Online payment automatically matched to same invoice

TranquillityLS

Hi,

 

I have a situation where an online payment has been matched automatically to an invoice and then the next payment by the same client has been matched again to the same invoice, balance now in credit.  I cannot delete the transaction, please see message below:

How would I go about fixing this please.

Earl_HD

Hi @TranquillityLS,

Thanks for providing the screenshot, super helpful! That definitely sounds like a hassle.
 

If this payment was made through Online Payments, what should usually happen is the invoice is closed when the customer pays, then MYOB creates a separate bank deposit transaction once the funds settle into the bank account. That later settlement deposit is the transaction that should match in Bank transactions, not the same invoice a second time.

So if the next payment has been matched back to the same invoice and left the invoice sitting in credit, the best next step is to unmatch that bank transaction and then rematch it to the correct settlement deposit instead.

If the error still occurs, make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl