Fits the tools you already run on.
Connect your accounting and job software, your files, your contacts and your mailing list — or wire Pay My Business into your own systems.
Your books stay in step.
Bring your customers across from your accounting software instead of typing them in again.
Xero
Connect your Xero organisation to import your contacts, or bring customers in from your Xero invoices. With Xero connected, AutoPilot can also send your terms to each new contact automatically.
QuickBooks
QuickBooks Online is the next accounting platform on our list. Email support@paymybusiness.com.au to register your interest and we will tell you when it is ready.
Email us to register interest →Another platform?
Tell us which one you use and we’ll prioritise it. Meanwhile, bring your customers in from a CSV export, or upload an invoice and we’ll still collect it for you.
Email support@paymybusiness.com.au →Run the job where your team already works.
Send a quote from ServiceM8 or Fergus and the terms, deposit and balance ride along with it — you never type the job twice.
ServiceM8
Run the job from ServiceM8: hold the deposit on the customer’s card before you start, then collect the balance when the job is done — without typing it twice.
Fergus
The same flow from Fergus: hold the deposit on the customer’s card before you start and collect the balance when the job is done.
Signed paperwork files itself into your own storage.
Connect your own Google Drive, OneDrive or Dropbox once and every signed form and PPSR verification statement is filed for you, in a folder per customer. It happens in the background, so it never slows down a signing.
- A folder per customerSigned forms and PPSR verification statements are kept in separate sub-folders.
- Your account, your choice of providerGoogle Drive, OneDrive or Dropbox — files land in your own storage under a PayMyBusiness folder.
- Nothing rides on itFiling is a copy — the signed record also stays in Pay My Business.
New customers land in Mailchimp on their own.
Add your Mailchimp API key, choose an audience and each customer joins it once they’ve signed. Business and consumer customers can go to different audiences, or you can sync just one side of your book.
- Separate lists for business and consumer customers
- Switch either side on or off independently
- Runs in the background after signing
Every customer who signs lands in your address book.
Connect the Google or Microsoft account you already use for email and each customer who signs your terms of trade is added to your contacts automatically, so the people you trade with are already in your address book.
- Name and email onlyNothing else about the customer is copied across.
- Only real signingsA customer is added when they actually sign your terms of trade — not when you send them a link.
- On or off with one switchIt’s a single setting, so you control it per business.
- Uses the account you already connectedIf you connected Google or Microsoft for email, you may be asked to reconnect once so contacts access can be granted.
Put your forms where your customers already are.
Embed your terms of trade, credit application or any form you’ve built directly into a page on your own website, so customers complete it without leaving your site. It’s built to be safe for a form that takes payment details.
- Domain ownership checked firstA stronger check for anything that collects a payment.
- Protected against clickjackingYour forms can’t be invisibly embedded on someone else’s site.
- Your IT contact can set it upFrom a single-use, time-limited link — never access to your whole account.
Let your software hear about it first.
Register an endpoint and Pay My Business posts a signed event the moment something happens — so your CRM, dashboard or workflow tool is updated without anyone re-keying it.
- Verify every deliveryA timestamped HMAC-SHA256 signature, so your endpoint knows it came from us and wasn’t altered.
- Forgiving of hiccupsOne failed delivery won’t switch your webhook off — it’s only disabled after five failures in a row.
- Test before you trust itRun a live check on your endpoint from the settings page.
Webhooks
Available now on every plan, with no extra set-up fee.
API access Coming soon
Revocable tokens for your developer or tools: each tied to one person and one business, able to do only what that person can. Shown once, stored only as a hash.
Need something specific?
Tell us what you’d like to connect and we’ll say what’s possible: support@paymybusiness.com.au
Connect it to how you already work.
Start free, plug in Xero or your job software and see it running on real customers.