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Step-by-step guide

To Enable enable BPAY Functionality at the System level:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (As Administrator, in the CMS, navigate to Settings → Settings → Credit Cards (on your site: /zSettings.aspx).
3. Click the 'the Orders' tab.
4. Click the 'the Credit Cards' tab.
5. Tick the flag 'Allow BPay Payment'.
6. Tick the flag 'Hold BPay & EFT Payments', if required.
   • Holding BPay payments ensures a Cash Receipt is not created until the payment is released in the 'Release Payments' screen (see How to release EFT and BPAY Payments for instructions).
7. Enter your 'BPay Biller Code' (obtained directly from BPAY).
8. Tick the flag 'Auto Integrate BPAY EFT Order Payments', if required.
   • Automatically integrating BPay payments means the sales order will not be held until the payment is released via 'Release Payments'. 
9. Click the 'Update' button to save changes.

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1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'to Accounts → Role Management'  (on your site: /zRoles.aspx).
3. Select the required role via radio button.
4. Click the 'the Functions' tab.
5. Click 'Click Modify'.
6. Update the setting 'setting BPAY Reference Source ' by by selecting from the drop-down list:
   1. Receipt Number
   2. Customer Defined
7. Click 'Click OK' to save. 
    

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1. Login as an Administrator. 
2. Navigate to 'Accounts' --> 'Customer Maintenance' (/CustomerMaintenance.aspx?mode=admin)
3. Search for the required customer.
4. Click the 'Customer Details' tab.
5. Click 'Modify'.
6. Enter the customer's reference in the field 'BPAY Reference Number'. 
7. Click 'OK' to save. 
    

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