How to access and create BPAY instructions
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Open the BPAY module and navigate to the Instructions area.
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Choose one of the following methods to create an instruction
| Method | When to use | Steps |
| Import from file* | Multiple instructions to create at once | Click Import → select your CSV file → review records before submitting. |
| Manual entry | Single instruction or no import file available | Click + Add → enter instruction details → Save. |
*Warning: If instructions are imported, review each record before submitting to ensure the data is correct. Do not submit imported records without reviewing them first.