Online payments - Customise invoice

Question

Hi Myob Team,&nbsp;Online payments have been set up, and I would like to generate customer invoices in MYOB AccountRight that include online payment options such as credit card and QR code payments. Could you please guide me by step on how to customise the invoice template to include these online payment options? I have already customised the invoice in the MYOB browser version and everything works correctly there, but in MYOB AccountRight, the online payment options are not appearing on the invoice even though I have tried several time. Also, why if I already customised the invoice in Myob browser it does not displaying in Myob AccountRight?&nbsp;&nbsp;&nbsp;I found this from online payments search:"No matter how you invoice your customers, they'll be able to pay you online. So if you prefer to download an invoice as a PDF and email it to your customer – and you've set up online payments – they can still view and pay the invoice online. A QR code is automatically added to your invoice when you print it or&nbsp;export it as a PDF. When the customer scans this QR code using their phone, they can view the online invoice and easily pay it online."&nbsp;Thanks in advance for your assistance.

isaiah_c · Answer

Hi JCAM,
&nbsp;
Once Online Payments is turned on, you don’t need to add the Pay now/QR code to the AccountRight form yourself. The system automatically:
&nbsp;

Adds a Pay now button to the online invoice
 Adds a QR code when you print or download the invoice as a PDF, so customers can scan it and pay online.

The custom template you set up in the browser doesn’t sync to AccountRight, browser uses “sales templates”, AccountRight desktop uses separate “forms”. In AccountRight you just need to:
&nbsp;

Go Sales &gt; Print/Email Invoices &gt; Advanced Filters.
 Pick the correct Sales Type and choose your preferred Selected Form for Sale.

From there, when you print/download that invoice, the QR and online payment options will appear for the customer automatically.&nbsp;
&nbsp;
Regards,
Sai

Forum Discussion

Online payments - Customise invoice

1 Reply

Looking for something else?

Related content

Invoice customisation

Customising Invoices

Invoice customisation

Customised Invoice

Customising Invoices

Customise invoices

Customised Reports - Issues

Customisation of Invoices/Forms