Post on 23-May-2020
User Guide
Bill Payments
June 2015
Bill Payments
Published: June 2015 i
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ContentsDisclaimer ...................................................................................................................................i
About Bill Payments .................................................................................................................1
Before you begin ............................................................................................................1
Using Bill Payments..................................................................................................................2
Accessing the services..................................................................................................2
Account group access................................................................................................................. 2
Pay bills ...........................................................................................................................3
Paying bills .................................................................................................................................. 3
Bill Payment summary ...................................................................................................6
Enquire Bill Payment history ....................................................................................................... 6
Enquire/modify future bill payments ............................................................................................ 9
Reviewing bill payments pending repair .................................................................................... 13
Add Bill Payee...............................................................................................................16
Adding a payee ......................................................................................................................... 16
Bill Payee summary......................................................................................................18
Changing bill payee information ................................................................................................ 18
Deleting bill payee information .................................................................................................. 19
Searching for customer accounts.............................................................................................. 21
Authorising Bill Payment instructions .......................................................................22
System-suggested value date ................................................................................................... 22
Authorising bill payments .......................................................................................................... 22
Sending a bill to repair............................................................................................................... 23
Rejecting a bill ........................................................................................................................... 25
Account Services Activity Log ..............................................................................................27
Viewing transaction status ..........................................................................................27
Appendix 1: Bill Payments Australia ....................................................................................29
Australia BPAY .............................................................................................................29
Pay Bills.........................................................................................................................30
Paying bills ................................................................................................................................ 30
Bill Payment summary .................................................................................................32
Reviewing received bill payments ............................................................................................. 32
Add Bill Payee...............................................................................................................33
Adding a Biller ........................................................................................................................... 34
Bill Payee summary......................................................................................................34
Changing biller information........................................................................................................ 35
Deleting biller information.......................................................................................................... 36
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Appendix 2: Add a Bill Payee for US account holders.......................................................38
Searching for a Payee from an existing list ............................................................................... 38
Creating a new bill payee .......................................................................................................... 39
Appendix 3: Brazil Tax Payments ........................................................................................40
Pay Bills.........................................................................................................................40
Paying tax payments with a barcode......................................................................................... 40
Paying tax payments without a barcode (ICMS payments ONLY) ............................................ 42
Bill Payments
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About Bill Payments
The Bill Payment service allows you to make online payments to bills from vendors and creditors from
your HSBC accounts.
Note: Bill Payment service, or specific features within the service, may not be available in your
country/region. Please contact your HSBC representative for more information.
Before you begin
To use this HSBCnet service, your System Administrator must first entitle you with access to:
• The Bill Payment service
• Accounts used to create Bill Payments
• Authorisation entitlements
You must have entitlements to enquire, create or authorise instructions and create/maintain payees.
For more information about User entitlements, refer to the System Administration—User Entitlement
User Guide.
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Using Bill Payments
Accessing the services
You can access Bill Payment services from the Bill Payment tab or any other location on your personal
page.
Bill Payment tab and services
Note: While descriptions are given for entry fields, in many cases you will not need to complete every
field. The system will request information only when a required field is omitted.
Account group access
The account group feature is used to give access to predefined groups of accounts. You can make
account information available from all accounts or from one group at a time.
From the Bill Payment service, choose Select account group. The Account group summary page
shows available account groupings.
Viewing account groups
Entitled accounts that are not assigned to an account group appear under the grouping called All
Accounts. To view details about a particular grouping, select its link. To activate an account group,
select its button, and then select Confirm.
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Accounts by group name
Pay bills
The Pay Bills service lets you make multiple payments from your debit account to multiple payees in
HSBCnet. You can choose to pay up to 10 bills in one transaction.
Paying bills
1. Select a Location and Debit account and select Pay bills. The Bill payment details page appears.
Pay bills
2. The Bill Payment details page appears. You can make a bill payment to (up to) 10 payees at a time.
To choose the payees, select the respective checkboxes besides their name in the Available
Payees section and choose Select to proceed. The selected payees appear in the Pay to section
of the page.
• A one-time/single bill payment
To make a single bill payment, select the checkboxes besides the name of the payee in
the Pay to section. Next, enter the payment amounts. Optionally, enter an effective date
on which to debit the accounts or leave it blank. If the debit date is omitted, the system
assumes the next available business date. Enter a reference (optional) to identify the
transaction or leave it blank.
