Getting started

It’s easy to set up online payments. 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 Edit your online payment options.

Your Online Payments Merchant Portal will open, where you can enter your bank and business details, and edit that information at any time.

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 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. For more information see Matching bank transactions.

Can invoices created using MYOB Invoices be paid online?

If you email invoices from MYOB Invoices, 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 Invoices or your add-on, and later open them in MYOB Essentials, select the Online payments option, 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 option.
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 option.
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.

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 your customers can access this list:

1. Through their monthly statement of unpaid invoices
   
   
   
2. Through a reminders email