Turning online payments on or off

Your default online payment setting controls whether online payments are turned on or off for new invoices. It won’t change existing invoices.

1. Click the settings menu (⚙️) and choose Sales settings.

2. Click the Payments tab.

3. Click Edit preferences:

   

4. Under Online Invoice Payments, select or deselect the option Allow Online Invoice Payments.

   

5. If you want to confirm the associated bank details are correct, click Bank accounts. More about changing your business bank details.

6. When you're done, click Save.

You can choose whether you want to allow online payments on an individual invoice. This only affects that invoice and doesn't change your default payment options.

1. Create the invoice as you normally would or open an existing (unpaid) invoice.

2. Click Edit.

   

3. Choose if you want to accept Cards and wallets. You can also choose to accept BPAY payments.

   

4. Click Save.

5. Complete the invoice as normal and send it to your customer.

If you have several open invoices with online payments enabled, you can turn off online payments for up to 20 invoices at once.

1. Click the settings menu (⚙️) and choose Sales settings.

2. Click the Payments tab.

3. In the Online section, click Edit preferences.

4. Click the Insights tab.

5. In the lower section of the screen, click to expand your In progress invoices.

6. Select the invoices you want to update.

7. Click Edit payment options and choose Turn off Online Payments.

8. Review the selected invoices and confirm that you want to turn off online payments.

If you turn off online payments from an invoice that has a payment schedule or was created from a recurring invoice template, you'll see a warning explaining the consequences.

Payment schedules

A payment schedule is used to collect a deposit or instalments through online payments. Turning off online payments removes the payment schedule from an invoice. The schedule and its instalment details can’t be restored automatically.

If you want to keep a payment schedule, you will need online payments turned on for that invoice. If you turn online payments off and later want to use a payment schedule on the invoice, you’ll need to turn online payments on again, create a new payment schedule and tell your customer about the new payment dates and amounts.

More about payment schedules

Recurring invoice templates

Recurring invoice templates are separate from existing invoices. The online payments setting for a recurring invoice is selected in its recurring invoice template, and invoices created from that template inherit the template’s setting.

The bulk action updates the invoices you select; it doesn’t replace the online payments setting in your recurring invoice templates. If you don’t want future invoices created from a template to include online payments, open the recurring invoice template and turn off online payments there. You may also need to update existing invoices created from that template separately.

More about recurring transactions

The online payments settings in recurring invoices reflects the settings in the recurring invoice template. When you change the online payments options in a recurring invoice template, this will change the online payments settings in all invoices you create from the template from then on.

1. Go to the Banking menu > Recurring transactions.

2. For the Transaction type, choose Invoice.

3. Open the recurring invoice template you want to update.

4. In the Online payments section, click Edit.

5. You can then enable or disable online payments and BPAY payments.

The following steps will turn on or off online payments for newly created invoices – it won't affect online payments for existing invoices.

1. Go to the Sales command centre and click Online Payments.

2. If prompted, sign in with your MYOB account details.

3. On the Settings tab under Online Invoice Payments tab, select or deselect the option Allow Online Invoice Payments.

   

4. If you want to confirm the associated bank details are correct, click Bank accounts. More about changing your business bank details.

5. When you're done, click Save.

You can choose whether you want to allow online payments on an individual invoice. This only affects that invoice and doesn't change your default payment options.

1. Create your invoice as you usually do or open an existing (unpaid) invoice.

2. Click Edit options.

3. Choose if you want to accept Cards and digital wallets for this invoice. You can also choose to accept BPAY payments.

   

4. Click OK.

5. Email the invoice to your customer as you normally would.

If you have several open invoices with online payments enabled, you can turn off online payments for up to 20 invoices at once.

1. Go to the Sales command centre and click Online Payments.

2. If prompted, sign in with your MYOB account details.

3. Click the Insights tab.

4. In the lower section of the screen, click to expand your In progress invoices.

5. Select the invoices you want to update.

6. Click Edit payment options and choose Turn off Online Payments.

7. Review the selected invoices and confirm that you want to turn off online payments.

Payment schedules and recurring invoice templates

If you turn off online payments from an invoice that has a payment schedule or was created from a recurring invoice template, you'll see a warning explaining the consequences.

Payment schedules

A payment schedule is used to collect a deposit or instalments through online payments. Turning off online payments removes the payment schedule from an invoice. The schedule and its instalment details can’t be restored automatically.

If you want to keep a payment schedule, you will need online payments turned on for that invoice. If you turn online payments off and later want to use a payment schedule on the invoice, you’ll need to turn online payments on again, create a new payment schedule and tell your customer about the new payment dates and amounts.

More about payment schedules

Recurring invoice templates

Recurring invoice templates are separate from existing invoices. The online payments setting for a recurring invoice is selected in its recurring invoice template, and invoices created from that template inherit the template’s setting.

The bulk action updates the invoices you select; it doesn’t replace the online payments setting in your recurring invoice templates. If you don’t want future invoices created from a template to include online payments, open the recurring invoice template and turn off online payments there. You may also need to update existing invoices created from that template separately.

More about recurring transactions

The online payment settings in recurring invoices reflects the settings in the recurring invoice template. When you change the online payment options in a recurring invoice template, this will change the online payment settings in all invoices you create from the template from then on.

1. Go to the Lists menu > Recurring Transactions.

2. Open the recurring invoice template you want to update.

3. In the Online payments section, click Edit options.

4. You can then enable or disable online payments and BPAY payments.

5. Click OK.

6. Click Save to save the updated template.