Thankyou for replying. Client A paid Myob directly but Myob assigned the payment to client B who had the same amount owing. Does this mean I have to check every payment to make sure it is correctly assigned?
Hi KylieSphere,
Not necessarily, so no need to manually check every payment one by one. In cases like this, it can happen that a payment is matched to the wrong customer if another invoice has the same amount owing. The best thing to do is review the payment transaction details and compare them with the customer’s invoice and payment records to confirm where it should have been applied.
If it does look like the payment was assigned to the wrong client, you can undo the payment and reapply it to the correct invoice.
Regards,
Sai
