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Receive Payments: Selection of invoices to pay

Cover User

5Posts

28Kudos

0Solutions

5 Posts
Cover User
Australia

We have many invoices in a month to some of our customers & when they come to pay at the end of the month there is no quick way to select invoices when paying off their account unless you want to pay all invoices, or you have to add up or type in $ next to each invoice (some customers have 50 or more invoices)

 

Perhaps MYOB could look at adding a tick box (similar to that in bank reconciliations) next to invoices you want to pay.  It would make the process much quicker & my life so much easier, when the customer wants to pay particular invoices but not the entire account.

 

Thanks Olivia


"Faster way to recieve customer payments"

 

Current Status: Done
Last Changed: February 2023

Hi Everyone


When using the Create invoice payment window in the AccountRight Browser interface there is a check box next to each listed invoice. Selecting this check box will auto-fill the payment amount for that selected invoice.

 

Please note: The AccountRight Desktop application will allow the user to select the Pay All button to pay all invoices in the window for that customer. If you do wish to exclude some invoices using this method you would need to remove the amount listed in the Applied column for that selected invoice.

4 Comments
Liam_M
3,488 Posts
Former Staff

Hello @HCTS 

At the top of the receive payments window there is an 'amount received' field where you can type the total amount that the customer is paying. If you fill this field in first, when you click into the 'amount applied' field next to each invoice it will automatically populate with the total due for that invoice. Unless you don't know the full dollar amount the customer is paying, this would be just as fast as using a tick-box. Will this suit your needs? Do you know how much the customer will be paying in total?

HCTS
5 Posts
Cover User

I am aware of this feature & I use it when we know the amount being paid but we dont always know how much they are going to pay.  A lot of the time the customer comes in to pay in person & wants to pay all of last months invoices for eg, so currently we have the sales register open & select open invoices & the date range for the customer,  & recieve the amount shown there. 

 

I think it would be quicker to have an option to select a tick box next to the invoices.

Steven_M
45,180 Posts
Former Staff

Thank you for additional comments on this particular idea. We have moved this idea from an old status Clarification Needed to our new status of Open. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

Steven_M
45,180 Posts
Former Staff

Hi Everyone


When using the Create invoice payment window in the AccountRight Browser interface there is a check box next to each listed invoice. Selecting this check box will auto-fill the payment amount for that selected invoice.

 

Please note: The AccountRight Desktop application will allow the user to select the Pay All button to pay all invoices in the window for that customer. If you do wish to exclude some invoices using this method you would need to remove the amount listed in the Applied column for that selected invoice.