Receivables
Hey There I have a problem with Dashboard (MYOB Business Lite). I have matched a customer invoice against a payment I received, through Bank Feed / Bank reconciliation. when I look at the receivable...
Forum Discussion
Hello Doreen,
Thanks for your quick response. I just ran a customer statement as at today's date and that paid invoice is still showing as overdue / unpaid.
As for the dashboard, is there a way to synchronise it with my files, manually?
Thanks
Hi Pal2,
Thanks for the update. If you've generated a customer statement and it's still not looking right, it might be that the payment is not linked to the invoice. Check this and link them if needed. To sync your dashboard and files, try clearing your browser's cache and cookies. This can often fix browser issues.
However, if you're still getting overdue invoices on your statement, why not try our virtual assistant, MOCA? It's designed to dive deeper into issues like this. Give it a go! Feel free to engage with MOCA through myob.com/support for any queries or assistance you might need. Don't worry if MOCA can't provide the help you need; our live chat team is just around the corner to pick up where MOCA left off.
Feel free to post again anytime you require further assistance.
Kind regards,
Shella
Thanks all for your help. This is how I solved the issue (hopefully this tip can be useful to someone else.
- I deleted the Cr which was automatically raised from allocating Bank transaction (money in from customer)
- Sales > Record invoice payment, that raised a new Cr (same date)
- Bank > Reconcile, match money received with new Cr. Wow! feels so good