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Bill payment form
• A recurring bill payment
To make the bill payment a recurring payment instruction, select the Set up recurring
payment check box. Additional options become available allowing you to specify the date
of the first payment, payment frequency, number of payments/until further notice, and the
date of the final payment. Recurring bill payment instructions if defined using these
options, will apply to all bill payments in the Pay to section. The debit date field is not
applicable for recurring payments.
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Bill payment form with recurring payments
3. Select Submit. An acknowledgement confirms your action.
Bill payment acknowledgement without recurring payments
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Bill payment acknowledgement with recurring payments
4. Optionally, select Pay another bill and repeat steps to continue paying bills from the same debit
account.
Bill Payment summary
The Bill Payment summary feature shows the status of bills currently in or recently rejected from the
payment stream. Using this service, you can:
• Enquire Bill Payment history
• Enquire/modify future Bill Payments: You can review payment details and follow its
activity. You can also repair or reject pending items.
Authorisers can enquire on processed and rejected bill payments, and review activity summary and bill
payment details.
Enquire Bill Payment history
Use this feature of the Bill Payment Summary to:
• Review received/processed bill payments, or
• Review rejected bill payments
Reviewing received/processed bill payments
Use the Bill Payment summary feature to view the status of bills received/processed by the bank. To do
so complete the following steps:
1. Select a Location and select Enquire history bill payment. The Bill Payment summary page
appears.
Enquire bill payments history
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2. Select the desired link for amount or status. The Summary page shows additional information.
Enquire bill payment activity
3. Select an Activity link to view account and service details.
Summary by status page
Details by activity date page
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Reviewing rejected bill payments
1. Select a Location and select Enquire history bill payment. The Bill Payment summary page
appears.
Enquire on historic bill payments
2. Select the Rejected tab and then select the desired link for amount or status.
Enquire bill payment activity - Rejected
3. The Bill Payment Summary page shows additional information. Select a link in the Status column to
view details of the Activity Summary. To view details of the bill payment by date, select a link in the
Activity date/time column.
Summary by Status page
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Bill payment details by date—Rejected by bank status
4. To view the summary by amount, select a link in the amount column of the Bill Payment Summary
rejected page.
Summary by amount page
Enquire/modify future bill payments
Use this feature of the Bill Payment Summary to
• Cancel forward-dated or standing instruction bill payments
• Modify forward-dated or standing instruction bill payments
Cancelling forward-dated or standing instruction bill payments
This option allows you to review and, if desired, cancel forward dated bill payments from the list.
Note: that a cancelled payment still has pending authorisation status. To reject the bill payment, you
must then authorise the bill cancellation using the Payment Authorisation service.
1. Select a Location and select Enquire/Modify future Bill Payment. The Bill Payment summary
page opens.
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Enquire on future bill payments
2. Choose the Forward-dated or Standing instructions tab. Then select Cancel from the Action
arrow of a specific bill payment instruction
Cancel standing instructions bill payments example
3. In the confirmation page that appears, select Yes, cancel this item.
Confirm instruction to be cancelled
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4. An acknowledgement confirms your action. Select Close and refresh parent window to return to
the Summary page.
Acknowledgement: pending item was cancelled
Modifying bill payments
This option allows you to modify forward-dated or standing instructions bill payments from the list.
Note: A modified payment still has pending authorisation status. To process the changes/modifications
to the bill payment, you must then authorise the bill payment instruction using the Payment Authorisation
service.
1. Select a Location and select Enquire/Modify future Bill Payment. The Bill Payment summary
page opens.
Enquire on future bill payments
2. Choose the Forward-dated or Standing instructions tab. Select the amount link for a specific bill
payment instruction you wish to modify.
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Modify standing instructions bill payments example
3. The Modify a Standing instruction page appears. Make the desired changes to the bill instruction
and select Submit.
Modify a Standing instruction
4. An acknowledgement confirms your action. Select Close and refresh parent window to continue
with steps to authorise payments.
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Acknowledgement: Modified item pending authorisation
Note: This modified bill payment instruction is pending authorisation even if it was previously authorised
before the modification. Further modifications to this bill payment instruction are not allowed until the
previously modified instruction has either been authorised or rejected.
