How do I set up a payment method?

Payment details, including method and account details, are available via the Employer Details button in the Maintenance panel. 

1. To view or edit your details: From the Dashboard screen, click the Employer Details button.

2. On the screen that displays, click the row for the relevant Employer record. This displays the Employer Maintenance screen.

3. Click the Payment Details tab.

The Payment Method field shows whether your current selection is either Direct Credit or Direct Debit. If you change the Payment Method, the Portal will change the account details fields accordingly. Direct Credit only needs a Refund to Employer Bank Account to be specified for any refunds. Direct Debit requires a Direct Debit Account be specified for any payments to be drawn from, as well as a Refund to Employer Bank Account details. 

The top image shows the fields for Direct Credit and the bottom image shows fields for Direct Debit.

4. Click the Payment Method field and select the preferred method. The required fields on the screen will update.

5. Enter the BSB, Account Number and Account Name details for your Employer accounts. For Direct Debit you must also review and tick the check box to agree to the Direct Debit Authority.

6. Click the Save button when done.