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How do I add a new payment profile in ePay?

To create a new payment profile you can use an existing profile or create from scratch. Please follow the instructions below:

Please Note: If you require more information about payment profiles, please see this related article: What is a payment profile?

Pre-requisites: Please make sure the following is completed before progressing.

- Ensure the originating account has been added for help doing this please click here.

- Ensure the Service User Number has beenn added for help doing this please click here.

Create profile from an existing:

This option should be used if you want to duplicate an existing profile and amend some of the settings.

1. Login to the ePay software as the administrator.

2. Click on 'Administration' > 'Payment Profiles'.

3. At the top of the page next to the paper icon click the arrow.

4. Click 'From Existing Profile' and then select the profile you wish to duplicate.

5. Under 'Profile Description' change the name and description to reflect the new payment profile.

6. Check the correct payment method is selected e.g. Bacs or Faster Payments.

7. Click the 'Processing Rules' tab and check the options to make sure they are all correct.

8. Select the Service User Number from the drop down list.

9. Select the Originating Account from the drop down list.

10. Once they are correct please save your changes.

 

We will now need to assign permissions to this profile:

1.  Click on 'Administration'.

2. Select 'Permissions'.

3. Select the user you wish to amend at the bottom.

4. Expand 'Direct Submissions'.

5. Tick the relevant boxes for the user against the new Payment Profile.

6. Click the 'Save' button and repeat this process for any other users.

 

Create Profile From scratch:

This option should be used if you want to create a brand new profile from scratch and enter in the details manually.

1. Login to the ePay software as the administrator.

2. Click on 'Administration' > 'Payment Profiles'.

3. At the top of the page click the paper icon with the folded corner.

4. Under 'Profile Description' enter the name and description to reflect the name of the new payment profile.

5. Select the correct payment method by putting a tick in the relevant box e.g. Bacs or Faster Payments.

6. Click the 'Processing Rules' tab and check the options to make sure they are all correct.

7. Service User Number’s will need to be added under 'Administration' > 'BACS SUN Information' before they are available to select in the payment profile screen.

8. Select the Originating Account from the drop down list.

9. Once these details are correct please save your changes.

 

We will now need to assign permissions to this profile:

1. Click on 'Administration'.

2. Select 'Permissions'.

3. Select the user you wish to amend at the bottom.

4. Expand 'Direct Submissions'.

5. Tick the relevant boxes for the user against the new Payment Profile.

6. Click the 'Save' button and repeat this process for any other users.

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