Forum Discussion

JCAM's avatar
JCAM
Member
3 days ago

Online payments - Customise invoice

Hi Myob Team,   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. C...
Isaiah_C's avatar
Isaiah_C
MYOB Moderator
3 days ago

Hi JCAM,

 

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:

 

  • 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:

 

  • Go Sales > Print/Email Invoices > 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. 

 

Regards,

Sai

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