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In adding a payment method - what are the implications of the Type select list?
I want to set up Direct Debit as a payment method. Is it's type Cash, Cheque, Credit Card, Debit Card or good old Other?
Why do we need a Type?
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Certain payment methods types allow for additional information to be entered. For example a Credit card payment method would allow you to enter the last four digits of the card and the name of the card, whereas a Cash type method just allows for the notes to be entered.
If you are unsure of what payment method type you should select go to Card File>>Cards Lists>>Select a Customer Card>>Select the Payment Details tab. From within here you can select the Payment Method, you can go through selecting the different payment methods to see what additional data can be entered for each.
Do let us know how you get on and if you require further assistance.
Am aware that methods have types which allow for additional info (such as cc name & no, or bank cheque no.).
Was looking for a type which has a reference number for Direct Debits - guess the Notes wwill do.
Wondering how this issue was solved. We would like to move to having our customer payments direct debited from their accounts. Our bank advised we just upload an electronic file to our online banking (same process as paying suppliers), but there is no where to enter the customers bank details or create an electronic file.
Would appreciate your feedback.
Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge
While AccountRight does allow for you to enter banking detials for customer cards (Payment Method section of the Customer's card) its for record keeping purposes. AccountRight doesn't allow for the creation of direct debit files for customers to make payments automatically.
That's disappointing, I had management convinced it would be a great way to control our debts even further. Are there any options for this process in the MYOB systems? Our clients are mostly elderly and not too computer literate, so I have limitations on what I can do. Many still like to write their cheque out!
From my understanding we don't have any current plans to allow direct debit files to be created from AccountRight to allow the user to obtian direct payments from customer accounts.
In saying that you might want to take a look at the MYOB Add On Centre. This contains a full list of potential third party programs that extend the functions of AccountRight (and other MYOB programs). My understanding is that there a few addons that do what you after.