How to change an incorrect received payment date on a closed invoice in AccountRight

Question

Hello,I'm new to MYOB so I apologise in advance if this is obvious.&nbsp;&nbsp;I entered a received payment today and accidentally didn't change the date for the payment that we received yesterday. The invoice is now closed. The "payment" option is greyed out when I open the invoice. I need to update the date because yesterday was the end of the month and we won't be able to reconcile without this date updated.&nbsp;I've tried deleting the sale and re-entering it but it won't let me delete a sale that has a payment attached to it. I've read forums and suggestions but none of them are applicable to AccountRight. Please help!

hannah_v · Answer

Hi, NMen. Welcome in the Community Forum and thank you for your post.
&nbsp;
No need to worry, it's understandable to have questions when you're new to MYOB AccountRight.
&nbsp;
If a sale transaction has a white zoom arrow  next to it, it means it can't be changed. To make it changeable (so it has a blue zoom arrow ), set the following security preference. If your user role allows you to change preferences, you can change this option at any time.

Go to the Setup menu and choose Preferences.
 Click the Security tab.
 Deselect the option Transactions CAN'T be Changed; They Must be reversed.
 Click OK.

&nbsp;
To change a sale

Go to the Sales command centre and click Sales Register.
 Click the applicable tab depending on the transaction you want to change.
 (Optional) Set the Search By and Dated From and To fields to narrow down your search.
 Click the zoom arrow to open the transaction you want to change.
 Make the necessary changes.
 Click&nbsp;OK.

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For more information on how to edit invoices, you may check this Help Article: Editing Invoices
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Feel free to post again anytime you require further assistance.&nbsp;&nbsp;If my response has answered your enquiry, please click&nbsp;"Accept as Solution"&nbsp;to assist other users in finding this information.&nbsp;&nbsp;Cheers, &nbsp; &nbsp;
Hannah
&nbsp;

nmen · Answer

Thank you Hannah!

hannah_v · Answer

You're welcome, NMen.
&nbsp;
If you need any further assistance, please don't hesitate to let me know. However, if everything has been resolved to your satisfaction please click&nbsp;"Accept as Solution"&nbsp;to assist other users in finding this information. We'll go ahead and close this thread for now. Remember, you can always reach out in the future if you need any help or have any questions.
&nbsp;
Cheers,
Hannah

Forum Discussion

How to change an incorrect received payment date on a closed invoice in AccountRight

To change a sale

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