MYOB PayBy

Hi Dapper, 

Thanks for your post. The online invoices payments report will have information in regards to the payment, this help article has instructions on how you can view this report. 

If you're still having troubles with the payment and you are not sure which invoice it is for please let me know and I can pass our online payments team contact details so they can assist. 

Thanks Melisa that is exactly the report I was looking for.  It appears a client transferred money and a remittance to our bank account which I marked as paid and then paid for the same invoice again using Payby, which is why I think it can't reconcile.  I have removed the direct payment, but don't know how to refresh the payby so it links to its relevant invoices.  Are you able to assist with some instructions on this?  Thanks

Hi Dapper, 

Can you please provide a screenshot of the payby payment that you are referring to and how it appears so I can assist further. 

Hi Melisa, 

Please find attached a few screenshots of the payment.  In the bank register I can't reconcile because it can't find payment.  In the online payment report it says settled, but one of the invoices in the settled payment hasn't actually been marked off as settled.

Hi Dapper, 

In AccountRight if you select find next to the bankfeed transaction, expand the date range and amount from range does the list of invoices appear. Can you attach a screenshot of what appears. 

Hi, I think this is what you mean, but nothing appears – screenshot attached. 

We have had a number of payments using this, and it’s the first time it hasn’t automatically reconciled.  It doesn’t see the payment at all, but two of the three invoices are marked as paid.  I have tried to delete the payments against the two invoices in hope I can manually assign the amount, but the payment transactions are locked.

Hi Dapper, 

Thanks for the additional screenshots. You mentioned that the payment transactions are locked, if the original invoices still have payments applied to them the invoices would be closed off and won't appear in this window .

Are you able to provide a screenshot of the transaction invoice and payment history by clicking on the history button within the invoice so I can look into this. 

Hi Melisa,

I went into the online version so you can see the error - this is the payment record and the error code is from when i tried to delete the payment.

Hi Dapper, 

Can you please send me a private message with your product serial number so I can take a look into this error.