guides Recipes API Reference ModConnect

Service Status Modulr Website Share Feedback Sandbox Portal Sign In

Guides

Service Status Modulr Website Share Feedback Sandbox Portal Sign In

Home Guides Recipes API Reference ModConnect

All

Guides

Recipes

API Reference

ModConnect

Start typing to search…

Introduction

Welcome
Contact
Modulr Portal User Guides

Sandbox & Customer Portal Access

Modulr Access Types
Getting Sandbox Access
API Base URLs and Authentication Methods

Using the API

Getting Started
Customers
- Industry Codes for Modulr KYC
Accounts
Payments
Confirmation of Payee (CoP)
- Sending Name Check Requests
- Responding to Name Check Requests
Payment Initiation Service
Variable Recurring Payments
Direct Debits (Outbound & Collections)
- Direct Debit Outbound
  - Receiving Mandates
  - Receiving DD Collections
- Direct Debit Collections (UK - GBP)
Bacs Day 2 - Early funding
International Payments
- Inbound Payments via SWIFT
- Outbound Payments via SWIFT
European Payments
- FAQs
Cards
Notifications (Webhooks & Emails)
Users
- Access Groups
Third Party Providers

Using the Modulr Portal

The Modulr Portal
Signing up to use Modulr
- Information we ask for at signup
Portal Setup and Twilio Authy (2FA)
Modulr Portal setup types
Users
Access Groups setup
Delegates
Accounts
Adding funds
- How do I add funds to an account?
- Adding funds from your bank
Beneficiaries
Making Payments in the Modulr Portal
Managing Payments
Payment file upload
Payment rules setup
Managing Approvals
Modulr Mobile Approvals App
Reports – Transactions and User Activity
- Modulr Portal Reports
- Modulr Portal: How do I download reports?
Notifications
- Available notifications
- How do I set up notifications?
Sage Salary and Supplier Payments
- Signing up to use Sage with Modulr
- Using Sage Salary and Supplier Payments
Xero and Modulr
Cards – Direct Users
Cards – Partner Users
Creating Customers – Partners
- In-house KYC Partners
- Outsourced KYC Partners

Direct Debits (Outbound & Collections)

Learn about setting up Payments and Collections via Direct Debits

Access Direct Debit Outbound Guides here
Access Direct Debit Collections Guides here

Updated 8 months ago

What’s Next

Direct Debit Outbound
Direct Debit Collections (UK - GBP)

Did this page help you?

The Modulr Portal User Guides have a new home — Find them here. Developer and API guides will continue to live here on this site.