During onboarding, our team sets up the technical and customer-facing parts of your account. This includes:
Biller Details
Organisation name, ABN and logo
Public contact info for recipients
Contact Rules & Access
Authentication fields (e.g. reference number, surname)
Help text to guide users
Validation rules
Delivery Channels
Smart Mailbox (Payreq)
BPAY View (if needed)
Peppol eInvoicing (for invoice recipients)
Payments Setup (optional)
EFT, card, PayID, PayTo and direct debit
Payment timing and gateway integration
Flexible payment plan rules
We’ll send you a checklist and review test files together before launch.
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