Forum Discussion

leesew's avatar
leesew
Contributing User
3 years ago

Allocating customer payments - Tradify invoices

Hi team, We use Tradify (job management system) to invoice our customers and then Tradify sends the invoice to MYOB. I'm a little lost when it comes to the allocation of the payment as it seems MYOB...
Yanike_S's avatar
Yanike_S
MYOB Staff
3 years ago

Hi leesew 

 

Thanks for your question. A bank transaction and AccountRight transaction are matched if they have the same date and amount and the AccountRight transaction is the correct type (such as Spend Money). You can read more about how this works in AccountRight: How matching works.

 

If you continue to have issues with wrongly allocated payments I would recommend contacting Tradify. 

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