If your business utilises BPay for receiving payments, Hiro supports displaying BPay Customer Reference Numbers (CRN) on your invoice PDFs. Note that you will still need to utilise your BPay provider's services for generating valid CRNs.
Setup BPay
Before you can add a BPay CRN to a contact, you must enable BPay as a payment method first. You must be assigned as a Hiro Global Administrator to be able to enable BPay.
- Navigate to the Settings module
- Click on the Company Information button
- Click the Payment Methods tab at the top
- In the list of payment methods, select the checkbox underneath the BPay heading to enable it
- Fill in the BPay fields requested. You might also want to check out this article for more information about how to display these fields on your invoice PDFs.
- Click Save
Add a BPay CRN to a contact
Once BPay has been enabled in Hiro, you will need to either be a Hiro Global Administrator, or hold the Change Financial Accounts Address Book user privilege to add a CRN to a contact in the Address Book (refer here for more information about configuring privileges).
Add a BPay CRN by either adding a new contact, or editing an existing contact in the Address Book. When on the add/edit contact page, scroll down to the Financial section, and enter in your contact's CRN in the BPay CRN field:
Note that ~bpayCrn~ will need to be inserted somewhere in your invoice docx template for the field to be generated on your invoice PDFs. Learn more about setting up your Word docx templates here.