Creating a Subscription on behalf of a customer

You can create a Subscription for a customer yourself, rather than waiting for them to subscribe. This is useful when you already hold the customer's details, or when you're moving customers from paper to digital without asking them to self-register.

A Subscription you create this way is a manual email subscription. There's no email verification step, so enter the details carefully, especially the email address, since a wrong address won't be confirmed before documents are sent. You can create Subscriptions on a customer's behalf for any channel except BPAY View.

To create a Subscription

1. Go to the Subscriptions tab in your Payreq Delivery console.
2. Select Create Subscription.

3. Enter the required details:
   • Account number
   • Customer email address
   • Contact name
   • Customer name as it appears on the bill
   • Notice ID
4. Select +Create.

The customer will begin receiving their documents as PDF attachments at the email address you entered.

For the other ways a Subscription can come to exist, see How are Subscriptions created?. For how manual email compares with the other subscription types, see Subscription channels: what's available in Payreq Delivery.