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MYOB Secure Invoicing Upgrade: update and Summary 11/03

Mike_MYOB's avatar
Mike_MYOB
Community Manager
11 months ago
Hi everyone, Due to a high number of comments (and MYOB replies) about Secure invoicing, I am posting a summary of the change, frequent questions/complaints and the answers from MYOB to make it ea...
Updated 10 months ago
Version 3.0
announcements
cramptons's avatar
cramptons
Trusted Cover User
7 months ago

Please advise how we turn off all MYOB online payment options - permanently.

  • Alplasco's avatar
    Alplasco
    Experienced User
    7 months ago

    This is My Experience 

    Turn off online option (MYOB Online) Settings-Sales Setting-payments-untick the online option. Any Invoices you now record will no longer have use online option. (unless a customer invoice had been entered while this option was activated)

    Note:

    Any Invoices that have Entered/recorded prior to turning off the online payments will always use online options 

    Note:

    You have to change Online Payment option on your invoice before you are sending. Once you untick the online option it will save that option to that customer card for all future invoices

    Hope this helps and makes sense.

    Checking before sending Invoice

     

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    7 months ago

    Good morning cramptons​  (and thanks for the assist there Alplasco​ )
    You can find the instructions for disabling the service, by default, here
    If you use recurring invoice templates, you will also need to toggle it off for each template as well, because the templates will overrule the default setting.
    Regards, Mike