How to add the Pencil Payment link to your invoice and email template in MYOB Acumatica

Install latest Pencil customisation package for MYOB Acumatica

1. Download latest customisation package

   1. Login to Pencil with your supplier login.

   2. Download customisation package file URL: https://app.pencilpay.com/admin/integrations/myob/myob_advanced/download_package_file

2. Import customisation package to MYOB Acumatica account:

   1. Login to MYOB Acumatica using full access user account

   2. Go to Customisation → Publish Customisation

   3. Click IMPORT button → Choose File → Select the customisation package file downloaded at step 1.a.ii → Click UPLOAD

      

   4. Publish the latest customisation

      1. Click on the project name of the newly uploaded customisation at step 1.b.iii

      2. Click Publish button → Click on Publish Current Project action.

         
         

          

Update Invoice report - Screen AR641000

1. Download and install Acumatica Report Designer

   1. Acumatica guid URL: https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=7b59f7ec-4153-48c9-95e3-5764e440f4dd

2. Add Pencil payment link to Invoice report - Screen AR641000

   1. Open Acumatica Report Designer

   2. Click File → Open From Server

      1. Fill in the required information:

         1. Web service URL

         2. Login user details with Report Designer role

      2. Click Load reports list button

      3. Select AR641000 report

      4. Click OK button

   3. Add a TextBox control to the position you want to show the Pencil payment link on the report

      1. Properties

         1. Appearance

            1. Value: =IIf([ARInvoice.UsrPencilPaymentLinkUrl] <> null AND [ARInvoice.OpenDoc] AND [ARInvoice.Status] = 'N', 'Pay with PencilPay', '')

         2. Behavior

            1. NavigateUrl: =[ARInvoice.UsrPencilPaymentLinkUrl]

            2. Target: _blank

   4. Click File → Save To Server

      1. Fill in required information

         1. Web service URL

         2. Login user details with Report Designer role

      2. Click OK button

   5. Test

      1. Login to MYOB Acumatica

      2. Go to Invoices and Memos

      3. Create and release a new invoice

      4. Open the newly created invoice

         1. Select FINANCIAL tab

         2. The Pencil Payment Link input is located under DEFAULT PAYMENT INFO section
            

      5. Click Print action (in more actions ...) to open AR641000 screen

         

      6. Click on Pencil Payment Link (Pay with PencilPay) added at step 2.b.iii

Update Invoice email template AR Invoice

1. Login to MYOB Acumatica account

2. Go to Email Templates - Screen ID SM2040PL

3. Find and open AR Invoice template

4. Add ((Document.UsrPencilPaymentLinkUrl)) variable where you want to show the Pencil Payment Link in the email content

5. Click Save button to save the change

6. Test

   1. Go to Invoices and Memos

   2. Select an Open invoice

   3. Click on Send Email action (in more actions ...)

   4. Click SELECT TEMPLATE button → select AR Invoice template

   5. Fill in required information

      1. From

      2. To

      3. Subject

   6. Double check the Pencil payment link added at step 3.d is included in the email content

   7. Click SEND button