B2Bpay with MYOB integration: frequently asked questions

Why connect B2Bpay to MYOB?

Short answer: Connecting MYOB saves time and data entry. Your approved MYOB bills appear in B2Bpay ready to pay by card, a "Pay Now" button on your MYOB invoices takes customers to your B2Bpay payment page, and every payment, both what you pay and what you receive, is recorded in MYOB automatically.

The integration works in both directions:

• Making payments. View and pay all your approved MYOB bills in B2Bpay with the cards stored in your B2Bpay wallet. B2Bpay records the payment and the fee back in MYOB.
• Receiving payments. A "Pay Now" button on your MYOB invoice template sends customers to your B2Bpay payment page. Their payment is recorded against the invoice and reconciles in MYOB.

B2Bpay connects to MYOB AccountRight. The same approach also works with Xero and QuickBooks; see pay bills from Xero, MYOB or QuickBooks.

How to connect MYOB to pay your bills

1. Log in to B2Bpay with your normal credentials.
2. Open the My MYOB Bills tab and click Connect to MYOB AccountRight.
3. Log in to MYOB with your MYOB details, and enter your two-factor authentication code if you have set one up.
4. Select the MYOB company profile you want to connect to B2Bpay.
5. Enter your MYOB User ID. This is your local MYOB user name. If you have not set one up, type Administrator.
6. Enter your MYOB password. This is your local MYOB password. If you have not set up a User ID, leave this field blank. Click Next.
7. Select your Payment Account: the card or account where you want B2Bpay payments recorded in MYOB.
8. Select your Expense Account: where B2Bpay payment processing fees are recorded in MYOB, for example "Bank Fees". Click Save.
9. You will see every approved bill synced from MYOB, ready to pay. Select the bills, choose the day you want to pay, and click $ Pay Selected.

The first time you pay a supplier, or if we cannot match them in our system, you may be asked to provide or confirm their bank details. That's it: you're connected. Each time you log in to B2Bpay, open the Pay MYOB Bills tab.

What happens in MYOB after you pay

B2Bpay processes your payment and updates MYOB automatically by:

• recording your payment of the bill;
• posting the payment processing fee to your nominated Expense Account (for example Bank Fees);
• recording the total payment amount in your nominated Payment Account.

The only thing left for you is what you already do: reconcile the payment on your credit card statement with the payment in your MYOB Payment Account.

How to connect MYOB to receive payments

Connect B2Bpay to MYOB so customers can pay you by credit card directly from your MYOB invoices, online and at any time. When a customer pays, the payment is recorded against the invoice and reconciles in MYOB automatically.

1. Log in to B2Bpay as a biller at the Receiving Payments login.
2. Click Profile on the left-hand side of the screen.
3. Click the MYOB tab.
4. Click Connect to MYOB AccountRight.
5. Log in to MYOB with your details, then enter your two-factor authentication code.
6. Select the MYOB company profile you want to connect to B2Bpay.
7. Enter your MYOB User ID (your local MYOB user name, or Administrator if you have not set one up) and your MYOB password (leave it blank if you have not set up a User ID). Click Next.
8. Select your Payment Account: the account that receives the funds your customers pay, where B2Bpay records their payments in MYOB.
9. Select your Expense Account for payment processing fees, for example "Bank Fees". This only matters if you have chosen to pay the fees rather than pass them on. Click Save.

Wonderful, you're connected. Next, add a "Pay Now" button to your MYOB invoice.

How to add the "Pay Now" button to MYOB invoices

When you finish connecting, B2Bpay shows a "Congrats" screen. Open the "Pay Now" button image on that screen and save it to your computer. Then:

1. Log in to MYOB and select Setup > Customise Forms.
2. In the Customise Forms window, select the Invoices tab on the left, choose the invoice template you normally use and click Customise.
3. Click Picture, then Add a picture. Find the "Pay Now" button you saved and click Open.
4. Place the button where you want it on your invoice and resize it with your mouse.
5. Select Text Box and draw a text box over the light blue section of the button.
6. Type your payment page address: https://pay.b2bpay.com.au/MYOB/yourBillerCode, replacing yourBillerCode with your Biller Code.

To find your Biller Code, click Merchant Details on the My Profile tab in B2Bpay.

That's it. Your customers will be taken to your payment page. When a customer pays, MYOB marks the invoice as paid, or shows the remaining balance if they pay part of it. See accept card payments for pricing and the Bonus Biller program.