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WGR's avatar
WGR
Contributing User
2 years ago
Solved

Customer payments

What has happened to creating a customer payment. It was under the sales drop down. I used it if a customer overpaid on an invoice so the balance could be allocated against a future invoice. How do ...
  • MAC58's avatar
    MAC58
    2 years ago

    My accountant provided a solution.

    Enter the amount in the bonus section (the amount is exclusive of SG payable.)

    Then enter the same amount in Salary Sacrifice - (a deduction), again this amount is exclusive of SG.

    The total SG payable which also included the usual SG payble on normal earnings was correct.

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

Hi WGR,

 

Thank you for your post. 

 

I think that this is the customer return when you click on Sales. This will allow you to create a customer return for any overpayments, from which you can choose whether you want to apply the overpaid amount to an invoice or refund the customer. You can also hold onto credit to apply to a future invoice. To allocate a customer overpayment, please refer to this Help article for further information. 

 

Please let me know if you require any further assistance with this. I'd be delighted to help you.

 

Cheers,

Princess

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payments","id":"message:838499","revisionNum":1,"repliesCount":1,"author":{"__ref":"User:user:187451"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Sales"},"conversation":{"__ref":"Conversation:conversation:838499"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:838499"},"body@stripHtml({\"truncateLength\":200})":" What has happened to creating a customer payment. It was under the sales drop down. I used it if a customer overpaid on an invoice so the balance could be allocated against a future invoice. How do ...","body@stringLength":"255","rawBody":"

What has happened to creating a customer payment. It was under the sales drop down. I used it if a customer overpaid on an invoice so the balance could be allocated against a future invoice.

How do I now allocate a customer overpayment? 

","kudosSumWeight":0,"postTime":"2023-09-26T16:01:37.519+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:838499_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":375},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

What has happened to creating a customer payment. It was under the sales drop down. I used it if a customer overpaid on an invoice so the balance could be allocated against a future invoice.

How do I now allocate a customer overpayment? 

"},"Conversation:conversation:838499":{"__typename":"Conversation","id":"conversation:838499","solved":true,"topic":{"__ref":"ForumTopicMessage:message:838499"},"lastPostingActivityTime":"2023-09-26T17:25:01.532+10:00","lastPostTime":"2023-09-26T17:25:01.532+10:00","unreadReplyCount":1,"isSubscribed":false},"ModerationData:moderation_data:838499":{"__typename":"ModerationData","id":"moderation_data:838499","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:838499_1":{"__typename":"Revision","id":"revision:838499_1","lastEditTime":"2023-09-26T16:01:37.519+10:00"},"AcceptedSolutionMessage:message:838526":{"__typename":"AcceptedSolutionMessage","id":"message:838526","conversation":{"__ref":"Conversation:conversation:838499"},"author":{"__ref":"User:user:292938"},"revisionNum":1,"uid":838526,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"ForumTopicMessage:message:838499"},"subject":"Re: Customer payments","moderationData":{"__ref":"ModerationData:moderation_data:838526"},"body":"

Hi WGR,

\n

 

\n

Thank you for your post. 

\n

 

\n

I think that this is the customer return when you click on Sales. This will allow you to create a customer return for any overpayments, from which you can choose whether you want to apply the overpaid amount to an invoice or refund the customer. You can also hold onto credit to apply to a future invoice. To allocate a customer overpayment, please refer to this Help article for further information. 

\n

 

\n

Please let me know if you require any further assistance with this. I'd be delighted to help you.

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\n

Cheers,

\n

Princess

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"218","postTime":"2023-09-26T17:25:01.532+10:00","lastPublishTime":"2023-09-26T17:25:01.532+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":388},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:838499/message:838526","readOnly":true,"editFrozen":false,"body@stringLength":"1106","rawBody":"

Hi ,

\n

 

\n

Thank you for your post. 

\n

 

\n

I think that this is the customer return when you click on Sales. This will allow you to create a customer return for any overpayments, from which you can choose whether you want to apply the overpaid amount to an invoice or refund the customer. You can also hold onto credit to apply to a future invoice. To allocate a customer overpayment, please refer to this Help article for further information. 

\n

 

\n

Please let me know if you require any further assistance with this. I'd be delighted to help you.

\n

 

\n

Cheers,

\n

Princess

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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