Quickly record payments & refunds received against an invoice and show this to your customer using the “take payment” functionality.
⚠️ This guide is for Current RMS users who are linked to MYOB. Not linked to an integrated accounts package? See: Take payments or mark an invoice as paid
Go to an invoice that you’d like to record a payment against and click Take Payment under Actions. Make sure it’s issued and posted first.
The “Take Payment” pop-up box appears.
Choose a reference to identify the payment (e.g. “Deposit” or “Part Payment”), select the card payment method from the list that you set up earlier, choose a date that the payment was received, and specify the amount received.
Click the blue Take payment button to add this payment.
Your payment will be recorded in MYOB and you’ll see that the amount paid and amount due under “MYOB Information” have adjusted.
Can Current RMS process credit cards?
Not right now, but this is something that’s on our customer wish list for future consideration. The wish list is the primary way that we drive development on Current, looking to implement ideas where there’s a fair amount of customer demand. If you’d like to see this added to Current RMS, vote for this idea: Process credit cards within Current
MYOB provides integrations with third-party payment providers so you can get invoices paid once posted from Current RMS. Check with MYOB about available integrations.