Forum Discussion

activemobility's avatar
activemobility
Trusted Cover User
2 years ago
Solved

amending payment method

From time to time the wrong payment method is entered when in hurry for a cash sale, eg paid by cash instead of  EFTPOS   If method entered originally, I could go into details and amend when I proc...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi activemobility 

     

    Sounds like you have worked out the default payment method and information for a customer is pulled from the Payment Details on their card. This, of course, can be changed at the time of recording the payment if necessary.


    In terms of that actual greyed-out Payment Details for Customer payment, it is likely that a deposit transaction has occurred in relation to that order/invoice and therefore has "locked" that payment transaction from allowing changes. Help Article: Customer deposits outlines how to revert back to square one with that payment and invoice so it can be entered afresh - I would weigh up that process in relation to ensuring that payment details are correct as it can be a little messy on your accounts.

     

    If a deposit situation hasn't occurred here are the common other reasons why that would be locked:

    • The transaction has been involved in a secondary transaction i.e. a bank deposit or electronic payment
    • Setup>>Preferences>>Security -- Transactions Can't be Changed, They Must be reversed is enabled.
Shella_A's avatar
Shella_A
MYOB Moderator
2 years ago

Hi StephAOPE 

 

Thank you for your post. We can also select the payment method when you’re using the browser. It applies when you are using Online Invoice Payment on the browser. Online invoice payments are a secure payment service that gives your customers an easier and faster way to pay you. Now they can pay online using their VISA, MasterCard, AMEX, BPAY, Apple Pay, Google Pay or PayPal. On the other hand, if you are referring to selecting payment method when paying your employee, it is currently not available as what we can select under payment method are paying them by cash, electronic or cheque.

 

You may have a look at this help article: Online Invoice Payment that has all the detailed information and steps to assist you with this. 

 

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

 

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

 

Cheers,
Shella_A

  • StephAOPE's avatar
    StephAOPE
    Experienced Cover User
    2 years ago

    Hi Shella,

    Thank you for your reply however this does not help us.

    We do not use the online invoice option as we have a partner software that we do our invoicing from and it is then exported to MYOB.

    We will continue to use the desktop version if that is the choice for recording payment method.

     

     

    • Shella_A's avatar
      Shella_A
      MYOB Moderator
      2 years ago

      Hi StephAOPE 

       

      Thanks for the response. We appreciate your patience and understanding about this matter. Rest assured that we'll relay your idea/feedback to the relevant team and let you know right away once this feature is already available on the desktop version. 
       

      If you need further help, don't hesitate to start a new post and we'll be happy to assist.

       

       

      Cheers,

      Shella_A

Related content