The Payment Details view is available for customers, employees or vendors.
In the customer view, enter details about the usual method that this customer uses when paying for items and services. The method and related information you enter will appear on payment transactions for the customer. You may change the payment information on individual transactions before you record the transaction.
Note: Entering payment methods for use with an MYOB Merchant Account
If you process credit card payments, there are three additional fields that are important for the Address Verification Service (AVS), should improve your service rates and increase the accuracy of the transaction approval: Address, ZIP and Card Verification number. If you always physically have this customer's credit card and swipe it for electronic approval, the entry in this field is for your information only. If you enter sales without the card (Card not Present), this information is essential.
The information you enter here appears in the Applied Payment Details window for a Sales or Receive Money transaction. If you never entered this information and the fields in the Applied Payment Details window are blank or if the customer is using different credit card information, enter the new information. If you mark the Update Customer Card with Payment Details field, the information you enter in the Applied Payment Details window appears in the Customer view of the Card Information window.
If you use MYOB Business Services for Vendor Payments, you must enter information about the vendor's bank and account that will be used for electronic payments.
Click the Refund Details button to open the Refund Details - Vendor window, where you can enter details about the usual method that this vendor uses when paying you, for example, for debits, or if you occasionally make Receive Money transactions with this vendor. The method and related information you enter will appear on payment transactions for the vendor. You may change the payment information on individual transactions before you record the transaction.
If you use MYOB Business Services for Direct Deposit, you must enter information about the employee's bank and account that will be used for direct deposits.
Step by step