Reviewing bill payments pending authorisation
1. Select a Location and select Enquire/Modify future bill payment. The Bill Payment summary
page opens.
2. Select the Pending authorisation tab. Select the desired payment link for amount or status to view
details.
Bill Payment Summary: Pending Authorisation
Reviewing bill payments pending repair
1. Select a Location and select Enquire/Modify future bill payment. The Bill Payment summary
page opens.
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2. Select the Pending repair tab, and make a choice from the Action arrow. An acknowledgement
confirms your action.
• To repair the selected payment, select Repair now
• To prevent repair of the selected payment select Reject
Bill Payments Summary: Pending repair
3. Alternatively, you can select the Status link to view the details of the Activity summary.
Bill Payment Details: Activity Summary of a bill pending repair
4. To view activity details by date, select a link in the Activity date/time column.
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Bill Payment details by activity date
5. To view activity details by amount select a link in the amount column of the Bill Payment Activity
Summary page.
Bill Payment Details: By Amount
6. To repair the bill payment, select Repair Now. The Repair a bill page appears. Make the desired
modifications and select Submit to submit the changes.
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Repair a bill
7. An acknowledgment confirms your action. The repaired transaction is pending further authorisation.
Repair a bill acknowledgment
Add Bill Payee
The Add Bill Payee service lets you associate your customer account numbers with payees already
registered in HSBCnet. You may also designate your HSBCnet debit account from which to pay. When
adding prospective payees, you begin by reviewing names already.
Note: In Australia, a Bill Payee is referred to as Biller and customer reference is used instead of account
numbers.
Adding a payee
1. Select a Location and select Add Bill Payee. The Bill payee details page appears.
2. Select Search to display a complete payee list. Optionally, enter a portion of the name to display
fewer listings.
3. Choose a bill payee name from the list. The entry form appears.
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Add Bill Payee
Bill Payee Details: Add a bill payee
Note: The Add a bill payee process is different for US Account holders. Refer to Appendix 2 for more
information.
4. Enter your account number with the payee.
5. Select the HSBC debit account from which to pay bills. Selecting a debit account is optional and
can be changed.
6. Select Submit. An acknowledgement confirms your action.
7. If desired, select Add another bill payee and repeat steps to continue adding payees.
Bill Payee Details: Add a bill payee
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Bill Payee summary
Use the Bill Payee summary service to review the list of saved payees. Also, you can modify the status
of vendors associated with pending payments. When enquiring about bill payees, you can change
details about the account number with the payee, and change the HSBC debit account from which to
pay. You may also decide to remove the bill from the payment stream.
Note: The deletion option does not remove the payee from HSBCnet. Deletion merely removes the
payee from the payee summary list.
Before changing or removing a payee, the system verifies your entitlement to do so.
Changing bill payee information
1. Select a Location and select Enquire/modify Bill Payee list. The Bill Payee summary page opens.
Bill payee inquiry
2. Select Change from the Action arrow to modify your account with the selected payee. The Bill
payee details page opens.
Search and select bill payee
3. Enter your account number with the payee.
4. Change the HSBC debit account from which to pay. Selecting a debit account is optional.
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Change Bill Payee details
5. Select Submit. An acknowledgement confirms your action.
Change Bill Payee Acknowledgement
6. Select Close and refresh parent window to update recent activity information.
Deleting bill payee information
1. Select a Location and select Enquire/modify Bill Payee list. The Bill Payee summary page opens.
Enquire/modify bill payee list
2. Select Delete from the Action arrow to remove your account from the selected payee.
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Bill Payee Selection
3. Select Confirm. An acknowledgement confirms your action.
Bill Payee Delete Confirmation
4. Select Close and refresh parent window to update recent activity information.
Bill Payee Delete Acknowledgement
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Searching for customer accounts
1. From the Bill Payee summary page select Change from the Action arrow. The Bill payee details
page opens.
Bill Payee Selection
2. Select Search to review account details.
Search for payee details
3. Select an Account title link to view bill payee details.
Search for debit accounts
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Authorising Bill Payment instructions
Use the Authorisation Summary service to approve bill payments pending in the authorisation queue.
