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How to Setup Bpay Customers and Payment Options

The purpose of this guide is to show you how to setup Autosoft for businesses which accept Paypal/B-Pay payments.

 

This guide is broken up into parts - Paypal/B-Pay Bank Account Setup, System File B-Pay Setup, Debtor Master File Customer Biller Code Setup and Receiving Bpay Payments.

 

1. Paypal/B-Pay Bank Account Setup

You may want to have your PayPal / B-Pay account setup as its own GL and Bank Account in Autosoft so you reconcile it. If s, follow this guide on creating the bank account http://service.autosoft.com.au/entries/21438479-How-to-Create-More-Bank-Accounts-in-Autosoft

 

 

2. System File B-Pay Setup

You need to go into the System File to setup your Paypal / B-Pay Biller code and settings.

  • Go to Utilities - System Setup - System File
  • Go to the B-Pay Setup tab
  • Enter your Biller Code
  • Code Generation - Select the options for how you want  the system to Generate the Customers B-Pay Reference Numbers (the number which identifies the customer when you see their payment in your account). We recommend Generate by Account Code

sf_b-pay.png

 

3. Debtor Master File Customer Biller Code Setup

For each of your Bpay customers, you need to setup their Debtor Options to Show their BPAY Options and give them a Biller BPAY Reference you use to identify them. 

  • Go to Accounts - Debtors - Debtor Master File
  • Search and select the customer (or enter in their details to create them)
  • Go to the Options Tab - BPAY subtab
  • Print BPAY - Choose when you want you BAP details to show - e.g on the customers invoices and statements (if they are setup as an Account Customer) 
  • Reference Print Type - Choose what you want to use to identify which client is paying and what they are paying for.

dmf_bpay.png

  • BPAY Reference - if the customer has given you their Paypal/B-Pay Account Code, you can enter it in OR Generate a BPAY Code for them. 

dmf_bpay2.png

  • F2 to Save

 

This will then show The Bpay details on the Customers Invoices &/or Statements as per your selection and setup.

E.g

bpay_inv.png

 

 

 

4. Receiving Bpay Payments.

When your Customer pays for their invoice and you see the money in your Paypal Account, receive the Debtor Receipt payment.

e.g dr.png

 

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