MYOB AccountRight - Settle Returns & Credits feature not working

Question

Hi everyone,

A couple of us that have access to the data file cannot allocate credits to open invoices via the Settle Returns & Credits feature.

Has this been disabled ? or does anyone have any ideas on why the open invoices are not showing to allocate the credits to ?

This is happening for different customers.

Thanks in advance for your feedback.

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LC1 · Answer

Thank you.

None of the above is relevant to this situation so I will log a case.

Thanks for your help

Isaiah_C · Answer

Hi @LC1,

Thanks for letting us know. This usually comes down to one of a few things: the invoice may no longer be open, the credit may be linked to a different customer card, the category may not match, or the transactions may be in different currencies.

If you still get stuck, please reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account for further help.

Regards,

Sai

LC1 · Answer

Hi Earl,

Thanks for your response.

It is not an order - it is a sales invoice and we do not use categories.

We have never had this issue before.