To Create Payment Links for Sales Orders

You use the Process Orders (SO501000) form to create payment links for multiple released sales orders with the SO behavior.

Alternatively, you can create a payment link for a particular sales order on the Payment Links tab of the Sales Orders (SO301000) form.

Before You Proceed

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

To Create Payment Links for Multiple Sales Orders

To create payment links for multiple sales orders, do the following:

  1. Open the Process Orders (SO501000) form.
  2. In the Selection area, specify the following settings:
    • Action: Create Payment Link
    • Customer: A customer for whose sales orders you want to create payment links. You can leave this box empty to include multiple customers into processing.
  3. In the table on the All Records tab, review the list of documents and click the unlabeled check boxes to include specific documents into processing.
  4. On the form toolbar, click Process to process the selected documents or click Process All to process all documents.

To Create a Payment Link for a Specific Sales Order

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

  1. On the Sales Orders (SO301000) form, open the needed sales order.
  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, it is assigned the Open status.

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

    The system displays the Sales Order (SO641010) form 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.