Migration Manager User ManualAccountingUsing Accounts Operating AccountUsing BPAY - Adding BPAY information to Invoices

Using BPAY - Adding BPAY information to Invoices

Version Available: Released in MM Version 8.5.1

Migration Manager can be set up to enable BPAY as a payment service so your clients can pay invoices and make deposits using internet banking. Note that BPAY is only available to Australian organisations, for invoices raised in AUD. Once you have enabled BPAY in Migration Manager for your Operating Account, BPAY payment details can be set to appear on Invoices.

1. Set up BPAY

If you have not already done so, you will first need to set up BPAY in the system preferences. For instructions on to set up BPAY for use in Migration Manager please see: BPAY Settings

2. Creating an Invoice with BPAY Payment Information

Once you have set up the BPAY Payment information in Migration Manager for the Operating Account, you will be able to generate invoices with the requisite BPAY details. Note that the method in which BPAY details are added to an invoice will depend on your BPAY CRN Generation and CRN Option settings.

2.1. CRN Option is set to Per Client and CRN Generation is set to Random

If the CRN Option is set to Per Client and CRN Generation is set to Random, Migration Manager will generate a BPAY CRN for each matter. This CRN will then be used on each invoice that is generated for a matter. You can see details of the CRN that will be used for a Matter by looking on the Accounts Overview page of a matter - Enable BPAY will be ticked and the auto generated BPAY CRN for this matter will be displayed. Note that the check digit that appears at the end of the CRN field is part of the CRN.

When you generate a new invoice, the BPAY CRN details will appear on the top right of the New Invoice window. Because the preferences have been set to use 1 CRN for all invoice generated on the matter, the CRN which is shown on all of the invoices for this matter will be the same.

2.2. CRN Option is set to Per Client and CRN Generation is set to Unique

If the CRN Option is set to Per Client and CRN Generation is set to Unique, Migration Manager will not generate a BPAY CRN for each matter, but will instead provide a blank field where the user can manually record the CRN that they want to use for a matter. This manually entered CRN will then be used on each and every invoice that is generated for this matter.

When you generate a new invoice, the BPAY CRN details will appear on the top right of the New Invoice window. Because the preferences have been set to use 1 CRN for all invoice generated on the matter, the CRN which is shown on all of the invoices for this matter will be the same.

2.3. CRN Option is set to Per Invoice and CRN Generation is set to Random

If the CRN Option is set to Per Invoice and CRN Generation is set to Random, Migration Manager will generate a BPAY CRN for each Invoice that is created, but will not have a Matter level CRN. On the Account Overview page you will only see an Enable BPAY option.

The BPAY CRN details will appear on the Invoice and will be auto generated and unique for each invoice created.

2.4. CRN Option is set to Per Invoice and CRN Generation is set to Unique

If the CRN Option is set to Per Invoice and CRN Generation is set to Unique, Migration Manager will not generate a BPAY CRN for each Invoice that is created, nor will it have a Matter level CRN. On the Account Overview page you will only see an Enable BPAY option.

On the Invoice, there will be a blank field for the user to manually enter a CRN of their choice.

When you print an invoice for a matter with BPAY enabled, by default the BPAY payment details will appear at the end of the invoice.

If you want to print an invoice without the BPAY details showing but on a matter where BPAY is otherwise enabled, you can at the time of printing an invoice use the invoice print option to select an Invoice Theme that excludes this information. For further instructions on how to use Invoice Themes see: How to use Invoice Themes