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

Guide for suppliers to configure Pencil payment link for MYOB Acumatica account

Target: Guide for suppliers to configure Pencil payment link for MYOB Acumatica account

1. Install latest Pencil customisation package for MYOB Acumatica

   1. Download latest customisation package

      1. Login to Pencil as supplier

      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.
             

            

2. 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 controls for Pencil payment link which can be added to the report as a button, a link or a QR code:

         1. Pay with PencilPay button (recommended):

            1. Download pay_with_pencilpay.png file: [URL will be updated soon]

                

                

            2. On the Properties tab of the Properties pane, select the report1 Report object from the drop-down list to select the report form, and do the following:

               1. In the Data > EmbeddedImages property, click the More button to open the Embedded Images dialog box.

               2. In the dialog box, click the New image ... button, select the pay_with_pencilpay.png file.

               3. Click OK button to close the Embedded Images dialog box.

            3. Add a TextBox control to the position you want to show the Pay with PencilPay button.

            4. Properties:

               1. Appearance → Style → BackImage → Source: Embedded

               2. Appearance → Style → BackImage → Image: pay_with_pencilpay

               3. Behavior → NavigateUrl: =[ARInvoice.UsrPencilPaymentLinkUrl]

               4. Behavior → Target: _blank

               5. Behavior → Visible: False

               6. Behavior → VisibleExpr: =[ARInvoice.UsrPencilPaymentLinkUrl] <> null AND [ARInvoice.OpenDoc] AND [ARInvoice.Status] = 'N'

               7. Layout → Size (optional): 160px, 40px

         2. QR code:

            1. Add a PictureBox control to the position you want to show the QR code for Pencil payment link on the report.

            2. Data → Source: Barcode

            3. Data → BarcodeType: QRCode

            4. Data → Value: =[ARInvoice.UsrPencilPaymentLinkUrl]

            5. Behavior → QRCodeSettings → CodeSize: 64

            6. Behavior → Visible: False

            7. Behavior → VisibleExpr: =[ARInvoice.UsrPencilPaymentLinkUrl] <> null AND [ARInvoice.OpenDoc] AND [ARInvoice.Status] = 'N'

            8. Layout → Size: 64px, 64px

         3. Pay with PencilPay link:

            1. Add a TextBox control to the position you want to show the Pay with PencilPay link.

            2. Properties:

               1. Appearance → Value: Pay with PencilPay

               2. Appearance → Font (optional): Arial; 12px;

               3. Appearance → TextAlign (optional): Center

               4. Appearance → VerticalAlign (optional): Top

               5. Behavior → NavigateUrl: =[ARInvoice.UsrPencilPaymentLinkUrl]

               6. Behavior → Target: _blank

               7. Behavior → Visible: False

               8. Behavior → VisibleExpr: =[ARInvoice.UsrPencilPaymentLinkUrl] <> null AND [ARInvoice.OpenDoc] AND [ARInvoice.Status] = 'N'

               9. Layout → Size (optional): 128px, 16px

      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

3. 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