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Simplypaid+MYOB EXO Payment Write-back (on Invoices)
Simplypaid+MYOB EXO Payment Write-back (on Invoices)

Credit card payments via Simplypaid will now be allocated to relevant invoices in your accounting software MYOB EXO

Jane avatar
Written by Jane
Updated over a week ago

Getting paid via ezyCollect Payments is an easy way for debtors to pay, but creating entries and allocating funds for the payments each day back to your ERP/accounting system can be a tedious task. 

MYOB EXO Invoices
Whether you are sending your Pay Now links or buttons with your ezyCollect reminders, statements or invoices from MYOB EXO,  when a customer pays via Simplypaid using their credit card, this will automatically be marked as 'Allocated' on MYOB EXO saving you time each day on allocating payments. 

Terms used interchangeably: payment write-back = auto-payment auto allocation

How does it work? 

Let's take this debtor as an example - Global Solution has an open invoice number 1283

This invoice will be opened in ezyCollect after the sync. You can then send your customer an ezyCollect reminder with the Simplypaid "Pay Now" button to click.

The open invoice/s will show and your customer/debtor can select to make payment. 

Now, your debtor enters their credit card details into the Simplypaid page. 

Payment has been completed via Simplypaid page:

And voila! The payment was created and automatically allocated to the invoice! Note: 'Currently Allocated' means that the invoice is closed (paid in full)

When you click sync in ezyCollect and after its completion, these paid and allocated invoices will no longer be visible in ezyCollect. 

Quick video showing you how payment from ezyCollect auto-allocates in MYOB EXO.

Quick Video to show you how payments via Simplypaid from MYOB EXO invoice auto-allocates to EXO

Important Notes:  

Requirements:
Minimum MYOB EXONET version
ezyCollect will need to assess your MYOB EXO version to determine capability. You will need to have at least minimum version of 2018.50 or higher to be compatible for the current EXO API v1.6 update required by MYOB. Please note that these versions may subject to change; so it is best that you contact us to confirm.

If you have earlier version that the above mentioned, an upgrade may be required and this is done with your implementation.
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ezyCollect will also assess your setup as certain heavily customised setups are not compatible with payment write-back. We will assess this before implementing and provide you with all information if incompatible.

How to check your MYOB EXO version: 


Next steps:
Contact us on customersuccess@ezycollect.com.au to enable your EXO payment write-back or auto allocation.

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