Forum Discussion

Cadicka's avatar
Cadicka
Experienced Cover User
2 years ago

Error from Deposit Transfer

Hello,

 

I took a payment off that was more than the invoice.  It was for 2 invoices, but the credit was allocated to the 2nd invoice, not the initial amount.

Now my customer has the credit for the transfer that came from deposits.

How can I fix it, my customer asked for a detailed transaction ledger that shows they have a credit, but in actual fact, they don't.

 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi Cadicka

     

    Thanks for reaching out. 

     

    If the excess of the payment was showing as a deposit for the customer, then you could apply the deposit to the other invoice and act as a payment to have it closed. Here is the help article Customer overpayments and double payments that will serve as a guide. The customer's overpayment that was converted into credit should be sitting inside the "returns & credits" under the sales register. 

     

    Let me know if you require any further assistance with this. I'm happy to assist you. 

     

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

    Cheers, 

    Genreve

    • Cadicka's avatar
      Cadicka
      Experienced Cover User

      It is not a double payment, the credit was applied but it created another credit for the customer.  If you look at the attachment you will see there was no additional payment, so this is a MYOB error.  This is not a credit for the customer and if I apply it, we will have that amount missing and won't balance.

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator

        Hi Cadicka

         

        Thanks for the response and thank you for explaining. 

         

        Generally, if the transaction is a transfer from deposit, it is from an order that was converted to an invoice. What we could do in this case if there were no deposits made is to delete the deposit or reverse it. Here is the help article Online invoice payments to assist you in the process. 

         

        Let me know if you're still experiencing issues. 

         

        Cheers, 

        Genreve.