nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Incorrect Credit Balance

Manal-Hafza

Hi team, i get this problem every now and then. a payment is applied for the correct amount but for some reason, the Balance Due on the transaction is a credit

the transfer from deposits are greyed out so i cant delete them to see if it will fix the problem . what happened here? and what do i need to do to remove the credit note on this account?

MYOB transfer from deposits.JPG

Find more posts tagged with

Accepted answers

All comments

Celia_B

HI @Manal-Hafza,

Thank you so much for your patience on this issue and for sending screenshots, very much appreciated.

To further assist you with this and to investigate the issue, we need to have a copy of the recap on your bills, the transfer from deposit and the payment recap. To do this, for bill, on the command center>>Purchases>> click on purchase register>>click the transaction>>Click Edit (upper left on your screen) CTRL R, >>The recap transaction in purchases appears. Kindly take a screenshot.

Same with the recap from transfer from deposit and with payment recap as well.

Thanks,

Cel

Manal-Hafza

Hi, please see my image again. there is no credit note.
there was a purchase, all good

a payment was applied from the wrong account and needs to be deleted

when i drill into the transaction, there are 2 other transactions that MYOB create in the back end

the figures do not add up.

there are 2 charges and 2 payments for the exact amounts, so im not sure how the balance ended up in credit

hope this adds clarity to the issue

Celia_B

Hi @Manal-Hafza,

Thank you for your post.

In the matter of deleting a credit note, if you create a credit note with incorrect details or in error, it is not possible to delete it. However, you can edit it or mark it as void. Voiding the credit note removes the value, however it remains in your account so you can view it. If necessary. You can check out this Help Article: Customer, returns, credits and refunds have detailed information that you can use as a guide.

Let me know if you need more help with this. I am happy to assist you.

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

Thanks,

Cel