How to enable BPAY payments

Along with credit cards and PayPal, BPAY is a widely accepted form of payment online.  By following the steps below, Customer Self Service can be configured to accept BPAY payments from customers.

Step-by-step guides

To Enable BPAY Functionality at the System level:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
3. Click the 'Orders' tab.
4. Click 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'. 

Every BPAY payment requires a Biller Code and a Reference. The BPAY Biller Code is your organisation's unique ID, obtained directly from BPAY.

The BPAY Reference can be sourced in one of 2 ways: 

1. Receipt Number = the web order number + a system-defined check digit. This will produce a unique reference for every order payment.
2. Customer Defined = a value from the BPayReferenceNumber field, which is stored against the customer record online. This field can be maintained via 'Customer Maintenance' or integrated from PRONTO. The reference number will always be the same based on the customer. 

To Define the BPAY Reference for a Customer: 

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. 
    

The next step is to nominate which roles will utilise Customer-defined BPAY Reference numbers. For example, your organisation may decide that wholesale B2B customers each have their own BPAY Reference, whilst Public B2C customers use the system-generated reference.
 

To Set the BPAY Reference Source at Role Level:

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

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