To create payments using MYOB, follow the steps as listed below:

  • Login to the platform.
  • Select Create Payment in the left hand menu.
  • Select Supplier Invoices.
  • Select MYOB.
  • Select which bills you would like to pay. After you have chosen the bills you want to pay, our system checks that we have all the required Payee data in our system. If Payee details are missing, then the MYOB integration allows you to synchronise MYOB Contact data with Payee records in the portal. If the missing details are not found in MYOB, then we will ask you to fill in the missing details on screen.
  • Proceed to selecting your payment method, then Authorise and Process the payment(s).

Note: After payments are processed, your MYOB Purchases will be automatically updated. The payment charged to your credit card will be applied to each Purchase and the Purchase will move to the Closed status in MYOB. In addition, our integration will automatically create a MYOB Purchase for our processing fees. This Purchase will also be in the Closed status.

If you need any further assistance or have any questions, please email us or schedule a call by Clicking Here.