Changing Customer Payment Allocation
Hi. I had applied a customer payment in a certain way and now they want it applied differently. MYOB keeps suggesting the match to the list of invoices I first applied it to. It will not allow me to ...
Forum Discussion
Hi hwillfdpc,
Thanks for reaching out and welcome to the Community Forum.
Apologies for the delayed response. I know how important that the payment is allocated in the system correctly. Generally, there are different reasons why payment history could not be altered. May I know if the transaction we are trying to delete is part of a bulk transaction bank deposit? If it is we need to first delete the bulk transaction before deleting the individual transaction that is included in it.
We look forward to your response. Any information or screenshots about the issue would be much appreciated.
Cheers,
Genreve
Hi Genreve, the payment was allocated toward 5 invoices for the customer. Attached is a screenshot showing the payment in bank feeds, and how it's deferring to the original allocation. I've also taken a screenshot showing the user preferences setting.
When the suggested allocation isn't approved (by clicking the red X instead), the invoices remain in the sales register as being paid and when you go back to the bank feeds, it defaults to suggesting the allocation against those same invoices again.
Hi hwillfdpc,
Thanks for the response and the screenshots provided
Since the transactions in question are grayed out and cannot be clicked. May I ask for a screenshot of the recap of the transaction (Open one of the transactions and click edit > recap transaction). These would show us which accounts are involved in the transaction if this transaction has lines for undeposited funds most likely this is causing the issue.
We look forward to your response.
Cheers,
Genreve
Hi hwillfdpc,
Let us know if you still are experiencing the issue. We would love to help further.
Cheers,
Genreve
Hi Genreve
Here is a recapped transaction for one of the invoices the payment is trying to link to.
