How to allocate a suspense account transaction to a customer invoice

Question

I am new to MYOB community, just hoping someone can give me some advice. I have put an overpayment from a customer into the suspense account to use at a later date. They now have sent an invoice and shortpaid it to use up the credit we have. How do I get this amount from the suspense to allocate to the outstanding invoice? I am sure it is a simple fix, but I can't find info to process this. It is not in a current period either.

Any tips would be appreciated

hellohelen · Answer

Thanks Liz, that has fixed it, appreciate your help !cheersHelen

liz_a · Answer

Hi HelloHelen​&nbsp;I always set up my Suspense Account as a Bank or Credit Card type account so you can use it as you would a bank account. This allows you to make payments, or apply credits, etc. by paying into or out of the Suspense account. You can also reconcile your Suspense account to see that it comes back to nil as entries are cleared.CheersLiz

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How to allocate a suspense account transaction to a customer invoice

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