Get set up

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

1. Go to the Setup menu and choose Preferences.
2. Click the Emailing tab and select Send Emails Using AccountRight.
3. Enter email details and click Get set up to open a web page to start the application process.
   
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. 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.
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 has been approved, all customers with open invoices from the last 30 days will have the option to pay online via VISA, MasterCard, AMEX or BPAY.

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

1. Go to Setup and choose Preferences.
2. Click the Emailing tab.
3. Click Edit payment options. If prompted, log in with your MYOB details.
   
4. Choose the bank account to record online invoice payments.
   
5. If you want to pass on credit card surcharges to your customers, 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 online payments shown below.
   
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.

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.

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

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

Handling the payment in your company file

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

Providing you've specified the bank account to record your online invoice payments as described in 'Get set up' above (Setup > Preferences> Emailing tab > Edit payment options), here's how it'll work:

1. The individual payments you receive for a day, along with any credit card surcharges, will be recorded in your Undeposited Funds account.
2. A bank deposit will then be automatically created to include all undeposited funds that were settled.
3. If you use bank feeds, the lump sum deposit for the day's customer payments will be automatically matched to the bank deposit.

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

How do I pay the fees and charges?

You'll be sent an invoice for 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 add a separate account, give us a call on 1300 783 674, and we'll be happy to help.

Also, learn 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 by deselecting the Online payments option when creating 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. Through their monthly statement of unpaid invoices
   
2. Through a reminders email