BPAY - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2020-04-22T02:09:22Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Dcowan: text formatting updates

2018-07-31T02:38:13Z

text formatting updates

Dcowan: added additional detail on 6 digit account numbers and editing the bpay CRN

2018-07-31T02:30:51Z

added additional detail on 6 digit account numbers and editing the bpay CRN

Dcowan: added ezidebit specific details

2018-03-27T06:58:48Z

added ezidebit specific details

Dcowan: added ezidebit automated bpay poller information

2017-09-20T23:48:16Z

added ezidebit automated bpay poller information

Scarpenter at 05:24, 4 May 2017

2017-05-04T05:24:51Z

Scarpenter at 07:13, 1 July 2016

2016-07-01T07:13:54Z

Scarpenter: /* To Modify BPAY Details */

2014-11-17T01:19:45Z

‎To Modify BPAY Details

Scarpenter: /* To Modify BPAY Details */

2014-11-17T01:19:06Z

‎To Modify BPAY Details

Scarpenter: /* To Modify BPAY Details */

2014-11-17T01:14:37Z

‎To Modify BPAY Details

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:BPAY}}
+=This Content Has Moved House=
-For more information about setting up your BPAY biller details in order to allow BPAY as a payment method for your customers, please contact the Emersion Sales team.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-Service providers can configure the BPAY reference number format to use (i.e. per your bank’s or financial institution’s requirements) that identify BPAY payments made by your customers. The system can then automatically generate each customer’s unique BPAY reference number based on the reference number format set up. The system uses the customer’s account number as well as the reference number format information to generate a number. This is then processed through a ''Luhn'' algorithm to generate a check digit. This is then appended to produce the customer’s unique BPAY reference number.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-==The BPAY Payment Process==
+[[file:new_home_sm.jpg|900px]]

@@ Line 62: / Line 62: @@
 To set the BPAY biller code for a customer:
-Nav:  [[Account_Management/Customer_Screen/Payment_Methods|'''Customer > Payment methods > BPAY''']] tab
+Nav:  [[Account_Management/Customer_Screen/Payment_Methods|'''Customer > Payment Methods > BPAY Details''']] tab
 # Find the customer you want to change biller codes for using the Customer search.
@@ Line 70: / Line 70: @@
 # Complete the rest of the fields.
 # '''Save''' the changes.
 =See Also=
 * [[EPS|The Automatic Electronic Payments (EPS) System Overview]]
 * [[Payments|Payments]]

@@ Line 41: / Line 41: @@
 # You must match the entire reference number length to be equal to (Sub Biller Code / Prefix + Account Number + Check Digit).
-## 4 digits + 7 digits + 1 digit = 12 digits total CRN length (enter 12 as your reference number length and the system will not add padding zeros)
+## 4 digits + 7 digits + 1 digit = 12 digits total CRN length (enter 12 as your reference number length and the system will not add padding zeros where the account number is 7 digits)
 # Ensure you do not enter a reference number length greater than the previously mentioned amount of digits or the system will add '0' characters as padding to ensure the total length of the CRN. <br />
 '''Ezidebit will not be able to process BPAY payments into your bank account if end users are entering the zero padding at the beginning of their customer reference number'''
@@ Line 55: / Line 55: @@
 This will be received by Ezidebit as a successful BPAY payment.
-If you wish to have the system generate new CRN's for your customers, you may wish to take advantage of our [https://resources.emersion.com/display/EKB/BPAY+Reference+Numbers|Bulk BPAY Reference Number Update] tool.
+If you wish to have the system generate new CRN's for your customers, you may wish to take advantage of our [https://resources.emersion.com/display/EKB/BPAY+Reference+Numbers Bulk BPAY Reference Number Update] tool.
 == Customer (End User) BPAY Settings ==

@@ Line 20: / Line 20: @@
 == Service Provider BPAY Settings ==
-Service providers need to set up any BPAY biller codes and BPAY reference number formats before they can be used. Mutiple BPAY biller information can be configured.
+Service providers need to set up any BPAY biller codes and BPAY reference number formats before they can be used. Multiple BPAY biller information can be configured.
 Nav: '''Admin > Payment Details > Bpay Details'''
@@ Line 34: / Line 34: @@
 '''! Important !''' It's important to understand that by setting the BPAY biller code as the global default will not automatically mean the new default BPAY biller code will automatically be used on all future invoices for customers already created. The new global default setting will only apply to new customers created after the change. If you wish for existing customers to also adopt the new biller code you will need to set the BPAY biller code for those customers manually as per the instructions below. If your customer base is the size where this is not practical, you can raise a [[Support_and_help_from_Emersion|Work Request]] with Emersion and we will provide you a quote for the work.
 == Customer (End User) BPAY Settings ==

