Hi, A customer of mine has recently change their system where I no longer invoice them, rather I now log hours for the tasks and their system crates the invoice and remittances once paid.
My query is how do I now match this up when allocating payments? do i just need to create a duplicate invoice to match the invoice my client has created. or is there an alternative method.
Hi Florie,
Welcome to the MYOB Community Forum! You don't need to create a duplicate invoice to match the one your client has created. Instead, you can use the "Receive invoice payment" feature in MYOB to match the payment to the client's invoice. You can keep track of the payments without creating duplicate invoices. See this link for more detailed instructions.
Cheers,
Shella
Thank you for your response Shella, The problem is, there is no invoice for these payments in the MYOB system as my client issues this from their platform which is not linked to ours. So these payments being paid have nothing to match up to when doing allocations.
Hi Florie,
This issue may require further investigation by our support team to identify and resolve the underlying problem.
Please reach out to our support team for assistance. You can contact them via Live Chat through our virtual assistant at MOCA or by submitting a support case at http://myaccount.myob.com/.
Regards,
Earl