You may also decide to send the bill for repair or reject it instead of authorising the instruction. Before
performing any action, you can view payment details and activity.
Before you can authorise a bill payment, you must be entitled to the Authorisation Summary service
usually available under the Payments tab. If your company uses Sole Transaction Control only one
authoriser is required to process the payment. If your company uses Dual Transaction Control more
than one authoriser needs to authorise the transaction.
System-suggested value date
Authorisers can process payments pending authorisation that have no value date or have an expired
date. HSBCnet uses a date rollover feature to suggest a replacement date. Authorisers can accept the
suggested date and continue processing. This rollover feature simplifies authorisation, as preparers are
no longer required to update value dates.
Authorising bill payments
To authorise a bill payment, complete the following steps:
1. Access the Authorisation Summary service from the Payment tab. Select the Bill payment arrow to
review instructions pending authorisation. The Authorisation summary page opens.
Authorise a bill payment
2. Select Authorise from the Action arrow to authorise the payment status. Alternatively use the
check boxes to select up to a maximum of 10 instructions to be authorised at once by selecting
Authorise selected.
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Note: Instructions marked with an ‘R’ represent recurring/standing instructions and the authorisation
selection boxes are greyed out as they must be authorised individually. When authorising
recurring/standing instructions, you only need to authorise each instruction once. However, if the
instruction is modified after authorisation, the modification must be authorised.
Bill payments pending authorisation
3. Select Confirm in the Bill Payment confirmation page.
Acknowledgment page
4. Select Close and refresh parent window to show recent activity in the Payment authorisation
screen.
Sending a bill to repair
To send a bill that is pending authorisation to repair, complete the following steps:
1. From the Authorisation Summary, select Send to repair from the Action arrow to repair the bill
payment.
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Authorisation summary—send to repair option
2. The Create Repair Instruction page appears. Enter a repair instruction with a maximum of 500
English characters or 166 non-English characters in the text box. Select Submit when finished.
Create Repair Instruction
3. An acknowledgment confirms your action. The status of the instruction is Pending repair. Select
Close and refresh parent window to return to the Authorisation summary.
Pending Repair Acknowledgment
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Rejecting a bill
To reject a bill pending authorisation, complete the following steps:
1. From the Authorisation Summary, select Reject from the Action arrow to reject the bill payment.
Authorisation summary—reject option
2. A Bill payment (reject) confirmation page appears requiring you to confirm the rejection. Select
Confirm to proceed.
Reject bill confirmation page
3. An acknowledgment confirms your action. The status of the instruction is Rejected by customer.
Select Close and refresh parent window to return to the Authorisation summary.
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Pending Repair Acknowledgment
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Account Services Activity Log
Use Account Services Activity Log to view activity related to Bill Payments. Account Services Activity
Log entitles you to view activities performed by all entitled users so that you can make decisions about
onward processing.
Viewing transaction status
1. Access Account Services Activity Log from the Admin tab.
2. Enter an activity date or leave it blank. Selecting an activity date is optional. If no date is entered,
the system assumes ‘today’ for the latest activity date.
3. Select an activity type from the available list and select Go.
4. The Activity summary displays. Review results by the date the activity occurred. Optionally, select a
column heading to sort results differently.
Activity Log Summary: Bill Payment
5. Select an Activity link to view account and service details.
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Activity Log details
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Appendix 1: Bill Payments Australia
Bill Payments service is also available to Australian account holders.
Australia BPAY
BPAY is Australia’s most widely used bill payment service which enables bill payers to
transfer funds electronically from their bank accounts to billers. It is offered as a
payment channel by over 170 financial institutions through their phone and Internet
banking services.
HSBCnet now allows its Australian customers to make Bill Payments through BPAY. The BPAY logo is
displayed when paying an Australian Biller.
Australia Bill Payment
Note: Refer to the main guide for a list of available functions and step-by-step instructions on how to
complete them.
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When using the BPAY service for Australian accounts:
• The term Biller appears instead of Payee
• The term Customer Reference appears instead of Account number with Bill Payee
These changes are also seen in other Bill Payment services.
Pay Bills
The Pay a Bill service allows you to make a payment from your debit account to a biller in HSBCnet.
