Note: eForms is available exclusively on the BPOINT Enterprise package. Ensure your merchant facility includes this feature before proceeding. For access queries, contact BPOINT Support on 1300 766 031 or email support@bpoint.com.au.

Overview

BPOINT eForms allows merchants to build branded, customisable online information collection and payment forms — without any coding. Forms can accept one-off credit card payments or register customers for recurring direct debit (eDDR), and can be shared via a URL link or embedded on your website.

Prerequisites

Before you begin, ensure you have:

• A BPOINT Enterprise merchant facility
• Administrator or Manager (T1) user access
• Your Merchant Number and Biller Codes (if applicable) — contact BPOINT Support if these need to be set up
• Login credentials for the BPOINT Back Office

Step 1 – Log In to BPOINT Back Office

1. Open your web browser and go to: https://www.bpoint.com.au/backoffice or (Test environment https://bpoint.uat.linkly.com.au/bpoint/)
2. Enter your Username, Password and Merchant Number.
3. Complete any Multi-Factor Authentication (MFA) prompts if enabled on your account.
4. Click Log In. You will land on the BPOINT Back Office dashboard.

Tip: Use Chrome or Firefox for the best experience. Make sure cookies are enabled in your browser.

Step 2 – Navigate to eForms

1. From the Back Office dashboard, locate the main navigation menu on the left.
2. Click on Designer then eForms.
3. The eForms Dashboard will load, displaying any existing forms and the option to create a new one.

Step 3 – Create a New Form

1. Click the Create New eForm button.
2. A new screen will appear prompting you to set up your form.
3. Enter a Form Name — choose something descriptive, e.g. "Registration Fee Payment" or "Annual Membership Renewal".
4. Optionally, enter a Description to help identify the form's purpose.
5. Click Create eForm button then click Continue Editing button to proceed to the Form Designer.

Step 4 – Design Your Form

The Form Designer has two tab sections, Form Content containing available field components; Form Style contains options for colour, font and style of your form.

4a – Add Standard Fields

In the Form Content you can create common fields under the different categories for Basic, Customer and payments for eg:

• Text fields – for names, addresses, reference numbers
• Dropdown lists – for selecting payment types or categories
• Checkboxes / radio buttons – for options or confirmations
• Date fields – for due dates or registration dates
• Email fields – to capture customer contact details
• Biller Codes - for Reference Number and Amounts settings

Hover your mouse over any placed field to Edit or Remove the fields, mark it as required, or add helper text.

4b – Edit the Submit Button to Add a BPOINT Credit Card Payment Page

Hover your mouse over the Submit button to Edit, this can be used to embed the following options into your eForm:

• A secure, hosted payment form - Credit Card payments
• Registration page - BPOINT eDDR Field (Recurring Payments)
• Success screen - Data collection
• Custom URL

Click Save Component to confirm.

Note: If you need to add or change a Biller Code, contact the BPOINT Support team.

Step 5 – Configure Form Overall Style

Once your fields are in place, configure the overall form settings in the Form Style tab.

Here you can test the form fields and update the following:

• Update Background Colour
• Font size
• Font type and colour
• Alignment

Click Apply to all to confirm.

Step 6 – Preview Your Form

1. Click the Preview button (may appear as "Popup Preview" or similar).
2. The form will open in a new browser tab exactly as your customers will see it.
3. Review all fields, labels, and the payment section for accuracy.
4. Close the preview tab and return to the Form Designer to make any adjustments.

Step 7 – Save and Publish Your Form

1. Once satisfied with the design and settings, click Save (or Save & Go to Dashboard).
2. Your form is now saved and ready to be activated.
3. To make the form live, ensure its status is set to Active (not locked or disabled).

Step 8 – Get the Form URL or Create QR Code

To share your form with customers:

1. From the eForms Dashboard, locate your form.
2. See the The eForm URL for the shareable web address.
3. Copy the URL. This can be:
   • Shared directly with customers via email or SMS
   • Embedded into your website or intranet as a link or button
   • Linked from invoices or statements

The URL will be in the format: https://www.bpoint.com.au/pay/{EformName}/{UniqueReference}

Step 9 – Test Your Form

Before going live with customers, always perform a test payment:

1. Open the form URL in a browser.
2. Complete all fields with test data.
3. For payment testing, use BPOINT's Test Mode (if available on your facility) or use a test card number provided by BPOINT Support.
4. Confirm that:
   • The form submits successfully
   • A receipt/confirmation is displayed
   • The transaction appears in your BPOINT Back Office
   • Any email notifications are received

Step 10 – Manage Existing eForms

From the eForms Dashboard, you can:

Troubleshooting & Support