ezyCollect & Simplypaid's new feature for MYOB EXO Sales Order payment write-back solves the problem of manual intervention when handling deposit payments made via Simplypaid. By implementing this feature, the system will automate the process of allocating deposits against the associated customer records when a successful Sales Order payment has been made.
Terms used interchangeably: payment write-back = auto-payment auto allocation
How does it work?
This flow will show from generating Sales Order in MYOB EXO all the way to payment (deposit) allocation.
Sales Order is generated from Transactions > Sales Orders
Sales Order PDF is generated and automatically populated with a Pay Now button (this sample shows a payment Link) and sent to your customer.
3. Your Customer makes a full/partial payment via Simplypaid successfully.
4. Deposit record of that amount is created in Sales Order > Transactions, with an associated transaction number and Ref1 : 'SIMPLYPAID'.
Important: The process above creates the deposit record against the associated customer in MYOB EXO.
Please note that there's still may be a manual process of Supplying & Processing a Sales Order - when you are generating an invoice from a sales order that has deposits made against it.