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Soap
Experienced Cover User
2 years ago
Solved

SURCHARGE

when a payment has been made automatically and doesn't have the surcharge on the invoice,

how can i delete the payment to add the surcharge onto the invoice and then do the customer payment so it all balances ?

  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi EBH210, 

     

    Thanks for your response regarding this issue. I would like to take the time to thank you for staying with MYOB for many years. 

     

    I'm sorry to hear about your reconciliation screen not showing all transactions. Generally, if the "Reconcile Accounts" screen is the only window where transactions are not seen, these transactions are more likely to be hidden.  I would suggest following these steps to make them appear.

    1. Open Banking > Reconcile accounts window.
    2. Choose the correct account.
    3. Change the statement date to 31/12/9998.
    4. Mark all transactions checked. 
    5. Copy the Calculated Closing Balance to the Closing Statement Balance.
    6. Click the Reconcile button. 
    7. Undo reconciliation. 

    After following these steps, the application will show all transactions that were previously missing. 

     

    Let us know if you require any further assistance with this. 

     

    Cheers,

    Genreve 

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago
    Copy Link

    Hi Soap,

     

    I understand your need to delete a customer payment. I'm here to assist you!

     

    You can follow the steps outlined in our Help article, Deleting a Customer Payment, which has detailed instructions on how to proceed with this task. Once you've successfully deleted the payment, the invoice will revert to an open status.

     

    I hope this helps. If you need any further assistance or have any other questions, please don't hesitate to let me know. I'm more than happy to help!

     

    Cheers,

    Princess

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when a payment has been made automatically and doesn't have the surcharge on the invoice,

how can i delete the payment to add the surcharge onto the invoice and then do the customer payment so it all balances ?

","body@stringLength":"223","rawBody":"

when a payment has been made automatically and doesn't have the surcharge on the invoice,

how can i delete the payment to add the surcharge onto the invoice and then do the customer payment so it all balances ?

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Hi Soap,

\n

 

\n

I understand your need to delete a customer payment. I'm here to assist you!

\n

 

\n

You can follow the steps outlined in our Help article, Deleting a Customer Payment, which has detailed instructions on how to proceed with this task. Once you've successfully deleted the payment, the invoice will revert to an open status.

\n

 

\n

I hope this helps. If you need any further assistance or have any other questions, please don't hesitate to let me know. I'm more than happy to help!

\n

 

\n

Cheers,

\n

Princess

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-01-24T11:20:58.496+11:00","lastPublishTime":"2024-01-24T11:20:58.496+11:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":278},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:854648/message:854960","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"1044","rawBody":"

Hi ,

\n

 

\n

I understand your need to delete a customer payment. I'm here to assist you!

\n

 

\n

You can follow the steps outlined in our Help article, Deleting a Customer Payment, which has detailed instructions on how to proceed with this task. Once you've successfully deleted the payment, the invoice will revert to an open status.

\n

 

\n

I hope this helps. If you need any further assistance or have any other questions, please don't hesitate to let me know. I'm more than happy to help!

\n

 

\n

Cheers,

\n

Princess

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