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Difference between revisions of "Creating the file to process credit card payments"
Creating the file to process credit card payments (view source)
Revision as of 18:37, 19 March 2015
, 18:37, 19 March 2015no edit summary
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DirectDebitsLink allows you to create the BPOINT file required. | DirectDebitsLink allows you to create the BPOINT file required. | ||
Before creating this BPOINT file, you will need to ensure that MYOB and DirectDebitsLink are both setup correctly. See [[Setting up MYOB AccountRight 19.10 or lower to process | Before creating this BPOINT file, you will need to ensure that MYOB and DirectDebitsLink are both setup correctly. See [[Setting up MYOB AccountRight 19.10 or lower to process credit card payments]] and [[Setting up DirectDebitsLink to process credit card payments]] for more information. | ||
== Creating | == Creating the BPOINT file to process credit card payments using DirectDebitsLink == | ||
[[File: | [[File:ProcessCreditCardsBPOINT.png|300px|thumb|right|Main Screen]] | ||
[[File: | [[File:ProcessCreditCardsBPOINTFiltersDialogue.png|300px|thumb|right|Customise Dialogue]] | ||
To | To create the BPOINT file from MYOB Classic invoices using DirectDebitsLink, follow these steps. | ||
# From the '''Menu''', select ''' | # From the '''Menu''', select '''12. Process Credit Cards for BPOINT (MYOB Classic Invoices)''', then '''Process Credit Cards'''; | ||
# Click on the '''Customise''' button; | # Click on the '''Customise''' button; | ||
# When prompted to run a '''Get Data''', click '''OK''' if required; | # When prompted to run a '''Get Data''', click '''OK''' if required; | ||
# Enter the '''Payment Date''' the payment is to be processed; | # Enter the '''Payment Date''' the payment is to be processed; | ||
# Select the '''Payment Method''' for which to process; | # Select the '''Payment Method''' for which to process; | ||
# Select the ''' | # Select the '''Account''' into which the money will be deposited; | ||
# Enter the '''Invoices up to''' date which restricts future invoices from showing on the screen; | # Enter the '''Invoices up to''' date which restricts future invoices from showing on the screen; | ||
# Determine whether to '''Group Payments''' together when they belong to the same customer; | # Determine whether to '''Group Payments''' together when they belong to the same customer; | ||
# Enter a '''Payment Number''' applicable to all payments if required; | # Enter a '''Payment Number''' applicable to all payments if required; | ||
# Enter a '''File Number''' if processing multiple files on the same day, otherwise set it to 1; | |||
# Click '''OK''' to close the '''customize dialogue. The invoices to pay will appear; | # Click '''OK''' to close the '''customize dialogue. The invoices to pay will appear; | ||
# Select the invoices or click '''All''' or '''None''' button if required; | # Select the invoices or click '''All''' or '''None''' button if required; | ||
# Edit the '''Payment Number''' and '''Payment Amount''' if required; | # Edit the '''Payment Number''' and '''Payment Amount''' if required; | ||
# Click '''Create | # Click '''Create BPOINT File''' button and save your BPOINT file somewhere on your machine; | ||
# Navigate to your | # Navigate to your merchant facility's web portal and upload the file. | ||
== Notes == | == Notes == | ||
* The payment method controls the statement references that will be included in the | * The payment method controls the statement references that will be included in the BPOINT file. | ||
<br clear=all /> | <br clear=all /> | ||
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== Selecting Invoices == | == Selecting Invoices == | ||
[[File:RecordCustomerPaymentsSelectionSection.png|300px|thumb|right|Selecting invoices to include | [[File:RecordCustomerPaymentsSelectionSection.png|300px|thumb|right|Selecting invoices to include]] | ||
When selecting invoices, you have the option of double clicking in the first yellow column to tick the invoices to include | When selecting invoices, you have the option of double clicking in the first yellow column to tick the invoices to include. | ||
Alternatively, you can also use the '''All''' or '''None''' button to select or unselect all invoices. | Alternatively, you can also use the '''All''' or '''None''' button to select or unselect all invoices. | ||
The number of invoices | The number of invoices selected appear below the buttons. | ||
<br clear=all /> | <br clear=all /> | ||
| Line 47: | Line 48: | ||
== Related Topics == | == Related Topics == | ||
* [[Setting up MYOB AccountRight 19.10 or lower to process | * [[Setting up MYOB AccountRight 19.10 or lower to process credit card payments]] | ||
* [[Recording | * [[Setting up DirectDebitsLink to process credit card payments]] | ||
* [[Recording Customer Payments into MYOB from BPOINT results]] | |||
* [[Getting Started Guide]] | * [[Getting Started Guide]] | ||
* [[How To Guides]] | * [[How To Guides]] | ||