Paying bills
1. Select Australia as the Location, an Australian Debit account and select Pay bills.
Pay bills
2. The Bill Payment details page appears. You can make a bill payment to (up to) 10 billers at a time.
To choose the billers, select the respective checkboxes besides their name in the Available Payees
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section and choose Select to proceed. The selected billers appear in the Pay to section of the
page.
• A one-time/single bill payment:
To make a single bill payment, select the checkboxes besides the name of the biller in
the Pay to section. Next, enter the payment amounts. Optionally, enter an effective date
on which to debit the accounts or leave it blank. If the debit date is omitted, the system
assumes the next available business date. Enter a reference (optional) to identify the
transaction or leave it blank.
Bill payment form
3. A recurring bill payment:
To make the bill payment a recurring payment instruction, select the Set up recurring payment
check box. Additional options become available allowing you to specify the date of the first
payment, payment frequency, number of payments/until further notice, and the date of the final
payment. Recurring bill payment instructions if defined using these options, will apply to all bill
payments in the Pay to section. The debit date field is not applicable for recurring payments.
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Bill payment form with recurring payments
4. Select Submit. An acknowledgement confirms your action.
Bill Payment summary
The Bill Payment summary feature shows the status of bills currently in or recently rejected from the
payment stream. You can review payment details and follow its activity. You can also repair or reject
pending items.
Authorisers can enquire on processed and rejected bill payments, and review activity summary and bill
payment details.
Reviewing received bill payments
1. Select Australia as the Location and select Enquire history bill payment. The Bill Payment
summary page appears.
Enquire bill payments history
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2. Select the desired link for amount or status. The Summary page shows additional information.
Enquire bill payment activity
3. On the activity summary page, select an Activity date/time to view the Activity log details.
Summary by status page
Details by activity date page
Add Bill Payee
The Add Bill Payee service lets you associate your customer account numbers with billers already
registered in HSBCnet. You may also designate your HSBCnet debit account from which to pay. When
adding prospective billers, you begin by reviewing names already.
Note: In Australia, a Bill Payee is referred to as Biller and customer reference is used instead of account
numbers.
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Adding a Biller
1. Select Australia as the Location and select Add Bill Payee. The Add Biller page appears.
2. Select Search to display a complete biller list. Optionally, enter a portion of the biller number to
display fewer listings.
3. Choose a biller from the list. The entry form appears.
Add Bill Payee service
Bill Payee Details: Add a biller
4. Enter your customer reference number with the Biller.
5. Select the HSBC debit account from which to pay bills. Selecting a debit account is optional and
can be changed.
6. Select Submit. An acknowledgement confirms your action.
Biller Details: Add a biller
Bill Payee summary
Use the Bill Payee summary service to review the list of saved billers. Also, you can modify the status of
billers associated with pending payments. When enquiring about billers, you can change details about
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the account number with the biller, and change the HSBC debit account from which to pay. You may
also decide to remove the bill from the payment stream.
Note: The deletion option does not remove the biller from HSBCnet. Deletion merely removes the biller
from the Biller summary list.
Before changing or removing a payee, the system verifies your entitlement to do so.
Changing biller information
1. Select Australia as the Location and select Enquire/Modify bill payee list. The Biller summary
page appears.
Bill payee enquiry
2. Select Change from the Action arrow to modify your account with the selected Biller. The Biller
summary page appears.
Search and select bill payee
3. Enter your customer reference number with the Biller.
4. Change the HSBC debit account from which to pay. Selecting a debit account is optional.
Change Biller details
5. Select Submit. An acknowledgement confirms your action.
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6. Select Close and refresh parent window to update recent activity information.
Deleting biller information
1. Select a Location and select Enquire/Modify bill payee list. The Biller summary page appears.
Enquire on biller
2. Select Delete from the Action arrow to remove your account from the selected biller.
Biller Selection
3. Select Confirm. An acknowledgement confirms your action.
Biller Delete Confirmation
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4. Select Close and refresh parent window to update recent activity information.
Bill Payee Delete Acknowledgement
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Appendix 2: Add a Bill Payee for US account holders
The procedure to add a bill payee for US account holders varies from the global procedure.
