Process Payment Links

Form ID: (AR513500)

You use this form to create payment links for AR invoices and sales invoices and to synchronize payment links for AR invoices, sales invoices, and sales orders.

Note:

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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


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 invoices or sales invoices. Sync Payment Link: Synchronizes payment links for the selected AR invoices, sales invoices, and sales orders by comparing the payments in MYOB Acumatica with the payments made by using the current payment link from the processing center and creating any payments that are missing in the system.
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 can be specified: INV: An AR invoice or sales invoice SO: A sales order
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. Note: This amount can differ from both the Document Total Amount and the Unpaid Balance due to the payments that were made by using the current payment link and that were tracked on the processing center side.
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.