I have a client which shows as paid via myob direct credit but she says she didn't pay it and can't see it on her bank or visa records?
The money is in my bank, I want to make sure Myob hasn't recorded a payment for the wrong client. How do I verify this?
Hi KylieSphere,
You can check the OIP report to help verify whether the payment belongs to that customer. That report should show the online payment details, which you can compare against the customer name, invoice, and amount received to make sure it’s been recorded against the right person. You can check this link for more info about online payment reports.
Cheers,
Doreen
Thankyou for replying. Client A paid Myob directly but Myob assigned the payment to client B who had the same amount owing. Does this mean I have to check every payment to make sure it is correctly assigned?
Hi KylieSphere,
Not necessarily, so no need to manually check every payment one by one. In cases like this, it can happen that a payment is matched to the wrong customer if another invoice has the same amount owing. The best thing to do is review the payment transaction details and compare them with the customer’s invoice and payment records to confirm where it should have been applied.
If it does look like the payment was assigned to the wrong client, you can undo the payment and reapply it to the correct invoice.
Regards,
Sai
I just find it strange that the client had paid via myob yet myob credited the payment to another customer. ??? That shouldn't happen
