Forum Discussion

Shepai-8-2017's avatar
Shepai-8-2017
Experienced Cover User
3 months ago

Statement after a partial payment on invoice

Hi,

I entered a partial payment for an invoice.

When I checked the Customer Statement, the whole amount is the same.

But when I clicked the Record Invoice Payment, the invoice balance amount is correct (less the partial payment)

Why is the partial payment not reflecting on the Customer Statement to be emailed/printed?

Anyone with the same problem?

Thank you.

 

Kind regards,

Shepai

  • Genreve_S's avatar
    Genreve_S
    5 days ago

    Hi Shepai-8-2017 ,

     

    I'm glad to help. Don't hesitate to create a new thread if you need any other assistance. 

     

    Thanks,
    Genreve

10 Replies

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  • Shepai-8-2017's avatar
    Shepai-8-2017
    Experienced Cover User
    5 days ago

    Hi Genreve,

     

    Thank you so much. I really panicked.

    I saw the notice in Community Forum that the old login URLs decommissioned but I did not click the app.myob.com (getting paranoid if it is safe to click.)

    Thank you so much.

     

    Kind regards,

    Shirley

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      5 days ago

      Hi Shepai-8-2017 ,

       

      I'm glad to help. Don't hesitate to create a new thread if you need any other assistance. 

       

      Thanks,
      Genreve

  • Shepai-8-2017's avatar
    Shepai-8-2017
    Experienced Cover User
    5 days ago

    Hello,

    I can't log in to MYOB. It says:

    " This page isn't working at the moment.

    essential.myob.com.au can't currently handle this request

    HTTP error 503

     

    Is MYOB down?

     

    Kind regards,

    Shepai

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      5 days ago

      Hi Shepai-8-2017,

       

      I can see you are having difficulties logging into your file. The essential.myob.com.au is no longer a web address we use to access, as that web address is used to access Essential files. You can log in to your file using app.myob.com instead. 

       

      If you require any other help don't hesitate in creating a new thread in the forum.

       

      Thanks,
      Genreve

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    3 months ago

    Hi Shepai-8-2017,

     

    For partial invoice payments made, it only allows for full payment to be made on online invoice i.e. partial payments are not able to be completed.


    If you do have an invoice that requires deposits or multiple payments, these would need to be recorded as multiple invoices within MYOB Business and sent to the client as multiple invoices so payment can be made individually on those invoices. If you could confirm that the invoice for the partial payment was made separately so I can further look into this for you.

     

    Best regards,

    Doreen

    • Shepai-8-2017's avatar
      Shepai-8-2017
      Experienced Cover User
      3 months ago

      Hi Doreen,

       

      The payment is for 3 invoices. Example- payment is $500.00 but the total of the 3 invoices is $600.00, the the last invoice is paid in partial owing balance amount. 

      I printed the Activity statement and even the $500.00 was not credited.

       

      Kind regards,

      Shirley

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    3 months ago

    Hi Shepai-8-2017,

     

    Thanks for posting. I understand how confusing this can be, especially when the invoice balance amount is showing correctly. On this one, I would recommend selecting the activity when running the customer statement report, as activity statements list all invoices and payments within a specified date range and include a running account balance.

     

    You can find more information and instructions about this in the helpful article regarding the customer statement.

     

    Feel free to post again anytime you require further assistance. 

     

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this information. 

     

     

    Kind regards,

    Shella

    • Shepai-8-2017's avatar
      Shepai-8-2017
      Experienced Cover User
      3 months ago

      Hi Shella,

       

      Thank you for your reply.

      I tried the Activity Statement and the partial payment did not reflect at all.

      Inclusive date is from January to present to capture all the transactions, but the partial payment is not included at all.

       

      Kind regards,

      Shepai

      • Shepai-8-2017's avatar
        Shepai-8-2017
        Experienced Cover User
        2 months ago

        Hi Shella,

         

        12th May email, the problem still existed. I checked it yesterday and I just noticed that the problem has been fixed when I tried to check the statement. the partial payment has been deducted.

         

        But, another problem came up, my Cheque Account Balance has a negative amount of $2,527.59? It was not there when I finished my April Bank Reconciliation 2 weeks ago. I don't use Bank Feeds. I manually enter all the transactions. Our accountant did not enter any transactions as well. I don't know where this amount came from.

         

        Kind regards,

        Shepai