Setting up BPAY

This article applies to the following scenario

You would like to use BPAY as a way to collect money from clients

Concepts

A unique BPAY reference is generated for two types of items in the system:

Tax Invoice
Statement of Account

When you print out an invoice, or statement, the system can be configured to show a payment signature that shows a BPAY reference number and the logos in the accepted format.

The same BPAY reference number will also appear on your bank statement when a client makes a payment through the DEFT Payment System, ensuring seamless reconciliation and payment tracking.

Setting up BPAY with the bank

You will have to make contact with your bank to see if they have BPAY facilities.

They will likely provide you with an application form, and request certain details.

Please use the following information as a guide to help you complete that application form:

Requirement	Information
Check Digit Algorithm	We support the MOD10V01 algorithm ONLY
Reference Number Length	7 (inclusive of the check digit)
Sample Invoice	If required, attached to this article
Sample Reference Numbers	If required, attached to this article

Enter BPAY Reference

Go to Settings on the main navigation menu, select Firm Settings

On the right hand side of your screen, choose Reports from the options .

Enter your BPAY Biller Code.

Select Save Changes.

Process for Issuing Documents with BPAY.

The process for issuing invoices & statements remains unchanged with the implementation of the BPAY integration.

The key difference is that, when these documents are issued, the footer section will display the BPAY payment information—instead of the firm’s standard payment details.

Below is an example of how the Remittance Slip will appear: