To Configure MYOB Payments

This topic describes the configuration steps that you need to perform in the system to set up MYOB payments.

Before You Proceed

Before you start configuring MYOB payments in MYOB Acumatica, your organization needs to contact the MYOB Payments sales team. Your sales representative will provide actual payment processing rates and guide your organization through concluding the agreement, obtaining the merchant account ID, and migrating tokens from the previous payment gateway to MYOB Acumatica.

You will need the following settings of the merchant account to perform the configuration of the processing center in MYOB Acumatica:

  • Location ID
  • User ID
  • User API Key
  • User Hash Key

On the Cash Accounts (CA202000) form, make sure that the needed cash accounts have been created.

To Enable the Needed Feature

To enable the MYOB Payments feature, do the following:

  1. Open the Enable/Disable Features (CS100000) form.
  2. On the form toolbar, click Modify.
  3. In the Integrated Card Processing group of features, select the Acumatica Payments check box.
  4. On the form toolbar, click Enable to enable the feature.

To Create a Payment Method

To create a payment method for MYOB payments, do the following:

  1. On the Payment Methods (CA204000) form, create a new record.
  2. In the Summary area, specify the following settings:
    • Payment Method ID: The ID of the payment method
    • Active: Selected
    • Means of Payment: Credit Card if you want to process credit card payments, or EFT if you want to process electronic funds transfer (EFT) payments
    • Description: The description of the payment method
    • Use in AR: Selected
  3. On the Allowed Cash Accounts tab, click Add Row and in the Cash Account column, select a cash account.
  4. For the cash account, select the Use in AR check box.
  5. On the form toolbar, click Save to save the changes.

To Create a Processing Center

To create a processing center for MYOB payments, do the following:

  1. On the Processing Centers (CA205000) form, create a new record.
  2. In the Summary area, specify the following settings:
    • Proc. Center ID: The ID for the processing center
    • Name: The name for the processing center
    • Cash Account: The cash account to be to be associated with the processing center
    • Active: Selected
    • Payment Plug-In (Type): MYOB Payments Plug-In

      The settings for the selected plug-in appear on the Plug-In Parameters tab, listed in Instruction 6 below.

    • Allow Payment Links: Selected

      When this check box is selected, the Payment Links tab appears on the form.

  3. Optional: Select the Allow Saving Payment Profiles check box if you want to allow users to save any payment profile. The system saves the profile by extracting the payment profile ID from the processing center and creating a customer payment method associated with the credit card.
  4. Optional: Select the Synchronize Deletion check box if you want payment method information to be automatically deleted from the processing center when a user deletes a customer payment method in MYOB Acumatica.
  5. Optional: Select the Accept Payments from New Card check box if you want this processing center to accept payments from customers' credit cards that are not stored in the system.
  6. On the Plug-In Parameters tab, specify the values for the following settings:
    • APIKEY: The API secret key from the merchant account.
    • HASHKEY: The API user hash key from the merchant account.
    • LOCATIONID: The location ID from the merchant account.
    • RFNDUNSTTL: A check box that you select if you want to allow refunds for unsettled transactions for the processing center.
    • TESTMODE: Test Mode if you want to connect to your sandbox merchant account, or Live Mode if you want to connect to the production account.
    • USERID: The ID of the API user from the merchant account.
    • WEBHOOKPWD: The password for webhook authorization. This setting will be sent to the merchant account when you click Create/Update Webhook on the form toolbar.
    • WEBHOOKUSR: The username for webhook authorization. This setting will be sent to the merchant account when you click Create/Update Webhook on the form toolbar.

    The rest of the plug-in settings are either automatically filled in by the system or generated by the system when you save the current processing center.

  7. On the form toolbar, click Test Credentials to make sure that the credentials are accepted by the processing center. In the Result dialog box, which is displayed, click OK.
  8. On the form toolbar, click Save to save the changes.

To Link the Processing Center to a Payment Method

To link the new processing center to the payment method, do the following:

  1. On the Payment Methods (CA204000) form, open the payment method that you created earlier.
  2. On the Processing Centers tab, click Add Row on the table toolbar.
  3. In the Proc. Center ID column, select the processing center for Acumatica payments, which you created earlier.
  4. On the form toolbar, click Save to save the changes.

To Configure Support of Payment Links

To set up the settings for payment links, do the following:

  1. On the Processing Centers (CA205000) form, open the processing center that you created earlier.
  2. In the Summary area, notice that a warning message is displayed near the Allow Payment Links check box that no settings for payment links have been specified.
  3. On the Payment Links tab, specify the settings for payment links as follows:
    1. Optional: Select the Allow Partial Payment check box to allow partial payments for customers that use payment links.
    2. For each branch that will use the current processing center as the default one for the creation of payment links, click Add Row on the table toolbar, and specify the following settings for the row:
      • Branch: The branch specified for the invoice or sales order on the Financial tab of the Invoices and Memos (AR301000), Invoices (SO303000), or Sales Orders (SO301000) form.
      • Use by Default: A check box that you select if the selected processing center should appear by default for the creation of payment links for invoices and sales orders with the Branch specified in the row and the currency of the processing center.
      • Credit Card Payment Method: The payment method that will be used in a created payment if a card payment for the payment link is received from the current processing center and if the related invoice or sales order originated in the branch defined for the row. (You created this payment method, which has the Credit Card means of payment, earlier.)
      • Credit Card Cash Account: The cash account that will be used along with the credit card payment method. This is the Credit Card cash account that is specified for the selected payment method, which has the same currency as the processing center and is visible for the branch specified in the row.
      • EFT Payment Method: The payment method that will be used for payment creation if an EFT payment for the payment link is received from the current processing center and if the related invoice or sales order originated in the branch defined for the row. (You created this payment method, which has the EFT means of payment, earlier.)
      • EFT Cash Account: The cash account that will be used along with the EFT payment method. This is the EFT cash account that you specified for the selected payment method.
      Important: For each row in the table, you must fill in at least one of the following combinations of columns:
      • Credit Card Payment Method and Credit Card Cash Account
      • EFT Payment Method and EFT Cash Account
  4. On the form toolbar, click Create/Update Webhook. The system creates a webhook and populates the Webhook ID box with its ID. If the webhook has already been created, clicking this button will synchronize the webhook parameters in MYOB Acumatica and the merchant account.
  5. On the form toolbar, click Save to save the changes.

To Set Up a Customer Class

You need to update the settings of each customer class to indicate whether payment links are turned on for the customers and if so, which payment link settings apply to the customers. For each customer class, do the following:

  1. On the Customer Classes (AR201000) form, open the needed customer class.
  2. On the General tab (Payment Link Settings section), specify the following settings:
    • Exclude from Payment Link Processing: Cleared (the default state)
    • Delivery Method: None (default) if you do not want the system to automatically send customers of the class emails with payment links, or Email if you want the customers of the class to receive payment links by email
    • Allowed Means of Payment: The means of payment that a customer of the class may use when making payments by using payment links
  3. Optional: Select the Enable Delivery Method Override check box if you want users to be able to override the delivery method for a particular document.
  4. On the form toolbar, click Save to save the changes.