Summary
Learn how to enable the BPAY validation add-on so Invoice Automate can validate BPAY reference details while invoices are being processed.
This article covers:
About BPAY validation
BPAY validation is an Invoice Automate add-on that validates BPAY reference details on invoices you are processing. This can help reduce payment errors caused by incorrect BPAY details entered or captured from invoice documents. BPAY workflows support validation before payment submission in modern BPAY integrations.
Note: BPAY is an Australian bill payment service delivered through participating financial institutions. Businesses that offer BPAY typically include a Biller Code and a Customer Reference Number (CRN) on the invoice so payers can route payments correctly.
Before you begin
To enable BPAY validation, you need:
Access to Settings in Invoice Automate
Permission to manage Invoice Plan settings
Tip: If you cannot see the Add-ons option under Invoice Plan, ask an administrator to update your permissions.
Open the add-ons screen
Use the add‑ons screen to enable or disable BPAY validation.
Go to: Settings
Select Invoice Plan
Select Add-ons
Enable BPAY validation
Turn on the add-on to validate BPAY reference details while invoices are being processed.
Go to: Settings > Invoice Plan > Add-ons
In BPAY validation, switch the toggle to On
Review the billing note shown next to the add-on (for example, a per‑invoice charge plus GST)
Select Save
Note: The invoice processing system can validate BPAY details as part of the payment workflow, reducing errors before payment submission.
Disable BPAY validation
Turn off the add-on if you no longer want BPAY reference details validated.
Go to: Settings > Invoice Plan > Add-ons
In BPAY validation, switch the toggle to Off
Select Save
What’s next?
Learn how to review a BPAY invoice that Invoice Automate has matched to a property and creditor.