Understanding Contacts in Payreq Delivery

The Contacts tab contains a master list of all accounts that Payreq uses to verify new and manage existing subscriptions.

What is a Contact?

A Contact is a record that contains the identifying information Payreq uses to recognise a customer or account. Depending on your organisation, this may be a property, utility account, or an employee. A Contact will always require a unique identifier, such as:

• Account number or billing reference number
• Property ID
• Employee number

Additional Contact information can also be included:

• Customer name
• Name as shown on the bill or notice
• ABN
• Group or Notice ID
• Address

The exact fields may vary between organisations. In most cases, Contact data should be updated as part of your standard billing or payroll procedure, or populated directly from your "source of truth" ERP system.

For more information, see Understanding Contact Field Settings.

Who creates and manages Contacts?

Contacts are created and maintained by you, not by Payreq. A Contact is simply Payreq's representation of whatever unit your organisation already tracks internally, such as a property, a utility account, or an employee, using the terminology and structure specific to your business.

Because Contacts originate from your own records, your organisation retains full ownership of them, including the ability to create, update, or delete them. Payreq does not generate or independently verify Contact data; the Contacts list simply reflects your own customer, property, or employee base as it exists in your source system, updated through your standard billing, payroll, or ERP process.

This is why keeping that source data accurate matters, as described below.

Why Contacts are important

Keeping Contact information accurate is important because Contacts are used to support digital subscriptions, document delivery, and customer matching. They are used to:

• Verify new subscriptions for digital delivery
• Identify instances where a customer's account has changed (e.g. property exchange)
• Identify ABNs published on the PEPPOL eInvoicing registry
• Automate bulk subscription updates using a Group or Notice ID

If Contact information is missing, outdated, or inconsistent, it may be harder for a customer to subscribe successfully or for your team to investigate a delivery issue.

Contacts and Subscriptions

Contacts are closely linked to subscriptions. When a customer subscribes to receive documents digitally, Payreq uses Contact information to help confirm that the subscription request belongs to the correct account.

If key Contact details change, such as the customer name or account identifier, Payreq can flag the related subscription for review. This helps prevent documents from being delivered to the wrong recipient when account ownership or customer details have changed.

For more information, see How Contact changes affect Subscriptions.