Guide: Getting started with Payreq Delivery (for billers)

Welcome to Payreq! Once you’ve chosen to use Payreq for your digital billing, our onboarding team will guide you through setup—so you’re supported every step of the way.

This guide outlines what to expect during onboarding, and how to prepare for a smooth go-live.

What to expect

Once your contract is confirmed, you’ll be introduced to your Payreq onboarding contact. They’ll work with you to:

1. Configure your organisation’s Payreq Delivery account

2. Set up branding, authentication, and payment settings

3. Test document delivery and integrate with your internal systems

4. Prepare your team for go-live and handover

Most clients are fully set up within 2–4 weeks depending on complexity and responsiveness.

What we’ll set up for you

Our onboarding team configures your Payreq Delivery account based on the following inputs:

1. Biller Information

• Organisation name, ABN and billing code

• Logo (for use in the Smart Mailbox)

• Public-facing contact details for queries

2. Contact Identification Rules

• What users need to enter to access their documents (e.g. bill reference number)

• Help text to guide end users (e.g. "Your Bill Reference is located at the top right of your bill")

• Validation rules (e.g. only 6–8 digit numbers)

3. Optional Authentication Fields

• Additional required fields (e.g. surname or DOB)

• Field-level help text

4. Delivery Channels

We will enable one or more of the following:

• Payreq Channels (Individual or group mailbox)

• BPAY View (if required)

• Peppol eInvoicing (for invoice delivery)

5. Payments Setup (Optional)

• Card payments (credit & debit)

• EFT or direct debit

• NPP (PayID, PayTo)

• Flexible scheduling (e.g. part-payments or due date extensions)

• Payment gateway integration

6. User Access

You’ll provide names and emails for the team members who need access, and we’ll configure their roles for:

• Contacts

• Mail

• Settings

Each permission can be set as View only or Edit.

Sample Assets to Provide

To accelerate onboarding, please provide:

• A sample of your current bill or notice

• A sample email or SMS (if applicable)

• Brand logo (preferably PNG or SVG)

• Any preferred authentication or payment language

• Internal and public contact details

After Onboarding: What You Can Manage

Once setup is complete, you can:

• Upload and deliver bills using SFTP or direct upload

• View delivery status and audit logs

• Review undeliverables and resend if needed

• Manage contacts, subscriptions, and permissions

• Access reports and usage dashboards

• Update branding, message text, and payment settings (as required)

Our support team is available for anything beyond self-service. Please create a ticket here for further support.