Setting SMS Invoice as Paid if Paid in MYOB

Setting SMS Invoice as Paid if Paid in MYOB

Overview

In this tutorial, we will outline how to set your exported invoices in the SMS to "Paid" when you process the payment in MYOB. 

For users with existing MYOB integration, this will give information on how the Student Management System gets updated automatically for any payments on exported invoices in MYOB, allowing your finance and accounting team to reconcile records easily.  

Location in MYOB: MYOB Page > Sales > Invoices

Notes
  • Only Invoices exported from the SMS will be changed to PAID status after it is marked as paid in MYOB. 
  • Any edits made on an already exported invoice will need to be updated manually. E.g. Editing the invoice amount in the SMS will not reflect in MYOB and vice versa. This will need to be updated manually in the two systems. 
  • System checks MYOB for any exported invoice that was marked with payment every day at 2:00 am AEST and will update the related SMS invoice to "PAID" accordingly. 

Step Tutorial

In MYOB, any payment added and processed by a user to an exported invoice will set the invoice status to Paid.  




This paid invoice in MYOB will also reflect as Paid in the student's related invoice in the SMS.


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