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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 16:53, 2 November 2016
, 16:53, 2 November 2016no edit summary
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== Overview == | == Overview == | ||
DirectDebitsLink allows you to create the | DirectDebitsLink allows you to create the file required by your webportal to process credit card payments. Note that this file varies by institution. | ||
Before creating this | Before creating this file, you will need to ensure that MYOB and DirectDebitsLink are both setup correctly. See [[Setting up MYOB AccountRight 19 to process credit card payments]] and [[Setting up DirectDebitsLink to process credit card payments]] for more information. | ||
== Creating the | == Creating the file to process credit card payments using DirectDebitsLink == | ||
[[File:ProcessCreditCardsBPOINT.png|300px|thumb|right|Main Screen]] | [[File:ProcessCreditCardsBPOINT.png|300px|thumb|right|Main Screen]] | ||
[[File:ProcessCreditCardsBPOINTCustomiseDialogue.png|300px|thumb|right|Customise Dialogue]] | [[File:ProcessCreditCardsBPOINTCustomiseDialogue.png|300px|thumb|right|Customise Dialogue]] | ||
To create the | To create the file from MYOB Classic invoices using DirectDebitsLink, follow these steps. | ||
# From the '''Menu''', select '''12. Process Credit Cards for BPOINT (MYOB Classic Invoices)''', then '''Process Credit Cards'''; | # From the '''Menu''', select '''12. Process Credit Cards for BPOINT (MYOB Classic Invoices)''', then '''Process Credit Cards'''; | ||
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# 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 Bank File''' button and save your file somewhere on your machine; | ||
# Navigate to your merchant facility's web portal and upload the file. | # 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 file. | ||
<br clear=all /> | <br clear=all /> | ||