Forum Discussion

MR24's avatar
MR24
Member
2 years ago

Alloting a payment against a creidt note and invoices.

We are trying to allocate a payment made across outstanding invoices and credit notes. Does anyone know how we can do that please?

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi MR24,

     

    Welcome to the Community Forum!

     

    MYOB allows payments to be allocated to invoices and credit notes. When it comes to allocation, I would suggest checking out this helpful article about settling customer credits and dealing with customer returns, credits, and refunds. These will give you full, detailed information and instructions dealing with the process of allocating payments.

     

    Feel free to post again anytime you require further assistance. 

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

     

    Kind regards,

    Shella

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