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Difference between revisions of "Recording Customer Payments into MYOB using the result file"
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Recording Customer Payments into MYOB using the result file (view source)
Revision as of 16:58, 2 November 2016
, 16:58, 2 November 2016no edit summary
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== Overview == | == Overview == | ||
DirectDebitsLink allows you to record the customer payments into MYOB from the | DirectDebitsLink allows you to record the customer payments into MYOB from the result file downloaded from your merchant facility's webportal. | ||
Before recording the customer payments, 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. | Before recording the customer payments, 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. | ||
== Recording Customer Payments into MYOB | == Recording Customer Payments into MYOB using the result file == | ||
[[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 record the customer payments into MYOB using the | To record the customer payments into MYOB using the result file, follow these steps. | ||
# From the '''Menu''', select '''12. Process Credit Cards | # From the '''Menu''', select '''12. Process Credit Cards (MYOB Classic Invoices)''', then '''Process Credit Cards'''; | ||
# Click on the '''Browse for Results''' button; | # Click on the '''Browse for Results''' button; | ||
# Locate the result file | # Locate the result file and click '''Open'''; | ||
# 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; | ||
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# Click '''Write to MYOB''' button; | # Click '''Write to MYOB''' button; | ||
# Confirm the payments have been recorded. | # Confirm the payments have been recorded. | ||
=== Notes === | |||
* The result file for Commonwealth BPOINT usually ends in ''-r''. | |||
* Note that for Westpac Batch Advantage, the result file only includes transaction that failed to be processed. As such, DirectDebitsLink assumes all other transactions were successful and were included in the file. | |||
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