Hi everyone
I'm using PAYBY. It says it will automatically match payments with invoice but it doesn't seem to be.
I have four unmatched payments and no way of knowing who sent them. There's no information in the CR ?
They have MYOB numbers ... like MYOB00009 ... but I can't see who sent them or which invoice they relate to.
TIA for help :)
Hi @suegeorge,
Thank you for your post and welcome to the Community Forum.
In this regard, if you are using an online payment, the payment information for each transaction will be shown as mismatched when you receive a lump sum deposit for your online payments for several invoices. This deposited transaction must match what is seen on your bank feed and bank statements. You can do this by connecting a single bank transaction to numerous necessary ones. For instructions, please see the Article: Matching bank transactions and Online Payments has additional information about this service.
By going to Reporting>>Reports>>Transaction detail, you can check who paid the transaction.
If you need further assistance with this, please don't hesitate to contact us again. We are happy to assist you.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Thanks,
Cel
