Forum Discussion

Veena's avatar
Veena
Trusted Cover User
7 months ago

New online invoicing upgrade

My client gets paid directly into his bank account-and that's the way he likes it! Please don't tell me that we are being forced to sign up to an Online Payments System (with fees applying) just to be able to continue to email invoices straight from the software??

9 Replies

  • I've been a MYOB customer for over 25yrs and ALL my customers prefer to pay direct debit. Subscription paid to MYOB is over $6k per year and I'm now being forced into extensive proof of identification, just to email an invoice directly from the system. There is no choice. Is this really the best you've got? MYOB was a progressing system always improving to assist the accounting needs of small business. Now it appears it's become a progressive business primarily trying to automate a financial vacuum from those very customers.  Maybe it's time for a change.

  • Bluewave's avatar
    Bluewave
    Trusted Cover User

    This "mandatory upgrade" really has me steamed!  I was assured the Online Payments option could be turned off in settings (toggle off the "Allow Online Payments" and untick the BPay box).  But come to find out that a new invoice created this morning had the Online Payments and BPay available to this customer - even though the "Allow Online Payments" and Bpay boxes were off/unticked!  Why??  This is an abject failure on the part of MYOB.  

     

    Online payments should be an "OPT IN" feature, not an "OPT OUT".  And in the Settings for Payments, the Online Payments say "ACTIVE" in a bright green icon, but there is no way for the subscriber to DEACTIVATE this activation!!  

     

    I have made lengthy phone calls over 3 separate days to MYOB, and still no satisfaction.  I have asked for MYOB to DEACTIVATE the online payments for us.  We never asked for it, we don't want it, and it is looks very much like a poorly disguised money grab by MYOB at the expense of small business and its customers.

     

    Very dissatisfied.

    • AmandaMYOB's avatar
      AmandaMYOB
      MYOB Moderator

      Hey Bluewave 

      After switching off online payments as an option, it will only apply to invoices created going forwards from that change being applied in the file. If you're switching it off on an existing invoice, you need to resend it in order for the changes to take place. 

      In terms of the default settings for online payments, even after switching the toggle off - online payments will still have a status of active even after you deselect allow online invoice payments. This is the overall status of your online payments service. More information can be found on this page. 

      • NailEquip's avatar
        NailEquip
        Experienced Cover User

        Hi Amanda,  can statements still be emailed via MYOB if the new secure upgrade isnt done?

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Veena,

     

    I believe you are referring to the secure invoicing upgrade process. The online payment being asked is only used for the upgrade process and can be turned off once it is completed. You can read through this thread for more information regarding this. 

     

    Feel free to post again if you need any other help.

     

    Thanks,

    Genreve

  • Do we have to upgrade? Has anyone been able to verify this?

     

    • Bluewave's avatar
      Bluewave
      Trusted Cover User

      No, it's not strictly mandatory.  But if you don't upgrade, you won't be able to email your invoices from the MYOB system. You'll be forced to save the invoices to PDF, then attach and send them from your own email.  So essentially, it's mandatory - unless you don't use MYOB for invoicing customers.

      If you do upgrade, you must be very careful with the online invoice payments that are switched on automatically. You can change those settings, but it's complicated, and may not work if your invoices are generated through a 3rd party app, such as Service M8. 

      Good luck.

      • Veena's avatar
        Veena
        Trusted Cover User

        The other issue I've noticed is if you don't sign up for the new system, automatic reminders to clients for payment are turned off as well! Just....not great!