Get set up- Go to the Reports menu > Online invoice payments and click Transaction details to open the Invoice Payments page.
- On the Direct debit requests tab, click Create direct debit requests.
<SCREENSHOT> - Choose a Customer.
- Change the email address if you want.
- To set when the customer pays you, choose the Payment schedule and the First payment date.
- Enter a Description of the direct debit request.
- Select whether the direct debit will be Tax inclusive or Tax exclusive.
- Complete the details of the transaction:
- Choose the Account the income from this direct debit will be allocated to. If you're not sure, check with your accounting advisor.
- Enter the Amount to be debited each time according to the payment schedule.
- If required, change the Tax code. If you're not sure, check with your accounting advisor.
- Click Send and save to email the direct debit request to the customer.
The direct debit request is listed in the Invoice Payments > Direct debit requests tab with a Status of Pending authorisation. What happens nextThe customer you chose for the direct debit request receives an email of the request with the direct debit amount and payment schedule. <SCREENSHOT> If the customer agrees to the direct debit request, they need to click Setup payment. They are then prompted to enter their banking details. MYOB then deposits $0.01 into their nominated bank account, including a verification code in the payment description. The customer finally confirms and authorises the request. When the customer authorises the direct debit request, the Status of the request changes to Active in the Invoice Payments > Direct debit requests tab. only Osko or PayID enabled bank accounts can be used (see showcase video from April 13 for demo) After set up, status shows as "active" |