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GuidesAPI Reference

Introduction

  • Welcome
  • Contact

Sandbox Access

  • Modulr Access Types
  • Gaining Sandbox Access

Using the API

  • Getting Started
    • Security
    • Authentication
    • General implementation notes
    • Limits and Errors
    • Versioning
    • Error handling and duplicate prevention
  • Customers & Accounts
  • Payments
    • Outbound Payments
    • Inbound Payments
    • Returned Payments
    • Payment Types
    • Payment Statuses
    • Payment Approvals
    • Future Dated
    • Waiting for funds
    • Payment rules
  • Notifications
    • Webhook - Inbound Payments
    • Webhook - Outbound Payments
    • Webhook - Payment Compliance Status
    • Webhook - Customer Verification Status
    • Webhook - Direct Debit, Mandate Status
    • Webhook - Direct Debit, Upcoming Collection Credit
    • Webhook - Direct Debit, DD Collection Status
    • Webhook - Direct Debit, Incoming Collection
    • Webhook - Direct Debit, Unpaid Collection
    • Webhook - Direct Debit, Return Funds
  • Users
    • Access Groups
  • European Payments
    • FAQs
  • Direct Debit Outbound
    • Receiving Mandates
    • Receiving DD Collections
  • Direct Debit Collections (UK - GBP)
    • Getting started
    • Setting up Mandates
    • Starting Collections
    • Use cases
  • Cards
    • Getting started with Virtual Cards
    • Getting started with Physical Cards
    • PIN Management
    • API Integration overview
    • Card Lifecycle
    • Replacing a card
    • Transaction Lifecycle
    • Card Activities Simulation
    • Card Notifications
    • Card Controls
    • Transaction decline reasons
    • Retrieve secure card details
  • Bacs Day 2 - Early funding
  • Payment Initiation Service
    • Getting Started with Payment Initiation Service
    • Single Immediate Payments Overview
    • Fixed Recurring Payments (Standing Orders) Overview
    • Supported Banks & ASPSPs
  • Confirmation of Payee (CoP)
    • Sending Name Check Requests
    • Responding to Name Check Requests
  • Third Party Providers

Using the Modulr Portal

  • The Modulr Portal
  • Modulr Portal setup types
  • Sage Salary and Supplier Payments
    • Signing up to use Sage with Modulr
    • Using Sage Salary and Supplier Payments
  • Information we ask for at signup
  • Partner users – creating a customer
  • Twilio Authy authentication (2FA)
    • How do I set up my access and Twilio Authy?
    • When do I need to use Authy?
    • What do I do when Authy is required?
  • How do I change my password?
  • Accounts
    • How do I see all the accounts I can view?
    • How do I view an account?
    • Where do I find the sort code and account number?
    • How do I view and search transactions?
    • How do I get an account’s statement?
    • How do I get a Proof of Account document?
    • How do I change the account’s alias (nickname)?
    • Can I add more accounts?
  • Beneficiaries
    • How do I create a Beneficiary?
    • How do I view my Beneficiaries?
    • How do I approve a Beneficiary?
    • How do I delete a Beneficiary?
  • Making Payments
    • How do I pay to a saved Beneficiary?
    • How do I transfer to one of my other Modulr accounts?
    • How do I pay to a new Beneficiary?
  • Managing Payments
    • How do I view and search Pending Payments?
    • How do I view Pending Payment batches?
    • Can I cancel a payment that is pending?
    • What do the payment statuses mean?
  • Managing Approvals
    • How do I approve or reject a payment or beneficiary?
    • How do I approve or reject a payment batch?
    • Multi-user approvals
    • How do I know when Approvals are waiting?
    • Batch payment approvals
  • Payment rules setup
    • How do I set up a Split Rule?
    • How do I set up a Conditional Split Rule?
    • How do I set up a Sweep Rule?
    • How do I set up a Funding Rule?
    • How do I edit a Rule's settings?
    • How do I delete a Rule?
  • Users
    • How do I create a user?
    • What do the different user roles mean?
    • How do I edit or delete a user?
    • How do I view my user details if I’m not an Admin?
  • Access Groups setup
    • How do I create an Access Group?
    • How do I add Accounts to an Access Group?
    • How do I add Beneficiaries to an Access Group?
    • How do I add Users to an Access Group?
    • How do I manage an Access Group's contents?
    • How do I delete an Access Group?
  • Reports
    • How do I download reports?
    • Partner Daily Statement Report
  • Delegate access
    • For Customers – Delegate linking
    • For Delegates – finding your Delegate reference info
    • Delegate Dashboard
  • Notifications
    • Available notifications
    • How do I set up notifications?
  • Adding funds
    • How do I add funds to an account?
    • Adding funds from your bank
  • Payment file upload
    • Formatting a payment file
    • Example payment files
    • How do I upload a payment file?
  • Cards – Partners' Modulr Portal
    • How do I find a Card?
    • How do I view the cards on an account?
    • How do I view a Card's details?
    • How do I create a Virtual Card?
    • How do I create a Physical Card?
    • How do I view requested Physical Cards?
    • How do I view a Card's transactions?
    • How do I view or update a cardholder's details?
    • What's the api management token?

Payment Initiation Service

Modulr's DirectPay product

Using Payment Initiation (or PISP) via Modulr's API, clients can allow end users to make payments directly from their bank account.

The guides here are divided into five sections:

  • Getting started with Payment Initiation Service
  • Single Immediate Payments Overview
  • Fixed Recurring Payments (Standing Orders) Overview
  • Supported Banks & ASPSPs

Updated 9 months ago