1. Select US United States in the Location field.
2. Next select Add Bill Payee. The Bill payee details page appears.
Add Bill Payee
3. In the Bill Payee Details page, you can:
a. Enter a portion of the name that Starts with or Contains to display fewer listings. Use the
Bill Payee State code to specify the US State in which the payee is located. Select Search to
display search results based on your chosen criteria, or
b. Leave the fields blank and select Search to display a complete payee list, or
c. Select Create a new bill payee to create and add a new bill payee that is not on the
available list.
Searching for a Payee from an existing list
If you selected Search, a list of available payees appears in the Search result section of the page.
Choose a Bill payee name from the list. The Bill payee details form appears.
Bill Payee Details: Add a US bill payee
In the bill payee form, enter your account number with the payee and a Payee Nickname (optional).
Next, select the HSBC debit account from which to pay bills. Selecting a debit account is optional and
can be changed. Select Submit.
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Bill Payee Details: Add a bill payee
Creating a new bill payee
If you selected Create a new bill payee in the Bill Payee details page, the Create a bill payee page
appears allowing you to enter and submit information about the new bill payee. Complete all mandatory
fields (marked with an asterisk *) and any optional fields.
Create a new bill payee
4. An acknowledgement confirms your action. If desired, select Add another bill payee and repeat
steps to continue adding payees.
Acknowledgement
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Appendix 3: Brazil Tax Payments
Brazil customers can pay their Guia de Arrecadação Estadual (GARE) tax payments through the Bill
payment service on HSBCnet.
GARE tax payments in Brazil are issued either with a barcode or without a barcode. For GARE tax
payments issued with a barcode, HSBCnet will accept all types of tax payments. For GARE tax
payments issued without a barcode, only Impostos Sobre Circulação de Mercadorias e Prestação de
Serviços (ICMS) payments will be accepted on HSBCnet.
Pay Bills
The Pay Bills service allows you to make a payment from your debit account to a biller in HSBCnet. To
access the Pay Bills service, select ‘Bill Payment’ from the HSBCnet menu.
Note: Refer to the main guide for a list of available functions and step-by-step instructions on how to
complete them.
Paying tax payments with a barcode
1. Select Brazil as the Location, a Brazilian Debit account with BRL currency and select Pay bills.
Pay bills
2. The Create New Payment page appears. If you have a barcode for your tax payment, input it in the
Barcode field and choose Continue to proceed. The barcode you entered will be validated by
HSBCnet.
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If you input an invalid barcode, you will receive an error message and will need to re-input the
barcode and try again.
If you have input a barcode that has been previously used, you will be advised that you have
already made this payment and asked if you would like to do it again. You can choose to proceed
using the same barcode by selecting Continue or you can Cancel the transaction.
3. You can now enter the payment details including the Payment date and the Debit reference.
Note: If the Payment date you have input is identified in the system as a local Brazil holiday, you
will receive an error message that instructs you to input a new date in order to proceed with the
transaction.
4. You will now be taken to the Review & confirm details screen. Make sure that all of the details are
correctly captured for the transaction and select Submit to proceed. If you need to make any
changes, you can select Back or you can also choose to Cancel the transaction.
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Published: June 2015 42
5. Once you have submitted the payment transaction, the Submission acknowledgement screen will
appear. You will need to select Confirm to finalize the payment instruction.
Paying tax payments without a barcode (ICMS payments ONLY)
1. Select Brazil as the Location, a Brazilian Debit account with BRL currency and select Pay bills.
Pay bills
2. The Create New Payment page appears. If you do not have a barcode for your tax payment (ICMS
payments only), select the “I do not have a barcode” button to proceed.
I
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Published: June 2015 43
3. The Select service page appears. You will need to select ‘GARE’ from the drop-down Service type
l
i
s
t
.
4. You will now need to input the Instruction details for the payment instruction. Make sure that you
complete any fields marked with an asterisk (*) as well as all of the detailed informationthat is
included in your GARE tax statement.
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Published: June 2015 44
5. You will now be taken to the Review & confirm details screen. Make sure that all of the details are
correctly captured for the transaction and select Submit to proceed. If you need to make any
changes, you can select Back or you can also choose to Cancel the transaction.
6. Once you have submitted the payment transaction, the Submission acknowledgement screen will
appear. You will need to select Confirm to finalize the payment instruction.
Bill Payments
Issued by HSBC Bank plc
© HSBC Bank plc 2015. All rights reserved.