Process Payment Links

Form ID: (AR513500)

You use this form to create payment links for AR documents and sales invoices and to synchronize payment links for AR invoices, debit memos, overdue charges, prepayment invoices, sales invoices, and sales orders.

Attention: Only users with at least one of the following roles can access the form: Administrator, Acumatica Support, AR Admin, AR Clerk, and SO Admin.

This form appears in the system if the Acumatica Payments feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Process Initiates processing for the documents that you have selected in the table.
Process All Initiates processing of all the documents listed in the table.

Selection Area

In this area, you can select the action that the system will perform on the processed documents: creating or synchronizing their payment links. You can also select a specific customer to view only this customer's documents listed in the table.

Element Description
Action

The action to be taken on each processed document if you click Process or Process All on the form toolbar.

Select one of the following options:

  • Create Payment Link (default): Creates payment links for the selected AR documents or sales invoices.
  • Sync Payment Link: Synchronizes payment links for the selected AR documents, sales invoices, and sales orders by comparing the payments or prepayments in MYOB Acumatica with the payments or prepayments made by using the current payment link from the processing center and creating any payments or prepayments that are missing in the system.

    The type of document that the system creates for payment links in sales orders and prepayment invoices depends on the following setting of the processing center on the Payment Links tab of the Processing Centers (CA205000) form:

    • If Payment is selected in the Create from Payment Link (SO & Prepmt. Inv.) box, a payment is created by using the payment link.
    • If Prepayment is selected in the Create from Payment Link (SO & Prepmt. Inv.) box, a prepayment is created by using the payment link.
Customer The customer whose documents you want to select for processing.

Table

In this table, you can select specific documents for processing.

Table 1. Table Columns
Column Description
Included A check box that you select to include this document in processing if you click Process on the form toolbar.
Branch The branch specified for the document on the Financial tab of the Invoices and Memos (AR301000), Invoices (SO303000), or Sales Orders (SO301000) form.
Document Type

The document type, which can be one of the following types:

  • Invoice
  • Sales Order
  • Prepmt. Invoice
  • Debit Memo
  • Overdue Charge
Reference Nbr. The reference number of the document, which is also a link. If you click this link, the system opens the Invoices and Memos (AR301000) or Sales Orders (SO301000) form in a pop-up window so that you can view the document.
Customer The ID of the customer specified in the document, which is also a link. If you click this link, the system opens the Customers (AR303000) form in a pop-up window so that you can view the customer.
Customer Name The full customer name.
Customer Class The ID of the customer class assigned to the customer.
Document Date The date specified for the sales order, AR invoice, or sales invoice.
Due Date The due date when the document should be paid. For sales orders, this is the Requested On date specified in the Summary area of the Sales Orders (SO301000) form.
Document Total Amount The total amount of the document.
Unpaid Balance The open amount of the document.
Payment Link Amount

The open amount of the document that has been sent via the payment link.

Attention: This amount can differ from both the Document Total Amount and the Unpaid Balance due to the payments or prepayments that were made by using the current payment link and that were tracked on the processing center side, but weren't reflected in the system.
Currency The document's currency.
Proc. Center ID The ID of the processing center that was used for creating the payment link or that will be used for creating a payment link if Create Payment Link is selected in the Action box.
Status Date The date of the most recent operation with the payment link (creation or synchronization).
Sync Required Read-only. A check box that indicates (if selected) that the document has been changed in MYOB Acumatica but the payment link has not been synchronized with the changes.
Error Message The error message describing the issues, if any, that occurred during the most recent operation.