To Create Payment Links for Invoices

You use the Payment Links tab of the Invoices and Memos (AR301000) and Invoices (SO303000) forms to create a payment link for a released AR invoice or sales invoice.

Alternatively, you can create payment links for multiple AR invoices and sales invoices on the Process Payment Links (AR513500) form.

Before You Proceed

Before you start creating payment links for AR and sales invoices, you need to make sure that the Acumatica payments are configured as described in To Configure MYOB Payments.

To Create a Payment Link for an AR Invoice

To create a payment link for an AR invoice, do the following:

  1. On the Invoices and Memos (AR301000) form, open the needed invoice.
  2. Go to the Payment Links tab.
  3. Make sure that a processing center is selected in the Processing Center box.
  4. In the Link Delivery Method box, select one of the following settings:
    • Email to automatically send the link to the customer and verify that a valid email address is specified in the Bill-To Contact section on the Addresses tab
    • None if the link should not be automatically sent to the customer
    Note:
    This box is available if on the Customer Classes (AR201000) form, the Enable Delivery Method Override check box is selected on the General tab for the class of the customer.
  5. Click Create Payment Link.

    The system creates a payment link and displays it in the Payment Link box. When the link is created, Open is inserted in the Link Status box, indicating that the invoice can be paid via the payment link.

  6. Optional: If None is selected in the Link Delivery Method box, print the AR invoice by clicking Print on the More menu.

    The system opens the Invoice/Memo (AR641000) report with a print-friendly version of the document that contains a QR code for the payment link and the Pay now link. You can send this document to the customer or copy the payment link from the Payment Link box and send it in some other way.

To Create a Payment Link for a Sales Invoice

To create a payment link for a sales invoice, do the following:

  1. On the Invoices (SO303000) form, open the needed sales invoice.
  2. Go to the Payment Links tab.
  3. Make sure that a processing center is selected in the Processing Center box.
  4. In the Link Delivery Method box, select Email to automatically send the link to the customer or None if the link should not be automatically sent to the customer.
    Note:
    This box is available if on the Customer Classes (AR201000) form, the Enable Delivery Method Override check box is selected on the General tab for the class of the customer.
  5. Click Create Payment Link.

    The system creates a payment link and displays it in the Payment Link box. When the link is created, Open is inserted in the Link Status box, indicating that the invoice can be paid via the payment link.

  6. Optional: If None is selected in the Link Delivery Method box, print the sales invoice by clicking Print Invoice on the More menu.

    The system opens the Invoice & Memo (SO643000) report with a print-friendly version of the document that contains a QR code for the payment link and the Pay now link. You can send this document to the customer.

To Create Payment Links on the Process Payment Links Form

To create a payment link for an AR invoice or sales invoice on the Process Payment Links (AR513000) form, do the following:

  1. Open the Process Payment Links (AR513500) form.
  2. In the Selection area, specify the following settings:
    • Action: Create Payment Link
    • Customer (optional): The customer for whose documents you want to create payment links

    The system displays the invoices that are ready for payment link creation. These invoices have the Open status, have no open payment links, and have a processing center specified on the Payment Links tab of the Invoices and Memos (AR301000) or Invoices (SO303000) form.

  3. In the table, select the unlabeled check box for each document that you want to include in processing, and click Process on the form toolbar; alternatively, click Process All to process all the displayed documents.