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• Australian Business Number (ABN)
• Business trading and sales details
• Proof of identity — have your driver's licence or passport handy
• Bank details to settle your funds and to pay associated fees and charges
• Estimates of total annual sales in dollars and number of online invoice transactions per month (see your Sales reports)

Get set up

It's easy to set up online invoice payments, you just need to:

1. Click your business name and choose Sales settings.
2. Click the Payments tab.
3. Under Invoice payments options, click Set up online payments options to open a new web page.
   
4. On the web page, click the Get set up button to begin your application process.
5. Now follow the prompts to complete the application. You'll need to:
   1. Verify your business - enter details like your ABN, trading address etc. This is to help confirm and protect the information provided.

   2. Verify your identity - enter details from your driver's licence or passport. Your identity is verified instantly online.

   3. Link your bank account - you have the option to nominate one account to receive your customers' online invoice payments and pay for fees and charges, or you can pay your fees and charges from a separate account. Click Edit account details to make any changes to the account details.
      

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      To save an application and complete it later, click Save and exit. To resume your application, repeat from step 1 above and click Resume application on the Online invoice payments page.

6. When you've completed the application, click Submit application.

Once the application is submitted, we'll begin the verification process. If more information is required, we'll get in touch with you within two business days.

What to do once your application is approved

Once your application is approved, all new invoices will have the option Allow online payments selected by default.

For existing open invoices, you’ll need to resend the invoice so the customer can see their online payment options.

If you use bank feeds or import bank statements, you can set up MYOB to automatically reconcile your invoice payments to your bank feed to save time on admin. To do this, you need to select an account in MYOB to record online invoice payments:

1. Click your business name and choose Sales settings.
2. Click the Payments tab.
3. In the Invoice payments options section, click Edit preferences to open the Online payments settings page.

4. On the Online invoice payments tab, select the ledger account to record online invoice payments:
   

5. If you want to pass on the credit card fees for MasterCard, Visa and AMEX payments, select this option and choose the MYOB account for recording your online invoice payment fees and charges. Learn more about Customer surcharging for online payments.

6. Click Save.

Sending an invoice

You can select whether to enable online invoice payments for each individual invoice by selecting the Online payments option (as seen below).

1. Create your invoice as you usually do, and select the option Allow online payments.
   

2. If you'd like to pass on the 1.8% surcharge for debit and credit card payments, and you've set up customer surcharging, select the Apply Surcharge option.

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   You're not able to pass on the surcharge for BPAY payments yet.

3. Email the invoice to your customer.
4. Your customer clicks the automatically generated link that’s in the email they receive, and their full invoice will appear online.
5. They can click the Pay Now button to make their payment on the spot.

The customer will receive the online invoice as they normally would. However, with the online invoice payments option enabled, they'll see a Pay Now button.

When they click Pay Now, they'll be asked to select their payment method.

If you've activated customer surcharging for this invoice and the customer chooses to pay by credit or debit card, the 1.8% card surcharge will automatically be applied.

Once they've entered their payment details, they click Submit.

You'll only be charged after the customer's payment has been processed.

When a customer pays you

When a customer makes an online payment, it'll automatically be recorded into your MYOB business, and the associated invoice will be closed off. You'll also receive an email notification about the payment.

All credit and debit card payments made on the same day will be grouped and deposited into the settlement account you nominated when you set up online invoice payments. BPAY payments will be individually deposited into that same account.

Because the payments are automatically recorded in your MYOB business, when the bank transactions come into your software (either via bank feeds or an imported bank statement), those payments can be easily matched.

Learn more about how matching works.

If you need more details about your online invoice payments, see Online invoice payment reports.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

How do I pay the fees and charges?

You'll be sent an invoice for any incurred fees and charges, and then billed on a monthly basis via direct debit.

If you're just getting set up for online invoice payments, you can select a separate account to pay your fees and charges. See Step 5 in the Get set up section above.

If you're already set up for online invoice payments, we'll charge the same account used to pay for your MYOB subscription. If you'd like to specify a different account you can change it by clicking your business name > Sales settings > Payments tab > Edit preferences > Edit your service preferences).

If you'd prefer to pass on card surcharges to your customers, find out about Customer surcharging for online payments.

Can I disable online payments for one invoice?

You can remove your customer's option to make online invoice payments, you just need to deselect the Allow online payments option when you create an invoice.

Can customers pay multiple invoices at once?

Customers can pay multiple invoices in one go through their list of unpaid invoices. All they need to do is select the invoices they wish to pay and click the Pay invoices button below.  

There are two ways they can access this list:  

1. By clicking the link View unpaid invoices emailed to you at the bottom of any invoice emailed to them.
   
2. Through a reminders email.