Overview
This guide explains how to resolve the "No BSB" error encountered when trying to deduct an invoice in PropertyStack. This error typically occurs when the contractor's pay details are not filled out. Follow the steps below to troubleshoot and resolve this issue.
Step-by-Step Instructions:
Identify the Error: When trying to deduct an invoice, you may encounter a "No BSB" error, which prevents the transaction from proceeding.
Note: This error usually occurs when the contractor’s profile lacks essential payment details, such as BSB and account number.
Check the Contractor's Profile: Navigate to the Contractor List section in PropertyStack. Look for the contractor you are attempting to pay.
Go to Users in the left sidebar.
Select Contractors List from the available options.
Search for the contractor using their name and click on their profile.
Example: You can search for the contractor "Mia Johnson Plumbing" as seen in the image below.
Edit the Contractor's Profile: If no payment details are entered, you will see a message indicating that there are no BSB or account information on the contractor’s profile.
Click on the Edit Profile button to update the information.
In the contractor’s profile, navigate to the Payment Details section.
Note: Ensure that the Show Pay Details toggle is switched to "Yes."
Enter Payment Details: In the payment details section, you’ll need to fill out the required fields:
Account Name
Account Number
BSB Number (this is crucial for successful deductions)
If you're using BPAY as a payment method, ensure the BPAY Details are also correctly filled out.
Example: As shown in the image below, make sure to enter the Account Name, Account Number, and BSB details accurately.
Save the Changes: After entering the necessary payment details, click the Save button to save the changes to the contractor’s profile.
Retry the Deduction: Once the payment details are updated and saved, go back to the Billing section and retry the invoice deduction.
Note: The "No BSB" error should no longer appear if the contractor's pay details have been successfully updated.
Conclusion
The "No BSB" error during invoice deduction occurs when a contractor’s pay details are missing. By updating the contractor’s profile with the correct account and BSB information, you can resolve this error and proceed with the payment. Always ensure that all relevant payment information is filled out for each contractor to avoid future issues.