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TPC2's avatar
TPC2
Contributing User
14 days ago

ONLINE PAYMENTS

Hi,

For the last week or so my online payments are not being processed through Prepare Bank Deposit. I have worked out this is because some customers are paying more than one invoice. If I go to the Online Invoice Payments and look at what has been paid and look at the payments in Prepare Bank Deposit, those who have paid multiple invoices are one payment in Prepare Bank Deposits and indivisual payments in Online Invoice Payments. So MYOB can not match the payments, therefore the deposit is not generated. What has happened in the background to have changed this. I am having to manually do the Bank Deposit everyday due to this.

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    14 days ago

    Hi TPC2,

     

    That sounds like a very specific Online Invoice Payments matching puzzle, especially when payments for multiple invoices are being grouped into one bank deposit. A good first step is to review the Online Invoice Payments setup, including the linked accounts and categories. If those settings aren’t aligned, MYOB may not be able to match the grouped payment in Prepare Bank Deposit to the individual customer payments automatically.

     

    You can also check this guide for more information on how online payments are grouped and automatically matched, including the settings to review: Automatically matching online payments. If the settings look correct and you’re still having to create the bank deposit manually, please reach out to our support team via the Contact Us page so they can check the setup and payment flow more closely.

     

    Cheers,

    Doreen

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