Forum Discussion

janjac's avatar
janjac
Experienced Cover User
10 months ago

MYOB FEE'S ON PAYMENTS

Hoping I can explain this easy enough to be understood ! When some one pays their invoice by card thru the QR code, they pay a fee ontop of the invoice. When the payment comes thru it has the feein...
  • Doreen_P's avatar
    Doreen_P
    10 months ago

    Hi, janjac

     

    Thanks for updating us, and we're sorry for the late response.

     

    If you can see the necessary transactions in place, you can match those transactions to your bank feed. You may also check the Help Article: Reconciling online invoice payments for more information on how to do this.

     

    Best regards,

    Doreen

janjac's avatar
janjac
Experienced Cover User

No - no response at all.

Doreen_P's avatar
Doreen_P
MYOB Moderator
10 months ago

Hi, janjac

 

Thanks for your post.

 

To correct the situation, you may need to find the surcharge transaction if there's any recorded. To do this, please refer to the steps below:

 

  • Go to Banking and choose Find transactions.
  • Click the Transactions tab. A list of transactions appear.
  • The surcharge amount will have the same Reference no as the received payment, but with an additional 'S' at the end as shown below.

 

Once done, please check your Online Invoice Payment report > Transaction details for the reference number. If there is no recorded surcharge, you can manually record a receive money transaction for the surcharge. After that, you can match the invoice and the surcharge transaction to the bank feed transaction. To create a receive money transaction, please check out the Help Article: Receive money for more information.

 

Please let us know if you require further assistance with this.

 

If my response has answered your inquiry, please don't forget to click "Accept Solution" to help other users find this information.

 

Best regards,

Doreen

  • janjac's avatar
    janjac
    Experienced Cover User
    10 months ago

    Thank you - I have checked and there is 2 transactions from back in the beginning where the payment has been separated from the charge.

    What happened to make it change ? Can it be reversed so that it keeps doing that ?

    Also I get an invoice for the payments taken out at the beginning of the month when I get the subscription invoice.

    If the money is taken out directly that saves me getting the invoice which is what I understood would happen when I took on the payment by CC option with the customer paying the fee.

     

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      10 months ago

      Hi, janjac

       

      Thanks for updating us, and we're sorry for the late response.

       

      If you can see the necessary transactions in place, you can match those transactions to your bank feed. You may also check the Help Article: Reconciling online invoice payments for more information on how to do this.

       

      Best regards,

      Doreen

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