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Take payments when integrated with MYOB
Take payments when integrated with MYOB

Record payments or refunds against an invoice when using our MYOB integration

Vanessa Behrens avatar
Written by Vanessa Behrens
Updated over a week ago

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

Get started

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.

Common questions

Can Current RMS process credit cards?

Not right now, but this is something that we're considering for development in the future. If you'd like to see this added to Current RMS, please reach out via the green help bubble in the bottom right hand corner of the system to let us know your thoughts!

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.

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