Making a payment domestically or Internationally is easy with Paytron. Invoices can be directly uploaded / emailed or connect with your accounting software (Xero & MYOB).
If you don’t have an invoice, you can also make payments straight to a beneficiary from the Paytron App.
Upload Invoice
There are three ways you can easily upload one or multiple invoices into the Paytron Ap.
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Log into Paytron
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Select “Payments” from the left sidebar menu.
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Click “Upload Invoice”
1. Upload payments from device
- Drop invoices or Select files from your computer
2. Email invoices
- You can easily email-in one or multiple invoices with your unique email address into the Paytron System
- Click copy to clipboard or copy the email address
- Send or forward PDF/s to the unique email address
- The invoice/s will then appear as a Draft in Payments
*Top Tip:
- Save the email address as a contact to forward invoices directly to Paytron.
- When using the email option, you can send as many invoices as the email server will allow
3. Connect with Xero
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Upload documents to Xero
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Publish invoices as unpaid to ‘Awaiting payments’
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In ‘Awaiting Payment’, Paytron will sync all payments marked as unpaid
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The invoice/s will then appear as a “Draft” in the Payments tab
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Making a Payment
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Select “Payments” from the left sidebar menu.
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Select “Review” in the Drafts tab or “Make Payment” in the top right
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Select and create a new beneficiary or an existing beneficiary from your list.
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“Accept and Continue” to Payment.
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Select how to fund the payment from Paytron Business Account [link], Direct Debit [link] or Credit Card [link].
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Select when you want to make the payment.
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Select the currency you want to fund the payment.
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Confirm or edit the amount you’ll be sending.
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“Accept and Continue” to Confirm
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Review details of the payment and “Submit Payment”
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Creating a beneficiary from the Paytron App
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Log into Paytron
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Select “Payments” tab from the left sidebar menu.
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Select “Beneficiaries” from the dropdown menu
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Click “Create New”
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Enter Beneficiary name, email (optional) and entity type
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Click “Next”
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Select the country of the Beneficiary’s bank account, the currency the Beneficiary will receive and the Payment type to fund any payment.
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Enter Bank details for Beneficiary bank account: BSB, Account Number and Name
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Click “Next”
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Review Beneficiary details and save
Note: Payment type can be changed when making any payment to the Beneficiary.
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How do I update a Beneficiary contact in the Paytron App
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Log into Paytron
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Select “Payments” tab from the left sidebar menu.
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Select “Beneficiaries” from the dropdown menu
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Select the Beneficiary to open the Beneficiary summary
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Click “Edit”
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Update relevant details
Note: Payment type can be changed when making any payment to the Beneficiary.