02-03-2012 08:02 AM
Wondering if anyone knows of a way to do this as I can only get receipts to print for individual transactions rather than a grouping of transactions for an individual card which is what is needed for end of year tax receipts. I am hoping to find a way of doing it from within MYOB rather than having to export to Excel and then trying to mailmerge the totals. Thinking that there are probably other charities using MYOB that may have the same issue??? Many thanks for any assistance
10-05-2012 07:13 AM
We can't print a receipt for a grouped transaction, however if the reporting requirement is to be able to show all of the payments someone has made to you, there are several reports that you could use, depending on exactly how you entered the transactions. As you didn't specify which program you were using, the answers I'm giving are based on you using one of the AccountRight range of programs.
If you have been entering invoices in the Sales Register and receiving payments againt hem, the report I would run would be:
Sales > Customer > Customer Payments [Closed Invoices] report. This would allow you to get a list of every payment you've received from the customer that you could print off.
If you have been entering money received directly as receive moneys, I would recommend using the following report:
Card > Cards > Card Transactions [Accrual]. This will allow you to view a complete list of all transactions to do with the card, which again you could print off.
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