Each month you will receive an invoice from us with your charges for the previous month.

They will be sent out via email within the first few days of each month, and will be sent to the listed billing contact on your account.

If you submit a query to our support email address you may be required to provide your account reference number in line with our protocol on DPA to help us determine if you are authorised to receive or change sensitive account or transaction information.

If you are the Billing contact for an account then you will need to open one of your invoices and your account reference can be found as highlighted below:

As an alternative to your account reference number you can also provide your merchant number, also known as your MID, in order to fulfill DPA regulations to help us determine if you are authorised to receive or change sensitive account or transaction information.

Your merchant number (MID) can be found in MyOpayo by following the below steps:

• In MyOpayo, select on the transactions tab.
• Find a successful transaction and select the customer’s name to bring up the transaction view.
• Select the section in the transaction labelled ‘authorisation details’.
• Here you’ll see the merchant account labelled ‘merchant number’.

Or watch this short demo:

Receiving your invoice
Requesting a copy invoice

Every time a transaction/donation is processed through your account you are able to claim back the tax on every pound that is received.

This is 25p in every £1 given after the 6th April 2008, anything donated before this will be 28p of every £1.

For example, if you use Gift Aid and a transaction/donation is processed for £100 your business is able to claim £25 (25% basic tax rate) bringing the total to £125.

Only registered charities can use Gift Aid through the Opayo platform.

If you are not a charity you will not be able to use this through Opayo.

Opayo direct vendors will need to implement this on their own website so customers can opt in to the Gift Aid scheme.

The tick box is the declaration your customer is making to confirm they are happy for the vendor to claim the tax on the transaction/donation they have made to your business.

The tick box does not complete any of the steps needed to claim the tax on the transaction/donation.

It is only the declaration from your customer to confirm they are happy for you to claim the tax on the transaction.

Every customer is important to Opayo and we are concerned that you are considering cancelling your account with us.

To initiate a closure process, you will need to speak to our team on 0191 313 0301 (UK) 0156 214 34 (IE) who will qualify and action your request.

Please Note: The above number is available between 9am & 5pm, monday to friday (not bank holidays)

Requesting a copy invoice
Receiving your invoice

Each month you will receive an invoice from us with your charges for the previous month.

They will be sent out via e-mail within the first few days of each month, and will be sent to the listed billing contact on your account.

The funds will then be transferred from your bank account by direct debit on or around the 16th of each month. If the 16th falls on a weekend or bank holiday the funds will be transferred on the next available working day.

If you want to get a copy of an invoice that has previously been issued all you need to do is email us at opayofinanceteam@elavon.com and we will send this out to you.

Send an email from the listed billing contact on the account along with the vendor name and account reference so our team can locate your Opayo account and the invoices you would like sent out to you.

Our team will then locate your invoice and send this to you as an attachment on an email.

How to change your direct debit details?

If you would like to change the direct debit details on your account we can help you make this change.

All you will need to do is complete our direct debit form and send this in an email from the listed billing contact to opayofinanceteam@elavon.com. Along with this include your account reference/vendor name and proof of your banking (a document containing your account number, sort code and your bank name or logo), and we'll do the rest.

We will then be able to make the change for you and enable your new direct debit details.

Once we have changed your direct debit the new details will be used when the next invoice is generated.  If the change has been made after the 2nd of the month the new details will be used for the following month.
 

As soon as the change has been made our team will inform you when the new details will be used.