@@ Line 17: / Line 17: @@
 # Your bank or financial institution forwards a payment information file to you and deposits the funds into your bank account.
 # You [[Data_Import/Payments|upload the payment information file into Emersion]] to allocate the payments against your customer accounts.
 == Service Provider BPAY Settings ==

← Older revision		Revision as of 05:24, 4 May 2017
Line 48:		Line 48:

	=See Also=		=See Also=
		+	* [[EPS\|The Automatic Electronic Payments (EPS) System Overview]]
	* [[Payments\|Payments]]		* [[Payments\|Payments]]
−	* [[EPS\|Automatic Electronic Payments]]

@@ Line 1: / Line 1: @@
-==BPAY==
+{{DISPLAYTITLE:BPAY}}
-BPAY is a payment collection method that allows customers to pay bills over the Internet or phone banking via their bank or financial institution. Registered BPAY billers provide payment information on their customer’s bills which includes their BPAY biller code and an unique reference number for the customer to use when making payments. The invoices created by the system will also include BPAY details if you are a registered BPAY biller, and your BPAY details have been configured correctly. For more information about setting up your BPAY biller details, please contact the Emersion Sales team.
+For more information about setting up your BPAY biller details in order to allow BPAY as a payment method for your customers, please contact the Emersion Sales team.
-You can configure the BPAY reference number format to use (i.e. per your bank’s or financial institution’s requirements) that will help you identify BPAY payments made by your customers. The system can then automatically generate each customer’s unique BPAY reference number based on the reference number format set up. The system uses the customer’s account number as well as the reference number format information to generate a number, which is then processed through a ''Luhn'' algorithm to generate a check digit, which is then appended to produce the customer’s unique BPAY reference number.
+Service providers can configure the BPAY reference number format to use (i.e. per your bank’s or financial institution’s requirements) that identify BPAY payments made by your customers. The system can then automatically generate each customer’s unique BPAY reference number based on the reference number format set up. The system uses the customer’s account number as well as the reference number format information to generate a number. This is then processed through a ''Luhn'' algorithm to generate a check digit. This is then appended to produce the customer’s unique BPAY reference number.
-Each account is individually configured with BPAY details including:
+==The BPAY Payment Process==
-;Biller Code
+The life cycle of the BPAY payment process is as follows:
-These details are maintained via the Customers &gt; Customer List &gt; ''view account'' &gt; Payment Methods page.
+# An invoice is received by a customer. The invoice contains the BPAY biller code and customer’s system-generated BPAY reference number.
+# The primary/billing contact logs into their internet banking website, app or uses phone banking, to make a BPAY payment.
 # The customer’s bank or financial institution validates the payment and provides the customer a receipt number.
-# Your customer’s payment details are forwarded from their bank or financial institution to your bank or financial institution via BPAY.
+# The payment information is forwarded from the customer's bank or financial institution to your bank or financial institution. This happens via BPAY.
-# Your bank or financial institution forwards a payment information file to you, and deposits the cleared funds into your bank account.
+# Your bank or financial institution forwards a payment information file to you and deposits the funds into your bank account.
-# You upload the payment information file into the system to allocate the payments against your customers’ accounts (see Bulk Import Payments on page 93).
+# You [[Data_Import/Payments|upload the payment information file into Emersion]] to allocate the payments against your customer accounts.
-# Set the biller code globally
+== Service Provider BPAY Settings ==
-# Set the biller code for a customer
+Service providers need to set up any BPAY biller codes and BPAY reference number formats before they can be used. Mutiple BPAY biller information can be configured.
-To set the BPay biller code globally:
+Nav: '''Admin > Payment Details > Bpay Details'''
-Navigate: '''Admin > Payment Details > Bpay Details'''
+The ''BPay Details'' page will show any BPay biller codes being currently in use or have been used previously.
-The BPay Details page will show any BPay biller codes being currently in use or have been used previously.
+# If you want to modify an existing BPAY biller code, click '''Edit''' in the ''Actions'' column.  Otherwise, click the '''Create New Biller Code''' button.
 # Enter the BPAY reference number prefix to use when generating your customers’ unique BPAY reference numbers in the ''Reference Number Prefix'' field.
 # Enter the length of the BPAY reference number to generate in the ''Reference Number Length'' field.
@@ Line 47: / Line 31: @@
 # Click the ''Save'' button to save the changes.
-'''Important''' It's important to realise that by setting the BPAY biller code as the global default will not automatically mean the new default BPAY biller code will automatically be used on all future invoices for customers already created. The new global default setting will only apply to new customers created after the change. If you wish for existing customers to also adopt the new biller code you will need to set the BPAY biller code for those customers manually as per the instructions below. If your customer base is the size where this is not practical, you can raise a [[Support_and_help_from_Emersion|Work Request]] with Emersion and we will provide you a quote for the work.
+'''! Important !''' It's important to understand that by setting the BPAY biller code as the global default will not automatically mean the new default BPAY biller code will automatically be used on all future invoices for customers already created. The new global default setting will only apply to new customers created after the change. If you wish for existing customers to also adopt the new biller code you will need to set the BPAY biller code for those customers manually as per the instructions below. If your customer base is the size where this is not practical, you can raise a [[Support_and_help_from_Emersion|Work Request]] with Emersion and we will provide you a quote for the work.
 To set the BPAY biller code for a customer:
 # Find the customer you want to change biller codes for using the Customer search.
@@ Line 58: / Line 46: @@
 # '''Save''' the changes.
-===See also===
-* [[Invoicing|Invoicing]]
+=See Also=
 * [[Payments|Payments]]
-* [[EPS|EPS]]
+* [[EPS|Automatic Electronic Payments]]

