To Process Payment Links

Once a payment link for an AR invoice or sales invoice has been created, you can synchronize it and resend it to the customer. Once a payment link for a sales order has been created, you can synchronize, resend, or close it.

During the synchronization and closure of payment links, the system will receive all payments made by using the payment link, create and apply the payments in MYOB Acumatica, and then send the updated sales order or invoice, or close the payment link.

To Synchronize a Payment Link

To synchronize a payment link for an AR invoice, sales invoice, or sales order, do the following:

1. Open the Invoices and Memos (AR301000), Invoices (SO303000), or Sales Orders (SO301000) form.
2. Open the needed document, and go to the Payment Links tab.
3. Click Sync Payment Link.

   The system synchronizes the payment link in MYOB Acumatica with the processing center.

   Tip: You can instead use the Process Payment Links (AR513500) form for mass synchronization or for scheduling this process.

To Resend a Payment Link

You can resend a payment link to a customer if the Link Delivery Method is set to Email on the Customer Classes (AR201000) form for the customer class and the customer has a valid email address specified on the Billing tab (Bill-To Info section) of the Customers (AR303000) form.

To resend a payment link to a customer, do the following:

1. Open the Invoices and Memos (AR301000), Invoices (SO303000), or Sales Orders (SO301000) form.
2. Open the needed document, and go to the Payment Links tab.
3. Click Resend Payment Link.

   The system resends the payment link to the customer's email address.

To Close a Payment Link

To close a payment link for a 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. Click Close Payment Link.

   The system closes the payment link and assigns it the Closed status.