Set up automated rules for your customers including balance lookup, fixed amount payments, capped payments, discounts for early payments and penalties for late payments. This was previously located in Admin/Uploads. 
 

i-Services

Automate biller rules for collecting payments from your customers. Set incentives for customers to pay before specified dates or acceptable payment windows before late payment penalties apply.

Smart biller rules

Put some smarts into your automated biller rules. Autofill the balance to be paid by your customer, cap the maximum amount a customer can pay and provide discounts for early payments or penalties for late payments. 
 

Step 1.

Login to BPOINT and navigate to Settings and then i-Services. 
 

Step 2.

To build your rules against CRN, please refer to the i-Services Format. 
 

Step 3.

Once you’ve created your file as instructed in the i-Services Format you can upload your file by clicking Select file. 
 

Step 4.

Locate your file and select Upload. 
 

Step 5.

You should see confirmation of the file being uploaded with a green tick and the file name. 
 

Step 6.

Next, add the email address that you would like confirmation of the file being uploaded and processed by BPOINT. You can add multiple emails, separating each with a comma. 
 

Step 7.

Then click Update rules. 
 

Step 8.

You will be prompted that new rules will overwrite previous rules. Confirm by clicking Upload file to overwrite. 
 

Step 9.

Once uploaded you will receive a successful file upload message. 
 

Step 10.

The email address you entered will receive a confirmation of the upload.