Forum Discussion

Atcatfinancial's avatar
2 years ago

allocating an online payment that my customers pay directly through myob

hello all, 

a few of my customers pay directly through myob and myob automatically receipts those invoices but when i go to bank feeds i cannot match the payments as it does not show any invoice numbers or reference relating to those invoices, and I can't just allocate it as my understanding of this then will create a duplicate transaction, so please advise how do i match these sort of payment paid directly through  myob? i will need to match and allocate all from bank feeds in order to then do the bank reconciliation

 

Thank you

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Atcatfinancial,

    Thank you so much for your detailed post and welcome to the Community Forum! I am sorry to hear that you were having problems about allocating/matching your transactions. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response.

    When working with bank feeds or imported bank statements, you match a bank transaction if you’ve already entered a corresponding transaction in MYOB Business.
     

    For example, a payment might appear in your bank feed for an invoice you’ve previously entered in MYOB Business. You can then match the payment transaction from your bank feed to the original invoice. This would automatically mark the invoice as paid, and reconcile the payment.

    Feel free to post again, we're happy to help.
    Regards,
    Earl