On the Reports page, click Transaction details to open the Transaction details report. In the Online invoice payments section, click View reports then click Display Report.Go to the Reports menu and choose Index to Reports.To help you match transactions, you can run the Transaction details report: If you prefer to manually match bank feed transactions, or you notice that there isn't an automatic match, you can click Find to find the bank deposit and manually match it: Go to the Setup menu > Preferences > Banking tab and select the Auto-approve bank transactions matched to MYOB transactions and the Auto-allocate bank transactions to outstanding MYOB invoices or bills options. If your customer payments aren't automatically matching to bank deposits, you may need to turn auto matching on. Review and Confirm – check over the details you’ve entered and agree to the terms and conditions. Verify Applicant – enter details from your driver's licence or passport. They’ll be contacted by email to verify their identity. The term ‘bill’ is used when accounts payable is affected, e.g. For example, in QuickBooks, the term ‘invoice’ is used when accounts receivable is affected, e.g. Once the customer receives the invoice, it becomes a bill that they must pay. Verify Owners – enter the email address and mobile number of the beneficial owner(s). An invoice is sent from the supplier to the customer.

If there are other authorisers for the direct debit account, you'll need to provide their details. If you're a new business, enter forecasts of these figures.īank Details – enter the details of the settlement bank account and the account MYOB will direct debit transaction fees from. It can be different to the trading address or principal place of business.Ĭashflow Estimates – enter estimates of annual sales turnover, the number of invoices you send a month and the percentage of deposits taken on invoices. The is where all communications and notices to the company are sent. Business Address – enter the registered office address of your business.This is to help confirm and protect the information provided. Follow the prompts to complete the application:īusiness Details – enter details like your ABN, business name and industry.Click the the Online Invoice Payments button in the Sales command centre:.You can also set up online invoice payments from the Setup menu > Preferences > Emailing tab > Get set up button.

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