What information does Ezidebit need to set up BPAY?
Key Points:
- Maximum and minimum transaction values (min. $1; max. up to $100,000 or more).
- CRN (Customer Reference Number) format and samples - Payments2Us assists with generating these.
- Sample invoice displaying BPAY option (must comply with BPAY brand guidelines).
- The setup ensures your business name appears correctly when donors make payments via their bank portal.
Overview
Before your BPAY account can be set up, certain business, technical, and branding details must be provided to your BPAY provider (bank or Ezidebit). This article outlines the key information typically required so you can prepare everything ahead of time.
1. Transaction Parameters
Your BPAY provider may ask for your preferred transaction limits.
These generally include:
- Minimum transaction amount (commonly around $1)
- Maximum transaction amount (often up to $100,000 or more)
2. Customer Reference Number (CRN) Requirements
You may be asked to provide details about the CRNs used for payer identification.
Information typically requested:
- CRN length and structure
- Whether you require fixed or variable-length CRNs
- Sample CRNs showing valid formatting (Payments2Us can generate these)
For deeper technical details on CRN validation rules, see: BPAY CRN Configuration – Rules, Validation & Sample Generation
3. Invoice / Sample Layout
You may need to provide a sample donation form or invoice that includes:
- BPAY logo and compliant branding
- Your Biller Code
- Sample Customer Reference Numbers (CRNs)
These samples ensure your layout complies with BPAY display standards.
4. Business Information
Typical business details required include:
- Legal entity name and ABN
- Contact information for your BPAY liaison
- Bank account details for settlement
- Confirmation of your billing/finance contact
5. Setup Timeline
Most BPAY onboarding processes take 7–10 business days after all documentation is submitted.
Once approved, you will receive:
- A Welcome Email
- Your Biller Code
- API credentials (if using Ezidebit)
- Integration instructions
Summary
- Prepare transaction limits, sample CRNs, invoice layout, and business information.
- Expect a 7–10 day review period.
- You will receive your Biller Code and any required credentials once approved.
Common Questions from BPAY or Ezidebit During Setup:
For detailed information about Customer Reference Number (CRN) setup and sample generation, see the BPAY CRN Configuration Guide.