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I have an overpayment in a Sales for a customer, that goes back to 2013. We are trying to write it off, but when I raise an invoice our system is set "must have a category" when raising invoices. This overpayment the actual invoice that was overpaid does not have a category, therefore I am unable to allocate the invoice to the overpayment.
Is there another way I can fix this please.
You could change your Category setting in Preferences to "Not required" and process the transaction.
I'm pretty sure you can just change it straight back once done.
Do you know if it will affect anything else if we do that?
The only implication would be if anyone else posted a transaction while you had the setting changed and also left the Category off the transaction.
It won't affect the P&L at all - just reporting by Category.