Forum Discussion

CIMC's avatar
CIMC
Cover User
23 days ago

Bank Transections older than 12m

I have a customer with unpaid invoices for over 12months, he has finally made a payment but I cant allocate that payment to the invoices which are older than 12m as the system only allows me to show the invoices for the last 365 days in bank transections. how can I sort this out?

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi CIMC,

     

    The inability to allocate payments to invoices older than 12 months directly in the Bank Transactions screen can be resolved by manually applying the payment in Sales. Go to Sales > Invoices. Locate the unpaid invoice(s) that are older than 12 months. Click into the invoice and use the record payment option. Enter the payment details manually, ensuring the amounts match.

     

    Once the payment is applied to the invoice, return to Bank Transactions. Locate the payment in the bank feed. Mark it as reconciled by selecting it and confirming the match with the manually recorded transaction.

     

    Regards,

    Sai