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If you only offer cheque or direct deposit as your payment options, you risk customers putting off paying their invoices until they find time to do it, or they may even forget.

MYOB PayDirect Online helps you get paid faster by giving your customers the option to pay straight from their online invoice.

For starters, check out the video to see what PayDirect Online can do for your business.

MYOB PayDirect Online utilises Essentials' online invoicing - Essentials' built-in emailing feature to email invoices to your customers and track your invoice's activity.

Here’s how it works:

  1. Sign up for MYOB PayDirect Online (see Getting started below).
  2. Verify your bank account.
  3. Create your invoice and choose the payment methods you want to offer for the invoice..
  4. Email the invoice to your customer.
  5. Your customer clicks the automatically generated link that’s in the email they receive, and their full invoice will appear online.
  6. They can click the Pay Now button to make their payment on the spot.
  7. The payment details will automatically be entered into MYOB Essentials, and the invoice will be closed off.

 

Getting started

 It’s easy to set up MYOB PayDirect Online. Just make sure you're the business owner, and then navigate to the Payment options screen in the Invoice and quote settings window. Then click Set up online payment options.

Your PayDirect Online Merchant Portal will open, where you can choose your payment options, enter your bank and business details, and edit that information at any time. For more information on the sign-up process, see Set up PayDirect Online.

Verifying your bank account

When your payment setup is complete, a Pay now button will appear on every invoice you send, and customers can begin paying online. However, the money won't be deposited into your bank account until it's verified.

Verifying your account is simple:

  1. MYOB will make a 1c deposit into your bank account. The deposit usually appears the next day, but could take up to 3 business days to appear depending on your bank.
  2. Check your bank statement or online banking site for the 1c deposit. The transaction details will list a 6-digit verification code provided before the description PAYDIRECT.
  3. In MYOB Essentials, go to Invoice and quote settings > Payment options, then click Edit online payment details.
  4. Log in to the PayDirect Online Merchant Portal using your MYOB account details and then enter the verification code. Once accepted, your bank account is verified, and your PayDirect Online setup is complete.
Sending an invoice

Once you're setup, you can choose whether to enable online payments for it or not for each invoice.

  1. Create your invoice as you usually do, and select the Online payments option.
  2. Email the invoice to your customer.
  3. Your customer clicks the automatically generated link that’s in the email they receive, and their full invoice will appear online.
  4. They can click the Pay Now button to make their payment on the spot.
Handling the payment

When a customer makes a payment, the details will automatically be entered into your Essentials file, and the invoice will be closed off.

Note that the individual payments you receive will be recorded as unmatched, and you'll receive a daily lump sum deposit for your PayDirect Online payments.

For example, say you receive three online payments on Monday. The payment details of each transaction will be listed as unmatched. MYOB will deposit the total of the three payments overnight into your bank account as one lump sum. So on Tuesday, you would match the deposited transaction that will appear on your bank feed and bank statements.

Want to know more? For more help setting up and managing payments, or to learn about the fees and charges, see the MYOB PayDirect Online help.

  FAQs


Can I brand the invoice portal with my logo and colours?
In this release you can't personalise the invoice portal, but remember that you can change the look of the invoice form itself, which will give the invoice portal your personal touch. 
Can I charge a fee for payments made by credit card?

Surcharge fees for credit card payments are not currently supported.

Can invoices created using MYOB OnTheGo be paid online?

If you email invoices from MYOB OnTheGo, your customers won't be able to pay them online (but we're working on adding this feature).

In the meantime, here's what you can do: Enter your sales using MYOB OnTheGo or your add-on, and later open them in MYOB Essentials, click the Online Payments checkbox, and email them using Essentials. 

How do I enable or disable online payments for an invoice that’s currently available to view online?

If you want to:

Enable online payments for an invoice that's already online:

  1. View the invoice in Essentials. 
  2. Select the Online payments checkbox.
  3. Email the invoice again. To avoid confusion, you can choose to email the invoice to yourself instead of the customer.
    Note: The customer can click the link in the original email they received to access and pay the invoice online.

Disable online payments for an invoice that's already online:

  1. View the invoice in Essentials. 
  2. Deselect the Online payments checkbox.
  3. Email the invoice again. To avoid confusion, you can choose to email the invoice to yourself instead of the customer.
    Note: If you don’t email the invoice again, the Pay now button will still appear for the online invoice, but will display an error when clicked.