Your account
An account is optional - you can always pay without one. With an account you can:
- see the receipts for payments you made while signed in, and any credit notes (refunds) - only you, signed in, can open them, and payments for forms for students or staff show while your account is one;
- keep your postal address up to date;
- save a payment method - a card, PayPal, a PayTo agreement or your PayID - and pay without re-entering it.
Finding your way
The menu at the top of every page has Forms (the list of forms, with a search box on every other page), My Finance Hub and Help. Sign in and Create account are on the right; once you're signed in your name is there instead, with your receipts, payments (including ones still on their way, like a bank transfer from overseas - search them by reference or form), details, payment methods, security, Download my information and Sign out. Signing in takes you back to the page you were on.
Creating an account and signing in
- Students and staff: choose Sign in → Sign in with your organisation. Your account is set up the first time, and forms for students or staff are shown For you. Your organisation's multi-factor authentication protects it.
- Everyone else: choose Sign in → Create one, with your e-mail address, name and a password of at least 12 characters.
You never have to sign in to complete a form. Some forms are for students or for staff - they're marked on the forms list. If you pay one while signed in with your organisation, its receipt is kept in your account, where only you can see it once signed in.
Multi-factor authentication
Under Security, choose Set up an authenticator app, scan the QR code with an app such as Microsoft Authenticator or Google Authenticator, and enter the code it shows. From then on, signing in asks for a code from the app. Keep the recovery codes you're given somewhere safe - each one works once if you lose your phone. Your organisation may require multi-factor authentication for every account.
Saved payment methods
Under Payment methods:
| Card | The card is passed to our payment provider, which gives us a token. We never keep the card number or security code. |
| PayPal | You approve payments in PayPal; we keep PayPal's agreement to charge it. |
| PayTo | An agreement to take payments you choose from your bank account (BSB and account, or PayID), up to an amount you set. Approve it in your banking app before it can be used; cancel it here or in your banking app. |
| PayID | Your PayID (e-mail, mobile or ABN), so refunds can be sent straight to your bank account. |
When you pay a form while signed in, choose the saved method to use (your default is selected).
Your information
Under Details & address → Download my information you get a file with everything we hold about your account: your details and address, the forms you submitted while signed in with their answers, your saved payment methods (labels only) and your account's activity.
Closing your account
Under Details & address → Close my account. Your details, address and saved payment methods are removed. The personal answers on the forms you submitted while signed in are removed too. Your past payments stay on our records (we must keep them), and receipts already sent to you remain valid.
Prototype: payments use a simulated provider. A card number ending 0002 is refused when saved; amounts ending .05 are declined.