Invoice payment links

Paula Forrester
41 steps
3 minutes

Myfundaccounting

Truelayer-Sandbox

Navigate to [https://www.myfundaccounting.online/dashboard](https://www.myfundaccounting.online/dashboard)

Click "Sales and Purchases"

Click "Record a purchase"

Enter the amount of the purchase as £100

Enter the reference Purchase '01'

Enter the Description 'Purchase 01'

Select the supplier 'Viking Direct'

Select the terms 'Settlement within 14 days'

Select the Expenditure account 2360 - Administration

Click "Store"

Click "Post"

Click "Sales and Purchases"

Click "Settle a purchase"

Click "Bank Current Account"

Enter the description for the transaction 'Settlement of purchase 01'

Click "Next Step"

Enter the date of the settlement as 01/02/2024

Enter the reference as 'Settlement 01'

Select the supplier 'Viking Direct'

Tick the checkbox in the 'Settle' column next to the purchase that we entered earlier.

Enter the cheque number 0001

Click "Next Step"

Check the details of the transaction and click "Save & Post"

Navigate to <https://www.myfundaccounting.online/dashboard>

**Click** "Transactions"

**Click** "Sales and Purchases"

Click "Record a sale/ List sales"

**Click** "Add New"

Fill in the information for your invoice, including the customer and product selection.

Click "Select Product"

Click this text field.

Click "..."

**Click** "Store" once you have filled in the date, product, relevant income code and descriptions.

**Click** "Post"

**Select** the bank account in your system that this transaction will be paid into. If you have set up the information for 'Account holder name', 'sort code' and 'account number' against the nominal account, they will automatically pop up. If not, you can fill them in at this point.

**Enter** a remitter reference and beneficiary reference that will appear on the transaction on the bank statement to help you recognise the transaction.

**Click** this text field.

**Enter** the email for the customer that you would like to send the invoice payment link to.

**Click** "Send Customer Email"

The customer will receive an email with a copy of the invoice and a link that they can click which will take them to where they can select their bank and sign into it securely to make the payment.

Once they have made this payment, they will be redirected to a thank you note which will give them the details of the audit number of the transaction in your system, as once the payment has been made it is automatically posted in MyFundAccounting.Online.

Invoice payment links

Paula Forrester
41 steps
3 minutes

Myfundaccounting

Truelayer-Sandbox

Navigate to [https://www.myfundaccounting.online/dashboard](https://www.myfundaccounting.online/dashboard)

Click "Sales and Purchases"

Click "Record a purchase"

Enter the amount of the purchase as £100

Enter the reference Purchase '01'

Enter the Description 'Purchase 01'

Select the supplier 'Viking Direct'

Select the terms 'Settlement within 14 days'

Select the Expenditure account 2360 - Administration

Click "Store"

Click "Post"

Click "Sales and Purchases"

Click "Settle a purchase"

Click "Bank Current Account"

Enter the description for the transaction 'Settlement of purchase 01'

Click "Next Step"

Enter the date of the settlement as 01/02/2024

Enter the reference as 'Settlement 01'

Select the supplier 'Viking Direct'

Tick the checkbox in the 'Settle' column next to the purchase that we entered earlier.

Enter the cheque number 0001

Click "Next Step"

Check the details of the transaction and click "Save & Post"

Navigate to <https://www.myfundaccounting.online/dashboard>

**Click** "Transactions"

**Click** "Sales and Purchases"

Click "Record a sale/ List sales"

**Click** "Add New"

Fill in the information for your invoice, including the customer and product selection.

Click "Select Product"

Click this text field.

Click "..."

**Click** "Store" once you have filled in the date, product, relevant income code and descriptions.

**Click** "Post"

**Enter** a remitter reference and beneficiary reference that will appear on the transaction on the bank statement to help you recognise the transaction.

**Click** this text field.

**Enter** the email for the customer that you would like to send the invoice payment link to.

**Click** "Send Customer Email"

The customer will receive an email with a copy of the invoice and a link that they can click which will take them to where they can select their bank and sign into it securely to make the payment.