The Rello integration allows you to directly integrate with the Rello platform to provide clients with multiple flexible payment options, including but not limited to accepting online payments & paying upfront marketing costs.
Contents:
- RelloPay Registration
- Integration Setup
- Scenario: Pay Later Process (No Sales Trust)
- Scenario: Pay Later (Sales Trust)
- Scenario: Pay Now (No Sales Trust)
Step by step
RelloPay Registration
1. Navigate to Office Integrations > RelloPay
2. Click on Register for a RelloPay Merchant Account
3. This will then open the register Rello screen and populates the logged in users' details. Once confirmed you can click on Register 
4. Upon registration, you will receive an email for your onboarding request for Rello, including a link to start the process of setting up your account
5. Once the account has been set up and verified by Rello, the connection details will appear as per the below example:
Integration Setup
When you have been approved as a “merchant” of RelloPay, the trust accounts in Vault must be linked to the trust accounts defined within RelloPay’s system. This can be done by following the below steps:
1. Navigate to Office Integrations > RelloPay
2. Select the Rello account you would like to link to the sales trust account via the dropdown and click on Save/Update
3. This will then ensure that when requesting funds (Property), only trust accounts that have been linked to the appropriate trust account within RelloPay will be enabled: 
When later requesting funds (Property) and a trust account is being used that is not linked, the following error message will appear:
Scenario: Pay Later (No Sales Trust)
1. A vendor invoice has been created in the advertising ledger of the property. More information on the advertising ledger can be found via the Advertising - Application of Advertising Expenses & Generating Invoices knowledge article
2. We are then able to click Request Payment using Rello
3. This will then populate the payment request screen, where we are able to select a specific VPA amount or an existing invoice, including the option to select the vendor to populate their details
Some fields in the above screen are mandatory.
4. Once you have confirmed the above details, click on Send to Rello - The system will then request a copy of the contract (This will generally be stored in the Filing Cabinet (as per the REI For Live/Realworks integration). More information on this integration can be found via the REI Forms Live / Realworks Integration knowledge article.
5. You are then able to click on Send Contract as per below:
6. This will then allow you to select the contract directly from the filing cabinet. Once selected you are then able to click on Send Contract to Rello
7. Once sent, the vendor will receive an email from RelloPay advising how to make payment with the option to either "Pay Now" or "Pay Later"
8. As soon as payment has been made from the vendor, Vault is then advised and the below is actioned within Vault:
- A Credit is placed into the advertising ledger
- The advertising invoice is paid
If "Pay Later" has been selected, to ensure repayment at settlement, a new invoice is raised - comprising of the repayment amount plus service fee.
Advertising Ledger:
Rello record & updated invoices:
Scenario: Pay Later (Sales Trust Used)
Please check that the Vault trust accounts have been linked to the corresponding RelloPay trust accounts (Office Integrations > RellloPay) prior as per the instruction provided above under Integration Setup.
1. A vendor invoice has been created in the advertising ledger of the property. More information on the advertising ledger can be found via the Advertising - Application of Advertising Expenses & Generating Invoices knowledge article
2. We are then able to click Request Payment using Rello
3. This will then populate the payment request screen, where we are able to select an existing invoice, including the option to select the vendor to populate their details
Some fields in the above screen are mandatory.
4. Once you have confirmed the above details, click on Send to Rello - The system will then request a copy of the contract (This will generally be stored in the Filing Cabinet (as per the REI For Live/Realworks integration). More information on this integration can be found via the REI Forms Live / Realworks Integration knowledge article.
5. You are then able to click on Send Contract as per below
6. This will then allow you to select the contract directly from the filing cabinet. Once selected you are then able to click on Send Contract to Rello
7. Once sent, the vendor will receive an email from RelloPay advising how to make payment with the option to either "Pay Now" or "Pay Later"
8. As soon as payment has been made from the vendor, Vault is then advised and the below is actioned within Vault:
- A credit is placed in the advertising ledger and is linked to the advertising invoice - Giving it a zero balance
- A credit is placed into the trust ledger and is linked to the advertising invoice
Advertising Ledger:
Rello record & updated invoices:
Trust Ledger:
9. Fast track to when the property has now been set as Unconditional and the deposit has been receipted in the sales trust. When generating the "Sale Instructions", we can now see how the VPA (Loan Amount) will be repaid at settlement, and the "Service Fee" will be charge as an expense:
10. Upon settlement, these funds can then be paid using the payout wizard or manually
11. Once paid out, this then updates the trust ledger with a zero balance (As RelloPay is paid the loan amount plus service fee)
Both the loan repayment and service fee transactions will also appear in the ABA file as per the below: