receiving payments in advance

Question

hi all&nbsp;we receive payments in advance for a particular customer all the time well before we have an invoice to allocate it to is there a way i can enter these payments into our MYOB file to show that the customer is in credit without creating a credit note as such i just want to show that they have paid and are in credit&nbsp;&nbsp;i dont want to create credit notes all the time for them to show they are in credit?i am currently keeping a Spreadsheet of the paymetns so i can allocate them when i have an invoice to do so with

leneth_a · Answer

Hi soho-99,&nbsp;&nbsp;Thanks for your post and welcome here to the Community Forum. We understand that you are looking for alternatives so that when you are entering customer payments you do not need to create a credit note to show that they have paid, and it is in credit. We are thankful for your time to share your concern with us and thank you for providing additional details about your concern. This is helpful for us to check further on our side.&nbsp;We appreciate your patience and understanding during this time.&nbsp;&nbsp;In this matter, if you have not created an order or invoice, you may create a Sales Order or Sales Invoice that includes the advance payment populated in Paid Today section. The deposits will turn into a credit note once you reverse the payment.&nbsp;&nbsp;You can find detailed instructions on how to do this in our Help Article Customer Deposits.&nbsp;&nbsp;Please do not hesitate to post again if you need help in the future.&nbsp;&nbsp;If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.&nbsp;&nbsp;Cheers,&nbsp;Leneth

soho-99 · Answer

THANK YOU for your response i have read through the customer deposits section but it still says you have to enter a sales to allocate the "paid today" to is i simply want to allocate a payment to a customer with no invoice no order no nothing and just put them in credit until i create an invoice or order eg

bob jones pays $100 to us but there is no invoice no order nothing at all in MYOB to put this payment to as he is paying in $100 installments in advance until he gets to $1000 in credit then he will place an order and i can invoice him how do i process these paymetns through MYOB so he can see that he is in credit with us

this is what i want to do without creating credit notes as if i do that then it looks like we owe him the money

earl_hd · Answer

Hi soho-99,Thanks for your response and I'm sorry to hear that. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. To record advance payments from a customer in MYOB AccountRight without creating a credit note, I would recommend visiting this help article that will give you more information about: Customer prepaymentsPlease do let me know how you go on this.Regards,Earl

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receiving payments in advance

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