Difference between revisions of "Recording customer payments from MYOB AccountRight Live invoices using DirectDebitsLink"

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Recording customer payments from MYOB AccountRight Live invoices using DirectDebitsLink (view source)

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Redirected page to Recording customer payments into MYOB using DirectDebitsLink
 
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== Overview ==
#REDIRECT [[Recording customer payments into MYOB using DirectDebitsLink]]
 
DirectDebitsLink allows you to record customer payments into MYOB in bulk.
 
Before recording the customer payments, you will need to ensure that MYOB is setup correctly. See [[Setting up MYOB AccountRight Live to process direct debits]] for more information.
 
It is also recommended that DirectDebitsLink be setup, see [[Setting up DirectDebitsLink to prepare direct debits ]] for more information.
 
=== Notes ===
 
This feature is not available in DirectDebitsLink Free Edition.
 
== Recording customer payments into MYOB AccountRight Live using DirectDebitsLink ==
 
[[File:RecordCustomerPaymentsMYOBLiveScreen.png|300px|thumb|right|Recording customer payments into MYOB AccountRight Live using DirectDebitsLink]]
[[File:RecordCustomerPaymentsMYOBLiveFiltersDialogue.png|300px|thumb|right|Customise Dialogue]]
 
To record customer payments into MYOB AccountRight Live using DirectDebitsLink, follow these steps.
 
# From the '''Menu''', select '''03. Process Direct Debits (MYOB Live Invoices)''', then '''Process Direct Debits'''
# Click on the '''Get Data''' button and follow the prompts;
# Once the get data is complete, click on the '''Customise''' button;
# Enter the '''Payment Date''' the payment is to be processed;
# Select the '''Payment Method''' for which to process;
# Select the '''Bank Account''' into which the money will need to be deposited;
# 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;
# Enter a '''Payment Number''' applicable to all payments if required;
# Click '''OK''' to close the '''customize dialogue. The invoices to pay will appear;
# Select the invoices or click '''All''' or '''None''' button if required;
# Edit the '''Payment Number''' and '''Payment Amount''' if required;
# Click '''Export to MYOB''' and save the export file;
# Go to MYOB and import the file using the '''File''' \ '''Import/Export Assistant]]].
 
=== Notes ===
 
* Using '''Export to MYOB''' will generate an file which can be imported into MYOB at a later time.
 
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== Selecting Invoices ==
 
[[File:RecordCustomerPaymentsSelectionSection.png|300px|thumb|right|Selecting invoices to record payments]]
 
When selecting invoices, you have the option of double clicking in the first yellow column  to tick the invoices to record a payment against.
 
Alternatively, you can also use the '''All''' or '''None''' button to select or unselect all invoices.
 
The number of invoices select appear below the buttons.
 
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== Related Topics ==
 
* [[Setting up MYOB AccountRight Live to process direct debits]]
* [[Getting Started Guide]]
* [[How To Guides]]
 
[[Category:Getting Started Guide]]
[[Category:How To Guides]]
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