@@ Line 52: / Line 52: @@
 # Find the customer you want to change biller codes for using the Customer search.
-# On the '''Payment Methods''' tab of the customer, click the ''BPay'' sub tab.
+# On the ''Payment Methods'' tab of the customer, click the ''BPay'' sub tab.
-# Click the ''Edit'' button.
+# Click the '''Edit''' button.
 # Select from the list, the BPay code you want the customer to use.
 # Complete the rest of the fields.
-# ''Save'' the changes.
+# '''Save''' the changes.
 ===See also===

@@ Line 30: / Line 30: @@
 ===To Modify BPAY Details===
-There are two ways to change the BPay biller code you use.
+There are two ways to set the BPay biller code you use.
 # Set the biller code globally
@@ Line 41: / Line 41: @@
 The BPay Details page will show any BPay biller codes being currently in use or have been used previously.
-# Click the '''Edit''' link in the ''Actions'' column of the required Biller code. The '''Edit Biller Code''' page will display.
+# If you want to modify an existing BPay biller code, click ''Edit'' in the ''Actions'' column.  Otherwise, click the ''Create New Biller Code'' button.
 # Enter the BPAY reference number prefix to use when generating your customers’ unique BPAY reference numbers in the ''Reference Number Prefix'' field.
 # Enter the length of the BPAY reference number to generate in the ''Reference Number Length'' field.
-# If you have multiple BPAY biller codes configured, tick the '''Is Default Biller Code''' check box if you wish the system to use the current biller code as the default biller code (i.e. for all new customer accounts created) You can override the biller code to use for each account individually if required (see below).
+# If you have multiple BPAY biller codes configured, tick the ''Is Default Biller Code'' check box if you wish the system to use the current biller code as the default biller code (i.e. for all new customer accounts created) You can override the biller code to use for each account individually if required (see below).
-# Click the '''Save''' button to save the changes.
+# Click the ''Save'' button to save the changes.
 '''Important''' It's important to realise that by setting the BPay biller code as the global default will not automatically mean the new default BPay biller code will automatically be used on all future invoices for customers already created. The new global default setting will only apply to new customers created after the change. If you wish for existing customers to also adopt the new biller code you will need to set the BPay biller code for those customers manually as per the instructions below. If your customer base is the size where this is not practical, you can raise a [[Support_and_help_from_Emersion|Work Request]] with Emersion and we will provide you a quote for the work.