How to set up BookiPay Australia

Australian Bookipi Invoices can now accept card payment using our new payments platform BookiPay!

In this tutorial, you’ll find information on:

We also go over the types of information you need to provide when you sign up, including:

How to sign up to BookiPay

  1. Click on the setup link sent to your email or open the Bookipi Invoice app and click ‘Enable BookiPay’.

Verify your contact details

  1. Fill out your phone number and click send to verify.
  2. Input the verification code sent to the phone number you have provided. If you haven’t received the code after 10 seconds, check the contact number and click resend again.
  3. Select “Verify”.

Fill out your business information

  1. Type in your business name or ABN. Select save and continue.
  2. Fill out your address. If your address does not show up on the list, select “enter my details manually”
  3. Select the entity type i.e Sole trader, Partnership, Company, or Trust.
  4. Select the category your business falls under from the drop-down menu.
  5. Save and Continue.

Fill out the owner information

  1. Check off whether the individual is a “Beneficial owner” and/or a “Director”
    • An owner is a person who has ownership over a percentage of the business
    • A director is a person who is appointed to take on the roles and responsibilities of a director
  2. Select whether the individual holds ownership of “100%” of the business or “other”. If “other” is selected, input the amount of ownership that is held.
  3. Fill out the full name, mailing address, and date of birth of the individual
  4. Save and Continue.

Proof of Identification

  1. Select a document type to upload i.e. Drivers license or passport.
    • If you upload your passport, you will need to upload an additional form of identification that has your current address (i.e. utility bill)
    • Please take a photo of your license using your phone camera or web camera. Using a scanner may affect the quality of the photo and cause your license to be rejected.
  2. Fill out the details.
  3. Upload a photo of your selected ID.
  4. Save and continue.

For businesses with multiple owners and directors *

  • You need to identify every beneficial owner that has more than 25% or more of the business.
  • You also need to provide the details of the directors of the business. For businesses with 2 or more directors, details for at least 2 of the directors are required.
  • If you are required to input more beneficial owners and directors select “add another person” and input the relevant details and proof of identity documentation for each individual.

Business Bank Details

  1. Fill out your business bank account details.
  2. Take a photo or upload a copy of your bank statement issued within the last 90 days.
    • Details required on the statement are
      • Business/Account name
      • Address
      • BSB number
      • Account number
      • Date of Issue (within the last 90 days)
    • *no financial figures are necessary
  1. Save and continue.

Finally, please provide the following details about your company financials to finish the signup

  1. Estimated Annual turnover: this is the total ordinary income of the business in the last financial year
  2. Estimated Annual Credit turnover: This is the total annual turnover processed by credit cards in the last financial year.
  3. Estimated Average Sale amount: this is the average value of a sale by the business.
  4. Estimated Average delivery time: This is the average time it takes to deliver a service/product after you have been paid. If you deliver before payment, put 0 in this space.
  5. Save and continue.

Great job! You’re done! Give yourself a break and relax and check back on your submission in a few hours.

How to pass on the Credit Card surcharge to your customer

  • Charge Credit Card surcharge to your customers
    • Settings>Customer Payment options> turn on “Surcharge” and indicate the amount you would like to charge your customer.
  • Once that is completed, when you send the invoice to your customer, they will see the surcharge information under “Pay online now”
  • When the customer selects “Pay online now” the surcharge will be added to the total

Time to get BookiPaid!

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