Allocating a bank transaction to an invoice
Hello, a customer has made a payment to our account, I am trying to allocate it to an invoice but am unable to do so. The invoice is a large amount which they are making monthly payments on. It was c...
Forum Discussion
Hi ZoeWyatt,
Thank you so much for your post and welcome to the Community Forum!
Sorry for not being able to respond right away. Can you please confirm that the invoice you're trying to allocate the payment to has the correct date (2021) and status (not marked as paid). Sometimes, changes to the due date or other modifications can affect how invoices are displayed.
You can also visit this help article that will give you more information about: Allocating bank transactions
Regards,
Earl
The date on it is 12/04/2021, it is currently overdue. As I said before I change the date every month, this has never been a problem before it is only since the change over with MYOB that I'm having this issue
