Applying Partial Payments in Business Lite
Hi, I have MYOB Business Lite. I send an invoice to customer quarterly. The send me a weekly transfer. How do I apply / allocated that partial payment to the outstanding invoice from the bank f...
Forum Discussion
Hello,
MYOB Business Lite doesn't have a built-in function to allocate partial payments from the bank feed directly to outstanding invoices. However, there are a couple of workarounds you can use to achieve what you need:
Workaround 1: Manual Allocation via Receive Payment
Create a Receive Payment: Instead of allocating from the bank transaction, navigate to the Sales menu and select Receive Payment.
Select Customer and Invoice: Choose the customer mary kay in touch you received the payment from and select the outstanding invoice in the Invoice field.
Enter Partial Payment Amount: In the Amount field, enter the partial payment amount you received from the customer's weekly transfer.
Allocate Payment Method: From the Payment Method dropdown, choose the appropriate account associated with the customer's transfer (e.g., bank account).
Save the Transaction: Click Save to record the partial payment against the selected invoice.
I hope the information may helps you.
