Forum Discussion

Experienced Cover User

1 year ago

Solved

Adding PayNow button to customised sales invoice

Hi there, we are in the process of setting up Online payments to enable our customers to Pay Now on the invoice. We have a customised invoice, created in the desktop version (7 wish to keep using it...

Genreve_S
1 year ago
Hi Basketball,

Yes, the bullets you have regarding the pay now button are all correct. There won't be any further customisation need in the invoice template.

Regads,

Genreve

Shella_A

MYOB Moderator

1 year ago

Hi Basketball,

The Pay Now button will show once your customer receives the invoice through their email. Make sure that "Allow online payments" is ticked. See this link for more details.

Cheers,

Shella

Basketball

Experienced Cover User

1 year ago

Hi Shella,

Thankyou for the link.

However, I am still not clear on the following:

OK, so once verification process is complete, where does the PayNow button appear on the invoice please. I have attached a screenshot form the page you have referred me too and it talks about a link & pay now button/QR code will automatically appear on the invoice. But can we control where it appears if using our own customised invoice?
If we are not yet using bank feeds for our company file, will the customer payment still be recorded in MYOB, or do we need to manually enter it? Ie do we need to be using bank feeds for the Online payments entries to be done by MYOB

Thanks

Earl_HD
MYOB Moderator
1 year ago
Hi Basketball,

Please see screenshot attached; this is an example of how the PayNow button will appear on the invoice. Currently, you can only customize the PDF copy of the invoice.

Regards,
Earl
- Basketball
  Experienced Cover User
  1 year ago
  Thanks for your response Earl,
  So, to be clear (& based on the fact that we mainly use the Desktop version of MYOB), please let me know if I understand correctly:
  we don't have to change any fields on our customised invoice.
  The Pay Now button/QR code will only really appear on the invoice summary as part of the email sent, as opposed to the actual invoice?
  The customer will then have the opportunity to view the invoice attached to the email?
  Thanks in advance
  - Genreve_S
    MYOB Moderator
    1 year ago
    Hi Basketball,
    
    Yes, the bullets you have regarding the pay now button are all correct. There won't be any further customisation need in the invoice template.
    
    Regads,
    
    Genreve