Forum Discussion

Simon10's avatar
Simon10
Contributing User
2 years ago

Electronic customer invoice payments not matching correctly

When customers have paid an invoice electronically including a surcharge, the invoice is marked as paid but the payment is listed as an unallocated transaction. For example the invoice was for $400 a...
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi Simon10, 

     

    Thanks for reaching out and welcome to Community Forum.

     

    My understanding is the invoice was paid via the Online Invoice Payment, as the invoice was marked paid right after. Generally, the surcharge and the charge are separated with the surcharge having the same bank transaction name with an added "s". Under the bank transaction window if the transactions have not automatically matched we could manually choose the invoice to match it to, making sure to have the filters as "all transactions" and "show paid bills". 

     

    Here is the help article Online invoice payments for more information regarding the feature. 

     

    If my understanding is incorrect feel free to clarify, also screenshots to determine the issue would be much appreciated. 

     

    We look forward to your response. If you have any other concerns feel free to include them in your next response.

     

    Cheers, 

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Simon10, 

 

Thanks for reaching out and welcome to Community Forum.

 

My understanding is the invoice was paid via the Online Invoice Payment, as the invoice was marked paid right after. Generally, the surcharge and the charge are separated with the surcharge having the same bank transaction name with an added "s". Under the bank transaction window if the transactions have not automatically matched we could manually choose the invoice to match it to, making sure to have the filters as "all transactions" and "show paid bills". 

 

Here is the help article Online invoice payments for more information regarding the feature. 

 

If my understanding is incorrect feel free to clarify, also screenshots to determine the issue would be much appreciated. 

 

We look forward to your response. If you have any other concerns feel free to include them in your next response.

 

Cheers, 

Genreve

  • Simon10's avatar
    Simon10
    Contributing User
    2 years ago

    Thanks, it seems it just needed some time to match the transaction.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.