PART PAYMENTS
How do I process a part payment in this software?
When I follow your advice all I receive is an error msg. "An unbalanced transaction cannot be processed." Yet another bug MYOB?
Forum Discussion
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Hi Louise_xoz
Thanks for your post. You generally encounter the message "An unbalance transaction may not be recorded" message when editing or recording a sales or purchase transaction where you have lines that have 3 decimal places and rounding is involved (which tends to be hidden in the back-end).
Typically, a user can correct these messages by on of the following methods:- Clicking on the Tax Inclusive tickbox, then clicking on it again. This will force the system to recalculate the tax components of the transactions thus recalculates the rounding.
- Clicking into the quantity and rate of the transactional lines and re-typing those values. This will force the system to recalculate the transactional lines thus recalculates the transaction.
If this doesn't work, you are looking at recording that invoice or purchase again.
These help articles explain how to record part payments for invoices and bills:
None of what you suggest actually works.
Hi Louise_xoz
Sorry to hear that the response hasn't worked for you. If you would like to provide some additional information or perhaps a screenshot of the transaction you are wanting to record the MYOB Community would be able to provide some better insights to give you a more workable solution.
Generally speaking, to record a part payment on an invoice you would go to Sales>>Receive Payments. Within this window, select the customer and enter the amount that is being paid in the Amount Received. You would enter the same amount in the Amount Applied column for the invoice(s) being paid before selecting Record.
You commonly get the "Unbalanced transaction" message when the Amount Received doesn't match the Amount Applied or you haven't added one into that window. However, if you are still getting that message when those values are the same/are entered, we'd love to see a screenshot so we can provide some further context.
