BPAY Creditors are an Australia-only feature. Setting up a creditor's Biller code and Customer Reference Number (CRN) ensures accurate bank payment files are generated during disbursement.
Setting a Biller Code for a BPAY Creditor
Navigate to Contacts and select the creditor.
Scroll to the Payments section and enter the Biller code.
Click Save.
Assigning CRNs to a Property or Area
Navigate to the Property and select Contacts from the left-hand menu.
Open the BPAY Creditors tab and click Add Creditor.
Search for the contact by name or Biller code and select them to add BPAY details.
BPAY Creditor Fields
Creditor Name — opens the contact record in a new tab.
BPAY Biller code — populated from the contact's details or entered directly here.
CRN Allocated to — choose Property or Area, depending on how the creditor invoices you.
CRN — enter the Customer Reference Number. Saves automatically when you deselect the field.
More actions — add multiple CRNs for a single creditor.
Create Area — designate a new area for the property and assign a CRN immediately.
Managing BPAY Creditors on a Property
From the BPAY Creditors list page on a property:
Click Manage creditor's BPAY details to view or edit a creditor's details.
Use the Contextual Menu [...] to remove a creditor from the property's BPAY list without deleting the contact.