Bpay and Account right 2020.1

[ARAP_2020]

Hello,

I'm looking at adding BPAY or even direct debit to the methods that customer can use to pay and was wondering if the only way to do this through MYOB is through their "pay now" option or is there another way?  If anyone has any other experiences, please share them with me. Thank you!

[AndrewStephen]

Hi @ARAP_2020 

Don't expect any help from Myob.

That want us to use their pay now option and charge an unrealistic rate.

I offer to all our customers Bpay and have added the details to statements only.

Invoices became too hard.

Each month I export, the entire customer list

Open in Excel

Apply a Formula to calculate the bPay CRN (based on record number)

Import back into AR20xx as a Custom Field and Phone Number 3 (Custom Field CAN'T be added to statement)

The process takes about 2-3 hours every month but can at least offer BPAY to customers on statements.

REALLY wish MYOB would add the option for bPay on invoices and statements.

Anything to make it easier for customers to pay their invoices on time.

[Steven_M]

Hi @ARAP_2020 

AccountRight does offer the functionality to add BPAY payments to a customer's invoices. This is done through Online Payments. Do check out Help Article: Online payments for more information on that topic and getting that set up.

Alternatively, you could look at doing it manually through the customisation of your personalised form.  For example, adding in the necessary fields and text to the form so that it is included on the invoice to give the customer the option for payment. 

[AndrewStephen]

Hi @Steven_M 

As I said, don't expect any help from MYOB.

Using online payments requires us to email from MYOB which has a lot of issues, the fees are designed to profit MYOB online.

Adding the fields to invoices is not practical and statements there is a lot of work as per my post.

If MYOB was serious in adding benefit to their customers, that would have added an option to AR to allow users to use Bpay as a payment option WITHOUT having to use MYOB add-on paid services.

[ARAP_2020]

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@AndrewStephen wrote:

Hi @ARAP_2020 

Don't expect any help from Myob.

That want us to use their pay now option and charge an unrealistic rate.

I offer to all our customers Bpay and have added the details to statements only.

Invoices became too hard.

Each month I export, the entire customer list

Open in Excel

Apply a Formula to calculate the bPay CRN (based on record number)

Import back into AR20xx as a Custom Field and Phone Number 3 (Custom Field CAN'T be added to statement)

The process takes about 2-3 hours every month but can at least offer BPAY to customers on statements.

REALLY wish MYOB would add the option for bPay on invoices and statements.

Anything to make it easier for customers to pay their invoices on time.

---

Hi @AndrewStephen

Thanks so much for your reply!  You say that you calculate the CRN based on record number - would you mind expanding on this please?

Would you also please explain to me how to then reconcile the bank?  Do you receive a file from BPAY with the details?  Very new to this!

I'm interested in using your method.

Thank you you!

[ARAP_2020]

Hi @AndrewStephen 

Could you please let me know whether you are importing the receive payments into MYOB for Bpay?  Just wondering if you would share how you are doing that?

Thank you

ARAP

[Neil_M]

HI @ARAP_2020 

Generally speaking, if you are importing receive payments transactions into AccountRight, you will need to include the information on each payment in the import file to match to the corresponding invoice.

This information would include information such as the invoice number and customer name so that AccountRight can match the payments up accordingly. If you were using BPay or another payment method outside of AccountRight, you would need to deduce which invoices related to which payments